Open funds
Currently accepting investments
Closed funds
Fully subscribed, no longer accepting capital
Full Cycle
Completed investment lifecycle with capital returned
BMG Value Fund
Status OPEN
BMG Value Fund

A private real estate fund focused on providing stable fixed income, capital preservation, and long-term growth through necessity-based retail properties.

Battle Monument
Target Investor Returns
6%
Interim Yield
Paid quarterly
+
2%
Additional Preferred Yield
Annual, paid at fund wrap-up
+
80%
CARRY
Paid at fund wrap-up
=
11% – 13%
Target Investor Net Returns
Over the life of the fund
Fund Snapshot
Fund Size
$200,000,000
Subject to increase to $400,000,000
Minimum Investment
$200,000
2 Class A Units
Term
7 Years
From Completion of Capital Raise Subject to 2 Additional 12 Month Extensions
General Partnership / Manager
Battle Monument Group LLC / MARF Management LLC
Suitability
Accredited Investors Only - Rule 506c Exemption
Structure
LLC taxed as partnership
Investment Benefits
Stable fixed-income returns
Capital preservation
Long-term asset appreciation
Investor-first fee structure
Tax advantages
Target Asset Profile
Institutional-quality assets
Single tenant, necessity-based retail
Proven performance and steady foot traffic
Qualified through proprietary underwriting review
How To Invest
Accredited investors
Direct investment options: Cash or IRA/401(k)/TSP
Leading Alternative Investment platform
Dividend reinvestment options available
Audit-verified regulatory and operational compliance.

Interested in Learning More About BMG Value Fund?

Please use our contact form to get in touch or reach out to one of our partners to discuss our funds.

BMG 2024 DST
Status OPEN
BMG 2024 DST

A 1031 exchange-eligible Delaware Statutory Trust delivering stable fixed income, capital preservation, and long-term growth through necessity-based retail real estate anchored by investment-grade properties.

Target Investor Returns
6%
Annual Interim Yield
Paid quarterly
Fund Snapshot
Fund Size
$5,435,872
Minimum Investment
$250,000 for cash investment with or without 1031 exchange. There is no debt attribution for any investment in BMG 2024 DST.
Term
5 to 7 Years
Subject to Extensions at Discretion of the Manager
General Partnership / Manager
MARF Management LLC
Suitability
Accredited Investors Only - Rule 506c Exemption
Structure
Beneficial Interest in BMG 2024 DST. Taxed based on proportionate interest.
Investment Benefits of Investing 1031 Exchange Proceeds with BMG
Decrease risk by investing in a well-organized portfolio of investment grade properties
Receive consistently high yield without the hassle of managing properties
Eliminate stress and risk of identifying individual properties to acquire
Target Asset Profile
Four titled, investment-grade, single-tenant commercial properties
Properties are backed by corporate-guaranteed leases
How To Invest
Reinvest 1031 exchange proceeds into a DST
Accredited investors
Direct investment options: Cash or IRA/401(k)/TSP
Leading Alternative Investment platform

Interested in Learning More About BMG 2024 DST?

Please use our contact form to get in touch or reach out to one of our partners to discuss our funds.

BMG Yield Fund II
StatusCLOSED
BMG Yield Fund II

Est. 2021 · Closed to New Investment July 2024

Closed to new investment as of July 2024. The fund continues to hold and manage a diversified portfolio of single-tenant discount retail properties nationwide, with quarterly distributions ongoing for existing investors.

Fund Highlights
Closed to new capital since July 2024
64 properties across 19 states
Fund size: $50.0 Million
Asset Profile
Single-tenant discount retail (Target Assets)
Nationally diversified, 19-state footprint
Investor Access
Existing investors: log in to view account

Questions about your investment in BMG Yield Fund II?

Contact our investor relations team for account details and distribution information.

BMG Portfolio DST 2022
StatusCLOSED
BMG Portfolio DST 2022

Est. 2022 · Fully Subscribed October 2023

Fully subscribed since October 2023. This Delaware Statutory Trust holds a portfolio of investment-grade, single-tenant commercial properties assembled for 1031 exchange investors, with distributions ongoing.

Fund Highlights
Fully subscribed since October 2023
8 properties across 7 states
Fund size: $11,978,701
Asset Profile
Investment-grade, single-tenant commercial (1031 exchange structure)
7-state portfolio
Investor Access
Existing investors: log in to view account

Questions about your investment in BMG Portfolio DST 2022?

Contact our investor relations team for account details and distribution information.

Guidon Fund
StatusCLOSED
Guidon Fund

Est. 2020 · Fully Subscribed June 2023

Fully subscribed since June 2023. The fund holds a focused portfolio of single-tenant retail properties, with distributions ongoing for existing investors.

Fund Highlights
Fully subscribed since June 2023
7 properties across 4 states
Stable distributions ongoing
Asset Profile
Single-tenant, necessity-based retail
4-state portfolio
Investor Access
Existing investors: log in to view account

Questions about your investment in Guidon Fund?

Contact our investor relations team for account details and distribution information.

BMG Yield Fund 2020
StatusCLOSED
BMG Yield Fund 2020

Est. 2020 · Fully Subscribed 2021

Fully subscribed in Q1 2021 and fully capitalized by Q2 2021. The fund holds a large, diversified portfolio of single-tenant discount retail properties, with distributions ongoing for existing investors.

Fund Highlights
Fully subscribed since Q1 2021
77 properties across 17 states
Fund size: $25.0 Million
Asset Profile
Single-tenant discount retail (Target Assets)
Broad 17-state footprint
Investor Access
Existing investors: log in to view account

Questions about your investment in BMG Yield Fund 2020?

Contact our investor relations team for account details and distribution information.

MM Associates
StatusFULL CYCLE
MM Associates

Est. 2018 · Fully Subscribed 2019 · Closed 2023

Investment lifecycle completed in June 2023. All capital and targeted returns were returned to investors across the fund's 22-property, 8-state portfolio. Thank you for your trust and partnership.

Fund Performance
5 Yrs
Hold Period
2018 – 2023
·
9%
Net IRR
Achieved
·
100%
Capital Returned
To all investors

View the full performance report.

Including asset dispositions and investor distributions.

STRAC Fund
StatusFULL CYCLE
STRAC Fund

Est. 2015 · Fully Subscribed 2018 · Closed 2021

Battle Monument Group's first fund. Wrapped up and liquidated in late 2021, ahead of schedule, due to highly favorable market conditions across its 20-property, 6-state portfolio. All investors received their full principal and targeted returns.

Fund Performance
6 Yrs
Hold Period
2015 – 2021
·
10%
Net IRR
Achieved
·
100%
Capital Returned
To all investors

View the full performance report.

Including asset dispositions and investor distributions.

Speak with our team

Thank you for your interest in learning more about Battle Monument Group.
Please fill out the form and one of our Partners will contact you shortly.

Office
9 S 12th St., Richmond, VA 23219

Submissions are reviewed by BMG's investor relations team...

Supporting Successful 1031 Exchanges With Income-Producing Assets

Our DST offering is designed for active 1031 exchanges, working directly with Qualified Intermediaries to ensure a smooth, compliant transfer process.

1031 Exchange Qualified

Fully compliant DST structure designed for tax-deferred exchanges.

45-Day Window Ready

Efficient onboarding process aligned with strict exchange timelines.

100% Passive Investment

No landlord responsibilities for your clients.

Institutional-Grade Assets

Investment-grade tenants and necessity-based retail properties.