Capital
Partners in Growth.
We invest alongside our partners, bringing discipline, governance and long-term alignment to real estate investment opportunities.
Our Approach.
Our Strategies
Value-Add
We target under-managed assets with strong fundamentals, where active leasing, capital improvements, or repositioning can unlock income growth and long-term value.
Income-Focused
Our income-focused strategy targets defensive, essential real estate with durable cash flow, strong tenants, and disciplined risk management, delivering stable income across market cycles.
Our Investment Philosophy
Investment Thesis
Develop and substantiate well-reasoned investment theses grounded in market fundamentals.
Network Cultivation
Leverage long-standing relationships to uncover off-market and thinly marketed opportunities.
Due Diligence
Conduct best in class due diligence and underwriting.
Asset Management
Apply active asset management to enhance income and create long-term value, informed by years of operating experience.
Development Management
Deliver industrial, multi-residential, and mixed-use developments that respond to long-term demand and community needs.
Investment Management
Provide transparent, timely reporting and ongoing communication to partners.
Relationships and Returns
We have invested over $2.9 billion across industrial, retail and residential asset classes. Since 2010, equity raised has been deployed into North American acquisitions, representing more than 5 million square feet of leasable space.
A notable example of our partnership-led approach is our long-standing relationship with PRO Real Estate Investment Trust. Since leading a private placement investment in 2014, Lotus has played an active role in supporting PRO REIT’s growth strategy, including board-level involvement. Over this period, PRO REIT’s market capitalization has increased more than fivefold.
PRO REIT (TSX: PRV.UN) is a Canadian industrial-focused real estate investment trust with assets across ten provinces.