Firm Overview

Leveraging our firm’s fiduciary tradition through multiple real estate cycles, our seasoned investment professionals execute long-term investment strategies using proven processes and risk management protocols. Employing a team approach, we offer the full complement of investment management services necessary to invest directly in institutional real estate, including portfolio management, acquisition, asset management, research, development and construction services, and investment accounting.

L&B by the Numbers

Our only business is advising institutional investors on real property investments

1965

Founded

1984

SEC Registered

$8.9B

AUM

96

Employees

Investment Management Services

Our institutional real estate investment vehicles include separate accounts and commingled funds. Our dedicated and experienced professionals provide the following services:

  • Portfolio Management
  • Acquisitions
  • Asset Management
  • Research
  • Dispositions
  • Development & Construction Management
  • Investment Accounting

Our Team

James Anderson

Office & Industrial Asset Management

Mallory Baureis

Retail Asset Management

Peter Benyo

Portfolio Management

Elizabeth Cannon

Investment Accounting

Scott Cronister

Multifamily, Office/Industrial Asset Management

Stacie Crown

Portfolio Management

Merrill Curtis

Office & Industrial Asset Management

Drue Fitzgerald

Asset Management

Michael Formanek

Portfolio Management

Jeff Glidewell

Multifamily Asset Management

Jennifer Hanson

Chief Compliance Officer
Informational & Accounting Systems

Brenda Hartson

Information Systems

Corinne Hoffman

Portfolio Management

Christi Huss

Corporate Accounting

Janice Johnson

Business Development

Jacob Jopling

Retail Asset Management

Ronna McAuley

Retail Asset Management

Terry McCoy

Office Asset Management

Barbara McGinnis

Portfolio Management

Chris Neufeld

Real Estate Development & Construction Services

Kelsey Richey

Real Estate Development & Construction Services

Rui Shi

Portfolio Management

Kimberly Skelly

Multifamily Asset Management

Eric Smith

Portfolio Management

Culture

There is a FORCE that drives L&B, it is the connection of our people, their careers and our clients.

Focused + Ownership Mentality + Respect + Connected + Empowered = FORCE

Because our employees are the foundation of our culture, we strive to maintain a healthy and productive environment. We believe offering a comprehensive benefits package along with activities to encourage connection among employees elevates L&B as a place where we want to work.

Responsible Investment

Our client’s investment objectives are our first and foremost obligation as a fiduciary. Responsible investment is an approach to investing that incorporates environmental, social and governance (ESG) factors into all investment decisions to better manage risk and generate sustainable long-term returns. L&B agrees and advocates a holistic approach to integrating ESG factors into firm management decisions by committing to reduce its environmental impact; foster a productive, safe and engaging work environment, and promote diversity and ethical behavior among our employees and firm leadership.

Click here to read L&B’s Responsible Investment Policy

Environmental

L&B supports reducing the environmental impact by using natural resources more efficiently, specifically with respect to conserving electricity, water, and minimizing waste. We have identified and applied novel emerging technology to optimize efficiency and reduce energy costs for our assets. We are continuously on the lookout for new technologies, means, and methods to increase energy and water efficiency and the useful life of all of the equipment for properties.

Social

We value our responsibility to clients, business partners, employees, community and society at large to demonstrate integrity, honesty and respect for others in all of our business activities as we create value for our stakeholders, our community and society.

Governance

L&B defines foundational ethics and corporate stability by and through its code of conduct and the L&B Compliance manual, which sets forth policies, procedures, processes, customs and best practices applicable to the day to day management of the firm.