We never ask clients to invest in something we aren’t willing to invest in ourselves.

Lloyd Jones Capital invests its own money in the acquisitions that we sponsor. That shared risk makes us responsible stewards of our clients’ money.   We also believe the best way to manage risk is to know what you are doing, which is where our experience in multifamily development and management really pays off for our investors.

To quote Warren Buffett:
”Risk comes from not knowing what you are doing.”

Acquisition Strategy

Lloyd Jones Capital’s core strategy starts with identifying and acquiring existing multifamily communities in robust markets in Texas, Florida and the Southeast.  We are highly selective. We look for cash-flowing assets that are undercapitalized or poorly managed, but offer value-add and possible rehabilitation potential. We underwrite 100 properties to find one that meets our acquisition criteria.  We have been doing this successfully for many years.

There are various ways an investor can participate in our acquisitions.

  • A programmatic joint venture
  • Property-specific joint ventures

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Acquisition Criteria

Project Size
150+ units.

Equity Contribution
$3,000,000 or more.

Asset Quality
Class B/C properties; other quality levels may be considered on a case-by-case basis.

Age
Vintage, built from 1980 – 2005.

Location
Growing metro areas in Texas, Florida, South Carolina and Georgia with strong job and population growth.

Design Type
All, with garden style or mid-rise preferred.

Acquisition Criteria
Value-add preferred: properties requiring cosmetic or substantial rehab; under-performing properties, which may have market-related or management induced problems.

Acquisition “Complexity”
Unusual or difficult issues and problems will not deter us from acquiring an investment; we have a well-equipped team of experts to reposition almost any multifamily asset.

Financing
Financing will be in the form of new financing or assumption of existing debt.

Cap Rates
Determined by the market and evaluated on a case-by-case basis.

Broker Relationships
Sourcing brokers will be protected and compensated for off-market investment opportunities.