Investor profile - FL
Lisa Trust
Lisa Trust is a real estate investor and operator based in Miami-Fort Lauderdale, FL. Public filings show activity across 5 properties held through 5 holding companies. Recent mortgage relationships include M3 ASSETS, Edmonton State Bank, and BMO Bank N.A..
Lisa's Activity
As of December 2025, public records show approximately $5.4M in recorded mortgage exposure linked to this investor across at least 5 mortgage filings and 5 properties held through 5 holding companies. Activity appears concentrated in residential and vacant assets recorded between 2016 and 2023.
Primary Geography
Miami-Fort Lauderdale, FL
ZIP codes: 32244, 32541, 33433, 33604, and 33931
Most recorded activity for this investor appears in TAMPA, JACKSONVILLE, FORT MYERS BEACH, BOCA RATON, and DESTIN.
Property Type Breakdown
Associated Entities (5)
FL · 1 property · 3 mortgages
FL · 1 property · 2 mortgages
FL · 1 property · 1 mortgage
+2 more not shown
Mortgages (5)
Top Lenders
| Date | Amount | Status | Lender | Borrower | Address |
|---|---|---|---|---|---|
| 11/30/2023 | $1.3M | Open | Edmonton State Bank | SOMERHELD LLC | 15200 EMERALD COAST PKWY, DESTIN, FL 32541 PH7 |
| 09/19/2023 | $2.4M | Open | M3 ASSETS | 125095 LLC | - |
| 09/01/2022 | $511k | Open | Morgan Stanley Private Bank | 7558 MARTINIQUE LLC | 7558 MARTINIQUE BLVD, BOCA RATON, FL 33433 |
+2 more not shown
Owned Properties (5)
| Address | Deeded owner | Status | Consideration |
|---|---|---|---|
| 15200 EMERALD COAST PKWY, DESTIN, FL 32541 PH7 | SOMERHELD LLC | Sold | $1.6M |
| 119 W COMANCHE AVE, TAMPA, FL 33604 | RY JAK HOLDINGS LLC | Owns - 2.3 yrs | $398k |
| 7558 MARTINIQUE BLVD, BOCA RATON, FL 33433 | 7558 MARTINIQUE LLC | Owns - 3.5 yrs | $775k |
+2 more not shown
FAQ
What type of real estate does this investor focus on?
Associated mortgages and deeds show activity in residential and vacant properties across Miami-Fort Lauderdale, FL.
What companies is Lisa Trust associated with?
Lisa Trust is associated with 5 entities based on extracted signatures from public records. Key entities include ASHTON HOLDINGS AND DEVELOPMENT LLC, DDJL INVESTMENTS LLC, 125095 LLC, 7558 MARTINIQUE LLC, and SOMERHELD LLC.
How many properties are associated with this investor?
At least 5 properties are associated with Lisa Trust and the entities they control, based on signatures extracted from recorded documents connecting Lisa Trust to the entities.
Which lenders has this investor worked with?
Recent mortgage activity references M3 ASSETS, Edmonton State Bank, and BMO Bank N.A., indicating a mix of lending relationships.
How recent is their activity?
Records show activity from 2016 through 2023, with the most recent mortgage recorded in 2023.
How is associated activity determined?
Elementix uses AI to extract signatures from recorded documents. These signatures are used to determine the relationships between people and entities. This is a novel approach that goes beyond looking at corporate filings and skip-tracing.
The information displayed on this page is compiled from recorded real estate documents, business filings, and other lawfully available sources. Elementix summarizes and analyzes public record activity related to investment real estate and associated business entities. Any contact indicators shown (such as email domain references or partial phone digits) are provided solely as unverified signals and may be incomplete or outdated.
Elementix is not a consumer reporting agency, and this information does not constitute a consumer report. The data may not be used to make decisions about an individual's eligibility for personal credit, consumer housing, employment, insurance, or any other purpose governed by the Fair Credit Reporting Act.
Elementix may suppress certain contact indicators where legally required or where appropriate for safety or privacy reasons. Requests for removal, suppression, or correction of information must be submitted to compliance@elementix.ai. Elementix reviews such requests only where required by applicable law or where information is factually inaccurate. General objections or unsupported demands do not create a removal obligation.