Investor
Relations

Current Investment Opportunities

Debt Instrument / Investment Account

Debt Instrument / Loan Account

Debt Instrument / Loan Account II

Other Potential Opportunities

Please know that our Debt Instrument/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 an Offering Memorandum and Prospectus regarding the specific investment. Following your decision to join us in one of these investments, we will send you the appropriate required documentation.

For more information about our Investments please contact our Investor Relations Director, Karen Butz Webb, at: Karen@MorganLegacyPartners.com

MLP Color

Please contact us about our investment opportunities!

Debt Instrument / 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, the risk level is conservative.

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

If you are interested in this investment option, please contact us and we will forward you an Offering Memorandum.

 

Debt Instrument
/ Loan Account

MLP offers an Investment Loan Account that is considered a debt instrument, made by you to MLP. You will receive a Promissory Note from MLP that is personally guaranteed by Peter Morgan. 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 Investment 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. If you are interested in this investment option or have questions regarding the Reg D exemption, please contact us and we will forward you the Offering Memorandum and Prospectus.

Debt Instrument
/ Loan Account II

MLP also offers an additional “Investment Loan Account II”, which is considered a debt instrument, made by you to MLP. You will receive a Promissory Note from MLP that is personally guaranteed by Peter Morgan.

The minimum investment in this Account is $50,000. Loan Account II has a two (2) year term and yields Six Percent (6%) interest annually. Interest Payments are made or reinvested quarterly, in arrears.

If you are interested in this investment option, please contact us and we will forward you the Offering Memorandum and Prospectus.

Other Potential Opportunities

I. Affordable Housing Projects.

“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. This coincides with our mission to help stimulate financial security and foster home ownership.

MLP, and/or its affiliates, currently owns seven affordable housing communities and two pocket communities in North and South Carolina. Our goal is to expand our portfolio and geographic reach throughout the Carolinas over the next three years. These are rapidly growing regions where there is a clear need for more affordable housing.

Through this type of investment portfolio, we are helping communities thrive and meet the growing need for affordable residential options.

What is a “TIC” Investment?

We have established an investment opportunity in which you become a joint equity owner in one of our projects. By purchasing an interest in one of these properties as a “tenant in common” with us and others, you participate in this venture as an equity owner. The benefit of your investment in our affordable housing projects is twofold – you benefit from your partial ownership in the property by receiving a proportionate return on your investment and at the same time the project helps to stimulate the community in which it is located.

The minimum investment in a TIC project is established when offered and will be based on the then existing financial structure of the project. Because the investment is supported by your ownership of a fraction of the real estate, the risk level in this investment is conservative. As the project is stabilized, you will receive a quarterly return on your investment.

Availability: Our first “TIC” investment was grounded in 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 are currently working on this new offering, which is likely to be available for purchase in the next few months. We will stay in touch and let you know as details about this new “TIC” opportunity become available.

 

II. Commercial Property Projects

“TIC” Commercial Investments.

In 2012, MLP purchased certain commercial property in Charlotte, North Carolina, known as “Moore’s Chapel Village” (“MCV”). MCV is a 52,325 square foot retail property containing strong accredited tenants, such as Food Lion, Family Dollar and Subway. MCV is located in one of the more desirable areas of Charlotte, one which continues to thrive as the population of the Charlotte area grows. MLP has experienced significant success with its investment in MCV and expects its return on investment to continue.

The “TIC” Opportunity:

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. By purchasing an interest in the real estate as a tenant-in-common (“TIC”), with us and others, you participate in this venture as an equity owner.

The minimum investment in a TIC project is established when offered and will be based on the then existing financial structure of the project. Because the investment is supported by your ownership of a fraction of the real estate, the risk level in this investment is conservative. A quarterly return on your investment is anticipated as the financial statements are analyzed.

Availability: In January 2020, we closed on the Phase I MCV TIC offering. While Phase I is not currently available, we anticipate a 2nd Phase additional offering for our MCV TIC project in the near future. If you are interested in this “TIC” Investment Opportunity, please reach out to us. We would be happy to discuss this investment strategy and share our Investment Prospectus.

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