Investment Strategy

LOCAL INSIGHT, INDEPENDENT AGILITY, UNMATCHED EXPERTISE

Luzern invests in high barrier-to-entry markets in the northeast where we have extensive local market expertise.

Our objective being to achieve the highest yields relative to the risk-reward profile of each investment taking into consideration national and regional economic conditions.

Being a privately owned real estate equity fund, we have a competitive advantage related to flexibility and creativity in structuring transactions. When possible we look to capitalize on this advantage by investing with strategic partners.

A RIGOROUS PROCESS FOR VETTING OPPORTUNITIES

Luzern applies a very rigorous process in sourcing, executing and monetizing the value for each investment.

Sourced through extensive local market relationships which provide both in-market and off-market opportunities, a business plan is prepared for each project detailing the unique asset strategy for the investment.  This comprehensive plan includes architectural, construction, financial, and operational aspects of the project.

We then employ disciplined financial underwriting models utilizing in-house expertise and test and verify projections through extensive market analysis. Concurrently, assumptions are integrated utilizing local third party experts, lenders, brokers, environmental and construction service providers.

Finally, each potential investment is reviewed and discussed in detail with our Advisory Board before proceeding with the investment.