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Home > Financial Services > Stock Brokers > Milestone Investments, Inc.
Milestone Investments, Inc.
Milestone Investments, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The firm Headquartered in Wayzata, Minnesota, was formed in 1987 for the purpose of identifying, analyzing, structuring and providing equity funding for the acquisition of under performing hotel properties. Their investment strategy is to acquire the fee simple interest in, or debt secured by, under performing hotel real estate at a significant discount to replacement cost. Historically, they have focused their efforts on turnaround assets.
They offer Employee stock option plans which are a powerful tool for attracting, retaining, and rewarding your hardworking people who help make your business successful. Often employee stock option plans are covered under a registration statement. They can assist your company with full service cashless exercise and stock option outsourcing, including customized reporting, individual optional statements, and the ability to interface with your financial departments to facilitate your reporting requirements.
The firm offers a wide range of Retirement Plans.They can help you start, maintain or transfer retirement plans including Self Directed IRA's (Individual Retirement Accounts), Roth IRA's and Individual 401k's. Let one of their account executives review your retirement plan and needs you may have.
With a successful track record of investing equity capital, on behalf of their high net worth and institutional investors, they have been able to amass a hotel real estate portfolio valued in excess of $325 million. After completing over 44 transactions, they have developed an outstanding reputation in the industry, as capable and qualified buyers that do what they say. They have completed every transaction they have entered into and have purchased hotels and debt secured by hotels from institutions such as Equitable Real Estate, Prudential Real Estate, Bank of New York, US Bank, Radisson Hotels and Wyndham International among others.
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