Reliability and Transparency

Locust Point delivers an opportunistic way for institutional investors to invest in the lower middle market seniors housing and care industry

Locust Point’s philosophy of alignment of interests has been a guiding principle of the Firm’s success. The Firm seeks to partner with exceptional entrepreneurs, management teams, and operators that share a common vision. Locust Point believes that structuring incentives that align management team’s interests with those of Locust Point and our Limited Partners leads to enhanced returns.

Additionally, we believe the best way for institutional investors to invest in the lower middle market credit markets is through a Lending Partner. The benefit of lending partners is that they typically see exclusive transactions. Only a select group of lenders have the relationships, capabilities, and credibility to be the first and only capital source for lower middle market companies. Locust Point is one such lending partner in the seniors housing and care sector and we have built a platform that consistently delivers these opportunities to our institutional investors.

Core Investment Values

Our approach to investing is disciplined and straightforward. With a focus on value creation and capital preservation, we invest opportunistically in high-quality real assets within our areas of expertise and manage them proactively with a goal of generating stable and predictable cash flows for investors. Our culture is anchored by a set of core investment principles that guide our decisions and enhance our ability to generate success.

Driving Principles of Our Investment Philosophy:

Ethical Standards
Ethical Standards
Relationships
Relationships
Commitment
Commitment
Operationally Focused
Operationally Focused
Performance
Performance
Transparent
Transparency
"
Success in investing comes not in hoping for the best, but in preparing how to handle the worst."
TRANSACTIONS*
35
INVESTED*
$185m
FACILITIES FINANCED*
60
STATES*
17
*As of 6/11/19