How It Works

From Opportunity to Outcome — Our 6-Step Investment Process

At Lexicon Capital and Lexicon Builders, we simplify real estate investing through a structured, legally protected, and ROI-focused process. Whether you’re hands-on or passive, we help you invest with confidence, clarity, and full execution.


???? Step 1: Discovery & Strategy Session

We begin with a one-on-one consultation to understand your investment profile and goals.

✔️ Choose your role: Passive, Active, Equity Partner, or Silent Partner
✔️ Define your budget, timeline, and ROI expectations
✔️ Clarify whether you’re seeking flips, long-term rentals, or both


???? Step 2: Property Sourcing

Lexicon Capital identifies properties that match your strategy and target returns.

✔️ On- and off-market deal sourcing
✔️ ROI projections, CMAs, and risk assessment
✔️ Multiple options presented based on current market timing


???? Step 2.5: LLC Formation & Investor Fund Structure

Before funds are committed, we create a deal-specific LLC to protect all parties.

✔️ A new LLC is formed for each investment deal
✔️ All investor names and percentages are legally filed
✔️ Capital contributions are tracked and allocated
✔️ Funds are held and released according to scope milestones
✔️ You receive an Operating Agreement showing ownership, roles, and exit provisions

This step ensures legal clarity, tax transparency, and protection for you, your funds, and the property.


???? Step 3: Renovation & Oversight

Lexicon Builders executes the approved construction or renovation plan.

✔️ Licensed professionals for all trades
✔️ Permitting, sourcing, and scheduling managed in-house
✔️ Daily supervision and milestone-based billing
✔️ Progress reports delivered to all stakeholders


???? Step 4: Sell or Lease

Once construction is complete, Lexicon Capital activates the exit strategy.

✔️ Property listed or rented, depending on the model
✔️ Professional marketing and staging (if required)
✔️ Showings, tenant screening, buyer negotiations
✔️ Closing and returns report issued to all members


???? Step 5: Management or Reinvestment

Post-exit, you decide what’s next — and we stay involved.

✔️ Property management available for rentals
✔️ Reinvestment opportunities immediately available
✔️ Portfolio strategy consultation and roll-over planning


???? What Makes Lexicon Different?

  • A new LLC is formed for every deal, protecting investors individually
  • Your name and equity are recorded in formal legal documents
  • Construction and funds are controlled under clear oversight
  • You don’t need to build a team — we are the team

???? Want to Review a Real Deal Structure?

Let’s schedule a call and walk you through an actual LLC setup, scope of work, and ROI breakdown.