Value-add investing isn’t new.
In fact, it’s actually one of the oldest approaches to investing, period. Our depth of experience, and our ability to translate complicated strategies into a common sense approach is what sets us apart from our competitors.
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Acquisition Criteria
Lucern Capital Partners targets assets and investments that are opportunistic in nature, mismanaged, or in need of capital to accelerate growth. Our investments can be improved with a value-add business plan, active hands-on management, and experience. We identify, and currently pursue, such assets via these acquisition criteria.
Asset Type
- Value-add real estate opportunities
- Assets that are underperforming due to mismanagement or current inactive long term operators
- Assets that can be repositioned by implementing a strategic capital improvements program
- Opportunity to enhance value through individual unit and common area upgrades
Geography
- East Coast metropolitan areas, with a focus on the Philadelphia, North Carolina and South Carolina MSAs
- Submarkets with strong fundamentals including strong demand metrics, favorable employment, accessible transportation, as well as solid population, employment, and income growth
Transaction Size
- Deal sizes range from $5 million to $25 million in value allowing us to effectively compete, avoiding larger funds and institutional competition
Return Profile
Targeted investments generate ongoing cash flow and long-term capital appreciation that is uncorrelated to the public equity markets, providing investors with portfolio diversification
Deep Relationships
Lucern Capital Partners leverages its deep network of relationships to bring investors investment opportunities that have the ability to generate the superior risk-adjusted returns