CASTLE LANTERRA Strives to Generate Value and MAXIMIZE GROWTH POTENTIAL
As a fiduciary, investor, and owner, Castle Lanterra seeks to acquire well-located properties in markets with sound underlying fundamentals and meaningful growth potential. Castle Lanterra’s results continue to elevate its competitive position within the industry.
Castle Lanterra’s multifamily business employs a dual-pronged investment approach within strategic markets throughout the United States. We acquire quality, new construction properties facing operational challenges as well as communities that may require value-enhancement programs aimed to maximize NOI and provide attractive risk-adjusted returns.
With the growing population of active older adults (55+) who are looking for relief from the burden of home ownership, Castle Lanterra recognizes the demand for active adult communities offering more amenities than conventional multifamily. This sector offers tailored, age-restricted housing without the additional costs and risks of hospitality and nursing services. Being less labor-intensive and requiring less maintenance, active adult properties offer higher NOI margins.
Castle Lanterra’s commercial portfolio is composed of office and industrial properties located in strategic markets across the United States. Castle Lanterra seeks office investments with stable cash flow, inflation protection, and depreciation benefits to reduce taxable net income. With lease terms typically running for 5 – 10 years, office investments generally provide bond-like returns without the cost and inconvenience of annual tenant turnover.
Our industrial portfolio can accommodate distribution or logistic users or be utilized as an industrial warehouse facility. The COVID-19 pandemic accelerated the frequency in which consumers are using e-commerce and has reshaped the landscape in which we live tremendously. According to IBM’s U.S. Retail Index, the pandemic has accelerated the shift away from physical stores to digital shopping by roughly five years making demand industrial properties highly coveted.
CL Credit is a Commercial Real Estate credit and special situations platform targeting floating rate lending and preferred equity investments. Under the leadership of Jim Glasgow, boasting over four decades of experience, CL Credit offers innovative capital solutions tailored to facilitate new acquisitions, refinance and recapitalizations, yielding substantial risk-adjusted returns.
The platform will initially target Multifamily lending opportunities collateralized by high quality real estate in markets with strong fundamentals at a competitive basis, with well-capitalized borrowers and comprehensive business plans to maximize risk-adjusted return while preserving capital for the investor. Other property types will be considered on a one-off basis.
CL Credit’s primary focus is on investing in well-located properties at historically competitive terms, whether in the debt or equity portion of the capital stack. The platform emphasizes comprehensive business plans aimed at increasing operating cash flow and maximizing returns for investors.
As part of Castle Lanterra’s diversification strategy, we analyze exceptional opportunities in other asset classes on a case-by-case basis. These include ground-up development projects, hospitality/time share, and other special situations with attractive risk-adjusted returns.
Castle Lanterra has a vertically integrated, dedicated, in-house property management arm which oversees building operations and systems to maximize asset value. As owner of the assets we manage, it is our mission to optimize tenant experience, community value, and create a dynamic environment for our residents and tenants.
Castle Lanterra’s vertically integrated platform leverages extensive local market knowledge to deliver projects that reflect our remarkable commitment to quality. Our in-house team of professionals manage and coordinate Castle Lanterra’s capital improvement projects and construction activities for value add, renovation, repositioning, redevelopment, and capital projects for new and existing assets across our portfolio.
Castle Lanterra honors three generations of tradition through its disciplined investment strategy and proven results.
Nationally recognized with a reputation for integrity, certainty of execution, strong alignment of interests, and best-in-class service, Castle Lanterra maintains the highest standards of industry best practices.
This reputation has been built over three generations of successful investment activity, allowing Castle Lanterra to consistently identify, structure, and execute investment transactions with speed, decisiveness, and confidence from all parties.
Key Principles to Real Estate Investment
Robust & In-Depth
Castle Lanterra invests substantial time and effort to research the markets in which it chooses to invest. Coupled with the firm’s personal and institutional networks, this deep market knowledge enables the Castle Lanterra team to transact quickly with full confidence in its pricing and return projections.
Castle Lanterra’s multi-disciplinary due diligence process evaluates every aspect of a potential transaction including the review of financial and operational performance, the consideration of environmental and legal concerns, the pursuit of various financing options, and accounting for various market sensitivities.
& Strategic Management
As an experienced operator, Castle Lanterra employs focused, hands-on operational and strategic management throughout each property’s lifecycle including comprehensive oversight of all operational activities, continual strategic analysis and review, and on-the-ground implementation of value-add initiatives.
Castle Lanterra’s strong investment track record reflects its ability to successfully identify, acquire, manage, and exit multifamily property investments, resulting in meaningful NOI growth, capital appreciation, and attractive risk-adjusted returns.
Castle Lanterra Family Office invests across various asset classes in many different sectors including private equity, venture capital, and hedge funds. Aside from its for-profit ventures, the family office is committed to funding many philanthropic efforts focused on providing food, shelter, and education for underprivileged families both locally and abroad.
Castle Lanterra’s Unique Investment Approach
Find out more about Castle Lanterra’s investment strategy.