LP Investing Digest #11
LP Investing Digest #11
Tweets on investing, and anything else helpful to LPs
Welcome to the 21 subscribers and 4 new premium subscribers who joined since the last issue!
Last premium post: 26 questions to ask your GP
Last free posts: Index of all 2023 LP articles and LP Investing Digest #10
Announcements:
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🎙️New podcast up - this is a different one from earlier this week! Here, I touched on preferred equity funds, allocating between REITs vs syndications, investment biases, and LP due diligence.
As always, my podcast appearances are not an endorsement of the host.
If you enjoy a particular podcast and think I should be on, please reply to this email
Happy Friday and welcome to another week of the digest!
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Don’t be afraid to ask questions (and here are 26 that you should start thinking about)
Don’t base your due diligence on someone else, if you don’t have time to due your own work.. don’t invest
A reminder on why fees matter (list of different fees here and how they impact you here)
An interesting case of misalignment of incentives (specific to private equity, but has plenty of real estate lessons within)
I will continue to harp on this until you unsubscribe (hehe) - inserting a piece from an earlier article of mine specifically explaining this point
As I always say, be mindful of your counterparty’s bias (and what you’re paying for)
A really interesting thread (recommend reading an investor’s mindset and is real estate better than treasuries as well where I dive deeper on this exact topic)
Thank you for reading! I genuinely hope you found this helpful - the best way to say thank you is to spread the word.
I advise LPs on existing and potential positions and write articles here weekly on what I see in the marketplace that could help you invest better. You can find me on LinkedIn or Twitter.
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