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Liu-Yue Lam

An eternal optimist, Liu-Yue built two social enterprises to help make the world a better place. Liu-Yue co-founded Oxstones Investment Club a searchable content platform and business tools for knowledge sharing and financial education. Oxstones.com also provides investors with direct access to U.S. commercial real estate opportunities and other alternative investments. In addition, Liu-Yue also co-founded Cute Brands a cause-oriented character brand management and brand licensing company that creates social awareness on global issues and societal challenges through character creations. Prior to his entrepreneurial endeavors, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group where he worked with senior management on multiple bank-wide risk management projects. He also had a dual role as a commercial banker advising UHNWIs and family offices on investments, credit, and banking needs while focused on residential CRE, infrastructure development, and affordable housing projects. Prior to M&T, he held a number of positions in Latin American equities and bonds investment groups at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities at Steinberg Priest Capital Management (family office). Liu-Yue has an MBA specializing in investment management and strategy from Georgetown University and a Bachelor of Science in Finance and Marketing from Stern School of Business at NYU. He also completed graduate studies in international management at the University of Oxford, Trinity College.

Distressed Acquisition and Mixed Use Residential Rental Development Opportunity, Westchester NY

Projected capital structure: $98MM ($24MM equity ($13.3MM needed for site acquisitions), $74MM debt LTC 76%) 231,000zsf (120 residential units 96k […]

Historic Waterfront Mixed Use (Affordable Residential Rental/Office/Hotel/Retail) Development Opportunity, NYC

Projected capital structure: $3.2B ($1.1B equity / $2.1B debt 65% LTC) 5.6MM gsf (4,200 residential units, 2.4MM sf (50%) / […]

Distressed Shovel Ready Residential Rental Development Opportunity, Westchester NY

Proj. capital structure: $86.9MM ($12MM equity needed by new Sponsor.  $17MM sunk costs from previous Sponsor), ($25MM low cost 15 […]

NJ Gold Coast Affordable Waterfront Luxury Residential Rental Development Project

Projected Capital structure: $183.6MM ($64.3MM equity, $119.3MM debt 65% LTC) * Investment Opportunities – 1) refinance 1st lien land loan […]

Waterfront Mixed Use Affordable Luxury Life Style Experience Project, Gold Coast, NJ

Projected Capital structure: $825MM ($289MM equity, $536MM debt 65% LTC) *Investment opportunities – 1) $20MM pref equity is available at […]

Shovel Ready Waterfront Mixed-Use Affordable Luxury Residential Development on Gold Coast, NJ

Projected Capital structure: $287MM ($95MM equity, $192MM debt 67% LTC) *Investment opportunities – 1) $54MM-$64MM refinance 1st lien land loan […]

Affordable Waterfront Mixed Use Luxury Residential Community Development on Gold Coast, NJ

Projected Capital structure: $272MM ($97MM equity, $175MM debt 65% LTC at 7%) 497,000 gsf (282 residential units 330k nsf / […]

Timeless Residential Condo Tower Development Opportunity in Union Square, Manhattan

Projected Capital structure: $174MM ($69.6MM equity, $104.4MM debt 60% at 7%)   105K gsf (55 residential units 74K nsf, retail […]

New Jersey Gold Coast Mixed-Use (Shopping Mall-Office-Hotel-Senior Center) Development Project

Situated in the core of the New York metropolitan area, the Project site directly faces the Upper West Side in […]

Value-Added Hospitality Repositioning Opportunity, Midtown South, NYC

Projected Capital Structure: $39.8MM ($8MM Equity 95/5), ($24MM Pref. Equity), ($8MM Debt) 50,000gsf (115 keys) This is a private equity […]