Lloyd Jones Partners with ST Real Estate Holding Inc. To Acquire Trinity Courtyard in Fort Worth, Texas

MIAMI – Lloyd Jones, a real estate investment firm headquartered in Miami, Florida, announced today the acquisition of Trinity Courtyard, a 138-unit, active adult community in Fort Worth, Texas.

Lloyd Jones partnered with ST Real Estate Holding Inc. (STRE), under the direction of Vice Chairman Patrick Lardi, to close the transaction. The property will operate under Lloyd Jones’ proprietary Aviva brand as AVIVA Fort Worth.

Trinity Courtyard is located just minutes away from downtown Fort Worth – the second fastest- growing large city in the United States – and gives residents direct access to a diverse array of entertainment, retail outlets, and outdoor recreation activities. Stretching over six acres of land, the community features nine-foot ceilings in one- to two-bedroom apartments with some offering an attached garage space. Lloyd Jones plans to enhance the property through refreshing all exterior paint, refining landscaping, modernizing clubhouse interiors, and upgrading technology packages throughout.

“We are excited to create a new option for active adults in the Fort Worth area. AVIVA Fort Worth will offer a fulfilling 55+ lifestyle and high-end amenities – at rental rates appropriate for the middle-income population,” said Tod Petty, Vice Chairman of Lloyd Jones Senior Living. “This is a magnificent property which we will upgrade by adding the latest technology packages for the benefit of our residents.”

The Lloyd Jones team continues to aggressively pursue senior housing acquisitions throughout the United States, primarily in the South and Midwest, as this marks the fifth investment transaction for the firm this year.

About Lloyd Jones LLC

Lloyd Jones LLC is a real estate investment firm with 40 years in the industry under the continuous direction of Chairman/CEO, Christopher Finlay. Based in Miami, the firm specializes in multifamily and senior housing investment, development, and management. Investment partners include private and institutional investors and family offices around the world.

To learn more about Lloyd Jones, visit www.ljasl.wpengine.com.

About ST Real Estate Holding Inc. (STRE)

ST Real Estate Holding Inc. is a real estate investment firm launched in the 1960’s by pioneer Dr. Tito Tettamanti, STRE Honorary Chairman. Starting with a focus on Switzerland and Canada, STRE has expanded its investments in the United States, Hong Kong, China, and Australia, building a historical portfolio of more than 1.5 billion USD. In the last decade Att.y Massimo Pedrazzini and Mr. Patrick Lardi have generated the residential U.S. and commercial Australian portfolio now valued at more than 720 million USD. With an experienced team and support from the Fidinam Group, STRE is able to generate long-term returns and promptly respond to changing market conditions. STRE is the real estate investment division of ST Group Holding.

Learn more at: https://stre.biz/

MIAMI – Lloyd Jones, a real estate investment firm headquartered in Miami, Florida, announced today the acquisition of Hamilton Heights, a 113-unit, senior living community in West Hartford, Connecticut. The property will operate under Lloyd Jones’ proprietary Aviva brand as AVIVA West Hartford.

Hamilton Heights marks Lloyd Jones’ fourth senior housing acquisition this year. In February, the firm added two Class-A communities to its senior-living portfolio and a third in April: AVIVA Woodlands in Lincoln, Nebraska; AVIVA River Bend in Rochester, Minnesota; and AVIVA Maybelle Carter in Nashville, Tennessee.

Formerly known as Mount St. Joseph Academy, a Roman Catholic boarding school for girls, the property was adapted to an independent living, assisted living, and memory care community in 1997. The original academy was built in 1905 by well-known Hartford architect, John J. Dwyer, and is currently on the National Register of Historic Places. The property features a Georgian revival facade with four and five stories that stretches over ten acres in the heart of West Hartford. With an extensive capital renovation strategy, the community will undergo updates that include refreshing the surrounding landscape, restyling furnishes throughout the communal areas, and implementing a new technology package to bring the property up to Aviva brand standards.

Chris Finlay, chairman/CEO of Lloyd Jones, says “As a developer of many historic properties throughout my career, I can truly say this is a gem. And we intend to polish it up even more for the benefit and enjoyment of our residents.”

In addition to the forthcoming enhancements, residents of AVIVA West Hartford can enjoy amenities that include a fully-stocked library, outdoor patio and walking trails, pub, movie theater, spacious chapel and worship space, and a full service salon and spa.

About Lloyd Jones LLC:

Lloyd Jones LLC is a real estate investment firm with 40 years in the industry under the continuous direction of Chairman/CEO, Christopher Finlay. Based in Miami, the firm specializes in multifamily and senior housing investment, development, and management. It has recently added a hotel acquisition division. Investment partners include private and institutional investors and family offices around the world.

To learn more about Lloyd Jones, visit lloydjonesllc.com.

MIAMI – Lloyd Jones, a real estate investment firm headquartered in Miami, Florida, announced today the acquisition of Hamilton Heights, a 113-unit, senior living community in West Hartford, Connecticut. The property will operate under Lloyd Jones’ proprietary Aviva brand as AVIVA West Hartford.

Hamilton Heights marks Lloyd Jones’ fourth senior housing acquisition this year. In February, the firm added two Class-A communities to its senior-living portfolio and a third in April: AVIVA Woodlands in Lincoln, Nebraska; AVIVA River Bend in Rochester, Minnesota; and AVIVA Maybelle Carter in Nashville, Tennessee.

Formerly known as Mount St. Joseph Academy, a Roman Catholic boarding school for girls, the property was adapted to an independent living, assisted living, and memory care community in 1997. The original academy was built in 1905 by well-known Hartford architect, John J. Dwyer, and is currently on the National Register of Historic Places. The property features a Georgian revival facade with four and five stories that stretches over ten acres in the heart of West Hartford. With an extensive capital renovation strategy, the community will undergo updates that include refreshing the surrounding landscape, restyling furnishes throughout the communal areas, and implementing a new technology package to bring the property up to Aviva brand standards.

Chris Finlay, chairman/CEO of Lloyd Jones, says “As a developer of many historic properties throughout my career, I can truly say this is a gem. And we intend to polish it up even more for the benefit and enjoyment of our residents.”

In addition to the forthcoming enhancements, residents of AVIVA West Hartford can enjoy amenities that include a fully-stocked library, outdoor patio and walking trails, pub, movie theater, spacious chapel and worship space, and a full service salon and spa.

About Lloyd Jones LLC:

Lloyd Jones LLC is a real estate investment firm with 40 years in the industry under the continuous direction of Chairman/CEO, Christopher Finlay. Based in Miami, the firm specializes in multifamily and senior housing investment, development, and management. It has recently added a hotel acquisition division. Investment partners include private and institutional investors and family offices around the world.

To learn more about Lloyd Jones, visit lloydjonesllc.com.

MIAMI – Lloyd Jones, a real estate investment firm headquartered in Miami, Florida, announced today the acquisition of Hamilton Heights, a 113-unit, senior living community in West Hartford, Connecticut. The property will operate under Lloyd Jones’ proprietary Aviva brand as AVIVA West Hartford.

Hamilton Heights marks Lloyd Jones’ fourth senior housing acquisition this year. In February, the firm added two Class-A communities to its senior-living portfolio and a third in April: AVIVA Woodlands in Lincoln, Nebraska; AVIVA River Bend in Rochester, Minnesota; and AVIVA Maybelle Carter in Nashville, Tennessee.

Formerly known as Mount St. Joseph Academy, a Roman Catholic boarding school for girls, the property was adapted to an independent living, assisted living, and memory care community in 1997. The original academy was built in 1905 by well-known Hartford architect, John J. Dwyer, and is currently on the National Register of Historic Places. The property features a Georgian revival facade with four and five stories that stretches over ten acres in the heart of West Hartford. With an extensive capital renovation strategy, the community will undergo updates that include refreshing the surrounding landscape, restyling furnishes throughout the communal areas, and implementing a new technology package to bring the property up to Aviva brand standards.

Chris Finlay, chairman/CEO of Lloyd Jones, says “As a developer of many historic properties throughout my career, I can truly say this is a gem. And we intend to polish it up even more for the benefit and enjoyment of our residents.”

In addition to the forthcoming enhancements, residents of AVIVA West Hartford can enjoy amenities that include a fully-stocked library, outdoor patio and walking trails, pub, movie theater, spacious chapel and worship space, and a full service salon and spa.

About Lloyd Jones LLC:

Lloyd Jones LLC is a real estate investment firm with 40 years in the industry under the continuous direction of Chairman/CEO, Christopher Finlay. Based in Miami, the firm specializes in multifamily and senior housing investment, development, and management. It has recently added a hotel acquisition division. Investment partners include private and institutional investors and family offices around the world.

To learn more about Lloyd Jones, visit lloydjonesllc.com.

How It Works: Investing in Senior Living Projects via Crowdfunding

Chris Finlay, Chairman and CEO of Lloyd Jones, breaks down what it takes to start investing in senior living real estate via crowdfunding, and how to make the most of the market in 2022.

Here’s a short excerpt from this video:

“We at Lloyd Jones have invested a significant amount of capital into creating our own operating platform. We brought on board senior industry leaders, top players. And that’s the unique thing about the time we’re in…”

Hotel investing may be one of the most exciting property types for commercial real estate investors in 2022. As the world emerges from the COVID pandemic, hotels are all over the map in terms of their operational and fiscal health.

Many hotels and resorts are benefitting from a rebound in leisure travel, driven by pent-up demand and people becoming more comfortable with travel and flying. Hotels dependent on business travel and conventions are still finding their way out of the abyss. But others, such as extended stay, seem to have hardly missed a beat. Those that have been battered by COVID issues are emerging as investment opportunities.

One way for investors to access hotel investment deals is through crowdfunding. Historically, large-scale real estate deals have been funded through relationships with family offices and directly with institutional investors.

Real estate investment firms can now raise money via crowdfunding, which works as an online exchange. A crowdsourcing platform allows a real estate investment firm to post detailed descriptions and investment offerings divided into more affordable shares. Investors can review and browse various deals and select the investment that works best for them. Add in today’s technology and the ability to take virtual tours or see actual photographs, and potential investors have the world at their fingertips.

As a potential investor, you browse the platform according to your search criteria, then review and research offering documents and materials. When you decide you are ready to invest, the required documents and signatures are handled online. Finally, you can purchase your shares in a number of convenient ways, including online transfers.

Crowdsourced commercial real estate investing is here to stay and will undoubtedly change how individuals approach commercial real estate. No other investing innovation has made it easier for individual investors to participate in larger, institutional-quality deals across a greater range of asset types.

It’s also critical to remember that at the end of the day, while crowdsourcing is new and exciting, not all platforms are created equal. Investors must still consider the quality of each deal and the experience of the people behind it who are driving its management, value-add strategies and exit plans.

Are you interested in investing in hotel properties through crowdfunding? Sign up with Lloyd Jones to learn more about senior-housing investment opportunities.

Hotel investing may be one of the most exciting property types for commercial real estate investors in 2022. As the world emerges from the COVID pandemic, hotels are all over the map in terms of their operational and fiscal health.

Many hotels and resorts are benefitting from a rebound in leisure travel, driven by pent-up demand and people becoming more comfortable with travel and flying. Hotels dependent on business travel and conventions are still finding their way out of the abyss. But others, such as extended stay, seem to have hardly missed a beat. Those that have been battered by COVID issues are emerging as investment opportunities.

One way for investors to access hotel investment deals is through crowdfunding. Historically, large-scale real estate deals have been funded through relationships with family offices and directly with institutional investors.

Real estate investment firms can now raise money via crowdfunding, which works as an online exchange. A crowdsourcing platform allows a real estate investment firm to post detailed descriptions and investment offerings divided into more affordable shares. Investors can review and browse various deals and select the investment that works best for them. Add in today’s technology and the ability to take virtual tours or see actual photographs, and potential investors have the world at their fingertips.

As a potential investor, you browse the platform according to your search criteria, then review and research offering documents and materials. When you decide you are ready to invest, the required documents and signatures are handled online. Finally, you can purchase your shares in a number of convenient ways, including online transfers.

Crowdsourced commercial real estate investing is here to stay and will undoubtedly change how individuals approach commercial real estate. No other investing innovation has made it easier for individual investors to participate in larger, institutional-quality deals across a greater range of asset types.

It’s also critical to remember that at the end of the day, while crowdsourcing is new and exciting, not all platforms are created equal. Investors must still consider the quality of each deal and the experience of the people behind it who are driving its management, value-add strategies and exit plans.

Are you interested in investing in hotel properties through crowdfunding? Sign up with Lloyd Jones to learn more about senior-housing investment opportunities.

VIENNA, Va. – Shelters to Shutters (S2S), a national non-profit that provides talent for the multifamily real estate industry while transitioning individuals and families from homelessness to economic self-sufficiency, today announced a $100,000 donation from Miami, Fla.-based Lloyd Jones LLC, a real estate investment, development, and management firm specializing in multifamily and senior housing.

“This investment gives us the ability to bring our proven model to the Orlando area and begin operations with a local Executive Director and City Advisory Board. We are thrilled that Lloyd Jones is paving the way to make this growth possible. We believe this will be just the start of multifamily companies in Florida partnering with us to provide employment and housing opportunities to the deserving individuals we serve,” David Williams, President and CEO, Shelters to Shutters

S2S partners with over 40 apartment management companies – such as Lloyd Jones Multifamily Management, AvalonBay Communities, Gables Residential and Freeman Webb – to place people experiencing situational homelessness in on-site, entry-level jobs and provide them with housing at the same communities where they work. Each participant is provided with career mentoring and access to support services to ensure a successful long-term transition. S2S works with a number of homeless-focused non-profits to identify suitable job applicants, changing the lives of individuals and families and providing quality, motivated employees for a rapidly growing industry in need of talent.

“We are proud to partner with Shelters to Shutters to bring this impactful program to Florida,” said Chris Finlay, Lloyd Jones CEO. “As the demand for rental housing continues to rise in many U.S. markets, so does the need for qualified candidates to work in the property management industry. We look forward to working with Shelters to Shutters to find new talent to meet this growing demand for our industry while simultaneously changing lives for the better.”

Eighty-three percent of those experiencing homelessness in the U.S. are situationally homeless due to a life-altering event such as job loss, medical or health emergency, divorce, domestic abuse or the loss of a primary income earner. The donation from Lloyd Jones will help further ensure Shelters to Shutters can serve more people who want to work and return to a life of self-sufficiency.

Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. Orlando will be the sixth market for Shelters to Shutters.

About Shelters to Shutters

Shelters to Shutters is a national 501(c)(3) organization that transitions individuals and families from homelessness to economic self-sufficiency by educating and engaging the real estate industry to provide employment and housing opportunities. Across the country, Shelters to Shutters pairs leading property management companies with individuals experiencing homelessness who are ready to work. The result is an innovative program that provides full-time employment and housing opportunities for individuals facing homelessness and a pipeline of high quality, motivated employees for the multifamily housing industry. Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. More information can be found at www.shelterstoshutters.org or by following the organization on LinkedIn, Facebook and Twitter.

About Lloyd Jones LLC

Lloyd Jones LLC, is a private-equity real estate firm that specializes in multifamily and senior housing.  With 42 years of experience in the real estate industry under the continuing direction of founder Chris Finlay, the firm acquires, improves, and operates multifamily and senior housing communities.  The firm is based in Miami, Florida. Its partners include institutional investors, family offices, and individual accredited investors. For more information, visit www.ljasl.wpengine.com or follow the firm on LinkedIn or Facebook.

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This article originally appeared on Senior Housing News in a post by Nick Andrews.

Lloyd Jones — a real estate development and management company with a growing senior living presence — announced on LinkedIn that Sheryl Klein will be the senior vice president of operations for Senior Living.

For Klein, this is her third stint as SVP of operations — she previously held the post with Somerby Senior Living and most recently with Bridge Senior Living.

Lloyd Jones COO and Executive Vice President of Senior Housing Tod Petty welcomed Klein, saying on LinkedIn that “[Klein] will be partnering with me in serving our communities and growing the Lloyd Jones senior division.”

View our senior living leadership team here.

Read more on Senior Housing News.

VIENNA, Va. – Shelters to Shutters (S2S), a national non-profit that provides talent for the multifamily real estate industry while transitioning individuals and families from homelessness to economic self-sufficiency, today announced a $100,000 donation from Miami, Fla.-based Lloyd Jones LLC, a real estate investment, development, and management firm specializing in multifamily and senior housing.

“This investment gives us the ability to bring our proven model to the Orlando area and begin operations with a local Executive Director and City Advisory Board. We are thrilled that Lloyd Jones is paving the way to make this growth possible. We believe this will be just the start of multifamily companies in Florida partnering with us to provide employment and housing opportunities to the deserving individuals we serve,” David Williams, President and CEO, Shelters to Shutters

S2S partners with over 40 apartment management companies – such as Lloyd Jones Multifamily Management, AvalonBay Communities, Gables Residential and Freeman Webb – to place people experiencing situational homelessness in on-site, entry-level jobs and provide them with housing at the same communities where they work. Each participant is provided with career mentoring and access to support services to ensure a successful long-term transition. S2S works with a number of homeless-focused non-profits to identify suitable job applicants, changing the lives of individuals and families and providing quality, motivated employees for a rapidly growing industry in need of talent.

“We are proud to partner with Shelters to Shutters to bring this impactful program to Florida,” said Chris Finlay, Lloyd Jones CEO. “As the demand for rental housing continues to rise in many U.S. markets, so does the need for qualified candidates to work in the property management industry. We look forward to working with Shelters to Shutters to find new talent to meet this growing demand for our industry while simultaneously changing lives for the better.”

Eighty-three percent of those experiencing homelessness in the U.S. are situationally homeless due to a life-altering event such as job loss, medical or health emergency, divorce, domestic abuse or the loss of a primary income earner. The donation from Lloyd Jones will help further ensure Shelters to Shutters can serve more people who want to work and return to a life of self-sufficiency.

Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. Orlando will be the sixth market for Shelters to Shutters.

About Shelters to Shutters

Shelters to Shutters is a national 501(c)(3) organization that transitions individuals and families from homelessness to economic self-sufficiency by educating and engaging the real estate industry to provide employment and housing opportunities. Across the country, Shelters to Shutters pairs leading property management companies with individuals experiencing homelessness who are ready to work. The result is an innovative program that provides full-time employment and housing opportunities for individuals facing homelessness and a pipeline of high quality, motivated employees for the multifamily housing industry. Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. More information can be found at www.shelterstoshutters.org or by following the organization on LinkedIn, Facebook and Twitter.

About Lloyd Jones LLC

Lloyd Jones LLC, is a private-equity real estate firm that specializes in multifamily and senior housing.  With 42 years of experience in the real estate industry under the continuing direction of founder Chris Finlay, the firm acquires, improves, and operates multifamily and senior housing communities.  The firm is based in Miami, Florida. Its partners include institutional investors, family offices, and individual accredited investors. For more information, visit www.ljasl.wpengine.com or follow the firm on LinkedIn or Facebook.

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