Fund Management

Morrison Grove adds value as a fund manager by providing local and regional market knowledge, skilled property analysis, advanced financial modeling and an understanding of capital markets. Our experience and application of thoughtful insight into real estate capital markets drives value for client investments.  We apply this approach and an energetic entrepreneurial spirit to portfolio investments for the purpose of exceeding investor expectations

Morrison Grove’s Fund Management Platform Includes:

  • Fund Accounting – Full annual Audits are completed by a Big 6 accounting firm for each fund

  • Valuations – As required by GAAP, annual note valuations are completed on each asset

  • Fund Reporting – Quarterly and Year End operational and fund performance reports

  • Fund Analysis – Regular and as-requested fund composition and optimization analysis

  • Capital Management – Provide structured finance products to hedge investments