Director and Founder, MacKenzie Capital Management, LP

Mrs. Patterson is co-founder and director of MacKenzie Capital Management, LP as well as the co-founder of MacKenzie’s affiliate, MCM Advisers, LP, an SEC-registered investment adviser established in 1981. Mrs. Patterson also runs Pioneer Health Group, LLC, an affiliate of MacKenzie, and is responsible for the management of day-to-day operations of two nursing homes, Cherryvale Care Center and Santa Rita Nursing and Rehabilitation Center.

Mrs. Patterson holds a B.A. in Education degree from San Jose State University and an M.B.A. in Finance from the University of California, Berkeley. Mrs. Patterson was a certified financial planner and an NASD-registered General Securities Principal. She also is a former member of the Institute of Certified Financial Planners and the International Association for Financial Planning.

Managing Director and Chief Operating Officer, MacKenzie Capital Management, LP

Chief Operating Officer, MacKenzie Realty Capital, Inc.

Mr. Fuller is managing director and chief operating officer of MacKenzie and the Adviser, where he has been employed since 2000. He is a director of their general partner and a beneficial owner of all three companies. Mr. Fuller is Berniece Patterson’s son and C.E. Patterson’s stepson.

Prior to becoming Senior Vice President of the Manager, he was with the Manager for two years as a portfolio manager and research analyst. Prior to joining the Manager, Mr. Fuller spent two years running the over the counter trading desk for North Coast Securities Corp. (previously Morgan Fuller Capital Group) with responsibility for both the proprietary and retail trading desks. Mr. Fuller was also the registered options principal and registered municipal bond principal for North Coast Securities Corp., a registered broker dealer. Mr. Fuller previously held his FINRA Series 7, general securities registration. Mr. Fuller has a B.A. degree in Management. Mr. Fuller has also spent time working on the floor of the New York Stock Exchange as a trading clerk and on the floor of the Pacific Stock Exchange in San Francisco as an assistant specialist for LIT America.

Managing Director and General Counsel, MacKenzie Capital Management, LP

Chairman of the Board, General Counsel, and Secretary, MacKenzie Realty Capital, Inc.

Mr. Patterson is Managing Director and General Counsel of MacKenzie and the Adviser, where he has been employed since 2003.  He is a director of their general partner and a beneficial owner of all three companies.  Mr. Patterson is C.E. Patterson’s son and Berniece Patterson’s stepson.

Mr. Patterson graduated magna cum laude from the University of Michigan Law School with a J.D. and with high distinction and Phi Beta Kappa from the University of California at Berkeley with a B.A. in Political Science. Prior to joining MacKenzie, he was a securities and corporate finance attorney with the national law firm of Davis Wright Tremaine LLP. Prior to law school, Mr. Patterson taught physics, chemistry, and math at the high school level for three years. He also has prior experience in sales, retail, and banking, and is a licensed California Real Estate Broker.

Chief Financial Officer, MacKenzie Realty Capital

Mr. Sherpa was appointed to Chief Financial Officer in July 2021. He has been employed by the Company’s administrator, MacKenzie Capital Management, LP (“MacKenzie”), since 2012. Prior to his appointment, he was Director of Accounting and Financial Reporting of MacKenzie.

Mr. Sherpa graduated from San Francisco State University in 2006 with a Bachelor of Science degree in Business Administration (Accounting) with honors. He obtained his CPA license from California Board of Accountancy in January 2011. Prior to joining MacKenzie, he worked as staff auditor from 2007 through 2008 and senior auditor from 2009 through 2012 at a national public accounting firm Moss Adams LLP. During his career at Moss Adams, he led various audit teams involved in auditing financial services companies including private equity, asset management and real estate investment companies.

Chief Financial Officer, MacKenzie Capital Management, LP

Elizabeth assumed the Chief Financial Officer position for MacKenzie and its related corporate entities as of July 2021. She joined MacKenzie as Controller in 2006, responsible for overseeing daily operations of the accounting department.

Elizabeth earned her Bachelor of Science in Psychology from University of Santo Tomas, Manila, Philippines. She worked for several years with Century Bank, San Francisco as AVP, International Banking & Trade Finance. She continued her career with an export-import company in San Francisco nearly 10 years as Finance Manager then later as their Controller responsible for accounting, regulatory reporting, banking relations, loan compliance and Human Resources.

Chief Portfolio Manager, MacKenzie Capital Management, LP and MacKenzie Realty Capital, Inc.

Mrs. Simpson is responsible for handling the day‑to‑day operations of the Manager’s research department. During Mrs. Simpson’s career with the Manager, she graduated: with a B.A. degree in Business Management from St. Mary’s College of California in October 2004 (with honors), with an M.S. degree in Financial Analysis and Investment Management in September 2006, and an M.B.A. in June 2008. As a result of these and other professional experiences, Mrs. Simpson possesses particular knowledge and experience in real estate that strengthen the investment committee’s collective qualifications, skills and experience.

Vice President, Administration

Jen Ireland has worked in the administration department since January of 1998. As vice president of administration, she oversees the management of client records and compliance for all the Funds managed by the Manager. Ms. Ireland graduated from Sonoma State University with a B.A. in Psychology in May of 1995.

Senior Vice President of Capital Markets, MacKenzie Capital Management, LP

Brooke Buckley brings over 20 years of experience as a corporate and securities industry professional. Brooke has an impeccable reputation as a strategic marketing professional, developing new business opportunities in areas including: Mergers and Acquisitions, Capital Markets, Private Equity and Alternative Investments.

As the Senior Vice President of Capital Markets for MacKenzie Capital Management, Brooke oversees all sales and marketing functions for the investment fund manager.

Prior to joining MacKenzie, Brooke worked with Prospect Financial Advisors, LLC as the Senior Vice President of Capital Markets and as Vice President and Equity Syndicate Manager for Sutro & Co., Inc.

Prior to joining Sutro, Brooke spent several years as a fixed income sales trader for Lehman Brothers.  Brooke graduated from the University of Southern California with a B.A. degree in communications.

Director of Internal Sales and National Accounts

Matt Smith is the current Director of Internal Sales and National Accounts for our MacKenzie Marketing Team. He has 23 years of experience in the financial services industry, including the sales of alternative investments such as non-traded real estate investment trusts, opportunity zone funds, 1031 exchanges, and various other private placements and Regulation A funds.

Before starting his wholesaling career in 2007, Matt spent 10 years as a financial advisor with Prudential Securities. He holds a bachelor’s degree in finance from California State Polytechnic University Pomona, as well as FINRA Series 7, 24, 63, and 65 securities licenses.