Monument Square Group

Strengthening communities through
real estate investment, advisory, and
community development.


Monument Square Group is built on 3 fundamentals - our P33 (P3 cubed) approach.

Generate triple bottom line returns focused on People, Profit, Planet.

Achieve this through relationships with Public, Private, and Partnership entities.

Achieve and sustain success by focusing on Performance, Purpose, and Persistence.

Investment Thesis

Our P33 model and a proprietary quantitative and analytical top-down approach guides our approach .


Triple bottom line:

People – We evaluate investments on how they strengthen the people and the communities in which we invest.

Profit – Every entity – not-for-profit, municipal/government, or private - needs to profit to continue their mission. We focus on maximizing our partners’ return on investment so we can continue to improve the communities we serve.

Planet – Our environmental lens promotes high environmental standards to create healthy, sustainable, and operationally efficient investments.



Public – We collaborate with communities to understand and meet their diverse needs.

Private – We work with private entities who share our principles and commitment to a triple bottom line.

Partnership – We build strong partnerships based on trust, results, and mutual respect.



Performance – Regular evaluations ensure we are consistently aligned with our performance metrics.

Purpose - The reason for making an investment and the goals envisioned are constant benchmarks.

Persistence – Steadfast focus on our commitments to all our partners completes the process.

Articles & Resources

Our Resources section contains current and relevant commentary on real estate, investment, community and economic development, and responsible investing topics that help inform the outlook of decision makers across a wide spectrum including government, finance, not-for profits, and investments.

Click here to learn more: articles and resources

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