Financial Advisors
Built For Financial Advisors And Their Clients
Income Strategy
Tax-Efficient Structure
Diversification Beyond Public Markets
Institutional Approach, Accessible Format
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:
- Clients seeking income potential as part of retirement planning
- High-net-worth individuals looking to diversify beyond equities
- Portfolios seeking alternative income potential sources
- Clients interested in real estate exposure without direct ownership

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
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.
- Clear explanation of the investment structure
- Access to investor materials and supporting documentation
- Ongoing communication and transparency
- Availability for client conversations when needed


A Disciplined Approach To Risk Management
Lukrom is designed with risk awareness at its core.
- Real estate-backed lending strategy
- Conservative loan structures
- First-loss protection
- Focused geographic exposure
This focused approach helps support deal evaluation and execution.
All investments involve risk, and Lukrom is structured to take a measured, disciplined approach.
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.
Who is this suitable for?
Accredited investors seeking income potential, diversification, and real estate exposure.
How does Lukrom seek to generate returns?
Through interest earned on short-term real estate loans.
How should this be positioned to clients?
Often considered an alternative investment that may provide potential income in a diversified portfolio.
What is the investment horizon?
Designed for investors with a longer-term outlook; not intended to be highly liquid.
What due diligence materials are available?
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.
