Mission Statement and History

Mission Statement

ORG is a real assets investment manager and consultant proactively providing clients with customized advice. Our investment recommendations and analysis are grounded upon thoughtful and conservative underwriting and comprehensive research. We provide clients with unequaled access and transparency to global investment opportunities.


ORG Holdings Limited was formed in 1999 by Jonathan Berns and Edward Schwartz as a successor company to Berns Properties, Inc, a real estate development, investment and consulting company Mr. Berns founded in 1984.

Since 1984, ORG Holdings has accumulated a diverse portfolio of thirteen separate investment properties located in Northeast Ohio. This activity is funded with capital from ORG Holdings’ principals and third party non-institutional investors. Through its successful development, ownership, operation and management of this diverse portfolio, ORG Holdings’ principals have gained considerable skills and hands-on real estate experience which provides an added dimension to the advice provided to clients. Day-to-day property management for the portfolio is provided by professional third party property management firms.

From 1994 to 1999, immediately prior to joining Mr. Berns, Mr. Schwartz was a senior consultant with The Townsend Group, a Cleveland based institutional real estate consultant. In 2001, upon expiration of Mr. Schwartz’s non-compete agreement with his prior employer, ORG Holdings commenced providing real estate investment advice on a retainer basis to institutional investors. ORG Holdings became a Registered Investment Adviser with the SEC in 2004.

In 2005, ORG Holdings expanded to form ORG Portfolio Management LLC as a privately held Registered Investment Adviser focusing on portfolio management and institutional real estate consulting.