Investor profile - NC
Jason Morgan
Jason Morgan is a real estate investor and operator based in Charlotte, NC-SC. Public filings show activity across 9 properties held through 22 holding companies. Recent mortgage relationships include PGIM Real Estate, Berkadia Commercial Mortgage LLC, and REAL ESTATE AGENCY FINANCING L.
Jason's Activity
As of December 2025, public records show approximately $480.9M in recorded mortgage exposure linked to this investor across at least 52 mortgage filings and 9 properties held through 22 holding companies. Activity appears concentrated in multifamily and residential assets recorded between 2016 and 2025.
Associated People
Primary Geography
Charlotte, NC-SC
ZIP codes: 28027, 27106, 27127, 27262, and 27263
Most recorded activity for this investor appears in CONCORD, HIGH POINT, WINSTON SALEM, CHARLOTTE, and GARNER.
Property Type Breakdown
Associated Entities (22)
NC · 2 properties · 7 mortgages
NC · 2 properties · 4 mortgages
NC · 0 properties · 3 mortgages
+19 more not shown
Mortgages (52)
Top Lenders
$391.5M · 42 loans
$83.6M · 2 loans
$5.7M · 1 loan
| Date | Amount | Status | Lender | Borrower | Address |
|---|---|---|---|---|---|
| 12/04/2025 | $14.5M | Open | Berkadia Commercial Mortgage LLC | ATKINS CIRCLE APARTMENTS OWNER KOFP LLC | - |
| 07/03/2024 | $26.9M | Open | PGIM Real Estate | HEATHER PARK APARTMENTS OWNER LLC | - |
| 07/03/2024 | $30.5M | Open | PGIM Real Estate | FALLS CREEK APARTMENTS OWNER LLC | - |
+49 more not shown
Owned Properties (9)
| Address | Deeded owner | Status | Consideration |
|---|---|---|---|
| 5816 E W T HARRIS BLVD, CHARLOTTE, NC 28215 | SHARON POINTE OWNER LLC | Owns - 5.2 yrs | $24.1M |
| 2370 BELLEMEADE ST, HIGH POINT, NC 27263 | HIGHLAND RIDGE OWNER LLC | Owns - 5.2 yrs | $11.0M |
| 4260 BROWNSBORO RD, WINSTON SALEM, NC 27106 | ENCLAVE AT NORTH POINT OWNER LLC | Sold | $27.1M |
+6 more not shown
FAQ
What type of real estate does this investor focus on?
Associated mortgages and deeds show activity in multifamily and residential properties across Charlotte, NC-SC.
What companies is Jason Morgan associated with?
Jason Morgan is associated with 22 entities based on extracted signatures from public records. Key entities include HEATHER PARK APARTMENTS OWNER LLC, FALLS CREEK APARTMENTS OWNER LLC, PARKWAY STATION OWNER LLC, SHARON POINTE OWNER LLC, and HIGHLAND RIDGE OWNER LLC.
How many properties are associated with this investor?
At least 9 properties are associated with Jason Morgan and the entities they control, based on signatures extracted from recorded documents connecting Jason Morgan to the entities.
Which lenders has this investor worked with?
Recent mortgage activity references PGIM Real Estate, Berkadia Commercial Mortgage LLC, and REAL ESTATE AGENCY FINANCING L, indicating a mix of lending relationships.
How recent is their activity?
Records show activity from 2016 through 2025, with the most recent mortgage recorded in 2025.
How is associated activity determined?
Elementix uses AI to extract signatures from recorded documents. These signatures are used to determine the relationships between people and entities. This is a novel approach that goes beyond looking at corporate filings and skip-tracing.
The information displayed on this page is compiled from recorded real estate documents, business filings, and other lawfully available sources. Elementix summarizes and analyzes public record activity related to investment real estate and associated business entities. Any contact indicators shown (such as email domain references or partial phone digits) are provided solely as unverified signals and may be incomplete or outdated.
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