LP Investing Lessons Podcast #10

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Announcements:

1. LP Cohort: Review 4 deals with me (4 consecutive weeks) and other LPs to learn what to look out for in deals. Respond to this email to learn more.

2. Podcast Guests: if you have lessons to share anonymously after a successful or an unsuccessful LP investment, please respond to this email. Previous podcast episodes are here.

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LP Investing Lessons Podcast 🎙️

Welcome back, you can find all episodes to date on the web or on Spotify.

About this episode:

• I’m excited to bring you an episode with someone who has invested in more than 50 deals as an LP.

• We discuss a lot of different topics, including how to think about debt covenants and capital call requests. Other topics included:

  • Fixed vs Floating Debt

  • Interest Rate Caps

  • Covenants

  • Cash Flow Sweeps

  • IRRs

  • Capital Calls

  • Foreclosure

  • Supply Challenges

  • Acquisition Fees

  • Alignment of Interests

  • Evictions

  • Cap Rate and Debt Service Spread

  • Bad Debt and Aging Receivables

Let me know if you enjoyed this and respond to this email if you have a story to share.