Financial Advisors

Built For Financial Advisors And Their Clients

Income Strategy

Designed to offer potential monthly income that may complement traditional portfolio allocations.

Tax-Efficient Structure

Structured to help support after-tax outcomes for clients seeking income.

Diversification Beyond Public Markets

Low correlation to stocks and bonds, offering an alternative source of income potential.

Institutional Approach, Accessible Format

A professionally managed fund structure that helps streamline access for accredited investors.

Where Lukrom Fits Within A Portfolio

Lukrom is typically used by advisors as part of an income-focused allocation strategy.

It may be considered for:

A Focused And Disciplined Approach To Real Estate Lending

Arizona Market Focus

Concentrated in one of the fastest growing states in the U.S.

Short-Duration Lending Strategy

Typical loan durations of ~6 months to help reduce long-term exposure and increase capital turnover.

Conservative Underwriting

Loans are typically structured at or below 70% loan-to-value (LTV).

First-Loss Protection

Lukrom leadership invests capital in a subordinate (junior) position, aligning our mutual best interests.

Structure, Clear Mechanics

1
Clients invest in the Lukrom fund (accredited investors only)
2
Capital is deployed into short-term real estate loans
3
Borrowers repay loans with interest
4
Potential income distributions paid to investors

Lukrom is designed to align the interests of the team with those of its investors.

Resources To Support Your Client Conversations

Lukrom works alongside advisors to help them confidently present the opportunity to clients.

A Disciplined Approach To Risk Management

Lukrom is designed with risk awareness at its core.

This focused approach helps support deal evaluation and execution.

All investments involve risk, and Lukrom is structured to take a measured, disciplined approach.

FAQs

Financial Advisor Questions

Explore Whether Lukrom Is A Fit For Your Clients

Connect with our team to learn more about the fund, structure, and how it may fit into
your clients’ portfolios.

Accredited investors seeking income potential, diversification, and real estate exposure.

Through interest earned on short-term real estate loans.

Often considered an alternative investment that may provide potential income in a diversified portfolio.

Designed for investors with a longer-term outlook; not intended to be highly liquid.

Lukrom can provide supporting materials and work with advisors during the evaluation process.

Explore Whether Lukrom Is A Fit For Your Clients

Connect with our team to learn more about the fund, structure, and how it may fit into your clients’ portfolios.

Borrower Information