Mandate & appetite
- Preferred strategies
- Real EstatePrivate Equity
- Target geographies
- US & Canada
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Battle Monument Group is a veteran-founded private equity real estate firm based in Richmond, Virginia, specializing in single-tenant, net-leased retail properties across the U.S.—with a core focus on the discount dollar segment, including Dollar General. The firm targets core, income-generating assets with long-term leases, aiming to provide stable dividend yields and portfolio growth for its investors, many of whom are fellow veterans. BMG utilizes direct acquisitions and Delaware Statutory Trusts (DSTs) to support both institutional and 1031 exchange investors.
Unlock mandates & allocation signals
See Battle Monument Group's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Family Office
Monument Bay Capital Partners
Boston, United States
Monument Bay Capital Partners LLC is a Boston-based private investment firm specializing in investments across the Lower Middle Market, particularly in sectors such as manufacturing, distribution, healthcare, business services, and consumer products. Founded by the Newton family, the firm operates independently and tailors solutions to evaluate unique opportunities across the United States.
Other · $540m AUM
Boardwalk Development Group
Suwanee, United States
Boardwalk Development Group (BDG) is a Georgia-based real estate investment firm specializing in the acquisition, development, and operation of self-storage and Boat & RV storage facilities across the Southeastern United States. BDG targets value-add and ground-up development opportunities, deploying capital through a series of discretionary funds with a focus on high-growth secondary and tertiary markets. With over $500 million in assets and multiple funds launched since 2016, BDG emphasizes institutional-quality assets and long-term income generation.
Other · $2.5bn AUM
Banner Real Estate Group
Chicago, United States
Banner Real Estate Group is a vertically integrated real estate investment, development, and management firm specializing in Class A multifamily and institutional-grade self-storage properties across the United States. With a portfolio exceeding $2.3 billion in value, Banner pursues core, core-plus, value-add, and development strategies in high-growth, supply-constrained markets. The firm combines disciplined investment underwriting with hands-on asset and property management to deliver long-term value for its partners and investors.
Other · $972m AUM
Monument Capital Management
Miami, United States
Monument Capital Management, an A-Rod CORP company, is a fully-integrated real estate investment firm specializing in multifamily acquisitions in markets with strong demand for workforce housing. They have acquired over $900 million in real estate assets across 14 states.
Other · $810m AUM
Boundary Companies
Bethesda, United States
Boundary Companies is a Bethesda-based real estate investment and development firm focused on opportunistic and value-add investments across diverse asset classes, including data centers, industrial, self-storage, and build-to-rent residential. The firm deploys capital through direct acquisitions, joint ventures, and development projects, supported by its $750 million Rendezvous Fund. Boundary emphasizes long-term value creation in high-growth markets by leveraging local partnerships and thematic investment strategies.
Other
BH3 Management
Miami, United States
BH3 Management is a vertically integrated real estate investment and development firm specializing in value-add, opportunistic, and credit strategies across multifamily, mixed-use, and distressed asset classes. With offices in Miami, New York, and Denver, BH3 invests across the capital stack—including equity, preferred equity, and mezzanine debt—through both discretionary funds and joint ventures. The firm leverages in-house development and asset management capabilities to reposition underperforming assets and capitalize on complex real estate opportunities nationwide.