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CAPITAL ADVISORS
About Us
Lucrum Capital Advisors is devoted solely to delivering expert advisory services in alternative asset investments. Our specialization lies in the nuanced areas of asset management and the meticulous underwriting of investment acquisitions.
We pledge to bring advisory services of the highest institutional caliber to our clientele, which includes accredited individual investors and small to mid-sized institutions. Our services are distinctively designed to support and streamline transactions within the middle-market sector.
We solve problems surrounding asset optimization and investment decision making for our clients and their portfolio’s alternative asset strategies.
We do this by closely working with our clients to understand their needs and vision of their portfolio from a high-level, strategic view all the way down to the most granular details that they intend to achieve. We analyze these needs, brainstorm a variety of potential, and devise plans to act on solutions.
Our Thesis
Lucrum Capital Advisors identifies the significant growth potential in the alternative investments sector, notably real estate, driven by investors & desire for diversification beyond traditional stocks and bonds. While many adhere to traditional methods, Lucrum embraces technological innovations to respond swiftly to market changes and offer exceptional client service.
We aspire to become the world & leading alternative investment advisory, differentiated by our expertise in data science, software engineering, and quantitative modeling. Our focus spans diverse assets like Private Credit and Hedge Funds, but our passion lies in Real Assets and Private Credit.
Our commitment to superior asset management emphasizes value optimization in client portfolios. Instead of providing superficial advice, we merge creativity with extensive industry connections and advanced technology to offer unmatched client value.
Our expertise, especially in real estate, allows us to provide comprehensive strategic advice and actively participate in real estate ventures. Lucrum stands out as a beacon of technologically-driven advisory superiority in the private alternatives industry.
Our Solutions
Lucrum Capital Advisors offers a variety of advisory services customized to meet individual needs.
Value-add advisory and consulting services are offered to domestic and foreign institutional, individual high net-worth, and LP investors on both asset-specific and fund levels.
Services Coverage
Comprehensive Investment Strategy & Portfolio Review
We provide a comprehensive audit of your current assets, liabilities, and investment approaches.
We evaluate your portfolio & market risk exposure and align strategic recommendations with your individual goals and risk preferences.
Harnessing predictive analytics, we forecast performance based on market trends and advise on diversification strategies across various asset types and regions.
Asset-specific Analysis
We offer a comprehensive look at individual assets, from evaluating historical performances and potential risks to analyzing cash flows.
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We pinpoint areas for operational enhancements, suggest strategies for asset value maximization, including redevelopment or rebranding, and provide expert guidance on optimal divestment timing and methods.
Capital Markets Consulting
We provide comprehensive support for investment ventures.
We provide high level strategy and analysis of a client’s capital structure needs for a variety of investment situations.
We also meticulously craft offering memorandums and investment presentations, while also offering rigorous third- party sponsor and deal screening due diligence services to ensure optimal investment decisions.
Real Estate Asset and Portfolio Management
We ensure comprehensive oversight of your real estate investments. We provide performance evaluations, risk analysis, and scenario planning for your portfolio.
Additionally, we manage due diligence for asset transitions and keep you updated on vital market trends and insights, ensuring you're always informed and ahead of the curve.
Proptech Development and Advisory
We offer a service that emphasizes the integration of technology in real estate.
We specialize in real estate data science, evaluate the potential of digital assets, and provide expert guidance to burgeoning proptech startups.
Market Analysis & Feasibility Studies
We dive deep into understanding market trends, growth trajectories, and potential pitfalls.
We assess the viability of specific investments or projects through feasibility studies, provide insights into your competition within the market, and ensure you're informed
about local laws, regulations, and upcoming potential changes.
Acquisition and Allocation Consulting
We assist clients in identifying potential alternative investment opportunities, formulating and executing purchase strategies, and managing the entire transaction process for a seamless acquisition and allocation experience.
Financial Structuring & Deal Analysis
We ensure your investments are strategically sound through careful, detailed financial analysis and evaluation.
We provide in-depth financial projections and valuation assessments, guide on suitable financing options, advise on acquisition structuring for financial optimization, and offer robust due diligence support for comprehensive deal analysis.
Real Estate Securities & Derivatives Consulting
We offer a comprehensive approach to real estate-related securities investments.
We evaluate potential securities, recommend risk mitigation strategies, and advise on effective derivative usage to meet investment objectives.
Furthermore, we ensure you navigate the landscape with full regulatory compliance and understanding.
Custom Consultations
We can provide bespoke advisory solutions that either don’t fall under or overlap multiple of the current service packages we offer.
We see that every client has different needs, and, thus, require a variety of custom solutions that are specifically tailored to those very needs.
Leadership
Edrees Feda, Founder and Sole Owner of Lucrum Capital Advisors, brings a tapestry of experience and expertise to his role as CEO and CCO. He is in charge of all operations and activities of the firm’s advisory and consulting business, including research and analysis, compliance oversight, advertisement review, and asset management.
Edrees Feda
Founder and Managing Principal
Edrees’s journey as an advisor began at a boutique SFR acquisition brokerage, where he swiftly elevated the firm’s presence to a national scale through licensure and client development.
Edrees eventually joined Crowdstreet, a large online real estate private equity syndication platform, contributing to over $1.5 Billion of equity raises as an Associate Real Estate Analyst on the firm’s Investments team. There, he also was registered as an IAR and BD representative simultaneously in the firm’s RIA and BD affiliates, respectively.
Subsequently, Edrees joined M.C. Dean, blending Corporate Development and Family Office roles, to manage M&A activities, real estate portfolios, and VC/PE investments. As largely an LP capital source for investments, Edrees was instrumental to institutionalize the family office’s operations on investment originations, screening, and asset management.
Concurrently, he has consulted for private and institutional clients on their alternative investment needs. One notable client was PPR Capital Management, a leading private real estate private investment fund that specialized in distressed real estate notes. He was hired to lead in building their Commercial Real Estate/Multifamily vertical in providing JV and Co-GP equity to Multifamily sponsors across the United States.
Edrees holds the following Series securities licenses: 7, 79, 57, 24, 27, 3,
4, 63, 65, 99, and SIE.
Additionally, Edrees’ real estate licensure covers the following
jurisdictions: VA, DC, MD, TX, FL, GA, NC, TN, PA, NY, MA, IL, CO, CA,
NV, and WA.
FAQs
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What representation guarantees do you have with your clients?As licensed investment advisors, we owe all of our clients full fiduciary duties and responsibilities. It is both our legal mandate and our company’s policy to assure that we serve and hold our client’s interest above ours at all times. This is especially the case in conflicts of interest situations, in which we disclose all material information upfront to our clients prior to formally engaging.
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I’m in a state your firm is currently not licensed in, can I still hire your firm?Sure. We are limited to five clients in states outside our jurisdiction of licensure. If we find sufficient demand to expand our licensure to a different state, we will do so and make announcements when engaging in that expansion.
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Are you able to provide financial planning and investment advisory services on traditional assets (stocks, bonds, money markets, etc.)?We are able to, but our focus is exclusive to alternative investments, primarily related to real estate. We are more than happy to refer you to our network of third party advisors to address your investment needs holistically.
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Are you able to give investment advice on real estate transactions?Yes. However, it should be noted that some jurisdictions in the United States do require real estate brokerage licenses in order to provide real estate consulting and receive compensation. Therefore, we work with Lucrum Realty, our affiliate real estate brokerage company, to be able to provide these services jointly to ensure full compliance.
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Are you able to act as a custodian?No. We do not currently have the infrastructure nor the regulatory approval to provide custody of assets or cash to our clients. We are glad to refer you to certain vendors depending on your needs.
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Do you serve international/foreign investors?Yes, we are able to. However, it should be noted that foreign investors require additional levels of due diligence and screening prior to engaging, especially under the guise of anti-money laundering regulations. These requirements may also differ between foreign individual investors and foreign institutional investors. Bottom Line: If you are a foreign investor and think we can be of value to you, we would be more than happy to connect and see how we can be of assistance.