Overview
Founded in December 2001, Lincoln Advisory Group is an investment management firm
primarily focusing on investing in real estate properties.
LAG provides discretionary investment advice to pension and profit sharing plans regarding
investments in real estate. Once a suitable piece of property is identified, LAG prepares a
preliminary and final financial analysis for Investment Committee approval. Once the
Investment Committee has approved the acquisition of the specific property, LAG will
normally form a Delaware limited liability company to own and hold title to the property and
establish with the title company the necessary escrow and other accounts necessary to buy
the property. After LAG has acquired a real estate investment, it monitors the property on
behalf of the client.
LAG’s advisory services are tailored to the specific needs of each client and clients are able
to place reasonable restrictions on investments that LAG can make on their behalf. LAG
works closely with clients to understand their goals and objectives
and develop investment
strategies that meet the needs of each client.
Lincoln Advisory Group is headquartered in Chicago. LAG is privately owned. Royal Property
Company Borrower LLC is LPCRA’s principal owner. Royal Property Company Borrower LLC
is owned by Royal Property Company Intermediate LLC, which is in turn owned by Royal
Property Company Holdings LP. Trident Royal Holdings LP, Trident Royal Holdings LLC,
Trident IX, L.P., and T-IX Parallel RPC Cayman LP (collectively, the “Trident Entities”) directly
or indirectly own greater than 25% of Royal Property Company Holdings LP. The Trident
Entities are managed or otherwise advised by Stone Point Capital LLC (“Stone Point”), a
registered investment adviser. Stone Point is principally, either directly or indirectly,
controlled by SPC Field Partners LLC, which is owned by Charles A. Davis, Stephen Friedman,
James D. Carey, David J. Wermuth and Nicolas D. Zerbib.
As of December 31, 2023, Lincoln Advisory Group managed discretionary assets under
management of $2,987,339,005.