Limited Partner (LP) Investing Lessons

Limited Partner (LP) Investing Lessons

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LP Digest #78
GP stakes, loss aversion, diversification, private credit, & more
Dec 14, 2025
LP Digest #77
Best waterfall, value add plans, back of the napkin acquisitions & more
Dec 7, 2025

November 2025

LP Digest #76
Sidecars, distressed investing, shrinking cities with families, driverless cars, and NYC
Nov 23, 2025
LP Digest #75
MF rents, Carried Interest, Distressed, and pitching yourself as an LP
Nov 16, 2025
Forget IRR - start with Sources & Uses
Why the sources & uses table is far more useful than most think
Nov 14, 2025 • Aleksey Chernobelskiy
LP Digest #74
Vertical integration, GP mistakes, emerging managers, and more
Nov 10, 2025
LP Digest #73
Gain to lease, emerging GPs, data across 216 deals, own vs SP500, and more
Nov 2, 2025

October 2025

A deep dive on GP-LP Match data
Capital allocation patterns, LP demand, return/structure trends
Oct 31, 2025 • Aleksey Chernobelskiy
LP Digest #72
Google x CRE, minimum mf due diligence, investing for tax benefits, and more
Oct 24, 2025
LP Digest #71
Fiduciary duty conflicts, return of capital, STNL and warehouses
Oct 10, 2025
Full article index - Q3 2025
All the articles, in one place!
Oct 6, 2025 • Aleksey Chernobelskiy

September 2025

Anti-stock marketing tactics
The private vs. public mirage
Sep 14, 2025 • Aleksey Chernobelskiy
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