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Could a $5.4 billion maturity wall be creating an opportunity in cannabis private credit?    In this episode of The Fast Five, Brendan Fay, Founder and CIO of Coda Capital, explains why the company sees opportunities in the underserved cannabis credit market, focusing on limited-license states and …
  “We’ve bought fewer hotels because we know too much.”    🎤︎︎ In this edition of The Fast Five, Russell Flicker, Co-founder and Managing Partner of AWH Partners, joins Heather Zumarraga to discuss the dynamics shaping hotel investment across the US.    They explore:    ❯❯ How AWH Partners evaluate…
Is market dislocation creating attractive opportunities in commercial real estate?    In this episode of The Fast Five, @Rahim Charania, Founder and Managing Partner of Woodvale, explains how they approach commercial real estate by looking across different types of properties to identify the most a…
Is growing pessimism around India creating an opportunity for long-term investors?    In this episode of The Fast Five, Nishay Goel, Founder and CIO of Duro Capital, explains how the company approaches Indian equities through a concentrated, long-only, all-cap strategy focused on high-conviction op…
Is there more value in private tech before the unicorn stage?    🎤︎︎ In this edition of The Fast Five, Richard Brekka, CEO of Second Alpha Partners, explains how the company uses secondary investments to access late-stage technology companies at a more attractive value.    In conversation with Ric…
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