LLoyd Jones | Investment
A trusted partner
Lloyd Jones creates value in our acquisitions via various strategies, from capital improvements, rigorous management and asset management, to simply knowing what to buy, when to buy, and when to sell.
With a highly selective $750 million in assets under management and a realized IRR of 29.03%, we capitalize on our 40 years of experience to find/create investment opportunities for our partners.
Today, these opportunities are in senior housing.
Asset classes
Senior Housing
Driven by demographic demand, senior housing will be the preferred asset class for the next 15 years. With an exploding population and a well-documented supply shortage, the senior housing market is virtually unlimited.
The current environment offers opportunities to acquire assets below replacement value.
Lloyd Jones can turn these facilities into modern, technology-infused communities comparable to new construction, but with a lower rent structure.
This lower rent structure makes them affordable for the underserved middle market that has been priced out of the ultra-high-end luxury product.
But senior housing is an operations-intensive business requiring specific industry knowledge and experience. To safeguard our investments, we call on our subsidiary, Aviva Senior Living, to fill this critical role.
Multifamily
Multifamily remains a sought-after asset class, and our enviable track record in multifamily investment over the past ten years shows that we have reaped the benefits.
But today, the asset class has become so overwhelmed by capital that it no longer provides the returns we require.
Senior housing investment, on the other hand, offers an unprecedented opportunity. So that’s where our investment strategy is 100% focused.
Investment strategies
Value-Add
Lloyd Jones identifies
high-potential but underperforming assets in markets with strong demographic fundamentals. Purchased at a discount to replacement cost, these assets can benefit from Lloyd Jones’ professional business plan and/or a capital improvement strategy that creates value.
Core Plus
Located in dynamic areas, these properties require minimal capital expenditure and present investors with stable cash flow.
Opportunistic
When investment opportunities present themselves, Lloyd Jones is ready to tackle the challenge. These assets typically require a major turn-around effort and substantial capital investment but can yield outsized returns for our investors.
Asset management
Asset management is a critical component of the investment process. Our asset management group monitors the strategic plans and performance of each property to ensure business goals are being met. They focus on the financial health of the asset with an eye on the long-term appreciation and short-term cash flow. They study market trends and the economics of each market watching for any economic factor that could affect the asset or the neighborhood. Finally, they help determine the right time for asset disposition.
The asset manager represents the ownership interest on behalf of the investment partners.
Who can invest with Lloyd Jones?
Our investment partners include institutions, family offices, private investors, and our own principals.
Advantages of real
estate investing
- Cash flow. 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 inflation. Your property value increases with inflation.
- Diversification. Uncorrelated to stock and bond markets, real estate balances your investment portfolio as it is unaffected by corporate earnings reports and market whims.
A history of excellence
Our vertically integrated company has four decades of real estate experience through numerous economic cycles.
Why invest with Lloyd Jones
- We focus on markets we know. Our specialized teams assist in identifying market trends and high-potential opportunities.
- We focus on products we know: income-producing senior housing assets.
- Our in-house investment/analyst teams perform stringent underwriting and due diligence, backed by the resources of the entire Lloyd Jones team and experiences of our management divisions.
- We are an owner/operator. We don’t allocate our funds to others to invest for us. We make direct investments.
- And Lloyd Jones always shares the risk by investing its own funds in every investment.