Full-Cycle Investment Success
Restoring Value: The Lyon Estate | 137-Acre Presidential Compound
The Sourcing & Investment Story
AI Match Narrative (Deal Zero)
The Full Execution Story
We transformed this neglected Coto de Caza asset by fixing the roof, renovating units, and creating a safe community. Occupancy rose from 70% to 98% in 14 months.
Financials & Tax Management
Key Financial Summary
Total Investment (Basis)
$125.0 million
Estimated FIRPTA Withholding
~ $0.00 (Managed)
Annualized ROI (IRR)
21.50%
Tax Documentation
Handled by Title Partner
The Management Story: 12-Point Execution
The successful exit was driven by a relentless focus on our MREA-inspired checklist:
Checklist details pending for this historical record.
Results don't happen by accident.
They happen when you bridge the gap between local expertise and global capital.