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Preserve, Protect and Enhance Investor Value

Milestone’s investment philosophy is principally focused on protecting investors’ capital. We pursue acquisitions with precision, targeting only opportunities that offer attractive upside potential while also mitigating downside risk. This discipline has led to investment stability and industry-leading returns. In its history, Milestone’s discretionary funds have zero negative return investments.

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Superior Track Record

Milestone’s deep market knowledge and prudent investment decisions combine with active, hands-on investment management to create maximum value for investors. Milestone’s discretionary funds have consistently outperformed top quartile return benchmarks through all phases of the economic cycle.

Institutional investment platform with entrepreneurial spirit

Milestone has a dynamic team with a culture of creative, entrepreneurial thinking. This mentality is applied throughout the investment process to source unique acquisition opportunities, structure acquisitions to maximize risk-adjusted returns, manage the assets in a way that generates accretive yield and manage the portfolio by executing disposition strategies that drive overall returns. Milestone has a history of successfully executing large and complex transactions including an IPO, public company M&A, take-private transactions, joint ventures, recapitalizations, tax deferred exchanges, reverse exchanges and more.

Industry veterans with strong relationships

Milestone’s founders are career real estate professionals having worked in various aspects of the real estate business throughout their career. Milestone has an extensive network of direct relationships with sellers, brokers and lenders. Our relationships allow us to source off market acquisition opportunities that avoid bidding competition, uncovering attractive investment opportunities not available to the general market. Milestone has executed billions of dollars of financing with the largest lenders in the country and are priority borrowers, receiving better loan pricing than is available to the broader market.

Alignment of interest

Our principals and senior management team invest side-by-side with our investors, creating alignment of interest between the organization and our investors which leads to successful, long-term partnerships.