CardiffLexington Website

Investment Process

We Make Acquisitions with Solid Assets and Income

An investment in Cardiff Lexington mitigates risk over a diversified portfolio. We acquire defensible healthcare and financial service companies in growing markets with tangible performance improvement opportunities, and acquire real estate, growing our assets, EBITDA , and underlying market value. Our acquisition strategy is driven by structure, transaction value, alignment, resources and return on investment.

Our Investment Strategy

Our focus isn't geographic-specific, it's opportunity oriented. Our  "Buy and Build" growth focus through perpetual acquisitions centers on serving successful target business owners in three main categories: healthcare, financial services, and real estate      with considration to include other diverse and synergistic industries. Our target composition of holdings over time are targeted to represent

40%

Income Producing Commercial Real Estate Companies

40%

Small to Mid-Sized Privately Held Financial Services Companies

20%

Second Stage Startups - Emerging Growth Companies

View our portfolio

Investment Criteria

Verification Requirements

Investments on our platform are limited to accredited investors only. Verification is necessary. You must meet one of the following conditions:

  • Net worth or joint net worth with spouse exceeds $1 Million (exclusive of primary residence).
  • Individual income exceeded $200,000 in each of the past two years.
  • Joint income must exceed $300,000 in each of the past two years.
  • Invest on behalf of a business entity with a total of assets over $5 Million

Our Equity Capitalization Platform

WE OFFER THREE WAYS TO INVEST WITH US:

  1. Preferred Shares: A minimum investment is required
  2. Direct Subsidiary Investment: A minimum investment is required
  3. Cardiff Lexington Shareholder: Must purchase CDIX stock on the open market; no minimum requirement; no accredited investor requirement

Interested in Learning More?

We welcome all inquiries.

contact us

Understanding Our Investment Strategy

Our whitepapers are available to help you better understand our investment strategy.

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