Last premium post: 2025 predictions - top predictions for both GPs and LPs for this year
Last free posts: LP Investing Digest & Full Article Index (all 100+ published articles organized by topic)
Announcements:
NYC Event: more details at the start of the email, RSVP here - we’re limited to 20 people.
February LP Cohort: Review 4 deals with me and a small group of other LPs to learn what to look out for in deals. Please reply to this email if it’s of interest.
GP-LP Match registration is live and hit 1,000 users! If you’re an LP or GP join here in under a minute
First deals on GP-LP Match will go out next week! If you’re an LP or GP join here in under a minute.
An interesting perspective that is valuable for LPs to understand (see link for more/comments)
An intricate topic that I hope to write more about soon (see link for full post)
This is a very hot topic nowadays, with quite a few implications to LPs on both current and prospective multifamily investments. Figured I’d pass this on in case the event is helpful to anyone
It’ll be interesting to see what happens in the accessibility department for LPs this year.. perhaps some changes are in store. More on my 2025 predictions here
An interesting read on risk reward
There are some interesting/creative ideas here… would suggest reading through it and seeing some of the comments
Have a wonderful weekend!
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.
Whether you’re an LP, want to learn to become one, or affiliated with LPs (GPs, Attorneys, CPAs, Wealth Advisors) I hope you’ll consider subscribing and sharing this post to help others make more informed investment decisions.
When you’re ready, I could help you in 3 ways - simply reply to this email if one is of interest:
Limited Partners:
Potential positions - you’re considering investing and need an independent opinion
Existing positions - there’s a lack of communication, you’re concerned about fraud, or perhaps you got a capital call request and you’re not sure how to proceed. I have also helped LPs with a “post-mortem” analysis on deals that didn’t work out - it’s important to learn these lessons as opposed to just blaming the GP.
LP Cohort - review 4 separate memos together with me and other LPs to learn how to vet LP investments.
LP Topics Seminar - an ongoing biweekly 1 hour meeting with other LPs where we'll go over investment decks, capital calls, distressed situations, and modeling. This is meant to provide a deeper look into existing LP investments. Please reply to this email if you’re interested.
LP Investing Lessons Podcast - learn from others investing lessons here. if you're an LP with lessons learned from a successful or unsuccessful investment, consider replying to this email to share your knowledge with others. Both the LP and GP in the recording are kept anonymous.
LP Community - join my free 2,500+ member LP community on Twitter
Find GPs in unique asset classes/geographies on my monthly Twitter intro post (see LinkedIn’s post as well for more)
General Partners:
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
Investment review - I’ll provide independent feedback on an opportunity you’re pursuing
Capital call advisory - you suspect that you’ll need to make a capital call, but aren’t sure how to proceed or communicate the message.
Other - anything from waterfall/fee advisory to disagreements between co-GPs on the proper path given a set of circumstances
General Consulting: modeling, strategic advisory, underwriting training, etc.
If you’d like to speak on the phone, you can reach out to me any time at aleksey@centriocapital.com