INVESTMENT STRATEGY
We work with businesses demonstrating a profitable track record, with EBITDA between 1.5MM and 10MM. Lux believes in doing extensive research and analysis in order to improve profit margins and realize the best returns possible for our investors. The firm has a strong background in real estate, but our investments are expanding into industries such as health care, media and entertainment, hospitality, and food services.
Our management team is experienced and has a proven history of leveraging a “boots on the ground” approach to create operational efficiencies throughout our portfolio assets. Different management styles are used for each asset to ensure that they reach their full revenue potential.
Lux Equity's competitive advantage is based on:
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An extensive industry network with long-lasting working relationships;
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Rapid identification of promising opportunities and upcoming market trends; and
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Strong deal flow and stable cash flows.
INVESTOR
CRITERIA
Traditionally, private equity funds and their high return potential have been closed off to the general public. Lux believes in accessibility for people trying to diversify their investment portfolio.
We update investors on fund performance regularly through:
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Quarterly financial reports;
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Open communication lines;
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Valuation and fund notifications; and
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Annual account re-evaluations.
FUND INFORMATION
LUX SENIORS FUND I
An aging demographic translates into sustained, long-term growth in the seniors' housing market. Lux is offering an opportunity for investors to capitalize on business opportunities in this field and enjoy strong risk-adjusted returns. We cater to this demand by focusing on the acquisition, development, and repositioning of seniors' housing assets in Canada.
MINIMUM CLIENT RELATIONSHIP
CLASS A: $1,000,000
CLASS B: $150,000
TYPICAL INVESTMENT LENGTH
3 - 5 years
PREFERRED ANNUAL RETURNS
PAID QUARTERLY
3 - 5%
S&P VS. HISTORICAL LUX ALTERNATIVE INVESTMENTS
7.3%
S&P TSX HISTORICAL ANNUAL RETURN
1.2%
HISTORICAL YIELD OF 10 YEAR GOC BOND
15%+
RETURN ON EQUITY 75%+ OVER 5 YEARS
FOR MORE INFORMATION REGARDING INVESTMENT OPPORTUNITIES, PLEASE CONTACT US.
INVESTMENT PLAYBOOK
Our team takes a hands-on approach to investing, operating and managing our alternative assets. Our core strength
is swiftly identifying and transacting on promising opportunities.
IDENTIFY
Our network and strong deal flow combined with our disciplined approach allows us to find quality investments
IMPROVE
Our boots on the ground experience combined with our vision enables us to enhance asset value
REPOSITION
Our strategic approach involves generating stable cash flows while simultaneously unlocking asset potential