ÜBER DIESE EPISODE
Episode #293
This Episode
Would you invest in an income fund created primarily to lend money back to its own sponsor? Chris Lopez, Adam Cranmer, Pascal Wagner, and Christy Burakovsky examine the conflicts, hidden risks, and missing checks and balances that LPs should consider before investing on both sides of the same operation.
The panel also shares real portfolio updates involving capital calls, securitization, debt funds, and multifamily distributions. Plus, they discuss whether monthly payouts should influence an investment decision, how much confidence audited financials should provide, and why several panelists continue converting retirement funds to Roth accounts.
Key takeaways:
• The risks of investing in a fund that lends to its own sponsor
• Why third-party lenders can provide valuable oversight
• How to distinguish a planned capital call from a troubled one
• Whether monthly distributions are worth prioritizing over quarterly payouts
• Why audited financials are only one piece of fund due diligence
• How the panel approaches Roth conversions and future tax uncertainty
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Disclaimer
The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.
