Episode 64 - Co-investment with Adam Penn
- Author
- Robby Buter, Adam Penn
- Published
- Thu 16 May 2024
- Episode Link
- https://wealthrenegade.libsyn.com/episode-64-co-investment-with-adam-penn
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
- Connect with Robby Butler
- www.wealthrenegadepodcast.com
- www.prosperityeconomics.org
- [email protected]
- Connect with Adam Penn
- [email protected]
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