Investment

The Lloyd Jones Investment Division includes a highly skilled team of acquisition specialists, financial analysts, and experienced directors.

As an owner/operator, we do not allocate our funds to others to invest for us. We make direct investments. Thus, our investors save an entire level of fees and can expect greater returns – as well as a greater say in the investment itself.

We create value in our acquisitions via various strategies, from capital improvements, to our hands-on management, to simply knowing when to buy and when to sell.

Our senior-living investments fall under our AVIVA (independent living) and SAGE (assisted living/memory care) brands where we bring in Lloyd Jones Senior Living for community operations.

Our investments enjoy an enviable track record, providing our partners with a stable cash flow and sizeable capital appreciation.

Advantages of Multifamily Real Estate Investment

  • Cash flow.  Multifamily real estate provides a steady, dependable cash flow.
  • Potential capital appreciation. You should get back more than you invest.
  • Tax benefits.  Check with your tax accountant to determine your particular situation.
  • Stability.  Real estate does not experience the roller coaster fluctuations of the stock market.
  • Hedge against interest rate increases. We lock in an initial rate at acquisition.
  • Hedge against inflation. Your property value increases with inflation.
  • Diversification. Uncorrelated to stock and bond markets, real estate balances your investment portfolio unaffected by corporate earnings reports and market whims.

Who Can Invest with Lloyd Jones?

Lloyd Jones investments are open to a variety of investor groups, including:

Institutional Investors

Family Offices

Accredited Investors

Track Record

Lloyd Jones and its predecessor companies are responsible for approximately $780 million in development and investment properties. Over the past 10 years, our realized IRR has averaged 32.09% with equity multiple of 2.13x.