Investment Process

We Make Acquisitions with Solid Assets and Income

An investment in Cardiff Lexington Preferred Shares mitigates risk over a diversified portfolio, by providing investors the ability to convert their preferred shares into common. We acquire companies with significant assets and little to no debt while continuing to grow Cardiff Lexington and its underlying market value.

Our Investment Strategy

Our focus isn't industry or geographic-specific, it's opportunity oriented. Our growth focus through perpetual acquisitions centers on serving the successful business owner in three main categories, while also including diverse and synergistic industries such as healthcare, technology, and food and beverage. 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 Companies

20%

Second Stage Startups - Emerging Growth Companies

Investment Criteria

Verification Requirements

Preferred Share Subsidiary 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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