Capital Management

The Morgan Companies uses innovative strategies to help its investors achieve capital growth.

Operating under the name Morgan Capital Management (MCM), we provide investment and private equity services to our investors. Our highly differentiated investment strategy, concentrating on top-quality real estate assets, growth businesses, and niche financial instruments, has achieved substantial results over time. Our principals and leaders have been through multiple market cycles, which has informed our underwriting and risk strategy. In both good times and bad, we have devised innovative solutions that preserve and grow capital in a responsible manner.

The Benefits of Working with The Morgan Companies

  • Access to a diverse portfolio of income-producing and appreciating assets
  • Strong alignment of interests with the manager
  • Experienced manager with demonstrated track record and deep industry knowledge
  • Attractive risk-adjusted returns with potential tax efficiencies
  • Stable monthly distributions with upside potential

Morgan’s strategic portfolio is diversified1:

Property types: Retail shopping centers, office buildings, medical facilities

Geography: Eastern United States

Tenant base: Grocery stores, pharmacies, fast-food restaurants, banks, hotels, medical facilities

Operating businesses: Aviation, medical software, hospitality, commercial services

REPRESENTATIVE HOLDINGS

 

1Diversification does not ensure a profit or guarantee against a loss.

NOT A DEPOSIT / NOT FDIC INSURED / NOT GUARANTEED BY THE BANK / MAY LOSE VALUE / NOT INSURED BY ANY GOVERNMENT AGENCY / NOT A REGISTERED FINANCIAL ADVISOR.