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 companies in growing markets with tangible performance improvement opportunities growing our assets, EBITDA , and underlying market value. Our acquisition strategy is driven by industry, structure, transaction value, alignment, resources and return on investment.Our focus is not geographic-specifc, but rather proven management, markt, and margin - we are opportunity oriented.

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 the healthcare industry with consideration to include other synergistic industries. Our target composition of holdings over time are targeted to represent

20%

Income Producing Commercial Real Estate Companies

70%

Small to Mid-Sized Privately Held Healthcare  Companies

10%

Second Stage Startups - Emerging Growth Healthcare Companies

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.

Understanding Our Investment Strategy

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

Market Data copyright © 2019 QuoteMedia. Data delayed 15 minutes unless otherwise indicated (viewdelay timesfor all exchanges).RT=Real-Time,EOD=End of Day,PD=Previous Day. Market Data powered byQuoteMedia.Terms of Use.