Welcome back - can’t believe we’re 25% of the way through the year!
At the end of every quarter, I like to summarize all of the articles in one place. With two articles per week and people joining at different times, I hope this helps you make the most of the 100+ article/podcast archive.
Below you’ll find the following indexes:
Below you’ll find all the articles and podcasts, listed by topic.
All articles in bold are from this past quarter. To see all the weekly digest articles, please scroll down to the next section - Reverse Chronological Index.
Being a premium subscriber gives you access to all the articles in this index, along with the weekly articles I publish.
Pre Investment Diligence
Minimum Viable Deck
Investor Beware: Feeder Funds
Guaranteed red flag
The Refinance Assumption Trap
26 questions to ask your GP
Top 15 Syndication Mistakes
4 reasons why cap rates are misleading
Don't budge on return of capital
Why acquisition fees in a syndication matter
Three Pillars of LP Investing:
Execution
Alignment of Interests
Property
Asset Specific Posts:
Single tenant net lease syndications
6 Lessons on the Perils of Quick Advice
We renovated, but will they come?
Filtering using IRR and CoC is dangerous
Fees erode more equity than you think
Track record audit
Minimum Viable Due Diligence
Cap Rate Compression Trap
The dangers of “trust but verify”
6 reasons to put down a deck
Does the pref even matter?
10 reasons why deal flow rules the world
Can you teach me to be a GP?
Are funds safer than single asset deals?
Top 10 misconceptions about syndications
LP Risk Mindshift
Does due diligence matter?
Post Investment Diligence
Minimum Viable Reporting Package
Spotting GP/LP misalignment
Passive investments require active monitoring
Podcast 14 - GP Distress Shenanigans
Criss-cross rescue sauce
Posts I’d recommend to beginners
Does a $5,000 LP check make sense?
Is real estate better than treasuries?
Three Pillars of LP Investing:
Execution
Alignment of Interests
Property
An investor's mindset and principles
Top 15 Syndication Mistakes
6 Lessons on the Perils of Quick Advice
5 ways in which real estate can lose you money
Don't lose money (seriously)
Minimum Viable Due Diligence
The dangers of “trust but verify”
6 reasons to put down a deck
10 reasons why deal flow rules the world
Are funds safer than single asset deals?
Top 10 misconceptions about syndications
LP Risk Mindshift
Does due diligence matter?
Minimum Viable Series
Minimum Viable Reporting Package
Minimum Viable Deck
Minimum Viable Capital Call
Minimum Viable Due Diligence
Distress and Capital Calls
Two part series:
Is my investment distressed?
My deal is distressed, now what?
6 steps to a successful capital call decision
Do sunk costs matter in capital calls?
Will a rate cut(s) save distressed investments?
Minimum Viable Capital Call
Podcast 14 - GP Distress Shenanigans
Criss-cross rescue sauce
Capital calls to pay off a GP loan
Investment sizing and syndications as an investment / marketplace
Does a $5,000 LP check make sense?
5 reasons to invest in real estate syndications
Is real estate better than treasuries?
Why LP investments won't let you quit your 9-5
Why most LP investments won't 2x your money
Fees erode more equity than you think
Minimum LP Investment Size
Can you teach me to be a GP?
Top 10 misconceptions about syndications
Tax Benefits & Implications
What to know about K1s before investing
LPs using 1031 Exchanges, DSTs, and more
Losing it all in foreclosure
Hidden risks of tax benefits in syndications
Top 10 misconceptions about syndications
Downside Risk
5 ways in which real estate can lose you money
Losing it all in foreclosure
Don't lose money (seriously)
Filtering using IRR and CoC is dangerous
Cap Rate Compression Trap
Does the pref even matter?
Criss-cross rescue sauce
Are funds safer than single asset deals?
LP Risk Mindshift
Does due diligence matter?
Podcast Episodes
Podcast 1
Podcast 2
Podcast 3
Podcast 4
Podcast 5
Podcast 6
Podcast 7
Podcast 8
Podcast 9
Podcast 10
Podcast 11
Podcast 12 - The Dark Side of Masterminds
Podcast 13 - Great Investors ≠ Great Marketers
Podcast 14 - GP Distress Shenanigans
General Discussions (investor mindset, how to approach investing, trends I keep seeing, etc)
4 biggest surprises from advising LPs
Going in assumptions as an LP
11 lessons from my 2023 NYC trip
An investor's mindset and principles
6 Lessons on the Perils of Quick Advice
The dangers of “trust but verify”
Does the pref even matter?
2025 Predictions
10 Lessons from my 2024 NYC trip
10 reasons why deal flow rules the world
Top 10 misconceptions about syndications
LP Risk Mindshift
Below you’ll find all the articles, listed from newest to oldest. All articles in bold are from this past quarter.
Being a premium subscriber gives you access to all the articles in this index, along with the weekly articles I publish.
Does due diligence matter?
LP Risk Mindshift
Top 10 misconceptions about syndications
Are funds safer than single asset deals?
Capital calls to pay off a GP loan
Can you teach me to be a GP?
Criss-cross rescue sauce
10 reasons why deal flow rules the world
10 Lessons from my NYC trip
2025 Predictions
Minimum Viable Due Diligence
Does the pref even matter?
6 reasons to put down a deck
The dangers of “trust but verify”
Minimum LP Investment Size
Cap Rate Compression Trap
Podcast Episodes
Podcast 1
Podcast 2
Podcast 3
Podcast 4
Podcast 5
Podcast 6
Podcast 7
Podcast 8
Podcast 9
Podcast 10
Podcast 11
Podcast 12 - The Dark Side of Masterminds
Podcast 13 - Great Investors ≠ Great Marketers
Podcast 14 - GP Distress Shenanigans
Track record audit
Fees erode more equity than you think
Minimum Viable Capital Call
Will a rate cut(s) save distressed investments?
Filtering using IRR and CoC is dangerous
Passive investments require active monitoring
We renovated, but will they come?
6 Lessons on the Perils of Quick Advice
What to know about K1s before investing
Minimum Viable Reporting Package
Minimum Viable Deck
Going in assumptions as an LP
Spotting GP/LP misalignment
Investor Beware: Feeder Funds
4 biggest surprises from advising LPs
Guaranteed red flag
The Refinance Assumption Trap
Why LP investments won't let you quit your 9-5
Single tenant net lease syndications
Why most LP investments won't 2x your money
6 steps to a successful capital call decision
LPs using 1031 Exchanges, DSTs, and more
5 ways in which real estate can lose you money
My deal is distressed, now what?
Is my investment distressed?
Losing it all in foreclosure
11 lessons from my NYC trip
26 questions to ask your GP
Is real estate better than treasuries?
Hidden risks of tax benefits in syndications
An investor's mindset and principles
Do sunk costs matter in capital calls?
5 reasons to invest in real estate syndications
Don't lose money (seriously)
Top 15 Syndication Mistakes
4 reasons why cap rates are misleading
Don't budge on return of capital
Three Pillars of LP Investing:
Execution
Alignment of Interests
Property
Does a $5,000 LP check make sense?
Why acquisition fees in a syndication matter
Second, the following are the free weekly digests I send out that have links to anything that’s relevant to an LP. All free articles are paywalled after a month. Again, all bold articles from this quarter.
LP Investing Digest #69
LP Investing Digest #68
LP Investing Digest #67
LP Investing Digest #66
LP Investing Digest #65
LP Investing Digest #64
LP Investing Digest #63
LP Investing Digest #62
LP Investing Digest #61
LP Investing Digest #60
LP Investing Digest #59
LP Investing Digest #58
LP Investing Digest #57
LP Investing Digest #56
LP Investing Digest #55
LP Investing Digest #54
LP Investing Digest #53
LP Investing Digest #52
LP Investing Digest #51
LP Investing Digest #50
LP Investing Digest #49
LP Investing Digest #48
LP Investing Digest #47
LP Investing Digest #46
LP Investing Digest #45
LP Investing Digest #44
LP Investing Digest #43
LP Investing Digest #42
LP Investing Digest #41
LP Investing Digest #40
LP Investing Digest #39
LP Investing Digest #38
LP Investing Digest #37
LP Investing Digest #36
LP Investing Digest #35
LP Investing Digest #34
LP Investing Digest #33
LP Investing Digest #32
LP Investing Digest #31
LP Investing Digest #30
LP Investing Digest #29
LP Investing Digest #28
LP Investing Digest #27
LP Investing Digest #26
LP Investing Digest #25
LP Investing Digest #24
LP Investing Digest #23
LP Investing Digest #22
LP Investing Digest #21
LP Investing Digest #20
LP Investing Digest #19
LP Investing Digest #18
LP Investing Digest #17
LP Investing Digest #16
LP Investing Digest #15
LP Investing Digest #14
LP Investing Digest #13
LP Investing Digest #12
LP Investing Digest #11
LP Investing Digest #10
LP Investing Digest #9
LP Investing Digest #8
LP Investing Digest #7
LP Investing Digest #6
LP Investing Digest #5
LP Investing Digest #4
LP Investing Digest #3
LP Investing Digest #2
LP Investing Digest #1
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If you’d like to speak on the phone, you can reach me at aleksey@centriocapital.com.