Lincoln Advisory Group, LLC

Lincoln Advisory Group manages real estate portfolios for institutional clients, primarily pension and profit‑sharing plans, providing discretionary investment management focused on direct property acquisitions. The firm sources potential properties, prepares preliminary and final financial analyses for Investment Committee approval, forms special‑purpose Delaware limited liability companies to hold title, and monitors properties on clients’ behalf.

LAG’s investment process relies on multi‑year cash‑flow projections, physical and collateral evaluations, rent‑roll and tenant analysis, and extensive due diligence drawn from market reports and local brokerage communications. After acquisition the firm handles transaction structuring and escrow arrangements, and may place cash in short‑term instruments pending deployment while clients bear acquisition, financing, and operating expenses.

Distinctive features include LAG’s affiliation with Lincoln Property Company, an operating real estate group that provides development, brokerage, leasing and property‑management services; LAG routinely recommends or uses affiliated brokers and managers with full client disclosure and consent, and affiliates may earn property‑level fees. The firm commonly structures investments through special‑purpose entities in which LAG or related persons may co‑invest and that are financed at the property level, reflecting an operational and capital‑structure integration with real‑estate affiliates not typical for many investment managers.