Coinvestment is a critical part of any passive investor's analysis. Adam Penn has invested in three different asset classes - oil & gas, short-term rentals, and pre-IPO stocks. Over time he moved to the sponsorship side, giving him a lens on how a co-investment affects each investor's experience with their selected sponsor.
Follow Adam at BidwellCapitalFund.com. 

 

Highlights

  • Investment Motivation and Philosophy
  • Real Estate vs. Stocks
  • Advantages of Real Estate Investments
  • Deep Dive into "Alternative"Assets
  • First Private Placement Investment
  • Growth Through Co-investment
  • Diversified Asset Classes
  • Oil and Gas Investment
  • Assessing Operators' Co-investment
  • Co-investment Benefits
  • Passive Investor Considerations
  • Risk of No Co-investment by Partners

 

Episode Resources


Review, Subscribe and Share
If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Robby Butler. Innehållet i podden är skapat av Robby Butler och inte av, eller tillsammans med, Poddtoppen.