“Metta Financial LLC is a small to mid-cap industrial, office and multi-housing investment firm which I established in 2014. We came to know the principles of Capital Partners, Peter Mork and Jason Simek, during Jason Pass's (Metta's COO) many years in commercial banking. The introduction was more than transactional—it was built on a cornerstone of shared values, credibility, and a common approach to disciplined investing.
Our initial investment began in December of 2015 with the acquisition of our first asset through a 50-50 joint venture structure. From the outset, the terms were straightforward and investor friendly, including a 5.5% preferred return on capital. The experience set a strong foundation for what would become a long-term and mutually beneficial partnership.
Over the past decade, our collaboration with Capital Partners has continued either through like-kind 50-50 partnerships or through participation in limited partnership fund structures, all maintaining the 5.5% preferred return as a baseline or higher. This relationship has proven to be trustworthy and strong, built on a foundation of aligned interests and consistent performance. In every instance, Capital Partners has consistently delivered on its promises, providing strong risk-adjusted returns that have met or exceeded expectations and benchmarks.
What distinguishes Capital Partners is not only their investment performance but also their professionalism and investor-centric approach. Communication has been timely, transparent, and insightful. Their investor portal is user friendly, intuitive and robust, offering real-time access to key documents, performance updates, and tax reporting.
Metta Financial, LLC over the past decade, has witnessed Capital Partners burgeoning growth in the industrial real estate space, beginning in Minnesota and then expanding throughout the Midwest and Southwest Florida. They have become a national player buying, managing and developing (OPUS development partner) 16.2 million square feet of industrial product. Capital Partners continues to maintain the same principled partnership exceptionalism. They demonstrate a deep dedication to operational excellence, alignment of interests and long-term value creation. Capital Partners continues to excel in disciplined investment strategies imperative to maintaining transparency, making them standout partners with Metta Financial, LLC, as well as others across the nation.”
-Nancy Jacobs & Jason Pass / Metta Financial, LLC
