Our Investment Strategy

Lily Oak’s investment strategy focuses on value-add medical real estate opportunities created by changes in the economy, changes in technology, and changes in the society. These include changes in jobs, interest rates, work-from-home programs, demographics and so on.

Why Medical Real Eastate?

Patients need medical services irrespective of the economy. Though there are tele-health programs, most medical services are still provided in person. Hence there is "healthy" demand for medical office space. Traditional office buildings are discounted due to work-from-home programs, which have reduced demand for traditional office spaces. Thus, Lily Oak’s strategy is to take advantage of the discounted values. We invest in distressed medical office buildings and/or convert traditional offices into modern medical offices. This focus on medical office enables the firm to generate cashflow which can cope with a recession. It also positions the properties to sell at a higher price when the time to sell comes.

How We Invest?

Lily Oak uses a simple process to make investments. We:

(i) find the best investment property deals

(ii) raise capital to purchase the property

(iii) manage the property efficiently, and

(iv) process distributions to partners on time.

Find

Finding great deals is our competitive strength. We go through hundreds of properties before choosing one which suits our profitability criteria. We conduct extensive cost/benefit analysis, assess the condition of the property, and evaluate environmental reports of the property before moving forward

Purchase

If a property passes these checks, we raise the equity from partners, obtain loans from banks, and complete the purchase.

Manage

Managing the property involves several tasks. These include conducting tenant improvements, increasing income, decreasing expenses, and ensuring tenant satisfaction.

Distribute

Depending on your share of the investment, the firm will distribute your share of the cashflow to you every quarter. Accountants will prepare monthly financial statements, annual K-1’s for tax reporting, and processes distributions upon exiting the investment.

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Disclaimer

NOTICE: As with all investments, an investment in commercial real estate is subject to risk, including the risk that all of your investment may be lost. Any representations concerning investing in commercial real estate; to include representations as to stability, diversification, security, resistance to inflation and any other representations as to the merits of investing in commercial real estate reflect our belief concerning the representations and may or may not come to be realized. Any offer of a security may be made to accredited investors only pursuant to Rule 506(c) of the U.S. Securities Act of 1933, as amended (the “Act”), by an authorized representative by delivery of a complete copy of an offering memorandum including all exhibits. By using this website, accessing any material contained on this website, registering, requesting a password, or by clicking a “submit” button or the like, I hereby acknowledge, agree and warrant, under penalty of law, that (1) I am an “accredited investor” as defined by Rule 501(a) of the Act; (2) I can provide the required documentation to establish my status as an accredited investor and (2) my typed name on the electronic registration form, if submitted, is my electronic signature and is the legally binding equivalent to my manual handwritten signature.