15 min

Episode 64 - Co-investment with Adam Penn Wealth Renegade

    • Inversiones

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  podcast@robbybutler.com  Connect with Adam Penn adam@bidwellcapitalfund.com 
Review, Subscribe and Share
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Make sure you’re subscribed to the podcast so you get the latest episodes.
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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  podcast@robbybutler.com  Connect with Adam Penn adam@bidwellcapitalfund.com 
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.
Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Deezer

15 min