January 2022
Vol 8 | Issue 573

Q&A with Jose Torres of Monllor Capital Partners LLC

Founder & Managing Partner

Principal Series:

Monllor Capital Partners LLC (“MCP”) was created in 2018 out of a belief in building a cleaner and brighter future for Puerto Rico (“PR”). We believe the path towards that future begins with investing in renewable energy, sustainable businesses, and infrastructure, across the island. As an alternative asset management and advisory firm focused on making and facilitating tax advantaged ESG investments in PR, MCP’s mission is to bring impact capital to PR.

After seeing the devastation experienced in PR by the 2017 hurricanes and learning about Opportunity Zone tax incentives, Jose A. Torres decided to return to PR and develop a new asset class combining Opportunity Zones tax incentives, private equity and ESG impact investing. MCP leverages over 25 years of global private equity and investment banking experience, over $30B in deal transaction expertise, with boots on the ground, and local relationships.

On March 1, 2021, MCP launched the Puerto Rico Opportunity Zone Fund, LP (the “Fund”), a Qualified Opportunity Fund focused on ESG investing throughout Opportunity Zones in PR. Each of our investments aims to make a positive impact on the economy, the environment, and the people of PR.

We believe in ESG impact investing without sacrificing returns!

WHY PR?
The investment opportunities across PR are vast. Natural disasters caused over $100 billion in physical damage to infrastructure across the island. With less than 3% of the island’s electricity being generated from renewable energy and a current law requiring 100% by 2050 there is a need for more than $10 billion of capital investment for renewable energy alone. The economy of PR will benefit from more than $60 billion in federal aid and with thousands of the country’s most innovative entrepreneurs relocating to the island every year, we see a significant catalyst that will boost economic activity over the next decade. Leveraging our global experience with our local relationships we have access to the best investment opportunities and the know-how to actively manage these investments and achieve attractive risk adjusted returns.

Join us for a private Family Office Insights Webinar/Teleconference featuring Jose A. Torres, founder and managing partner of Monllor Capital Partners (MCP). After a 25-year career in private equity and investment banking, Jose returned to Puerto Rico (“PR”) to focused on tax advantaged ESG investing. To achieve this goal, MCP organized the Puerto Rico Opportunity Zone Fund, LP (the “Fund”), a Qualified Opportunity Fund focused on ESG investing throughout Opportunity Zones in PR. The Fund combines ESG investing and innovative Opportunity Zone tax incentives in a private equity strategy that seeks to make a positive impact on the economy, the environment, and the people of PR.

February 3, 2021 at 2:15pm-3:15pm EST
RSVP & Confirmation Required

 


Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Join the community here www.familyofficeinsights.com


Why invest with MCP?

Experienced, minority owned alternative asset management firm with boots on the ground focused on ESG investing in Opportunity Zones throughout Puerto Rico. We seek attractive risk adjusted returns combining ESG guidelines, Opportunity Zone tax incentives, and private equity.

Why invest in Puerto Rico?

The investment opportunities across PR are vast. Natural disasters caused over $100 billion in physical damage to infrastructure across the island. With less than 3% of the island’s electricity being generated from renewable energy and a current law requiring 100% by 2050 there is a need for more than $10 billion of capital investment for renewable energy alone. The economy of PR will benefit from more than $60 billion in federal aid and with thousands of the country’s most innovative entrepreneurs relocating to the island every year, we see a significant catalyst that will boost economic activity over the next decade. Leveraging our global experience with our local relationships we have access to the best investment opportunities and the know-how to actively manage these investments and achieve attractive risk adjusted returns.

Why invest in the Puerto Rico Opportunity Zone Fund, LP?

The Puerto Rico Opportunity Zone Fund, LP (the “Fund”) is the first Qualified Opportunity Fund focused on ESG investing throughout Opportunity Zones in PR. Each of our investments aims to make a positive impact on the economy, the environment, and the people of PR. Most Qualified Opportunity Funds invest in real estate. We are uniquely qualified to provide investors with diversification away from real estate and into renewable energy, sustainable businesses, and infrastructure. We subscribe to the highest levels of security, transparency, and compliance on behalf of our investors by working with best-in-class advisors and technology that provide us with unparalleled expertise regarding compliance with the OZ program and tax incentive across PR. Finally, our investment strategy has combined private equity, Opportunity Zone tax incentives, and ESG impact investing in a market with a vast need for capital.

The Tax and Jobs Acts of 2017 provides investors that invest eligible capital gains to receive significant tax breaks including deferral of capital gain taxes through 2026 tax year, and more importantly the elimination of capital gains taxes on profits after a minimum 10-year hold period. The case in PR where over 95% of the island is a designated Opportunity Zone, makes for a compelling investment strategy.


Jose Torres of Monllor Capital Partners LLC

Team with Global Experience and Boots on the Ground
Jose A. Torres: Founder & Managing Partner
27+ Years Private Equity and Corporate & Investment Banking Experience
Ares Management/Energy Investors Funds (US)
CoBank (US)
Société General (US)
ING Barings (NY/Chile/Amsterdam)
Bachelor’s degree, Colorado College / MBA, American Graduate School of International Management (Thunderbird)

Contact Jose : jtorres@monllorcapitalpartners.com