Investing with Lockard
Lockard Companies periodically offers unique real estate investment opportunities to institutional investors and accredited high net worth individuals through its affiliate, Lockard Capital. If you are interested in establishing a relationship with Lockard and viewing these investment opportunities, and you meet the qualifications of an accredited investor, please click on the link below.
An accredited investor is defined as either:
- Any person that has a net worth (together, in the case of a person with assets held jointly with a spouse) of more than $1,000,000; or
- Any person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person's spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year.
IMPORTANT NOTICE Real estate investments involve risk. Economic and market forces and unforeseen costs may adversely affect the ability of an investor to recoup its initial investment. Consequently, only an investor that can afford to lose its entire investment should consider the investments offered by Lockard. Funds invested with Lockard should not be invested for such purposes as emergency savings, home purchase, education funding, dependent care, safety of principal, or any short-term purpose.
Other risks associated with an investment in real estate include limited transferability of membership interests, illiquidity, uncertainties relating to the financial analysis, risk of members’ capital, risk of leverage, financing risks, income/operating risks, environmental risks, reliance on third party management companies, absence of regulatory oversight, construction risks, capital expenditures which are not offset by cash flow, constructions risks, lack of fund operating history, cash flow, potential conflicts of interest, overbuilding of properties in competitive locations, uninsured and under insured losses, tax liability not limited to distributions, changes in tax laws, uncertain ability to meet capital needs.
This is not an offer to sell or a solicitation to buy. The Private Placement Memorandum for each investment opportunity contains more complete information, including a full explanation of all the risks associated with investing. Please read it carefully before investing.