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Lone Star Fund V

Lone Star Fund V

  • 2005

    Vintage
    Year

  • $5.1 billion

    Fund Size

  • 39 months

    Investment
    Period

  • 56

    Number of Investments

  • $16.7 billion

    Aggregate Purchase Price

  • 4,613

    Number of Assets

Lone Star Fund V, formed in September 2004, held its final closing in December 2004 with $5.1 billion in combined capital commitments. Over its 39 month investment period, Lone Star Fund V invested substantially all of its equity capital in 56 investments comprised of 4,613 assets with an aggregate purchase price of approximately $16.7 billion. Transactions consummated by Lone Star Fund V included investments, directly or through joint ventures, in secured and corporate unsecured non-performing loans, real estate and financially oriented and real estate-rich operating companies.

During the early stages of Lone Star Fund V’s investment period, distressed opportunities continued to expand in Germany as approximately 33% of the capital was invested in the country.  Major acquisitions in Germany included a mortgage bank that required recapitalization, as well as numerous purchases of non-performing loan portfolios.  Investment activity in the U.S. also began to accelerate upon signs of weakness in the subprime residential mortgage market.