CASTLE LANTERRA Strives to Generate Value and MAXIMIZE GROWTH POTENTIAL

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.

Castle Lanterra’s Commercial Real Estate credit and special situations platform targets floating rate lending and preferred equity investments. CL’s credit offerings provide 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.

Castle Lanterra’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.