Investor
Relations

Current Investment Opportunities

Investment Account

MLP offers an Investment Account pursuant to which you will receive a Promissory Note from MLP that is personally guaranteed by Peter Morgan or by the Peter A. Morgan Revocable Trust. The Investment Account requires a minimum investment of $50,000, has a four (4) year term and yields annual interest at four percent (4%). This account is intended to be a vehicle for the initial placement of investment funds as you consider our other investment options or are awaiting availability of pending MLP opportunities. Funds can be easily transferred to other MLP investments.

Capital Loan Account

MLP offers a Capital Loan Account similar in structure to the Investment Account. You will receive a Promissory Note from MLP that is personally guaranteed by Peter Morgan or by the Peter A. Morgan Revocable Trust. The minimum investment in this Account is $50,000. The Loan Account has a four (4) year term and yields Seven and One-half Percent (7.5%) interest annually.

Morgan Sun Bradenton Two, LLC

Our new Florida investment sponsor, Morgan Sun, LLC, is pleased to offer you a new investment opportunity. The asset that is the basis of this investment is 4802 W. 20th Street in Bradenton, Florida ("4802"). The Morgan Sun Bradenton Two, LLC was formed with the primary purpose of owning and managing the 4802 property and is the investment vehicle that is the subject of this opportunity.

See below for more information

"TIC" Investment Opportunities

We have established an investment opportunity in which you become a joint equity owner in an MLP projects. By purchasing an interest in one of MLP’s properties as a “tenant in common” with us and others, you participate in this venture as an equity owner. These properties have historically been high-performing commercial assets for MLP. Our TIC investments are long-term passive investment opportunities that provide stability and a positive return on your investment. The minimum investment in a TIC project is established when offered and will be based on the then existing financial structure of the project.

Please know that our Investment Account is always available as an initial placement investment with MLP as you consider our other opportunities or are awaiting availability of pending opportunities.  All of the investment accounts offered by MLP require that you receive and acknowledge a Confidential Private Placement Offering Memorandum and related documents regarding the specific investment. Following your decision to join us in one of these investments, we will send you the appropriate required documentation for consideration and execution.

 

For more information about our investment opportunities please contact Investor Relations

Karen Butz Webb, Esq, Investor Relations Director

karen@morganlegacypartners.com

Steve Spain, Investment Strategist

steve@morganlegacypartners.com

MLP Color

Please contact us about our investment opportunities!

Investment Account

MLP offers an Investment Account pursuant to which you will receive a Promissory Note from MLP that is personally guaranteed by Peter Morgan.  The Investment Account requires a minimum investment of $50,000. This Account has a four (4) year term and yields Four  Percent (4%) interest annually. Payments can be made or reinvested quarterly, in arrears. 

 

Because this, and the following Investment Accounts, are debt instruments fully personally guaranteed by Peter Morgan or by the Peter A. Morgan Revocable Trust, the risk level is conservative.

 

In addition, this Debt Instrument/Investment Account is always available as a vehicle for the initial placement of investment funds as you consider our other investment options or are awaiting availability of pending MLP opportunities.  Funds can be easily transferred to other MLP investments.

 

Capital Loan Account

MLP offers a Debt Instrument / Capital Loan Account. You will receive a Promissory Note from MLP that is personally guaranteed by Peter Morgan or by the Peter A. Morgan Revocable Trust.  The minimum investment in this Account is $50,000.  The Loan Account has a four (4) year term and yields Seven and One-half Percent (7.5%) interest annually.  Interest Payments are made or reinvested quarterly, in arrears.

 

This Capital Loan Account has been filed with the United States Securities and Exchange Commission under “Regulation D,” which means that the investment is not registered with the SEC as a “security” and, accordingly, is exempt from many securities regulations.  However, there are certain restrictions associated with a Reg D investment.  Our investment package will provide all necessary details.

Morgan Sun Bradenton Two, LLC

Our new Florida investment sponsor, Morgan Sun, LLC, is pleased to offer you a new investment opportunity.

The asset that is the basis of this investment is a multi-family unit located at 4802 W. 20th Street in Bradenton, Florida (“4802 W. 20th”). The Morgan Sun Bradenton Two, LLC (the “Bradenton Two LLC”) was formed with the primary purpose of owning and managing the 4802 W. 20th property and is the investment vehicle that is the subject of this opportunity.

You will be purchasing a non-equity investment interest, $10,000 per Membership Interest, in Morgan Sun Bradenton Two, LLC, which investment will be evidenced by a Promissory Note yielding 7% annual interest only payments made quarterly and having a maximum term of three (3) years.

Please reach out to us for additional information and the offering materials for this investment opportunity.

"TIC" Investment Opportunities

“TIC” Affordable Housing Investment Opportunity – A Community Minded Investment

At MLP we believe that having an affordable home is a basic need and should be available to everyone in all communities. Unfortunately, many communities fall far short when it comes to providing reasonable options for homeowners.

MLP has found that an investment in this market brings not only a positive return to us but through our expansion and revitalization of manufactured housing developments in these communities, we help promote economically attractive housing options to those who most need it.


CHELSEA STREET TIC

The Chelsea Street Community is our premier model for MLP’s affordable housing communities and our first TIC investment opportunity.  Our upgrades and improvements have supported a substantial increase in rental income since our purchase in 2018, making this community one of our most profitable projects.  The performance of this project demonstrates that we have established an effective structural model for our affordable housing projects. One that continues to show proven success each quarter. 

While the Chelsea Street “TIC” investment opportunity is not currently available, we anticipate similar offering involving other MLP affordable housing communities.  Please let us know if you have interest in this investment option and we will be sure to keep you updated.

Availability: Our first “TIC” investment involved the Chelsea Street Mobile Home Community in Moore, SC.  While this “TIC” investment opportunity is not currently available, we anticipate a similar offering involving another affordable housing community located in Ellenboro, NC.   We will stay in touch and let you know details as they become available.


MOORE’S CHAPEL VILLAGE  |  “MCV I”

As with our Affordable Housing projects, we have established an investment opportunity in which you become a joint equity owner in a commercial property, such as MCV. 

In January 2021, we closed on the MCV I TIC offering.   Phase I was offered at $45,000/unit.  We are currently offering a MCV II TIC investment opportunity.  Based on the strong performance of the project, its value and our financial position has increased substantially.  Accordingly, units in Phase II are being offered at $56,000/unit.  Please contact Investor Relations for information on this offering.

AvailabilityIn January 2021, we closed on the MCV I TIC offering.   Phase I was offered at $45,000/unit.  We are currently offering a MCV II TIC investment opportunity.  Based on the strong performance of the project, its value and our financial position has increased substantially.  Accordingly, units in Phase II are being offered at $56,000/unit.  If you are interested in the MCV II TIC Investment Opportunity, please reach out to us.  We would be happy to provide our Phase II Offering Memorandum.


COMMERCIAL ASSET PORTFOLIO

We have recently created a portfolio of four of our commercial/industrial properties to be offered as additional TIC equity investments. These have historically been high-performing commercial assets for MLP.  Our TIC investments are long-term passive investment opportunities that provide stability and a positive return on your investment.   Please contact Investor Relations for information on this offering.

Krysten Reily

Krysten Reilly

Operations Manager

MFF Status: Morgan Franklin Fellowship Foundation

Business/Organization: Morgan Legacy Partners

About: Krysten Reilly serves as the Operations Manager with Morgan Legacy Partners. Before Krysten embarked in this career, she was working in hospitality management in New England, managing hotel and restaurant operations in Maine and Massachusetts. Krysten started her career in hospitality management first as the Assistant Food & Beverage Manager of a hotel restaurant but then quickly rose through the ranks to become the General Manager of two hotels within the same hotel group’s portfolio. Krysten holds a Bachelor of Fine Arts and a Master of Science from Syracuse University. Krysten lives in Charlotte, North Carolina, where she serves as Morgan Legacy Partner’s Carolinas representative.

Specialties: Hospitality and Operations Management, Events Management, Revenue Management, Runner, Snowboarder, Hiker, Outdoor Enthusiast