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] 

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