LP Digest #85
Studying sub-markets, Claude capabilities, decision making rights, and more
Last premium posts: Underwrite using our free Claude Skill
Last free posts: LP Investing Digest & Full Article Index (all 120+ published articles organized by topic)
These free weekly LP Digests are sponsored by Fondu:
This one's pretty personal, because I've known Itai for over a decade*
Itai is the founder of Fondu, and has made promotional videos for some of the largest companies around the world.
Some examples of how he could help:
Annual meetings
Testimonial videos
Product launches
Ad campaigns
PS If you’re a GP, check out the work he has done for investment management firms
If you’d like to grab a time with Itai, here’s the direct link to his calendar!
* - If you’re bored check out this video of me Itai made (video production, voiceover and the works) back in 2015 😀
To advertise with us, please reach out to aleksey@gplpmatch.com
An interesting deep dive on studying sub markets
Great post on Claude capabilities (see more using the link) - also see the free Claude skill we recently published
Useful post with a lot of great commentary and discussion on underwriting multifamily in prime markets
Really important for LPs to remember that rents don’t always go up, and in some cases when a lease expires the new rent is lower than the existing rent (aka gain to lease)
Relevant for LPs considering deals with many coGPs (see #9 in Top 15 syndication mistakes)
When you’re ready, I could help you in 2 ways - my email is aleksey@gplpmatch.com:
Limited Partners:
GP-LP Match - a simple (and free) way for you to get more deal-flow that matches your precise LP parameters. You can also search for GPs with very specific criteria. Join here in under a minute.
Potential/existing LP positions - advisory work on LP investments
LP Education - self paced recordings to learn more about LP investments
LP Community - free 2,800+ member LP Investor community on Twitter
General Partners:
GP-LP Match - a simple (and free) way for you to reach LPs. You can join here in under a minute.
Deck review - I’ll look over your marketing materials from the perspective of an LP and provide slide by slide commentary to improve your pitch and how your terms compare to market