Where is the Value? Investments with meaningful intrinsic value remain scarce with public markets still overvalued and a recent influx of volatility. International public equities have had lackluster returns during the past five years while US markets appear to have stalled out as well over the past twelve months. Our investment team continues to see pockets [...]
During 2018, there were countless joys, many new marriages, several new babies, a few graduations, numerous new jobs, and more! There were also a number of new beginnings for clients, disappointments to overcome, and celebrations of lives well lived. As we come to the end of 2018, we are once again honored to be [...]
Despite 2018's market volatility, LotusGroup private investments have continued to deliver consistent cash flows and returns for our growing group of clientele. Q4 Highlights: Continued consistent cash flows and payouts amidst market volatility The successful early exit of recommended infrastructure>easement funds, which generated 16%+ annualized IRRs for our client base. The continued growth of [...]
LotusClub has continued to deliver consistent cash flows and returns for our growing group of clientele. Q3 Highlights: An early exit on $6.7MM of infrastructure investments, with an expected over-achievement of initially targeted IRRs An increase from 10% to now 14% annualized distributions on our Denver-based co-working investment Continued progress on a $2-4MM workout [...]
LGA private investments continue to deliver increasing distributions and asset values for our growing clientele. Few highlights for Q2: We had a successful exit on a golf course investment in Houston from 5 years ago, with the recapitalization of the company + increase in value delivering nearly 100% returns! We completed a first capital [...]
Lotus Club continues to grow as 2017 comes to an end, with some very exciting updates below! During Q4, clients invested $9.1M of additional capital and we sourced two new opportunities: Litigation Financing, paying an 8% pref and targeting a 16%+ per year long-term return Institutional mid-market real estate lending, yielding 6-8% [...]
Another 90 days in the books and a lot to report on! We activated another $9.0MM of client investments, including the addition of two new private LP investments. Mid-market lending with an immediate 11.1% return, and subsequent 7.77% annual cash flow. A roll-up of the waste management industry, currently paying out 8.7%, and targeting 15%+ [...]
Lotus Club Program Highlights (90 day progress) 73 Club Members with $0.7 billion of net worth (9 new Members) 398 total private placements (97 new placements) $40.6 million of private investments ($10.3 million added)* $9.7 million of backlog cash available for new private investments (up $0.5 million) $4.51 million of annual Club cash flow (up $1.04 million) $62K [...]
Lotus Club Program Highlights (90 day progress) 64 Club Members with $0.65 billion of net worth (10 new Members) $30.3 million of private investments ($7.7 million added)* $9.2 million of backlog cash available for new private investments (up $0.8 million) $3.47 million of annual Club cash flow (up $0.8 million) $54K of annual cash flow per Member [...]
A huge 90 days of progress since our last private investment update...and a name change! Introducing: Lotus Club The Club is a diverse group of individuals with a unifying love for Human Productivity. Our Club finds and solves real world problems, empowering competent and passionate people with our hard-working capital. Whether we are improving health [...]
