Lukrom iFund LP
A Private Credit Fund Secured by Real Estate Exclusively for Accredited Investors
Investors
We Put Our Investors First
$15M FIRST LOSS COMMITMENT
When we say we put our investors first, we mean it. $15M of Lukrom iFund is invested by our Executive Team and Advisory Board in a “First Loss” position.
SIGNIFICANT PROTECTION AGAINST LOSS
Although we don’t anticipate any losses, this First Loss Commitment will absorb any potential losses that extend beyond the real estate equity of the borrowers. NO OTHER FUND IS DOING THIS!
The 60/40 Stock/Bond Portfolio is broken. Both Stock and Bond Markets were down over 20% in 2022. Our investors enjoyed a 7-10% gain. That’s about a 30% swing! This sample portfolio shows a smart approach to diversification beyond stocks and bonds. Lukrom iFund is a great alternative investment that can be used for reliable income or growing net worth.
Safety of Principal
- Primarily 1st position deeds of trust
- Low-leverage
- Comfortable debt levels (on average less than 70% loan to value)
- Principals and Employees of Lukrom have their money in a First Loss position, keeping your money safer
REIT Tax Advantages
- Our REIT structure allows for a Qualified Business Income Deduction (QBID) available to our investors to reduce your taxes by 20% from Lukrom iFund LP. This can reduce your federal tax rate from 37% to 29.6%, a substantial tax savings.
- Can use qualified funds or non-qualified
- Eliminates Unrecognized Business Taxable Income (UBTI) for tax sheltered investments (IRA, Pension Plans, 401k)
Transparency
- We will show you everything and anything you ask to see.
- Lukrom iFund LP is a fully administered fund by Armanino, one of the most respected accounting firms in private lending.
- Lukrom iFund LP performs annual audited financials by CohnReznick, another highly respected and prestigious accounting firm in private lending.
Excellent Returns with Low Volatility
- Net returns on par or exceeding historical returns from the stock market without the stress-inducing volatility
- Money invested with Lukrom far outpaces the loss of spending power caused by inflation
- Click here to see the rates of return for iFund
Predictability
- Short-term loans (typical 12-months) allow us to adjust our lending guidelines as the economy changes
- We typically work with borrowers we have established relationships with, maximizing the reliability of planned outcomes
Reliable Income or Wealth Generation
- We invest in performing loans that generating regular monthly income that we distribute to our investor on a monthly basis
- You can elect to compound your investment for even higher ROIs and wealth generation
