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 Healthcare and Financial Services Companies

20%

Second Stage Startups - Emerging Growth 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.

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