Case Studies

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CASE STUDY 1 - THOUSAND OAKS, CA
Investment Overview
  • Newbury Park ,CA (Thousand Oaks)

  • Retail

  • Bank REO purchase

  • 56,377

  • 2008

  • July 2011

Lucent's Role
  1. Sourced REO opportunity from a money center bank
  2. Identified local operator
  3. Raised high leverage, non recourse debt
  4. Raised passive JV equity from high net worth individual
CASE STUDY 2 - LA QUINTA, CA
Investment Overview
  • La Quinta, CA (Palm Springs)

  • Office over Retail

  • Non-Performing Loan

  • 38,567

  • 2005

  • August 2011

Lucent's Role
  1. Sourced non performing loan from a special servicer
  2. Identified local operator
  3. Raised high leverage, non recourse debt
  4. Raised passive JV equity from high net worth individual
CASE STUDY 3 - OLD TOWN PASADENA, CA
Investment Overview
  • Old Town Pasadena, CA

  • Retail

  • Bank REO Purchase

  • 28,506

  • 1904 / renovated 1990

  • July 2012

Lucent's Role
  1. Sourced REO opportunity that was lightly marketed by local brokerage firm
  2. Identified local operator
  3. Raised high leverage, non recourse debt