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 raise and call into our fund-of-funds program.

Positve private investment returns versus a negative-returning public market provided confirmation for investors regarding the stability and consistency of these investments.

Program Developments

We remain highly focused on developing our fund-of-funds program as a way to efficiently source, negotiate, and make new investments for clients in 2018.

In doing so, we recently hired Jon Bui as Director of Business Development, and we are also looking to extend invites to two potential new Investment Committee Members.

Finally, we are making good strides in developing new direct channels in pre-leased real estate development and our own in-house capabilities around life settlements.

Thank You!

We have you all to humbly thank and appreciate for the continued trust in the work we are doing.

Our goals remain to continue negotiating access, delivering consistent returns, and innovating on your behalf.

A heartfelt thank you to you all!

 Program Highlights:
  • 94 Club Members
  • 631 Placements
  • $68.2 MM invested
  • $5.6 MM annual increase (Yield+NAV Change)

* LotusGroup now manages over $139 million in assets across both private and public strategie