You probably came here looking for an investment deal.
But what you are actually looking for is certainty – knowing that your money will grow at a pace that exceeds the economy’s surprises…
…and will pay for your future lifestyle, without having to ‘downsize’ and live within the ‘fixed’ income limits.
We take big REIT’s sophisticated real estate investment strategies and deploy them in deals that are positioned for optimal growth both today and in the five-to-seven year horizon.
This is real estate ownership without any of the usual risk, responsibilities or headaches.
We make real estate capitalists ©.
Truly Yours,
Tilden Moschetti, CCIM, Esq.
Lion’s Share Capital founder
‘When you set your goal on X returns…
You can confidently bypass
most mediocre investments on the market.’
-Tilden Moschetti, Esq
Higher yields, compressed returns time
Being informed is our superpower, that’s how we capitalize on the economy’s Big moves (and way before mainstream catches on).
When demand starts to greatly exceed the supply, brand new pockets of opportunities open. Wherever the economy booms, that’s where ROIs exceed the average market.
Most people think of debt leverage. But there’s such a thing as an entry barrier in real estate, aka when the best deals go to the power players. An asset that you could buy on your own would be drastically different from an asset acquired by a large group of investors. By joining our investment power play, you’ll be multiplying your individual buying power, giving you the ownership of premium assets.
Our investment model specifically targets investments in the booming areas, so no matter what happens to the economy, the investment is still backed up by objective forces, like demand, population growth and employment. Any investment is only as strong as the investment model behind it. We make sure our investors are getting the best outcomes for their time, risk factors, and desired future lifestyle.
Instead of putting all of your eggs into one basket, you get to choose how much goes into each specific deal. If you’d rather invest more into one deal over the other… then that’s exactly what you should do. No one knows you better than you do. Good sleep comes when you are 100% in control of (and happy with!) your money’s future.
Passive real estate investments are a myth. Someone’s got to find the right asset, underwrite it, manage it, perform regular maintenance, and, finally, plan the exit strategy. And while with individual property ownership, all these duties fall on the owner’s shoulders… Our group investments are truly passive for our investors. All you need to do is cash the checks (or even better, get your money wired to your account). The rest will be managed by our leadership team.
Each of our assets is ranked depending on their suitability to hit cash flow and/or asset appreciation targets. Getting paid monthly (cash flow) versus getting a large chunk in the end (appreciation), or a combination of these two, are the three ways in which money’s made in real estate. Which means you need to decide do you need. Do you need to beef up your cash flow to meet your financial obligations? Or can you wait till a very big pay date later, giving your substantial returns to reward you for a longer time horizon? Whichever your goal, we’ll make sure you are matched with the best assets to suit your lifestyle.
Tax savings are a significant consideration of any real estate investment strategy. The main savings available to investors are depreciation and capital gains. With depreciation, you’ll be claiming a non-cash expense (there’s no actual money outlay), as a way to write off the cost of the property over a period of time. Your share of the depreciation write off will be proportionate to your percentage ownership of the property. Your capital gains tax benefit will be realized at the time of the sale of the property. To your advantage, the gains from the sale of the capital assets are taxed at the lower tax level than the ordinary income. The higher your tax bracket, the higher the savings.
There are individuals who fall into the 1% of the wealthiest people in the United States. And then there are investment professionals who help them get there (and stay there) Our twenty five years in the real estate investment business and law, combined with hundreds of successfully syndicated deals that were overseen and facilitated by the Moschetti Law Group, plus work with today’s high-networth tech royalty, and we can boldly say that by investing in Lion’s Share, your money will be in the hands of the top 1% experts in real estate investments.
We want the best returns on our money too, which is why we practice a ‘shoulder-to-shoulder investing’ approach. This means that we commit our capital to the same deals our investors do. Our interests are directly aligned with yours, ensuring that we are equally invested in the best outcome and returns. We stand firmly beside each of our investors as co-investors and partners in success. By putting our own skin in the game, we are making success the only acceptable outcome.
How do you feel about detailed, jargon-free reporting and open dialogue? We don’t believe in making things sound more complex than they actually are. You want to know how well your investment is doing right now and how we are maximizing your returns. And that’s exactly the information you’ll get from us. In plain English. Even more importantly, you’ll get to vote on the exit strategy – the linchpin in getting you the highest return on your investment. With real estate, it’s all about timing and we’ll want your vote on pulling the exit trigger.
Our team’s expertise spans across legal compliance, financial analysis, and strategic asset management, ensuring that every investment decision is underpinned by a robust foundation of knowledge and experience. This unique blend of skills safeguards our investments and positions them for optimal growth. We come from experience and a deep understanding of the intricacies of each deal.
Tilden Moschetti, Esq., CCIM
Founder, Chief Investment Officer
‘I start my underwriting with investors’ target ROI. That’s the only criteria that should matter. If the deal doesn’t even accommodate investors’ minimum target returns, why are you still massaging it?’
– Tilden Moschetti, Esq.
When real estate attorney Tilden Moschetti started syndicating deals over ten years ago, syndication wasn’t even a buzz word. Back then, syndication was a tool, only accessible to the large REITs with an army of attorney power. (And for a good reason!)
Anya Moschetti, M.S., CPA
Co-Founder, Chief Marketing Officer
Anya Moschetti has a CPA after her name, but bean counting would be a waste of her skills.
Anya brings with her an uncanny ability to read the economic forces at play, and then translate that insight into the kind of an investment vision that yields Next Frontier returns.
Anya’s pursuit of Alpha within the current economic landscape (vs bygone sticking to the old economy that’s clearly in the rearview mirror) comes from her first-hand experience of owning what’s typically called a ‘balanced’ portfolio of traditional and alternative investments – owning both market securities and real estate assets.
‘As a securities attorney who’s known for being THE attorney to syndicators, what’s the most unusual investment opportunity you’ve ever seen?’
‘Without actually naming company names… I wouldn’t use the word ‘unusual’… but my most favorite investment opportunity that ever crossed my desk was a version of Amazon but for an entirely different market segment. You know how Amazon is a behemoth of transactional volume? The investment I’m thinking of did that… but for an untapped market. Pretty genius!’
‘There’s been so much confusion in the market in 2023… I don’t think we’ll get over it by 2024. Since real estate stopped reacting to the interest rates the way it should have… Actually, let me be more specific.
Buyers didn’t react to the interest rate change. Meaning… buyers should have stopped buying, when the interest rate rose above 5%, yet prices remained the same as with 2.9% interest rates. Saying ‘No, thank you!’ would have been the ‘normal’ market response.
And if the buyers stopped buying… the sellers wouldn’t have any other choice but to drop their prices, which would have slowly, but surely returned the market to normalcy. But since that didn’t happen…
We’ve got people who are buying insanely overpriced assets, yet they are paying exorbitant interest rates, so they’ve got this miniscule income coming in… turning the assets that used to be cash cows into these malnourished shadows of themselves.
Because, let’s face it. If you’ve got an asset that doesn’t make you much money… how well are you going to maintain it?
So yeah. The 2024 doesn’t look any different from 2023 for your generic deals.
‘What should I invest in?’ (A question from an anesthesiologist.)’
‘I don’t know your exact situation, but when I talk to doctors’, CPA’s, software-engineer and other professionals with sizable paychecks… it’s obvious that you are used to a certain standard of living. A standard that’s really hard to let go of once you, let’s say, retire. But that’s the reality for most people. Most people are forced to size down and live on a fixed income, right?
So, if you don’t want that for yourself and your family…
You’ve got two choices. Either you’ll need to keep working till the day you die (sorry to be so blunt about it!)… Or you’ll need to find a way to replace that steady paycheck with 100% passive income.
So the answer to the question of ‘What should I invest in?’ is this. You should invest into assets with the highest probability of getting you to that level of passive income.
Look for assets that make sense. Let’s say an investment promises a high return. How is that return calculated? Is it just a ‘hope’ underwriting, hoping that in 5 years you’ll get your promised appreciation? Or does the syndicator know something that makes that return as sure as humanly possible? There are no crystal balls in this business, but objective forces like supply, demand and population growth are as close as it gets to looking into one.
So the best thing you can do for yourself? Ask questions and don’t settle for shallow promises. A big slogan is just marketing. Look for a reason behind the promised returns instead.
That’s one of the biggest benefits of private equity. Since you aren’t buying the whole property… you can sink your teeth into chunks of as many properties as you want!
Allocation-wise… if you need distributions right now, then you should focus on assets with strong leases and national tenants. If it’s retail… see where it’s located. Is the parking lot full? Who’s the anchor tenant? If it’s a big box store that’s always empty, then stay away from it – we’ve seen what happened to Bed Bath and Beyond. Think ‘limber’. Think ‘easy-to-fill-vacancy’.
Of course, a quality investment packet will fill you in on all these details. You shouldn’t be the one doing all the digging! But still. No matter what’s in that packet… think for yourself. It all should make sense, like 2+2 = 4. If you’ve got a good tenant, but there’s desert for miles with zero population… you know no one will be shopping there, no matter how good the store is.
Office buildings? I wouldn’t touch one right now, unless it’s a multi-tenant medical building.
Multi-family? Depends on the profit spread. I’ve yet to find a seller who’s willing to let go of their cash cow for a price that would make a future buyer rich.
If you don’t need distributions right now and it’s all about a big chunk payoff in the future…
Then you are in luck.
The best thing you could do for yourself is find deals with Developer’s ROI or Next Frontier ROI. We target these kinds of investment deals for a reason – there’s no generic asset on the market that would beat buying bricks for .86 cents and selling a whole building for millions. That’s the kind of math that gets investors retirement of their dreams, instead of living on food stamps.
Your biggest risk by far is ‘who’ you are giving your money to. There are plenty of ‘gurus’ telling people that they can get rich by syndication. And that syndication is ‘easy’.
Unfortunately, investors are the ones who end up paying the price.
There are plenty of reports in the news of bad actors who followed a guru’s advice, then ended up filing for bankruptcy and losing investors’ money, because the ‘guru’ was a one-trick pony who didn’t know how to navigate this economy.
Truthfully, as soon as you hear ‘I used to be in IT and now I’m making X returns…’ run.
(Unless you want to leave your future in the hands of someone who’s got a real estate hobby, that is.)
Think of it as one pie being divided into multiple pieces. Except in the case of a real estate syndication, that pie could be a $10 million dollar property, divided into multiple ownership shares. It would be challenging and risky for one investor to pull off such an acquisition (you would be putting a lot of money into one basket!).
But when an asset is acquired by a group of people? And instead of only one person contributing the capital, there’s a group of people who have pooled their money together? Suddenly, your money can buy better/bigger properties! Plus, one of the biggest benefits of investing into Lion’s Share syndicated deals is that you get to enjoy returns without having to do any of the work. Literally everything from identifying the asset, to taking care of the legal portion, to managing it throughout the holding period and all the way to the asset’s disposition gets taken care of by the Lion’s Share professional team.”
Simple! Either click the Access button at the top of this page, or scroll down all the way to the bottom and either contact us via email, or give us a call.
Next, we’ll make sure that your needs and our offerings are a match. We’ll help you understand your best options, given your risk and needs profile, as well as walk you through how Lion’s Share investments work.
All-in-all, one phone call and you’ll know if this is the right fit for you.
It depends on the deal. Typically, the minimum investment ranges from $25,000 to $50,000.
It’s entirely up to you how much you’d want to invest. But you’d want to maximize your returns, so the total size of your portfolio (and its current asset allocation), along with your risk profile would impact the best advisable investment amount. That’s one of the key reasons we always get our investors on the phone. Our primary purpose is to advise you on the best ways of getting you to your financial goals.
This entirely depends on the asset. Also, some of Lion’s Share deals have multiple stages of investment. So let’s say Tier 1 investors would invest into raw land. And then a year later, once the land is entitled and ready for development, Tier 2 investors would buy Tier 1 out.
Ultimately, the asset’s disposition timing is voted on by the investors. But you’ll know the approximate holding horizon before committing to the asset.
Either quarterly or monthly basis, depending on the type of the deal. You’ll get a packet of updates that includes financial data relevant to your specific investment: financial statements, occupancy reports, and a Founder’s letter, detailing the property’s performance, new developments, and a future outlook.
It depends on the offering.
In order to comply with the SEC rules, our offerings are either open to the general public, or limited to accredited investors.
An accredited investor is defined as an individual with a net worth of over $1 million (excluding the value of their primary residence) or an annual income of $200,000 ($300,000 with a spouse) for the last two years.
Some opportunities are available to sophisticated investors who meet specific knowledge and experience criteria, even if they are not accredited.
Overall, the ‘accredited investor’ classification serves a very specific purpose. That’s how the SEC and other regulatory agencies protect people who have more to lose on the scale of their whole net worth.
That’s the most exciting time, because that’s when your ROI is finally realized!
You get to cash out on any equity value increase through a sale or a refinancing event. At this point, once the fees, expenses and the repayment of debt (if any) are taken care of, the proceeds will get distributed according toyour share of ownership.
It’s time to pop that champagne cork!