Millburn & Company is a privately held real estate investment firm based in Salt Lake City, Utah.
The Millburn & Company portfolio consists of more than 5,000 multifamily units distributed across the Western United States, with a total market value in excess of $900 Million.
Our strategic approach to identifying, acquiring, and managing properties has consistently generated strong cash flow and solid financial returns for our investors, while providing our residents with a great place to call home.
Our vision is to build, and responsibly operate, a sustainable real estate investment platform that creates an enduring, positive, impact in the lives of our stakeholders (residents, employees and investors), and the communities in which we live in and operate.
Jed founded Millburn & Company in 2010, and serves as a Principal and Chief Executive Officer. Jed has an extensive background in underwriting, acquiring, developing, financing and managing large multifamily properties. To date, Jed has underwritten more than 65,000 multifamily units, and has acquired over 6,000 multifamily units with an aggregate value exceeding $1 Billion. Since founding Millburn & Company in 2010, Jed has successfully raised over $220 Million in capital from private investors, and secured more than $700 Million in debt from a variety of national lenders. In May of 2016, Jed received the prestigious CRE (Counselor of Real Estate) designation — a rare distinction that is limited only to the most respected real estate professionals nationwide. Prior to founding M&C, Jed was a multifamily real estate broker for 11 years. As a broker, he sold more than 13,000 units totaling more than $1.3 Billion in transaction value. During his time as a broker, Jed also served as the Managing Principal of both ARA-Utah and EquiMark Multifamily. Jed graduated from Brigham Young University – Idaho in 2003 with a degree in Business, and enjoys writing, outdoor recreation, snowmobiling, team sports, fly fishing and spending time with his wife and five children.
Sage is a Principal and Chief Investment Officer for M&C. He oversees acquisitions, dispositions, property financing and asset management for the M&C portfolio. During his time with M&C, Sage has played a key role in the acquisition of over 5,000 multifamily units, with an aggregate value exceeding $800 Million. Sage has underwritten more than 45,000 units during his career, and is an expert in multifamily operations. Prior to joining M&C, Sage was a multifamily residential broker for 8 years at ARA-Utah and Equimark Multifamily. As a broker, Sage was integral in transacting more than 7,000 units, worth a combined $700 Million. Sage graduated from the University of Utah with a degree in Business Finance, and enjoys playing basketball, golfing and spending time with his family
Lindsay has 19 years of multifamily management experience. She was formerly the Senior Vice President of AMC, the 8th largest multifamily management company in the nation. While at AMC, she was directly responsible for the oversight and performance of 32,000 apartment units of the 90,000 AMC manages nationwide.
Chris joined M&C as a Principal and Senior Advisor. Prior to joining M&C, Chris was an active multifamily real estate investor, while serving as President and CEO of HandStands, a diversified global manufacturer of automotive and technology accessories. During his fifteen-year tenure with HandStands, Chris spearheaded the company’s entrance into the car air freshener market; and, under Chris’ leadership, HandStands attained the #1 U.S. market share position. In 2016, following more than a decade of double-digit average annual revenue growth, HandStands was acquired by Energizer Holdings, Inc. (NYSE: ENR) for $340 Million. Chris is a Summa Cum Laude Economics graduate of Westminster College, and enjoys flying, boating, snow skiing, snowmobiling and spending time with his family.
Shelly joined M&C as a Principal and Senior Advisor. He is also a member of M&C’s Advisory Board. After an adventurous career spanning more than three decades that included the creation, building and sale of three companies in the data processing and online information spaces, Shelly transitioned to full time real estate investing in 2011. Since that time he has built up holdings in numerous M&C properties. Shelly’s portfolio also includes over a dozen multi family assets in his home state of Texas. Shelly is a seasoned entrepreneur and businessman who brings an amazing background of business acumen, analytical thinking and strategic planning. Shelly’s responsibilities at M&C include deal vetting, market research, and investor relations. Shelly has a degree in Computer Science from USC and an MBA in Finance and New Ventures from MIT’s Sloan School of Management. Shelly is married with two daughters and his passions include the love for independent cinema, indulging in eclectic reading and extensive foreign travel.
Jake is a Principal and Vice President of M&C. His primary duties include underwriting, securing new acquisitions, performing due diligence and assisting in asset management. Jake is an expert at underwriting multifamily
properties, and has underwritten over 30,000 units since joining M&C in 2013. In the Fall of 2016, Jake was recognized by Utah Business Magazine as one of the top 20 executives in the State of Utah, under the age of 30. Prior to joining M&C in 2013, Jake worked as an analyst for Thompson Michie Equities, a Salt Lake City, Utah based multifamily investment firm. During his time at Thompson Michie, Jake assisted in the acquisition of over 2,000 units and the disposition of more than 2,500 units. Jake graduated from the University of Utah with a degree in Business Finance, and enjoys snowmobiling, mountain biking, BBQ and spending time with his family.
Garrett serves as Controller at M&C, and is responsible for investor reporting and all internal accounting. Prior to joining M&C in 2015, Garrett was a senior accounting manager for a Fortune 1000 company, where he was actively engaged with the company’s mergers and acquisition activity, along with the day-to-day accounting functions of the business. Prior to that, Garrett spent six years with Ernst & Young as an audit manager. During his time with E&Y, Garrett managed the audit of several real estate firms, technology companies and multinational corporations. Garrett is a licensed CPA and holds a B.S. in Business Management–Finance from Brigham Young University, as well as a Masters of Accounting from the University of Virginia. Garrett enjoys spending time in the mountains, either in the trees or on the slopes, with his wife and four children.
Cannon oversees asset management for M&C’s 5,000 unit portfolio. Cannon has over 12 years of experience managing multifamily and commercial real estate across the United States. Cannon started his real estate career in the New York City and Washington DC areas, assisting investors and owners with developing, managing, and stabilizing their portfolios. Prior to joining M&C, Cannon worked for a well-respected Utah-based real estate development company. Cannon holds a Master’s Degree in Real Estate, with an emphasis in Strategic Real Estate Management, from New York University. He also holds a Bachelor of arts degree in Economics from the City University of New York. Cannon is an avid hiker and enjoys exercising, reading and spending time with his wife and four children.
Marcus comes with a diverse background of both business and real estate experience. He has a JD from Arizona State University and practiced real estate law for three years. Marcus also holds a degree in Finance from Brigham Young University. In addition to his real estate background, Marcus has also served as either CEO or Executive Vice President of three businesses that were successfully sold. As a result, he generated significant profits for the shareholders. He has also worked on multiple executive management teams where his primary focus has been direct to consumer marketing, revenue growth, and increasing overall investor returns by improving operational efficiency. In his free time, Marcus can be found on the sideline of youth soccer games, running, biking, skiing or watching movies with his wife and four children
Ben joined M&C as an associate. His primary duties include underwriting, securing acquisitions, and performing due diligence. Prior to joining M&C Ben was a manager on the finance team at a privately-held world class ski resort. Earlier in his career, Ben worked for Deloitte & Touche in San Francisco where he served clients in the investment management, energy, retail, and nonprofit industries. Ben is a Magna Cum Laude Accounting graduate from Brigham Young University – Hawaii, and enjoys spending time with his family, cooking, snow skiing, waterskiing, hiking and surfing.
Anna joined M&C as Office Manager. She is responsible for assisting the company executives in a wide array of support services including publications, meeting coordination, accounting support, and back office management. Anna has a BS in Marketing and Finance from the University of Denver. Prior to joining M&C Anna was executive assistant and office manager for Bask Technology, a technical support company in Lehi. Previous experience includes foundation director for a hospital, real estate appraiser, and environmental consulting. Anna enjoys hiking, traveling and spending time with her husband and three children.
Deedee joined M&C as an executive assistant. She is currently working on a degree in Accounting. Outside of school, Deedee has a diverse background of experience including wrestling in college, interning in Washington, D.C. with Alaskan Senator, Lisa Murkowski, working as a deckhand and bookkeeper at a premier Alaskan fishing lodge, and managing an AirBnB on a historic World War II tugboat. In her free time, Deedee enjoys skiing, biking, writing, fishing and chess.
In addition to serving on M&C’s Advisory Board, Chris also serves as a Principal and Senior Advisor of the Company. Prior to joining M&C, Chris was an active multifamily real estate investor. He previously served as the President and CEO of HandStands, a diversified global manufacturer of automotive and technology accessories. During his fifteen-year tenure with HandStands, Chris spearheaded the company’s entrance into the car air freshener market; and, under Chris’ leadership, HandStands attained the #1 U.S. market share position. In 2016, following more than a decade of double-digit average annual revenue growth, HandStands was acquired by Energizer Holdings, Inc. (NYSE: ENR) for $340 Million. Chris is a Summa Cum Laude Economics graduate of Westminster College. He enjoys flying, boating, snow skiing, snowmobiling, and spending time with his family.
Andy is the managing member of Ridgewood Management, Inc., a Utah-based private equity company. His career has been focused in the fields of private equity, business education, real estate, construction, internet sales and marketing, publishing, software, telecommunications, merchant banking, furniture retail, and philanthropy. His real estate endeavors include ownership and development of multiple properties in the office, residential, raw land, industrial and multi-family sectors. Andy and his wife Julie are the parents of seven children.
Jordan is a partner at Rock Creek Capital. Jordan began his investment career in 1995 when he became the managing partner of a start-up private equity firm in Salt Lake City. He led that firm through multiple funds until 2010. Jordan has served on numerous boards of directors including Energy Solutions, 3form, Diamond Rental, Packsize, and Instashred. Earlier in his career, Jordan was a partner at a San Francisco Bay area law firm where he practiced corporate and business law advising high growth, privately held businesses. He holds a J.D. degree from the J. Reuben Clark Law School and a bachelor’s degree from Brigham Young University. He and his wife Julie are the parents of five daughters and reside in Salt Lake City, Utah.
In addition to serving on M&C’s Advisory Board, Shelly also serves as a Principal and Senior Advisor of the Company. After an adventurous career spanning more than three decades that included the creation, building, and sale of three companies in the data processing and online information spaces, Shelly transitioned full time to real estate investing in 2011. Since that time, he has built up holdings in numerous M&C properties. Shelly’s portfolio also includes over a dozen multifamily assets in his home state of Texas. Shelly is a seasoned entrepreneur and businessman who brings an amazing background of business acumen, analytical thinking, and strategic planning. Shelly’s responsibilities at M&C include deal vetting, market research, and investor relations. Shelly has a degree in Computer Science from USC and an MBA in Finance and New Ventures from MIT’s Sloan School of Management. Shelly is married with two daughters, and his passions include the love for independent cinema, indulging in eclectic reading, and extensive foreign travel.
Mark is a 44-year veteran of the commercial real estate industry. He has been actively engaged in the multifamily sector as a principal, consultant, and broker and has transacted over 70,000 units (totaling more than $3 billion) located within 38 cities in the United States. Mark’s client focus has been primarily with public and private institutional firms and private equity groups. He currently holds the prestigious CRE designation and has done so for over 23 years. He is one of the most respected multifamily experts and practitioners in the country.
Barrett is the CFO and VP of Real Estate Development for Peterson Development Company and Principal Broker for Peterson Homes. Over the years, Peterson Development has built and developed retail, office, medical clinics, apartment buildings, and residential building lots throughout the western United States. Peterson Homes has built single-family homes and townhomes in many areas of Utah in several master planned communities. Barrett holds a BA in Political Science from Duke University and Master of Real Estate Development from M.I.T.
In addition to his experience building successful businesses, Kelly brings over 12 years of real estate investment experience through his significant ownership in over 20 apartment communities across the country. He currently serves as the CEO of Solcius, a solar company he founded in 2014. Prior to Solcius, Kelly co-founded Pinnacle Securities in 2001 and served as CEO for a number of years. During Kelly’s tenure with the company, Pinnacle became the 10th largest alarm company in the nation and partnered with Golden Gate Capital, a San Francisco based private equity firm, in 2011 before selling to Protection 1 in 2013. Kelly enjoys hiking, fishing, hunting, watersports, and spending time with his wife and kids.