Duncan Alexander Lee

President at LLM Capital Management | President & Founder at DAL Capital | Board Member at Opencasa | Global Investment & Asset Management Executive | Expertise in Real Estate, Property Management and Capital Markets.

Miami-Fort Lauderdale Area

About

LLM Capital Management (“LLM”) provides structured land-banking solutions that enable publicly traded homebuilders to operate asset-light and keep lot inventory off balance sheet. LLM executes the lowest-risk form of land banking—no speculative land risk and no development risk—while securing strong protections for capital. Each project is structured with: • Completion and environmental guarantees from investment-grade homebuilder partners • Meaningful at-risk down payments and monthly option payments • Predetermined take-down schedules LLM’s strategy is engineered to provide allocators with: 1. Returns uncorrelated to public equity markets 2. Exposure to disciplined post-cycle land pricing and resilient U.S. housing demand 3. High-yield, low-volatility performance with materially reduced credit risk LLM targets favorable risk-adjusted returns through structured, repeatable partnerships with public homebuilders seeking scalable, off-balance-sheet just-in-time lot inventory.

Experience

  • President and Founder at LLM Capital Management
    Dec 2024 - Present · 1 yr 8 mos

  • DAL Capital (12 yrs 7 mos)
    • Chief Executive Officer
      Feb 2014 - Present · 12 yrs 6 mos

      Single Family Rentals

    • President & Founder
      Jan 2014 - Present · 12 yrs 7 mos

      ★ Executive leader developing and implementing high-level strategy and robust business plans for the effective investment and management of affordable single-family homes. ★ Deliver strategic direction and guidance on investment parameters and sourcing, structure negotiation, loan origination, legal documentation, and operating agreements while overseeing all aspects of other day-to-day business needs. ★ Raised capital to purchase, renovate, lease and manage single family rental homes in 6 states and 9 MSA’s. ★ Property management expertise across multiple jurisdictions using proprietary software and 3rd party software/payment systems to manage homes in 6 states while attaining a collection rate of 98%+. ★ Recruited and trained trams to manage 15 bank accounts, investor reporting, documentation, and property management while negotiating contracts and cultivating relationships with various service providers (software consultants, contractors, and lawyers).

  • Interim Chief Executive Officer and Board Member at Opencasa
    Nov 2023 - Sep 2024 · 11 mos

    Opencasa is a technology-enabled real estate investment company focused on the single-family rental (“SFR”) market. Founded in 2020 by executives with experience in real estate, tech and finance, the leadership team has scaled businesses to +$1 billion in yearly revenues. Opencasa has developed a proprietary platform that integrates data analytics for SFR and BFR portfolio aggregation and management, ultimately creating a positive experience for tenants. www.opencasa.com

  • General Partner & Founder - Private Equity Real Estate at Home America
    Mar 2011 - May 2020 · 9 yrs 3 mos

    ★ Defined and oversaw strategic direction, investment, and asset management of single-family homes, developed and led the business plan, investment parameters, and legal structuring of financial services while raising all investor capital to purchase 2,000+ homes. ★ Established a team of 50+ employees, including accounting, while spearheading efforts to discover an operating company to institute and grow business operations and staffing to effectively manage the back office. ★ Developed loans with a face value of $60M from an investment of $20M with no debt and delivered affordable housing to homeowners for a monthly payment of ~$450. ★ Oversaw the origination, due diligence, and fundraising/implementation of credit/alternative opportunities at Home America while securing an annual unlevered cash-on-cash return of 12% and achieving IRRs between 12% and 27% without financing/leverage.

  • General Partner & Founder - Private Equity Real Estate at HS Advisors
    Nov 2008 - Jan 2011 · 2 yrs 3 mos

    ★ Headed the end-to-end life cycle of the business with a team of 5 professionals while supporting the management in sourcing, due diligence, negotiation, and purchasing defaulted mortgages with a face value of $700M for ~$58M. ★ Invested in defaulted single-family mortgages with the primary objective of modification and co-directed an investment capital raise of $65M during Q1 of 2009 for 4 Limited Partnerships to purchase 5K+ homes. ★ Sourced major business opportunities and uncovered defaulted home loans being sold at the equivalent of 7% of the unpaid principal balance while purchasing portfolios of homes from FNMA, FHLMC, and leading banks.