About Us
Avg Occupancy of Retail Assets
Historical Avg IRR
Historical Avg MOIC
* Historical Avg IRR and MOIC include unrealized investments with estimated future cash flows and terminal values based on estimated market conditions as of Q4-2023.
History
2023
Over 2.5M square feet of Class-A retail assets owned.
2023
Fund II initial closing. ~$43MM deployed into the Fund II strategy.
2022
Senior housing portfolio grows to 500+ units with operations in WI, IL, OH, IN, GA, NC and TX.
2022
Fund I fully deployed with ~$55MM invested into the strategy.
2022
Herbst family office becomes a partner in Marquee Capital.
2020
Fund I opens, focused on Class-A, stabilized, cash flowing retail assets.
2018
First ground up senior housing development.
2017
First Class-A stabilized cash flowing retail asset acquired ($30MM asset in Valparaiso, IN).
2015
Outside investors invited to participate in select investments.
2008
Preferred developer for national retail tenant completing 90+ investments in 17 states.
2008
Real estate team assembled under the Marcus family office, Marcus Investments.
Investment Philosophy
PROTECT CAPITAL
Focus on low-cost basis, responsible leverage, optionality and downside protection.
GENERATE CURRENT INCOME
Distribution of cash flow incrementally mitigates risk contributing to strong
risk-adjusted returns.
RECYCLE CAPITAL
Monetizing assets after creating value within them offers a chance to realize gains and mitigates risk through market cycles.
BE FLEXIBLE
Constantly adjusting as unique circumstances often produce investment opportunity.
DIVERSIFY
Pursue opportunities that avoid concentration of risk in a particular asset, tenant, geography or operating partner.
PROTECT THE REPUTATION
Off-market opportunities are the result of decades-old relationships and a reputation for acting with integrity and perseverance.
Contact
301 N Broadway, Suite 300, Milwaukee, WI, 53202
(414) 585-8870