Menlo Equities LLC

Menlo Equities V LLC is a registered investment adviser specializing in commercial real estate investments in technology-driven markets in the United States. Established in 2008, the firm succeeded Menlo Equities LLC, operational since 1994. Menlo Equities manages assets totaling $4,490,869,924, with $2,730,069,242 under discretionary management. The firm primarily advises private funds and special purpose entities, providing administrative services related to real estate property selection, disposition, and ongoing management. Menlo Equities engages in investment activities for its own account and for clients, receiving compensation through management fees and promoted payouts based on investment performance. Clients include institutional investors, with a minimum investment requirement ranging from $250,000 to $1,000,000. The firm evaluates investments based on various factors, conducts due diligence, and seeks opportunities in debt, equity, and hybrid real estate assets. Menlo Equities may use leverage to enhance returns but acknowledges associated risks such as illiquidity, cybersecurity threats, and concentrated investments. The firm has not been involved in legal or disciplinary events in the past decade and does not compensate or accept client referrals. Menlo Equities does not maintain physical custody of client assets, which are held by qualified custodians. The firm has sole investment discretion over client portfolios and has adopted proxy voting policies. Menlo Equities has not faced financial issues that could impact its contractual commitments to clients.