.png){kind=small}
REALTY
Our Approach
Our Process (Client Onboarding)
.png)
Client Questionnaire
We take our responsibility of onboarding new prospective clients very seriously. We’ve developed a detailed application and questionnaire process that allows us to streamline our ability to assess a prospect’s profile and the problem they are looking for us to solve.
This process can take anywhere between 20 to 30 minutes in total. To begin, please just take a few minutes to use our online intro form by clicking on the “Get Started” button on the home page. Later, we will have a separate, more detailed questionnaire to assess your background. We find this part of the process absolutely necessary when dealing with any new clients.
If we don’t think we can help you based on what you’ve presented to us, we’ll tell you right away and won’t waste any of your time. If we think that we can refer you to another group that can better meet your needs, we will more than happily make introductions for you and, of course, disclose any conflicts of interest or referral agreements upfront.
.png)
Client Sync
In the Client Sync phase, Lucrum Realty seeks to thoroughly understand the client's investment goals, asset preferences, and expected returns.
Concurrently, the team delves into the client's debt requirements, exploring terms, interest rates, and desired loan durations.
There's also a focus on discerning the client's equity necessities, facilitating discussions about potential equity partners and ideal deal structures.
.png)
Follow Up Screening and Due Diligence
To ensure any confusion is cleared on our end before devising potential solutions, we usually dive deeper into the client’s background by asking certain follow up questions to capture information not yet given from previous interactions.
Also, we exercise preliminary due diligence by requesting certain information surrounding the client’s investments and financials. This is to ensure we have sufficient information to act as a fiduciary to the maximum capacity.
.png)
Proposal and Engagement
Within just a few days after our screening and due diligence, we put together a proposal of potential solutions and present them to the client for the scope of the work, the timeline to completion, and logistical expectations of the project.
We try to include a variety of options and pricing structures to give the client the choice of the structure they think best suits them.
If the agreement agrees with the terms of the proposal, we send our representation or consulting contract for review and signature.
.png)
Work and Delivery
Once we are engaged, our guarantee is that we will deliver on our project’s proposal with no extensions of timeline and a quality of deliverables that is at least, if not better, than expectations.
We also welcome feedback from our clients to give us room to improve the deliverables in time for us to deliver the best possible end product possible.
Product Coverage
Residential
-
Multifamily
-
SFR/BTR
-
Affordable Housing
-
Student Housing
-
Senior Housing
-
RV & Manufactured Housing
Commercial
-
Retail
-
Urban Retail/Mixed Use
-
Net Lease
-
Self-Storage
-
Hospitality
-
Industrial
-
Office
-
Land/Development
Special Assets
-
Resorts
-
Farmland
-
Timberland
-
Sports-Related Real Assets
-
Mineral, Air, and Water Rights
Markets We Serve
Currently, we are licensed in seventeen jurisdictions across the country, where we focus on core, primary markets in major metropolitan areas. We also seek to expand into secondary and tertiary markets, should they become necessary to assist our clients.
Virginia, District of Columbia, Maryland, Florida, Georgia, North Carolina, Tennessee, Pennsylvania, New York, Massachusetts, Illinois, Texas, Colorado, California, Nevada, and Washington
Capital Sources
Debt
-
Domestic and Foreign Banks
-
Bridge
-
GSEs (Fannie Mae/Freddie Mac)
-
HUD/FHA
-
Insurance Companies
-
Multifamily Small Loans
-
SBA
-
C-PACE Financing
-
Ground Lease
-
Conduits/CMBS
-
REITs
-
CDO providers
-
Credit Companies
-
Private Lenders
Equity
-
Real Estate Private Equity Funds
-
Family Offices
-
Hedge Funds
-
Pension Funds
-
Endowments
-
Sovereign Wealth Funds
-
BDCs
-
Global Capital
-
Accredited Investor Syndications/Crowdfunding
-
Corporations
-
Joint Venture Equity