Deal Evaluation

Four steps to help new investors invest in syndications confidently and move past decision paralysis.

A recapitalization is a restructuring of a property's capital stack (the mix of debt and equity that finances an investment). While they can be legitimate business strategies, transparency can be an issue.

The FUND framework is a simple way to evaluate opportunities by looking at four pillars: Financials, Underlying Assets, Notable Differentiator, and Delegation of Responsibilities.

Experienced LPs shared their most valuable lessons, drawn from years of investing across various asset classes and sponsor relationships.

LP investor Leyla Kunimoto shares AI-powered due diligence strategies, conservative underwriting trends, and red flags to avoid in preferred equity deals. Plus insights on sponsor evaluation and cash flow investing.