Make.Life.Count

Here at LotusGroup – we firmly believe in our company’s mission, “Maximizing Human Potential,” and look to instill this mission into our broader community of clients, family and friends.

Our goal has always been to build a culture that provides our clients the transparency, security and trust around their investment portfolio so that they may take greater risks on themselves.

At the end of the day, many people miss out on the opportunity to maximize their potential due to a multitude of different factors.

While you may not be able to remove all of the factors that take up your excess time, simply removing one layer could help you take a few steps forward .

Nothing makes us happier than seeing our clients maximize their potential.

With that being said, I would love to share with you how one of retirees has utilized our cash-flowing investment program to maximize his potential.

Clayton Martorello, father of LotusGroup founder – Raph, has spent the past few years writing and publishing a book and it is now available on Amazon (click the below picture to take a closer look!)

 

Clayton’s book titled “629 Avenue V”, is a self-proclaimed love story spanning the lives of two couples: Frank and Lilly, and Clayton and Danielle.

From the book’s back cover:

“Clayton weaves the story of his life and of 20th century New York City into an excellent novel and a wonderful story.”

We are proud to share Clayton’s story and use his success as an example of how our client’s are maximizing their potential.

Now – how will you challenge yourself to maximize your potential?

We would love to hear about your pursuits, and look forward to highlighting more of them in our blog post for the quarters / years ahead.

Private Investment Update

A lot to share on the private front.

Q2 Highlights:

  • Continued consistent cash flows and payouts
  • The 2nd successful easement exit
  • The successful exit of one of our manufactured-home strategies
  • Wrap-up of the $20MM Founder’s shares of the LotusGroup Longevity Fund

As it pertains to 2018 tax returns, we continue to diligently monitor the GPs with outstanding K-1’s and will provide updates as soon as they are available.

We also have worked very hard to organize a potential mass-action litigation against an investment fund team that appears to have misrepresented and mismanaged their fund.

Outside of the above, our homegrown offerings continue to achieve their chartered results and give our clients the access we set out to accomplish (see highlights below)

Fund-of-Funds: LGA IncomePlus 

The LGA IncomePlus Fund has sustained its initial success and continues to be a consistent winner:

  • Investment commitments are up to $17.7MM (more scale = better deal flow and lower overall costs).
  • We recently issued our fourth distribution
  • Underlying NAV continues to increase, and Q2 has benefited from another successful easement exit

Please contact your LGA private client advisor for a more detailed 2-3 page update.

Direct Fund: LotusGroup Longevity Fund (“LLF”)

LotusGroup Capital is off to a strong start in 2019, with the fund sustaining its original success through Q1 of 2019.
  • Our sales team wrapped up the initial $20MM of the Founder Share raise and is launching the Investor Share phase of the raise.
  • We continue to make significant investments within our team and fund infrastructure/technology.
  • Our asset management team continues to source, evaluate, and acquire policies above our initial targets.

Please contact your LGA private client advisor for a more detailed 2-3 page update.

`

 

 

 

 

 

 

Cheers,

The LGA Investment Team