Services: Investment

Landwin's investment services encompass all the activities performed and the entities and accounts created by our sponsors, Sylvia & SDC, as the vehicles through which individual and institutional investors access the actual real estate investment opportunities sourced and managed by our asset & property manager, Landwin Management. 

Our sponsors form and organize a variety of investment vehicles, including: 'blind pool' investment funds ("Funds"), structured as limited partnerships ("LPs"), limited liability companies ("LLCs") or real estate investment trusts ("REITs"); separately-managed accounts ("SMAs"); tenant-in-common funds ("TICs"), and; joint venture partnerships ("JVs").

It is through our investment services that we formally establish client and partner relationships with investors.  Investors become clients or partners with us by investing cash into our Funds, SMAs, TICs or JVs.  Once real estate assets are aquired by Landwin Management for the benefit of these investment entities and accounts, Landwin Management takes on all asset management and client relations activities (See the Management section).  

In the case of Funds, these are investment entities typically designed with a ten (10) year lifespan and a minumum and maximum offering amount.  The minimum offering amount is the amount that must be raised by a Fund in order for the Fund's offering proceeds to become available for deployment into our actual real estate investments.  For instance, Partners Funds I and II each had a $5,000,000 minimum and $20,000,000 maximum offering amount.  

When investors tender cash into a Fund, they are literally using that cash to purchase ownership interests in that particular Fund entity.  In the case of LPs and LLCs, investors purchase "units" of partnership and membership interest, respectively.  In the case of a REIT corporation, they purchase "shares" of the REIT's common stock.  Prices per unit or share vary on a case by case basis.  Please see CURRENT OFFERINGS for the price per unit or share in our current offeirngs. 

Once the Fund's minimum offering amount is accumulated within the Fund, an Initial Closing of that Fund is conducted.  At this point, the cash accumulated in that Fund is 'released from escrow' and placed under Landwin Management's management.  Once under management, the cash, and any additional cash raised up to the maximum offering amount, is available for deployment into our real estate investments.  When the maximum offering amount is reached, or the Fund's offering is otherwise concluded, the Fund conducts a Final Closing, after which no additional cash may be invested in that particualr Fund.  

SMAs are specialized accounts designed for our highest net worth clients seeking Landwin's "Trusted Advisor" total asset management services.  These accounts require a minimum of $1,000,000 in assets to be placed under Landwin Management's care.

TICs are funds created by our sponsors specifically to accomodate proceeds from sales of investment real estate seeking the tax-deferral benefits provided through the "like-kind" exchange provision of Section 1031 of the tax code ("1031 Exchanges").  To-date, Landwin has never failed to acquire a replacement investment through a 1031 Exchange on the sale of any of its properties under management.   

JVs are entities formed to accomodate investment of cash from two or more partners for a particular existing property or new development project acquisition.  Landwin forms JVs with numerous local developers with whom we have built and managed relationships for over two decades (See Development section), and with institutional investors who co-invest with our individual investors in large existing properties, new development projects, and portfolio acquisitions. 

We invite you to contact us to further explore how best to access the benefits made available through our investments services.