- What are the top holdings of LVVP?
- Lightstone Value Plus Real Estate Investment Trust V, Inc. holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does LVVP have?
- LVVP holds — positions as reported by the fund's most recent disclosure.
- What sectors does LVVP invest in?
- Lightstone Value Plus Real Estate Investment Trust V, Inc. (LVVP) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LVVP most exposed to?
- LVVP's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LVVP a US-only fund?
- The country allocation card on this page shows LVVP's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- 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.
