For Investors

Transparent communication. Disciplined underwriting. Long-term value creation.

Why Investors Consider Lakeshore

  • Direct property-management oversight — Our founders actively manage properties through our in-house operating company. Better execution, aligned incentives, no third-party operator separation.
  • Twin Cities market focus — All properties are in tier-2 Minnesota markets we know deeply. Local expertise drives consistent performance.
  • Disciplined property-level underwriting — Every deal is stress-tested with conservative assumptions. We model worst-case scenarios and only proceed if the deal works.
  • Regular investor reporting — Quarterly reports, annual investor meetings, and 24/7 portal access. We discuss wins and losses openly. No surprises.

How to Invest

1

Introduction

You contact us with investment goals and questions. We discuss whether Lakeshore's strategy aligns with your objectives and risk tolerance.

2

Review the Offering

We provide the Private Placement Memorandum (PPM), detailing the investment opportunity, risk factors, expected returns, and fee structure.

3

Complete Due Diligence

You ask questions. We provide property financials, underwriting models, market research, team resumes, and references. Full transparency throughout.

4

Subscribe and Fund

Once satisfied, you sign the subscription agreement and fund your commitment. Lakeshore's standard minimum investment is $100,000. You become a limited partner and begin receiving quarterly reporting.

Investment Overview

Investor Eligibility Accredited investor status required
Typical Minimum Investment $100,000
Typical Investment Horizon 5–7 years
Distribution Approach Quarterly distributions (when property performance supports)
Reporting Frequency Quarterly reports and annual investor meetings
Investment Structure Limited partnership in property-specific funds

Important Investor Information

Accreditation

Lakeshore partnerships are offered to accredited investors only, as defined by the SEC. An accredited investor is an individual with net worth exceeding $1 million (excluding primary residence), or annual income exceeding $200,000 ($300,000 if married) for the past 2 years; or an institutional investor with net assets exceeding $5 million.

Fees

Lakeshore operates on an industry-standard fee structure aligned with investor performance. Acquisition fees and asset management fees are reinvested in operational improvements. For specific details, please review the Private Placement Memorandum (PPM).

Liquidity

Partnerships are illiquid investments designed to be held for the full 5–7 year hold period. Early exits are possible but subject to specific terms outlined in the partnership agreement. Contact us to discuss your situation.

Risks

Real estate investments involve risk, including possible loss of principal. Lakeshore operates with conservative underwriting that builds in assumptions for market challenges. Our focus is always capital preservation. If operational issues arise, we communicate transparently and quickly. Full risk disclosure is provided in the Private Placement Memorandum.

Tax Documentation

We provide comprehensive tax documentation annually: K-1 forms (by March 15), year-end capital account statements, cost basis tracking, depreciation schedules, and 1099 reporting as applicable. Tax implications vary by investor type—we recommend consulting with a qualified CPA or tax attorney regarding the tax treatment of your investment.

Frequently Asked Questions

What is Lakeshore's minimum investment?

Lakeshore's standard minimum investment is $100,000. Each offering is subject to its governing documents, investor eligibility requirements, and availability.

Do you work with 1031 exchange investors or family offices?

Yes. Lakeshore considers tailored, property-specific mandates for qualifying investors committing $3 million or more. Visit our Private Capital & 1031 Exchanges page to learn more.

Do you accept 401(k) or IRA investments?

Yes. We work with self-directed IRA custodians. Contact info@lakeshorecpre.com for a list of approved custodians.

How often do I receive distributions?

Quarterly distributions are wired based on property performance. Distributions are not guaranteed and depend on property NOI and debt service.

What if something goes wrong with a property?

Lakeshore operates with conservative underwriting that builds in assumptions for market challenges. Our focus is always capital preservation. If operational issues arise, we communicate transparently and quickly.

What makes Lakeshore different from other multifamily investment firms?

Operator-Led: Our founders actively manage properties. Minnesota Focus: We specialize in tier-2 Minnesota markets. Aligned Capital: Our personal capital is invested alongside yours.

Start an Investor Conversation

Whether you're a first-time real estate investor or experienced in multifamily syndications, we welcome the conversation. Let's discuss how a Lakeshore partnership aligns with your investment goals.

Investor Relations Team
info@lakeshorecpre.com
Monday–Friday, 9am–5pm CT