Real Estate Co-Investment & Syndication Advisory
At Lexbridge Realty, we help investors gain access to large-scale, high-value real estate opportunities through structured co-investment and syndication models. This service is tailored for HNIs, ultra-HNIs, family offices, and institutions looking to participate in premium real estate deals without bearing the full capital exposure or operational burden.
Our role is to identify suitable deals, design investor-aligned structures, and provide comprehensive advisory across legal, financial, governance, and execution aspects. We ensure that all co-investment arrangements are professionally managed, fully compliant, and aligned with investor protection, transparency, and long-term value creation.
Why Co-Investment or Syndication?
- Access to Larger, Premium Assets: Invest in Grade A properties that are otherwise capital-intensive for individual investors.
- Diversification: Spread risk across multiple assets, locations, or asset classes.
- Optimized Capital Deployment: Participate in high-yield opportunities without locking in excess capital.
- Governance & Control: Professionally managed platforms with clear governance mechanisms.
- Exit Liquidity Options: Structured exit strategies built into the syndicate design.
Our Co-Investment & Syndication Services Include:
- Opportunity Identification Sourcing of off-market and institutional-grade assets suitable for syndication—including commercial office buildings, pre-leased assets, retail spaces, land parcels, warehousing hubs, or development-ready projects.
- Investor Group Formation & Alignment Curating a group of like-minded investors with shared objectives—ensuring capital compatibility, risk appetite alignment, and synergy of expectations.
- SPV/LLP Structuring & Compliance Setting up and advising on the right legal vehicle (LLP, private limited, trust, etc.) to hold and manage the investment, with clearly defined ownership, decision-making rights, profit distribution, and exit mechanisms.
- Governance Framework & Documentation Drafting or vetting of shareholder/investor agreements, trust deeds, operating agreements, and governance frameworks ensuring transparency, accountability, and dispute resolution mechanisms.
- Capital Structuring & Allocation Strategy Designing the capital stack—equity, quasi-equity, and debt—along with clear rules for capital calls, drawdowns, reserve funds, and waterfall distributions.
- Financial Modeling & Returns Forecasting Preparation of robust financial models including IRR projections, cash flow distributions, sensitivity analysis, and scenario testing.
- Deal Execution & Transaction Oversight Coordinating due diligence, legal vetting, regulatory compliance, and documentation for acquisition, leasing, or development transactions under the syndicate.
- Exit Strategy Advisory Structuring clearly defined exit options—timed divestment, refinance, promoter buyback, secondary sale, or asset monetization—for each investor in the syndicate.
- Reporting & Investor Relations Periodic reporting on asset performance, cash flows, capital allocation, project milestones, and investor meetings—ensuring institutional-grade transparency.
Types of Syndicated Opportunities We Support:
- Income-generating commercial or pre-leased assets
- Grade A warehousing or industrial parks
- Land aggregation SPVs for long-term appreciation or JV
- Redevelopment or brownfield opportunities with secured title
- Co-development or structured developer participation deals
Lexbridge Realty’s co-investment advisory is designed to empower investors to take part in high-quality deals while maintaining discretion, governance, and capital efficiency—positioning you as a strategic participant, not just a passive investor.