We recently contributed two pieces to Invest Clearly for investors who are evaluating private real estate or alternative investments. Together, these articles offer a clear, practical framework for analyzing both the structure of a deal and the risk dynamics behind it, an approach that reflects our intent to deliver Wall Street sophistication to Main Street.
First, we look at How to Evaluate a Potential Investment Using the FUND Framework
In this piece, we introduce the FUND Framework, a simple, intuitive way to assess investment opportunities beyond surface-level projections. It helps investors break down any deal through four lenses:
- Financials: Are the assumptions realistic?
- Underlying Assets: What do you truly own?
- Notable Differentiators: What sets this opportunity apart?
- Delegation of Responsibilities: Who is operating the investment and how proven are they?
This framework is designed to give investors the same analytical clarity used on institutional investment desks.
Full article → https://investclearly.com/insights/how-to-evaluate-a-potential-investment-using-the-fund-framework
Next, we delve into Why the Real Estate Capital Stack Matters When Things Go South
Projected returns often look similar across funds or syndications, but the order and composition of the capital stack tells the true story behind risk and downside protection.
In this article, we look at:
- Who gets paid first and who absorbs losses
- Why two investments with identical return projections can have dramatically different risk profiles
- How market shifts like lower valuations, tighter liquidity, or rent declines impact investors differently depending on their position in the stack
Understanding where your capital sits isn’t just technical knowledge—it’s the foundation of Prosperity With Purpose, helping investors protect their wealth in different market conditions.
Full article → https://investclearly.com/insights/why-the-real-estate-capital-stack-matters-when-things-go-south
Together, these two pieces provide a full-picture view of evaluating private real estate or alternative investments:
- The FUND Framework helps you examine the quality, structure, and differentiators of any deal.
- The Capital Stack article helps you understand where risk and protection sit within that structure.
This is the educational foundation we aim to bring to investors, whether considering on of our funds or another private investment.
