Increasing the Economic Power
of Veterans & Industry-Leading
Professionals

We are a group of veterans that own and operate a series of private real estate funds focused on providing stable fixed income to our investors. Our 360+ investors consist largely of military veterans and industry leading professionals. We are proud to have investors in four different funds, nearly 70% re-investment rate by our existing investors.

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BMG YIELD FUNDS II IS NOW OPEN TO ACCREDITED INVESTORS

DELAWARE STATUTORY TRUST (DST) IS OPEN, DESIGNED FOR 1031-EXCHANGE INVESTORS

BMG STRAC FUND HAS GONE FULL CYCLE

Meet Our Founders

Beginning in 2014, we set out to build fixed income funds that are tailored to the needs of Veterans and Industry Leading Professionals. We found that investing in stabilized, single-tenant properties, with investment-grade tenants, leads to consistent dividend yield. The result is a product that is easily understood, producing consistent quarterly distributions that are above market, with low underlying risk and volatility which makes it perfect for the fixed income portion of a balanced portfolio.

Celebrating over 8 Years Of Stability!

Weather And Financial Markets Are Volatile. Your Investment Partners Shouldn’t Be.

~ William John Oliver, Founding Principal & Fund Manager

Fund Objectives

01

Acquire and hold net-leased commercial Properties in order to provide Investors with stable dividend yield;

02

Minimize risk by investing in Properties in targeted market segments, with lease income that exceeds debt service, and with long-term stability for the tenant.

03

Realize consistent growth in the value of the properties, and the portfolio, through scheduled rent increases, providing preferred return to investors and stakeholders upon capital events.

04

Allocate a portion of surplus yield for Veteran charities, after the payment of preferred return, and the return of original principal to our investors.

Find Our Properties

Frequently Asked Questions

No, this is not a requirement. Most, but not all, of our investors are veterans. The fund is run by veterans with a mission to increase the economic power of veterans and industry leading professionals. We also make regular donations to veteran charities, after the payment of yield to our investors.

To be accredited, you would need to have a net worth of at least $1,000,000, excluding the value of your primary residence, OR have income of at least $200,000 each year for the last two years (or $300,000 combined income with your spouse). In addition, persons that carry certain professional certifications are considered sophisticated and accredited.

Our current fund, BMG Yield Fund II, has a 6% annual yield paid in quarterly installments beginning from the date of investment, plus 60% of cash from capital transactions (following payment of Class A Member preferred return, and return of Class A Member capital).

Yes, absolutely. The key is getting you set-up with an account that has a self-directed option, and then it’s just a matter of directing that investment amount to one of the BMG funds. We typically use an unaffiliated third-party called Midland Trust to help with that process.

 

By using a third-party administrator, you never take possession of those funds and they maintain their tax deferred status through the transfer and as long as they stay in that account with BMG. You will still receive quarterly statements and see how your earnings are accumulating and the impact of annual compounding

Yes, you can choose to either take regular payment (by ACH) of your quarterly yield or reinvest and compound them if you wish.

We now have 28 consecutive quarters of consistent performance. We have never missed, nor altered, a quarterly payment for any investor.

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804-644-4924

 

530 East Main Street, Richmond, VA 23219

 

info@battlemonument.com

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