- What does LVVP invest in?
- Lightstone Value Plus REIT V, Inc., a Maryland corporation founded on January 9, 2007, has opted for and continues to maintain its status as a real estate investment trust (REIT) for federal income tax purposes. The Company's primary objective is to acquire and manage commercial real estate and related assets, employing an opportunistic and value-enhancement strategy. It particularly seeks out commercial properties with substantial potential for capital appreciation, such as those requiring development, renovation, or strategic repositioning; assets situated in burgeoning markets; or those available from financially distressed or time-constrained sellers. Its investment portfolio has historically included a diverse array of commercial property types, spanning office, industrial, retail, hospitality, multifamily, and student housing. Acquisitions have comprised both established, income-generating properties and newly constructed assets. The Company has also engaged in real estate-adjacent investments, such as mortgage and mezzanine loans. The Company plans to retain its various real estate investments until its board of directors determines that a sale or other form of disposition would be beneficial for achieving its investment goals, or if it becomes evident that those objectives cannot be met. Operating as a single business segment, the Company's holdings as of September 30, 2023, consisted of eight wholly-owned multifamily properties and one real estate-related investment structured as a note receivable.
- What is the expense ratio of LVVP?
- An expense ratio for Lightstone Value Plus Real Estate Investment Trust V, Inc. (LVVP) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is LVVP?
- Lightstone Value Plus Real Estate Investment Trust V, Inc. (LVVP) manages $120.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is LVVP actively managed or an index fund?
- LVVP's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was LVVP launched?
- Lightstone Value Plus Real Estate Investment Trust V, Inc. (LVVP) launched in August 2023 and is managed by the fund issuer.
- How has LVVP performed?
- LVVP's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
