Real Estate.
Technology.
Strategy.
Custom advisory and software solutions led by Luke Lofman. Over $1.2B in real estate transactions, institutional-grade modeling, and 1031 Exchange expertise.
Meet Luke
Luke Lofman is a real estate finance professional with a proven track record in structuring complex deals, building institutional-grade financial models, and creating scalable software for investment professionals. Over the course of his career, Luke has overseen more than $1.2 billion in real estate transactions and developed technology used in over $100 million of DST portfolio planning.
He holds a Master's and Bachelor's degree in Finance from the University of Texas at Dallas and maintains Series 7, 22, 63, and SIE licenses. Luke is the founder of Lucas Financial and creator of DST Atlas, a white-labeled investment modeling tool used by registered representatives across the U.S.
Our Services
At Lucas Financial Consulting, we partner with real estate investors, sponsors, and professionals seeking sophisticated financial modeling, technology platforms, and investment advisory services. Our approach combines deep transaction experience with a forward-thinking focus on automation and clarity.
Real Estate Advisory
- Underwriting and acquisition of hospitality, multifamily, and self-storage assets
- Structure Historic tax credits, Opportunity Zones (OZ), PACE and other financial incentives
- Negotiating complex acquisition and development partnerships
Financial Modeling &
Fund Structuring
- Designed Real Estate models with multi-layered equity and financing structures
- Built JV promote/waterfall for disposition scenarios
- Created asset and fund-level underwriting tools and rollup models
Technology Solutions
- DST Atlas: Developed and licensed a while-labeled 1031 Exchange portfolio builder for securities licensed reps
- Generation: Built a proprietary stock trading algorithm using custom investment strategies and quantitative analytics
Portfolio Technology for 1031 Professionals
DST Atlas is a powerful platform designed for broker-dealers, sponsors, and financial reps. It simplifies the 1031 process by enabling portfolio construction, equity tracking, and client reporting all within a white-labeled environment.
Build and present custom branded 1031 Exchange portfolios
Export professional-grade investor reports
Track equity availability and prioritize offerings
Advisory & Modeling Highlights
Why you should hire our firm.
Structured real estate debt funds for a large developer and underwrote multifamily acquisitions for DST structured strategies.
Regional Private Developer
Built a dynamic venture fund model to consolidate cash flows, track promotes, and forecast investment performance.
National Hotel Developer
Underwrote self-storage acquisitions and developments across Texas and Oklahoma.
Family Office
Lucas Family of Companies
