Accredited Investor Insights @AccreditedLP
Team of 2 experienced investors with 75+ invested deals and 20+ years experience. Empowering Accredited Investors with informed decisions. @krisrymer @leylakuni accreditedinsight.com FREE Brief Deal Review ➡ Joined February 2024-
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If you are brave enough to invest in real estate private equity, knowing these 10 things will greatly improve your odds:
I know many LPs check the “removal of manager” clause in the OA. What’s often missed: you need a vote to remove them: anywhere from simple majority to 90%. In a syndicated deal, good luck tracking down the other 187 investors to coordinate that vote…
Take your IRR and throw it in the trash 🗑️ -- let me explain: The metric is so popular because it distills complex, multi-year cash flows into a single percentage. But the very feature that makes IRR appealing, - its sensitivity to the timing of cash flows, - also makes it…
I talk to many LPs who invest in such things, and 95% of them freeze up when they get to this part of the income statement, and THAT'S A SHAME. You're looking at the income statement of a private credit fund. Up to this point, it’s simple: 💰 Investment income: $143.2M 📉…
One in five exits in private equity are now in continuation vehicles (CVs). Let's unpack that: -- When PE funds buy companies, the idea is to add value (operational efficiencies, roll-ups, new growth channels, etc), then exit - returning capital to LPs. Traditionally, exits…
50% of multifamily pitches this year, explained:
The top question I hear from both GPs and LPs is simple: “What are market terms?” To find out, I created a quick anonymous GP survey. It takes just 3–5 min, and you’ll get a copy of the anonymized results when it closes. [link in comments] P.S. What questions should I add?
Have you ever seen a pitch deck that said something like this: “We pride ourselves on being opaque. Our fees are generous (and well-hidden), the waterfall has nine and a half tiers, and we commit to sending quarterly updates at least twice a year (when we feel inspired).” No?…
Let's go back to the basics. If a stabilized investment has DSCR < 1.0x, it's not good. Let me explain very simply: DSCR = debt service coverage ratio. In real estate, it's net income divided by debt service (interest and principal). Let me give you an example: -…
Capital calls fall into two buckets: 1. Will help salvage the deal (problem goes away) 2. Will kick the can down the road (problem doesn’t go away) My post will help you walk through the math and see which bucket the capital call falls into (link in comments)
The biggest rug pull is about to happen in private markets - and few people are paying attention. There won't be many winners. But there will be countless losers, as @jasonzweigwsj writes in his column Let me walk you through the mechanics: ↓
One of the most eye-opening charts you will see on private equity performance - for each invested dollar in PE buyouts, leverage and market multiple expansion drove 61% of returns. Translation: financial engineering and factors outside the GP’s control drove most of the value
I want you to burn the chart below into your brain. It shows the performance spread between top, median, and bottom quartile fund managers. The gap is staggering, and has two big implications: 1. If you remember anything from stats class, you know how this kind of spread…
→ there are only 44,000 manufactured home communities (MHCs, aka mobile home parks) in the US → only 5 new parks have been built or expanded since 2023 → only 3 syndicated MHC deals landed on my desk in the past 12 months Folks, this is a dying breed [case study 👇]
Our forefathers saw this and decided to come to America so we could syndicate Class C apartment buildings with a 4% acquisition fee in Lubbock, TX
Not the easiest chart to read, but the gist is that institutional GPs are expecting retail to become an increasingly large portion of their fundraising. I’ll link today’s digest below.
Zombie CRE deals: Technically performing, economically dead. And they are everywhere: marked “performing” on lenders’ books, and sponsors’ track records. The problem? When these start seeking rescue capital. Today’s post is a slow-burn horror movie [link 👇]
Let me tell you a story of how one PE firm lost ~$4B dollars on one deal — - while the company attempted to transfer its most valuable assets into a separate entity during restructuring. ↓
Rolex @erolex_r
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Michelle Mathieu @michellemathieu
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Ben Williamson @Ben_Invests
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Nathan N. Burish @nbursh
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Jackie @jayb1554
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Lowbudg @lowbudgcrypto
1K Followers 2K Following #RealEstate #Web3 $C4/$NET-$ADA Best place to buy crypto https://t.co/3pciYppN0R
Fiportmgr @fiportmgr
478 Followers 2K Following CFA, former fixed-income trader, salesman, analyst, portfolio manager. “The difference between a hero and a coward is one step sideways.”
C R @crigby02
12 Followers 768 Following
Berke @dishwalla2020
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Slim @thespeedlaw
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Jason Xi @Xijiacheng
3 Followers 180 Following
Darren Marble @darrenmarble
55K Followers 5K Following Exec Producer @goingpublic | CEO @issuanceHQ | LP, @techstars Rising Stars
Cam Beul @_CamBeul_
4 Followers 183 Following
Hillary Cook @Hillary__Cook
1K Followers 3K Following Investing in the best venture capital funds as an LP @NextLegacy_ /Previously LP @SapphireVC & LP @WilliamsCollege
Brian Hanly @bhanly2005
2K Followers 1K Following R.E. Developer, Econ, Sports, and Tennis tweeter, #Lakers, #Dodgers, #Fed #Rafa Psalm 30
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337 Followers 783 Following Founded Tera Capital, Realty (Sotheby's), Investments. Hospitality consultant. Sqush-Singapore, Malaysian, British Open. https://t.co/SRg7gQItZx
Christopher Elliott -... @VRPCElliott
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Plausible Genocide @OctaveFilms
429 Followers 1K Following Award winning documentary filmmaker, New Yorker.
Signal Rock Capital @Signal_Rock_
86 Followers 205 Following Independent sponsor investment firm growing founder-led B2B industrial, infrastructure, consumer & healthcare service businesses with $1M–$3M of EBITDA.
PsychNurseLee @PsychNurseLee
3K Followers 7K Following Passionate Psych 𝐑N⛑Here for YOU❤️ NYC💃NJ 🌊 Fl🏝 You may have seen me on 📺 a few times sharing views on CoVid or for my patented product.
Cambaabur Nerd @Cambaaburshizi
12K Followers 12K Following Cofounder @Gohafide, Former @UwaziApp(Exit), @siliconnomads. @vitalizevc. Writing a 📕about Somaliland Cuisine. Berbera and Guban is the future. 💍
JAM @J_Dcommissioned
81 Followers 174 Following![{interested in the intersection of finance, law, and technology}•{founder at balwara[+]impact}•{dance on the edge of mystery}](https://pbs.twimg.com/profile_images/1898086609192378368/EIluALtd.jpg)
Baraa Shaheen @alba_shah
322 Followers 3K Following {interested in the intersection of finance, law, and technology}•{founder at balwara[+]impact}•{dance on the edge of mystery}
Arnn @7783103_arnn77
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Matt Dicker @matt_dicker
190 Followers 1K Following
Konstantine Vekua @KoteVekua
166 Followers 253 Following selling sweetest #nergeta Georgian kiwifruit in Japan. experimenting with cocoa artificial pollination.
Ben Laufer @ben_laufer
129 Followers 1K Following @wharton MBA @stanford BA | Growth equity investor | not investment advice or views of my employer
Gaurav Kheterpal @gauravkheterpal
29K Followers 21K Following AI/ ML Geek, @Salesforce MVP Hall of Fame| Trailblazer| @MuleSoft Ambassador| @GoogleDevExpert - AI | GDG Cloud| Proud Indian| BITS| MIT| Founder @vanshivtech
Calls of Steel @inthejunkdrawer
1K Followers 5K Following Always learning | Autodidact | AI Context Engineer | Glass 1/2 full | Fintwit ‘09 | Crypto ‘14 | Building Future Solutions | AGENTS | UTILITY | NFT’S
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11 Followers 327 Following
Ayed Neya @ayed_neya
304 Followers 3K Following Invest in a future you believe in🌎and the world will thank you📈 Check @LithyusMusic
WSJ Private Equity @WSJPE
47K Followers 356 Following The official Twitter account for WSJ Pro's global team of editors and reporters covering all things private equity.
Alex Lieberman @businessbarista
273K Followers 3K Following Family first (husband & girl dad). Founder second (@morningbrew, @storyarb, @youdistro, @growthpair, @tenex_labs)
Mitchell Baldridge @baldridgecpa
97K Followers 1K Following I help Business Owners and Real Estate Investors save tax and keep more of their hard earned money. Building Baldridge Financial @recostseg and @betterbkg
Roger Becker @RogerBe65413903
2 Followers 21 Following
Mr Neutral Man aka "H... @Mr_Neutral_Man
10K Followers 1K Following Value investing and leg day are both about your capacity to suffer. BBQ Dad of the Rockaways! Free newsletter [email protected]
Travis Jamison @Travis_Jamison
9K Followers 531 Following SMB investing platform: https://t.co/y8NQJmdauH Investing newsletter: https://t.co/aqJtyX73Vn Community: https://t.co/HxnktkbGGk SEO & GEO: https://t.co/l8fJ2axoAd
Boring_Business @BoringBiz_
84K Followers 1K Following nobody asks about your external rate of return
The Institutional Lim... @holistic_pm
9K Followers 333 Following Institutional Investor. Private Markets (PE, PD, Infra, Real Estate): €1Bn+ invested. Primaries & direct Secondaries. Sharing insights on markets, deals & GPs
Construction Coach @RE_Deal_Junkie
5K Followers 2K Following RE investor with a doctorate degree in construction. I've built or acted as an owners rep on 500M in real estate. DM me for a free consultation.
REITweets @REITweeter
137 Followers 238 Following Here to talk REITs but will argue about sports as well
Chad Griffiths @ChadGriffiths
10K Followers 4K Following Singularly obsessed with industrial real estate and world renowned children's author
m. stanfield @resetbasis
40K Followers 2K Following affordable housing. rubber mallet capital. https://t.co/N6472uJdVp
Clarence Wong, CCIM @ClarenceWongCRE
10K Followers 4K Following AVP, Retail Acq (GP) | Prior Exp Industrial, Office, Apts in Acq/Asset Mgmt (GP) & Retail Inv Sales/Dev (GP) | ARGUS Instructor at UCLA Ext. | LinkedIn 21K+🙏
Edward Bond @investingcre
6K Followers 471 Following Talking deals and sharing insights. Primary investments: NPLs, bridge loans and value-add retail/multifamily. DMs open.
Kevin Sowers @AplombCap
67 Followers 189 Following Former analyst at multi billion Tiger cub now run own L/S strategy. Retail/consumer focus. Like talking stocks, LSU football and investing in MF/Alts deals
Jeremy Glantz @JeremyGlantz
7K Followers 5K Following Founder, Princeton Alumni Real Estate Network; KV National Title. Connector/Dealmaker. Put together $1.5B+ CRE deals. Lucky husband. 3xGirl dad. Identical twin.
Brandon Hall @bhallcpa
20K Followers 310 Following CEO @therecpa - tax planning and accounting services for real estate investors and SMB owners.
The Investments Lawye... @investing_law
28K Followers 411 Following Investment funds + securities lawyer. Managing Partner at https://t.co/lvzUKYCRTT. Ex BigLaw. Newsletter on funds and SPVs: https://t.co/bJtsb5y7yX Book: https://t.co/BL9gl1dwcA
Rudolph Companies @Rudolph_Cos
3K Followers 378 Following Self Storage Owner/Operator | Real Estate Private Equity. Tweets are opinions of one of the two dudes in the profile picture
Theo Hicks @theohicksLP
435 Followers 135 Following Taking my talents to passive LP investing | Exposing GP Shenanigans
Garrett Terrell @GarrettTerrell_
768 Followers 2K Following Founder & Principal of Rocket Capital Fund | 400+ RE Deals | 180 Rentals | Former D1 @uiwbaseball | Self Made Millionaire at 28 | Sharing RE insights
Alexander Roth @RandallHouseRE
5K Followers 784 Following Apartment Operator on 710-Units / Former JP Morgan CMBS Lender / Borrowing Fixed-Rate since 2018
Moses Kagan @moseskagan
166K Followers 4K Following Owns many apartment buildings w investors. Manages many more for other owners. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️
Vacancy Rate @VacancyRate
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Chris Stanley @Stanley_Tweets
4K Followers 739 Following I run a multifamily real estate investment business. Former General Counsel of $1B revenue company.
Topher Stephenson | C... @TopherNOW
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4K Followers 869 Following Building stuff @cherrecore | "At the top of the mountain we are all snow leopards" - Hunter S. Thompson
carried_no_interest @carrynointerest
35K Followers 1K Following Private Equity Investor skewing towards software. Former Head of AI @ $1B+ PE fund. Former Data Scientist using AI to source deals. DMs Open
IndefiniteHorizon @LongTermOwner
3K Followers 2K Following Deal guy for fund w/ $2B portfolio. We don’t sell. Sharing things I hear along the way.
Steve McCrann @RationalManTX
2K Followers 5K Following RE GP/GC, BA/MBA, 20 yrs RE, land/dev, multifamily. SMB exp too. DMs open. Love All and Read and think for yourself
HISE Investments @HISEGroup
237 Followers 215 Following Develop and Manage Multifamily properties in the Pacific Northwest as well as California. We also have done multiple LPs with experienced GPs.
LP Investor @LPInvestor
4K Followers 1K Following Real Estate Focused FO. Looking for Flows & Vibes. Investing/Tax/RE/Estate Planning/Alts/Memes
Multifamily Madness @MultifamilyMad
69K Followers 307 Following Multifamily investor and Broker. Brokered 500+ transactions. Commission checks directly to purchase property.
Matt Lasky (honest GH... @MattLasky
21K Followers 2K Following CRE Guy // $1.5B+ of transactions in healthcare & retail as a principal or advisor | side project - https://t.co/IIJrqDMcvW
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White Coat Investor @WCInvestor
36K Followers 2K Following Helping Doctors build wealth since 2011! The top source of unbiased financial education and resources for physicians.
CRE Daily @thecredaily
3K Followers 171 Following The commercial real estate news you need in 5 minutes or less. Join 65,000+ professionals.👇
NINGI RESEARCH @NingiResearch
7K Followers 317 Following We publish research reports in the public interest. Not investment advice. Our social media manager is dyslexic. Disclaimer: https://t.co/O3NxrXlqpQ
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476 Followers 497 Following We manage residential properties around Orlando and Jacksonville from single family to 80 unit apartment buildings. We’ve also bought and managed 200+ units.
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12K Followers 762 Following Co-founder: @accreditedLP | Empowering fellow investors and providing unbiased insights. Join over 6,000 subscribers ⬇️ Some (a lot of?) satireTrends for United States
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