Allocate clients into institutionally underwritten commercial real estate properties. Clients can benefit from tax-advantaged income and appreciation, while consultants can retain AUM and advisory fees.
Invest client funds in individual commercial real estate properties to provide them a tax-advantaged yield-based investment.
Retain AUM and advisory fees because LEX securities can be held at your current custodian.
LEX securities trade with a ticker and a CUSIP. Shares can be listed for sale on the secondary market at any time if a client liquidity need arises. Liquidity is not guaranteed.