REAL ESTATE CAPABILITIES

Capability Overview

Our real estate strategy targets opportunistic, U.S. based real estate investments. The Fund intends to purchase and operate core office building assets in various demographic markets at favorable market-negotiated prices (the “Fund Investments”). The Fund intends to have a portfolio comprised of quality properties with stable tenants, favorable lease agreements of varying duration and the potential to improve operating efficiencies to derive value.

The Fund may employ leverage to diversify the portfolio by geographical location, property type and tenant mix. The Fund is not subject to any restrictions with respect to investments in any geography or type of investment.

Larson Capital Management makes equity investments, both on a direct basis and through joint ventures.

Generally speaking, the primary objectives of the LCM real estate strategy are:

  • Acquire highly-functional assets at a compelling basis that mitigate down-side exposure
  • Identify situations that present compelling investment opportunities rather than trends or macro-level market themes
  • Exit investments opportunistically to maximize total return

Approach

Larson Capital Management’s experienced investment professionals focus on originating real estate investments by combining institutional-quality underwriting with entrepreneurial deal sourcing. This strategy seeks to deploy capital in accordance with the principles above throughout various points in the investment cycle. In certain instances, Larson Capital Management may also provide liquidity to recapitalizations and situations that allow for turnaround opportunities.

Larson Capital Management engages with MedRealty, LLC, a real estate brokerage and property management company, to provide qualified alternative real estate investment opportunities to the thousands of high net-worth investors in this network.

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