Frequently asked

Who is Lucern Capital Partners?

Lucern Capital Partners is a leading multifamily and industrial real estate investment firm that makes opportunistic investments in high-growth markets along the East Coast with a focus on the Carolinas. With over $230M in transactional volume, 16 properties acquired, and over 1,250 units, Lucern Capital Partners is an experienced operator for those looking to generate passive income through real estate.

What type of real estate assets does Lucern Capital Partners acquire?

Lucern Capital Partners’ investment focus is on acquiring commercial real estate assets, including multifamily, light industrial, and self-storage in high-growth markets. The firm takes a close look at value-add investment opportunities where its experience of owning and operating properties can be leveraged to position the assets favorably for potentially generating above-average risk-adjusted returns.

Why does Lucern Capital Partners invest in properties located along the U.S. East Coast?

We are selective in the markets in which we invest. Before investing in a new market, we take time to perform due diligence and develop a network of professional relationships that we can leverage to learn more about the city, real estate trends, demographics, and other key attributes that we factor into our model before making an investment.

The cities where we have traditionally acquired properties have demonstrated strong growth, have a young demographic, and offer a better cost of living than large cities but with similar amenities (i.e., parks, arts & entertainment, restaurants, schools, and jobs). Historically, the firm’s investment properties have been located on the East Coast, primarily in the Carolinas.

Why doesn’t Lucern Capital Partners acquire new construction or turn-key properties?

We invest opportunistically in properties that can be improved with a value-add business plan and active asset management. Our property investments have generally been owned by the same operator or family for years and are in need of upgrades and improvements to meet market demand.

We have established a successful track record of acquiring property assets below market value and making value add improvements that generated both ongoing cash flow and long-term value appreciation. New construction and turn-key properties can be easier to work with but are generally expensive and do not offer much upside return potential for our investors.

What is active asset management?

Active asset management means that Lucern Capital Partners, as the owner/operator, stays involved with each property after the acquisition. We accomplish this by leveraging a robust network of partnerships with property managers with whom we schedule regular calls and receive reports to stay engaged with how the property is performing. Our team also conducts frequent onsite visits to meet with property staff, partners, and tenants. We believe we can drive value and returns for investors by staying actively involved in property ownership.

How does Lucern Capital Partners create value and income?

Lucern Capital Partners’ team has over 55 years of real estate investment experience and has had success with identifying opportunistic real estate investment opportunities that generate ongoing cash flow, long-term value appreciation, and passive income.

We typically acquire assets that are below market value but in locations that are being gentrified. With capital improvements, we believe we can create both short-term and long-term value, attracting a renter base that can afford to pay higher rents.

How can investing in real estate build wealth?

If acquired correctly, which is key, multifamily and light industrial assets can produce money for investors in three ways.

  1. Investors can potentially earn ongoing cash flow from rental activity.
  2. Investment properties can potentially earn value appreciation over the long-term from capital improvements that increase rent rates and generate income from other revenue sources, such as parking facilities.
  3. Real estate investments can carry advantageous tax benefits. These vary based on each investor’s personal financial situation, so we encourage investors to speak to their accountant.

What is the minimum investment amount?

Lucern Capital Partners offers accredited investors the opportunity to invest in both investment funds and syndications. The definition of an Accredited Investor from is: An Accredited Investor, in the context of a natural person, includes anyone who:

  • Earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
  • Has a net worth of over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence)

The minimum investment amount varies by investment opportunity.

How do I invest with Lucern Capital Partners?

Accredited Investors who decide to invest with Lucern Capital Partners will be provided access to a digital platform to onboard them seamlessly and successfully. Our platform is fully digital, from the execution of investment documents to performance updates, creating a pleasurable investor experience.

What is IRR?

IRR can be confusing. Another way of thinking about IRR is that when the investment period has ended, our goal is that investors will have earned an average of 12% annually on their principal investment remaining each year they are invested.

Read more about key real estate investment metrics every investor should track in this article.

How is risk mitigated?

We perform a disciplined due diligence process before investing in a property asset, looking at the market, trends, how the asset performed, and what value we believe we can generate. Just as importantly, our team structures deals so they are aligned with investors through various touch points like performance, for example.

Why should I invest in Lucern Capital Partners and not invest in an individual property?

You can certainly invest in individual properties. That is how we got started. However, it is very time-consuming, especially if you want to invest in multifamily and mixed-use assets. Finding and acquiring good deals in growing markets is very competitive. Property management can be cumbersome as well. Most people recognize real estate as a strong investment avenue, but few actually enjoy the commitment it takes to do it personally. 

Lucern Capital Partners offers a way to invest in real estate without the headaches of being a landlord. Even better, because we’re experienced and have a proven system in place, you would likely find the returns with us to be as good or possibly better than if you invested on your own. Of course, no returns are guaranteed.