LP Investing Digest #15
LP Investing Digest #15
Tweets on investing, and anything else helpful to LPs
Welcome to the 73 subscribers and 6 premium subscribers who joined since the last issue!
Last premium post: My deal is distressed, now what? (2 week series!)
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GP Introductions!!! Check out Twitter and LinkedIn for my occasional GP/LP introduction posts where hundreds of GPs introduce themselves - hope you will engage and find something of interest!
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Happy Friday and welcome to another week of the digest!
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Great reminder of what a GP can/can’t control & a look at cap rates over time
A bit on the status of the market (edge case, but I think it certainly says something about the overall population)
The Real Deal’s former head of content launched a free newsletter; while we’re at it, I’d also recommend:
Lewis Enterprises (recommend for folks interested in public investments; commentary tends to be more sophisticated)
Thesis Driven (writes a lot about different theses in real estate markets, a good thing to understand as an LP!)
Highly recommend every single LP go through this exercise and understand it
Some LP investing lessons from someone I know
Insurance continues to be a big topic
A good reminder about the fact that pref isn’t guaranteed
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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