"Markets change and so will we." TM

How would you like to be the landlord of these public companies?

If you invest in this real estate offering with Lily you will not pay a commission since we use the RIA share (6% discount).  Here is a current list of the top ten REIT tenants as of 5/05/2026.

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Lily Partner Real Estate Investment Advantage:

• Our partner invest alongside us—sharing in both risk and reward

• Approximately 30% of invested funds come from our partners’ own clients

• They have true skin in the game

• Focus on historically recession-resilient and primarily investment grade real estate tenants successfully operating in the necessity retail and healthcare industries

• ​Invested in a deversified portfolio of over 360 properties in over 30 states with net leases backed by 39 historically recession-resilient and primarily invstement grade tenants succesfully operating in the necessary retail and healthcare industries.

• Some management fees are not collected until all investors have recouped their original investment.

• Every income projection has been met or exceeded on all offerings

• Clients receive a 6% discount off the original investment price when implemented through Lily because we are offering RIA shares which have no commission.

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We offer the following investment structures

Real Estate Tax Exempt Trust

• ​Great way to sell a highly appreciated asset and safely diversify your risk without paying capital gains tax.  

• Creditor protection
   

Real Estate Investment Trusts (REITs) 

• The Essential Income REIT is invested in a diversified portfolio of 364 properties in 34 states with net leases backed by 39 historically recession-resilient and primarily investment-grade tenants successfully operating in the necessity retail and healthcare industries.
   

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• Current monthly cash flow distributions to investors of 5.97–6.35% annualized, with 2024 tax-equivalent yields of 9–14%+ for A, I, and D shares, based on a 37% federal income tax rate, an 8% state income tax rate, and a 3.8% Medicare surtax.

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• Distributions have been, and are required to be, fully covered by adjusted funds from operations, with an AFFO-to-Distribution coverage rate of 104.28% inception-to-date as of 3/31/25.
   

• Conservative debt terms with a debt service coverage ratio in excess of 2.4x as of 3/31/25, utilizing primarily long-term fixed-rate financing and strategic laddering for added diversification.
   

1031 Tax Free Exchanges and Delaware Statutory Trusts (DSTs)

 

 

 

 

 

 

DSTs (Extremely EXPENSIVE option- we have a better legal solution)

• We have one vender, best in class, that we trust because they are fair in pricing, transparent, honest and ethical.
   

• 1031 Exchange Eligible: DSTs allow accredited investors to defer capital gains taxes by reinvesting sale proceeds from real estate into like-kind replacement property (these limitations can be avoided). 
   

• Passive Real Estate Ownership: Investors receive passive income without the responsibilities of active management—ideal for those seeking a “hands-off” landlord experience (expensive option, but we have a solution).
   

• Access to Institutional-Quality Assets: DSTs provide fractional ownership in large, professionally managed properties that would typically be out of reach for individual investors.
   

• Diversification & Risk Mitigation: A single investment can be diversified across multiple asset classes, tenants, industries, and geographic regions to help reduce concentration risk (we offer more alternatives with even greater flexibility).
   

• Estate Planning Benefits: DST ownership can be easily passed to heirs, providing a step-up in cost basis and helping facilitate multi-generational wealth transfer (we also have more flexible estate planning options). 
   

Institutional Syndicated Trusts (ISTs) 

• A unique real estate investment structure that pools capital for large-scale commercial real estate deals. 

• Provides accredited investors access to institutional-quality real estate assets. 

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