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Partner with Lumina for Expert Real Estate Investment Advisory Services

At Lumina, we provide a comprehensive suite of services to investors designed to support your investment process and ensure your projects' success. From financial modeling and investment analysis to market research and asset management, our expert solutions help you make informed decisions and maximize returns on your investments.

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Our Services for Investment Firms

Financial Modeling

Our financial modeling services provide accurate and reliable projections for your investment strategies. We create customized models that consider all relevant factors, helping you assess the financial feasibility of your projects and make well-informed investment decisions.

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Investment Analysis & Due Diligence

Make confident investment choices with our thorough analysis and due diligence services. We evaluate potential opportunities by analyzing market conditions, assessing risks, and forecasting returns, giving you a clear picture of each investment’s potential and challenges.

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PPM and Offering Memos

Secure funding and attract investors with expertly crafted Private Placement Memorandums (PPMs), offering memos and pitch decks. We prepare professional investor packages that clearly communicate the value and potential of your investment opportunities, helping you tell a compelling story and attract investors.

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Market Research

Stay ahead of market trends and make data-driven decisions with our in-depth market research services. We provide detailed analysis of market conditions, competitive landscapes, and emerging trends, giving you a strategic advantage in your investment decisions.

Asset Management

Optimize your real estate investments with our asset management services, including:

  • Project Tracking: Keep track of every phase of your project to ensure it stays on schedule and within budget.

  • Investor Reporting: Keep your investors informed with detailed, periodic reports.

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Project Accounting and Bookkeeping

Streamline your financial operations with our expert project accounting and bookkeeping services. We handle all aspects of financial operations, from routine bookkeeping and budgeting to detailed financial reporting,  providing you with clear insights into your financial health and performance.

Why Choose Lumina?​​

Experience

With over 18 years in the industry and a track record of deals worth over $8 billion, our team brings a wealth of knowledge and unparalleled expertise to every project.

Cost-effective

Thanks to our lean business model, you don’t need to hire full-time analysts. You can also pay a fraction of what other advisory firms charge for the same quality services.

Personalized Approach

We understand that every project is unique. That’s why we offer a personalized approach, tailoring our services to meet your specific needs and objectives. 

Customer Success Stories

"Lumina exceeded expectations at every juncture. Everyone on our team was extremely impressed with the quality of work and the depth of knowledge on the subject matter. Hussain has been an absolute pleasure to work with. "

Todd Stock, TNT Real Estate Trust

"Thank you Lumina once again for the excellent work (real estate portfolio and property level PowerPoint presentation). We look forward to working together again soon!"

Dustin Twin, Royal Retreats

"Michael was very communicative and asked questions to ensure he understood the goals and requirements of the real estate financial model. I had a few follow-up questions and he took the time to make sure he delivered a model that was fully functioning to my specs. Would definitely hire again."

Adam R.

Ready to Enhance Your Investment Portfolio

Connect with us to discover how Lumina's expert advisory services can help you achieve your investment goals and maximize your returns. Reach out now, and let's get started!

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