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News Stories (24 Results) - Monticello Asset Management

Monticello Asset Management, LLC, a specialized private real estate and asset-based lender, servicer and manager providing innovative capital solutions, announced that F. Donald Kelly III has been appointed as Senior Managing Director, effective... Read Story
May 22, 2019, 08:50 AM


Monticello Asset Management, LLC announced Matthew Downs, a former senior leader at Ullico Inc., will join the firm as a Managing Director to lead Monticello’s new Commercial Real Estate lending platform.Downs will be responsible for managing and... Read Story
May 08, 2019, 09:15 AM


Monticello Asset Management, LLC, a specialized private real estate and asset-based lender, asset manager and servicer, announced it has provided $35.6 million in first lien debt financing for the acquisition of three skilled nursing properties and... Read Story
April 10, 2019, 08:55 AM


Monticello Asset Management, LLC, a specialized private real estate and asset-based lender, asset manager and servicer, announced it has provided $16 million in first lien debt financing for the acquisition of two skilled nursing properties totaling... Read Story
March 20, 2019, 08:09 AM


Monticello Asset Management, LLC, a specialized private real estate and asset-based lender, servicer and fund manager, announced it has provided $37.8 million in first lien debt financing for the acquisition of two skilled nursing properties totaling... Read Story
February 11, 2019, 07:43 AM


Monticello Asset Management, LLC announced that two of Monticello’s investment vehicles originated $8.88 million in first lien debt financing to Madison Due West Property, LLC and a $1.50 million working capital loan the operating company of the... Read Story
August 24, 2018, 07:04 AM


Monticello Asset Management, LLC announced that two of Monticello’s investment vehicles originated $36 million in first lien debt financing to Maui Sunset, LLC and a $4 million working capital loan to the operating companies of the facilities. The... Read Story
July 20, 2018, 07:09 AM


Monticello Asset Management, LLC announced that two of Monticello’s investment vehicles originated $8.375 million in first lien debt financing to Healthcare Management KY, LLC and a $1.50 million working capital loan to the operating companies of the... Read Story
July 12, 2018, 07:08 AM


Monticello Asset Management, LLC announced that one of Monticello’s investment vehicles originated $31.21 million in first lien debt financing to The W Group at New Broadview, LLC. Monticello’s borrowers are in need of short term financing for... Read Story
April 25, 2018, 07:14 AM


Monticello Asset Management, LLC, announced that one of Monticello’s investment vehicles originated $45.3MM in first lien debt financing to Nesconset Property NY LLC and multiple affiliated entities. The Mortgagor is using the funds to acquire one... Read Story
April 18, 2018, 07:31 AM


Monticello Asset Management, LLC announced that one of Monticello’s investment vehicles purchased $5.8 million in new issue subordinate multifamily housing revenue bonds issued by a tax- exempt bond issuing authority. In connection with this... Read Story
April 09, 2018, 07:23 AM


Monticello Asset Management, LLC announced that one of Monticello’s investment vehicles originated $16.48 million in first lien debt financing to Nashville 832 Wedgewood Property, LLC. The Mortgagor is using the funds to acquire a single property in... Read Story
January 31, 2018, 07:16 AM


Monticello Asset Management, LLC named Steven Caligor as a member of the Monticello management team, joining as a Senior Managing Director. Caligor will be charged with a diverse set of responsibilities including product development, expanding... Read Story
September 12, 2017, 07:47 AM


Monticello Asset Management, LLC continued its corporate expansion by announcing the addition of 8-year U.S. Department of Housing and Urban Development (HUD) underwriting and origination professional Corley Audorff to its growing team. Audorff will... Read Story
August 03, 2017, 07:03 AM


Monticello Asset Management, LLC (Monticello) announced that it has added 18-year banking professional Tami Antebi to its business team. Antebi will serve as the Director of Investor Relations, a newly developed role, overseeing the relationship... Read Story
July 26, 2017, 07:53 AM


Monticello Asset Management, LLC announced that one of Monticello’s investment vehicles originated $37 million in first lien debt financing to Clermont Nursing Realty, LLC.  The Mortgagor is using the funds to refinance a single asset that holds 136... Read Story
June 27, 2017, 07:50 AM


Monticello Asset Management announced that one of Monticello’s investment vehicles originated $34.12 million in first lien debt financing to Elener Associates, LLC and W Management Group. Monticello is a Registered Investment Adviser that, through a... Read Story
June 20, 2017, 07:19 AM


Monticello Asset Management, LLC announced that one of Monticello’s investment vehicles originated a multi asset loan comprising of $69.3 million in first lien debt financing to a series of entities, including 50 Christy Place, LLC. Monticello is a... Read Story
June 14, 2017, 07:58 AM


Monticello Asset Management, LLC announced that one of Monticello’s investment vehicles originated $6,250,000 in first lien debt financing to Olathe Property Holdings, LLC and AHO, LLC. The mortgagors are using the funds to acquire a 147 bed Skilled... Read Story
April 12, 2017, 07:35 AM


Monticello Asset Management, LLC, announced that Monticello’s investment vehicle originated $9.5 million in first lien debt financing to Omaha Property Holdings, LLC and AHMO, LLC. The borrowers are using the funds to purchase a 175 bed facility in... Read Story
March 14, 2017, 07:05 AM


Monticello Asset Management, LLC announced that one of Monticello’s investment vehicles participated in providing $14,341,500 of first lien debt financing to a Skilled Nursing Facility in Sacramento, CA. MAM is a Registered Investment Advisor that... Read Story
February 21, 2017, 07:39 AM


Monticello Asset Management, LLC announced that Monticello’s investment vehicle originated $9 million in first lien debt financing to Greenery Realty Group, LLC, a Skilled Nursing Facility in Canonsburg, PA. MAM is a Registered Investment Advisor... Read Story
January 25, 2017, 07:04 AM


Monticello Asset Management, LLC, a Registered Investment Advisor, through an affiliated investment vehicle provides bridge-To-HUD loans to skilled nursing and assisted living facilities throughout the U.S., announced that Monticello’s investment... Read Story
January 10, 2017, 07:09 AM


Monticello Asset Management, LLC (“Monticello”), a Registered Investment Advisor, through an affiliated investment vehicle provides Bridge-To-HUD loans to Skilled Nursing and Assisted Living Facilities throughout the U.S., announced that Monticello’s... Read Story
December 05, 2016, 07:36 AM