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Nikhil Pajankar
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Demystifying private market investing

الحلقات

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    #10 Swati Chaturvedi​: Access to Deep Tech startups and beyond through Propel[x]

    Date recorded: May 22, 2023https://thevalueadd.substack.com/ Receive new Value-Add videos, articles, and podcasts in your inbox every weekReceive new Value-Add podcasts and newsletters directly in your inbox every week by subscribing to the Value-Add newsletter. You can also follow me on Twitter.In this episode I interview Swati Chaturvedi, Founder & CEO of Propel[x], a platform that provides accredited investors access to a curated list of Deep Tech startups on the cusp of scientific and...

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    #9 Nelson Chu: Building efficient infrastructure for private credit through Percent

    Date recorded: May 5, 2023 https://thevalueadd.substack.com/ Receive new Value-Add videos, articles, and podcasts in your inbox every week Receive new Value-Add podcasts and newsletters directly in your inbox every week by subscribing to the Value-Add newsletter. You can also follow me on Twitter. In this episode I interview Nelson Chu, Founder & CEO of Percent, a platform that started off providing accredited investors access to private credit investments, and has since evolved into t...

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    #8 Ioana Surdu-Bob: Access to luxury watches, fine wines, rare whiskey and more through Konvi

    Date recorded: March 23, 2023Receive new Value-Add podcasts and newsletters directly in your inbox every week by subscribing to the Value-Add newsletter. You can also follow me on Twitter.In this episode I interview Ioana Surdu-Bob, Co-founder & CEO of Konvi, marketplace that allows anyone in the European Union to invest in exotic assets, such as watches, wines, whiskeys, bags, and cars.Ioana has always been interested in investing, purchasing her first apartment at the age of 22 with her...

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    #7 Nick King: Unlocking access to wine and spirit investing through Vint

    Date recorded: March 14, 2023 Receive new Value-Add podcasts and newsletters directly in your inbox every week by subscribing to the Value-Add newsletter. You can also follow me on Twitter. In this episode I interview Nick King, Co-founder & CEO of Vint, a platform that is securitizing fine wine and rare spirits allowing investors to efficiently get exposure to the asset class. With a background in value investing, Nick was looking for uncorrelated assets to diversify his portfolio when he stumbled on the fine wine asset class. After doing some research and running a small portfolio, Nick and his co-founder, Patrick Sanders, found that fine wine had a very low correlation to public markets. Combining that with attractive returns, fine wine looked like the perfect candidate to diversify any portfolio. Thus, Vint.co was born. Buying fine wine, however, comes with a lot of challenges. Vint's goal is to streamline the process for their investors by making it very easy to invest in the asset class through their platform. Vint performs their own due diligence leveraging fundamental analysis and data to drive decisions on which fine wines and spirits make it to the platform. They aim to financialize the asset class, which is why they have been working with the SEC from the get-go. On the Vint platform you can get access to rare fine wine and spirit collections ranging from $25,000 to $500,000 at as little as $50 to $100. Investments are open to both accredited and non-accredited investors. During the interview we dive into Nick's journey starting Vint and the benefits of the fine wine and spirits asset class. Enjoy! What you can expect in today’s episode - Nick’s journey starting Vint - Benefits of investing in fine wine & spirits - How Vint provides access to fine wine & spirits - Overview of Vint's platform and process - Outlook on the wine industry - Nick's advice for new investors You can subscribe to new episodes of this show in the following places: ➡️ the Value-Add newsletter Like this video?! I occasionally put out more short form content here: ✅ Twitter ✅ Instagram ✅ TikTok

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    #6 Andrew Luong: Residential real estate investing simplified through Doorvest

    Date recorded: March 14, 2023 Receive new Value-Add podcasts and newsletters directly in your inbox every week by subscribing to the Value-Add newsletter. You can also follow me on Twitter. In this episode, I interview Andrew Luong, CEO of Doorvest, a company making it extremely simple for people to buy an investment property or even their first home. Buying a home can be intimidating. The process involves a lot of steps with different players at each of those steps. Doorvest takes care of it all, end-to-end, including managing the property after close, for a fee. Andrew didn't just stumble on this idea. After a taste of the benefits of owning a rental home, Andrew quickly scaled his personal portfolio to 10+ properties. As he grew his portfolio, friends asked for help to replicate his process. However, when it came down to it, none of them acted on his advice. Kick-starting the process ended up being too big or intimidating a task. After a number of episodes, Andrew saw a gap in the market and jumped on filling it. Doorvest was born in 2019. During our interview, we dive deep into the benefits of owning rental properties and how Doorvest can help. What really stood out to me about our conversation, however, was Andrew's insight on earned versus learned wisdom. If you're short on time, fast-forward to the end for that nugget. Enjoy! What you can expect in today’s episode - Andrew’s journey starting Doorvest - The benefits of owning rental properties (cash flow, appreciation, tax benefits) - Overview of Doorvest’s platform and process - How Doorvest de-risks customers - Andrew's outlook on real estate in our changing economy - Andrew’s investing tips You can subscribe to new episodes of this show in the following places: ➡️ the Value-Add newsletter Like this video?! I occasionally put out more short form content here: ✅ Twitter ✅ Instagram ✅ TikTok

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    #5 Kendrick Nguyen: Startup investing accessible to all thorugh Republic

    Date recorded: April 8, 2023 Receive new Value-Add podcasts and newsletters directly in your inbox every week by subscribing to the Value-Add newsletter. You can also follow me on Twitter. In this episode, I talk to Kendrick Nguyen, the Co-Founder and CEO of Republic, about how they are making private market investing accessible to everyone at as little as $10. Republic curates private investing opportunities with high-growth potential across startups, gaming, real estate, crypto and more. Kendrick Nguyen is no stranger to the startup world. Though he started his career as a lawyer, followed by a stint in academia at Stanford Law, he eventually found his way into Tech as General Counsel at AngelList, where he found purpose in building the future. After working on AngelList's syndication product and seeing the benefits of building infrastructure to help founders and VCs raise capital easily, he saw its applicability to the general, non-accredited population. With the passage of the Jobs Act, he was able to make this a reality by spinning-off Republic from AngelList. During our interview, we dive deep into what it means to be an investor and an owner in a company, and the benefits of allowing customers to participate in the upside of companies they love. What you can expect in today’s episode Kendrick's journey from lawyer to the Co-founder & CEO of RepublicThe importance of iterating in life and in businessRepublic's platform (vision, business model, due diligence, diversification, Republic Autopilot, Republic Note, and what success looks like)How cycles in the financial system lead to growth (2008 financial crisis, FTX, SVB, growing pains in crypto, and more)Investing, ownership, understanding risk and lessons learnedAccreditation hurdles and enabling everyone to investThe secrets to successWhether you're an experienced investor or just starting out, you won't want to miss this interview with Kendrick Nguyen. Republic Overview: Republic curates private investing opportunities with high-growth potential across startups, gaming, real estate, crypto, and more.Open to both accredited and non-accredited investors $500,000,000+ invested by 1M+ people in over 500 completed dealsMinimum investments range from $10 to $50,000 depending on the offeringLiquidity: Investments are typically illiquid, with no secondary market for trading shares or tokensReturn on Investment: Varies depending on the investment opportunity and is high-riskPlatform Users: 2.5 MillionInvestments made: $2.5 BillionFunded projects: 2,000+Offered in over 150 countriesYou can subscribe to new episodes of this show in the following places: ➡️ the Value-Add newsletter Like this video?! I occasionally put out more short form content here: ✅ Twitter ✅ Instagram ✅ TikTok

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    #4 Charles Clinton: High-yielding, professionally managed Real Estate through EquityMultiple

    Date recorded: March 15, 2023 In this episode, I sat down with EquityMultiple CEO, Charles Clinton, to learn about his journey starting the online crowdfunding platform, and the products, advantages and value EquityMultiple offers.  I left the interview impressed and I'm sure you will too. Like a number of other platforms, EquityMultiple provides investors access to CRE investments at as little as $5,000, but what makes them stand out is: - Industry-leading asset management, which is reflected in the 17% average annual return they've earned their investors across 84 deals they have exited so far. - Diverse product offering, from equity to debt, short-term to long-term - catering to a wide range of investor needs. Charles started his career as a lawyer, but didn't get exposure to real estate until he joined Simpson Thacher & Bartlett LLP in the Real Estate Group where he primarily served clients like Blackstone and KKR. After realizing how difficult it was for individuals to purchase CRE properties, and with the passage of the Jobs Act, he decided to start EquityMultiple. Receive new Value-Add podcasts and newsletters directly in your inbox every week by subscribing to the Value-Add newsletter. Follow me on Twitter. What you can expect in today’s episode Charles' journey starting EquityMultipleThe Jobs Act and its role of opening up online investingEquityMultiple’s platform (products, due diligence process, investor profile, advantages, approach to changes in the market, realized returns, and more)Future outlook for EquityMultiple and the real estate marketGoing from corporate to startupCharles' investing tips he would give to his younger selfCompany Overview: Focus primarily on multifamily and industrial CRE propertiesFocus on middle-market (below $50M)Types of InvestmentsKeep - For stable incomeEarn - For short-term fixed returns through debt investmentsGrow - For higher potential returns through value-add propertiesMinimum Investment: $5,000 to $25,000Lock-Up Period: 3 months to 7 yearsDeals: 84 exited (~180 total)Returns: 17% average annual returnPlatform Users40,000 total users (10% active)On average, active investors invested 5 timesAverage investment size: $25kHigh-income earning professionalsOnly open to accredited investorsYou can subscribe to new episodes of this show in the following places: ➡️ the Value-Add newsletter Like this video?! I occasionally put out more short form content here: ✅ Twitter ✅ Instagram ✅ TikTok

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    #3 Andy Crebar: Access to CRE syndications built on Blockchain through HoneyBricks

    Date recorded: March 10, 2023 In this episode, I sat down with HoneyBricks' CEO, Andy Crebar to learn about how they’re providing accredited investors access to institutional-quality CRE multifamily deals at lower minimums and increased liquidity. HoneyBricks leverages the power of blockchain to help sponsors efficiently raise and manage capital, and by doing so, is able to provide investors access to the market with as little as $1,000. This isn’t Andy’s first rodeo. He was the co-founder of Sapling, a People Operations platform that manages everything from onboarding, learning, HRIS, and performance, which had a successful exit. Now he’s taking on the world of Commercial Real Estate investing after having some personal success in the space. We cover A LOT. For me personally, it was great to learn about how they are solving problems in the CRE space using blockchain technology, while also bringing value to retail investors. I urge you to watch the interview through the end as there are a number of hidden educational gems throughout the interview. Receive new Value-Add podcasts and newsletters directly in your inbox every week by subscribing to the Value-Add newsletter. Follow me on Twitter. What you can expect in this episode - Why Andy started HoneyBricks - What HoneyBricks is all about - How HoneyBricks is using blockchain to efficiently raise and manage capital for sponsors - HoneyBricks’ due diligence process and track record - What investors can expect from the platform - Thoughts on current CRE market - Andy’s outlook on CRE - Andy’s personal investing experience and tips HoneyBricks Overview Access to institutional-quality multifamily CRE investments at lower minimums and increased liquidityLeverage blockchain to help sponsors efficiently raise and manage capitalMinimum Investment: $1,000Liquidity: Can sell shares in 6-12 monthsSponsors: Mid-market sponsors with total value of deal between $10M & $50MCompleted 10-20 investmentsHave had success in the pastHave experience in their niche~1 in 20 deals make it to the platform after the review processReturn on investments:Expectation: 12%-20% returnExceptional performance: 15%-30% returnFrequency of payment: Monthly or quarterlyOnly open to accredited investorsYou can subscribe to new episodes of this show in the following places: ➡️ the Value-Add newsletter Like this video?! I occasionally put out more short form content here: ✅ Twitter ✅ Instagram ✅ TikTok

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    #2 Alan Donenfeld: Real Estate Private Equity Fund investing through CityVest

    Date recorded: March 3, 2023 In this episode, I sit down with Alan Donenfeld, the CEO of CityVest to learn more about investing in real estate private equity funds. CityVest gives accredited investors access to vetted real estate private equity funds at lower minimum investment amounts through their platform. Alan has been in the financial industry for close to 40 years. He’s gone from working on mergers & acquisition (M&A) and private equity (PE) deals at investment banks, to runni...

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    #1 Chris Rawley: Agriculture investing through Harvest Returns

    Dive into the world of investing in farms, ranches and tech that help meet our growing food needs. In today’s episode I have the privilege of speaking with Chris Rawley, CEO of Harvest Returns. Harvest Returns is a FinTech marketplace that allows you to invest in agriculture. The platform allows farmers to raise debt or equity funding from investors via crowdfunding. Receive new Value-Add videos, articles, and podcasts in your inbox every week by subscribing to the Value-Add newsletter. Follow me on Twitter Harvest Returns Overview 4 investment verticals:Specialty agriculture (orchards, vineyards, etc.)Controlled environment agriculture (indoor farms, vertical farms, indoor aquaculture)LivestockAgTech~12,000 investors on the platformClosed ~50 deals, 9 exited, 6 with above projected returnOnly 4% to 5% of deals make it to the platform after the due diligence process80% of deals that make it to the platform get fundedTypical capital lockup period:Debt: 1-3 yearsEquity: 5-7 yearsMainly for accredited investorsWhat you can expect in today’s episode How Chris found his way into farmland investingHarvest Returns investment optionsUS farming regionsDue diligence processInvestor accreditation and barriers to wealth creationImpact of inflation on farmland investingFuture outlookChris’ personal investing experience and tipsHope you enjoy it! You can subscribe to new episodes of this show in the following places: ➡️ the Value-Add newsletter Like this video?! I occasionally put out more short form content here: ✅ Twitter ✅ Instagram ✅ TikTok

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Demystifying private market investing

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    Nikhil Pajankar
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