Company Overview

MacKenzie Patterson Fuller, LP, an acknowledged leader in the real estate investment management business, views real estate securities from a different perspective, often seeing opportunities that others overlook.

 

Based in Moraga, California, MPF has specialized in the area of discounted real estate securities and asset management since its formation in 1982.

A Value-Added Strategy

Through its investment advisory affiliate, MPF Advisers, LP, the skilled team of MPF real estate professionals takes an innovative approach to capitalizing on market inefficiencies. Concentrating on its niche marketplace, MPF searches for thinly traded public and private limited partnership securities and shares of real estate investment trusts that may be undervalued for a variety of reasons – such as temporary illiquidity, control issues, excess leveraging, or capital needs of the partnership – and must trade at a discount. After acquiring the securities, the firm works to reduce or eliminate the liquidity problem and recover the asset value.

Knowledge is Key

Research is the driving force behind MPF’s ability to select the most appropriate real estate asset-backed investments. Its team of seasoned real estate analysts, comprising over 30 percent of the firm’s personnel, provides in-depth analysis of an investment’s viability by using a proprietary real estate securities database.

Expertise and Vision

MPF's programs run the gamut from conservative to aggressive, each providing current cash flow and the expectation of future returns based on the eventual full-price liquidation of the underlying assets.  By applying expertise, vision and an opportunistic mindset, MPF has consistently generated strong returns for its investors.

 

The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.

Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.  No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.