Monument
Opportunity Fund I

Monument Opportunity Fund I was the inaugural fund sponsored by Monument Capital Management. Launched in 2013, the fund opportunistically acquired more than 2,700 workforce housing units across key U.S. markets - including South Carolina, North Carolina, Maryland, Texas, Georgia, and Florida.

2013

Launched

2,700

Units

$132M

Total Capitalization

2018

Realized

Monument
Opportunity Fund II

Building upon the success of Fund I, Monument Opportunity Fund II (MOF II) launched in 2014, broadening the portfolio’s geographic footprint and capitalizing on emerging markets. The Fund increased investment in the South and expanded into the Midwest, targeting markets with strong demographic trends and compelling growth prospects.

Representative states in the fund’s portfolio included Ohio, Texas, Georgia, and North Carolina.

2014

Launched

3,000

Units

$158M

Total Capitalization

2020

Realized

Monument
Opportunity Fund III

Launched in September of 2015, Monument Opportunity Fund III (MOF III) marked another milestone in Monument Capital Management’s strategic growth. MOF III further expanded Monument’s geographic presence by entering new markets such as Kentucky and Arizona, while also reinvesting in proven high-growth markets like South Carolina and Texas, targeting strong workforce housing fundamentals and markets experiencing significant job and population growth.

Representative states in the fund’s portfolio included South Carolina, Georgia, Arizona, Kentucky, and Texas.

2014

Launched

2,400

Units

$137M

Total Capitalization

2025

Realized

Monument
Opportunity Fund IV

Monument Capital Management launched Monument Opportunity Fund IV (MOF IV) in May of 2019. Surpassing its target capital raise, the fund successfully acquired nine properties between its launch and 2021, seven of which are currently owned by the Fund.

MOF IV advanced Monument’s investment strategy by entering Tennessee and Missouri, expanding into new regions and further diversifying Monument’s coverage area.

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2019

Launched

2,100

Units

$250M

Total Capitalization

2025

Active

Monument
Opportunity Fund V

Launched in 2022, Monument Opportunity Fund V (MOF V) continues Monument Capital Management’s disciplined investment strategy focused on value-add multifamily assets. The fund acquired five assets in Florida, South Carolina, Texas, Minnesota, and Indiana—markets that align with our data-driven approach to long-term growth and stability.

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2022

Launched

1,200

Units

$200M

Total Capitalization

2025

Active

Joint Ventures

Since the Firm’s inception. Monument has invested through joint ventures when the asset’s size, long term strategy or hold period differed from the current Fund. Investments have been made across six states in select secondary markets, where the strategy is to opportunistically acquire, manage, and renovate well-located assets positioned for value creation.

2012

Launched

4,000

Units

$360M

Total Capitalization

2025

Active

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