Its clients include a number of government pension funds as well as the funds from a number of government agencies, crown corporations, insurance funds, institutional investment firms and university and colleges. Montez also manages investments for the pension plans of several Fortune 500 companies.
Since inception, Montez has created over 15 investment vehicles and funds. Montez currently asset manages over 25
and approximately $6 billion of real estate, including approximately 10
of active development assets. The two primary focus areas are income / value-add opportunities and development projects. Asset class focus is retail, office, industrial, multi-family, hotel, mixed-use and the development and construction of those asset classes across Canada.
Investment vehicles managed by Montez Corporation have specific investment thesis, which includes a retail focus, office, industrial and development:
Montez Retail Fund Inc.
is a fully vested, closed-end fund, focused on acquiring Class A shopping centers in regional communities outside the major metropolitan areas of Canada.
Montez Core Income Fund Limited Partnership
is focused on the acquisition and expansion of core income properties; specifically dominant regional shopping centers. It is a fully vested closed-end fund.
Montez Core Income Fund II Limited Partnership
, was created to acquire and expand core income properties, specifically dominant regional shopping centres in Quebec with value-add opportunities. The fund has successfully acquired eight assets, totalling approximately 2.5 million sf.
Montez Core Income Fund III Limited Partnership
, was created to acquire and expand core income properties, specifically dominant regional shopping centres in Canada.
Montez Core Income Fund IV Limited Partnership
, was created to acquire and expand Class A shopping centres, adjacent complementary strip centre retail and mixed use centres in major metropolitan areas and major regional communities of Canada.
Montez Office Fund I Inc.
, is focused on core and value add office income properties in the GTA. The investment vehicle has successfully invested and holds interests in 13 office buildings.
Montez Office Fund II Limited Partnership
, is a core and value added real estate fund which focuses on office buildings in growing areas with major transportation infrastructure in Toronto, Montreal and Vancouver.
Nomantel Limited Partnership
, is a core vehicle that includes high quality industrial asset holdings in the Greater Toronto Area.
Montez Fund II Limited Partnership
, a closed-end opportunity fund focused on acquiring, servicing and developing industrial, office and retail properties on land acquired in co-ownership with local developers.
Montez Fund III Limited Partnership
, is focused on developing industrial, office, retail and mixed-use core income properties in large urban markets. The fund has successfully invested in large scale development and construction joint ventures with local and national developers across Canada.
Montez Fund IV Limited Partnership
, is a value added real estate fund which focuses on the development, redevelopment, construction, land assembly, acquisition and expansion of office, industrial, retail, residential and mixed use core income properties in Canada.
Montez Fund V Limited Partnership
, is focused on developing mixed-use, residential, industrial, retail and office income properties in large urban markets along major transportation routes and corridors in Canada.
On behalf of pension funds, Montez also established special purpose vehicles
with a focus on the acquisition and management of specific assets including Mayflower Mall: a 360,000
regional shopping centre in Sydney, Nova Scotia; Londonderry Mall: a 780,000
regional shopping centre in Edmonton, Alberta; and industrial assets located in the Greater Toronto Area and Montreal.
On a separate account basis, Montez asset manages
over $250 million of real estate in office, retail and industrial assets.