How to Fund Independent Sponsor Deals with Private Equity and Family Offices
Funding your private equity deal as an independent sponsor can be tough. Here are some tips.
February 25, 2025
Insights
Holding Company Blog
Essays and research on holding-company strategy, acquisitions, real estate, capital allocation, and building durable businesses for the long term.
How Holding Companies Acquire and Scale Subsidiaries
Acquiring and scaling subsidiaries isn’t for the faint of heart—it’s a high-stakes game of financial chess where one wrong move can turn your…
February 25, 2025
The Pros and Cons of Incubating, Investing in, and Acquiring Companies
Ah, the startup world—the land of wild dreams, massive failures , and the occasional unicorn. As a holding company, you're faced with a dilemma: do…
February 24, 2025
The End of Venture Capital as We Know It: How AI and SPVs Are Eating the VC Model for Breakfast
The venture capital model of investing is dying because AI and AI agents has changed the game.
February 21, 2025
How We're Scaling Our Holding Company with AI Agents
So, you want to scale a holding company for digital assets? Great. Welcome to the game where speed, automation, and leverage win. This isn’t your…
February 21, 2025
Holding Company Structural Subordination
When it comes to corporate finance, restructuring, and distressed investing, few concepts are as critical – and as often misunderstood – as…
February 11, 2025
Holding Company Capital Allocation
While holding companies have a limited role, typically without operations, their importance in asset management and capital allocation cannot be…
January 22, 2025
What Is Stale Real Estate and Why Is It Problematic?
Stale real estate, or houses that don't sell quickly enough to meet expectations, can be problematic for both buyers and sellers.
January 16, 2025
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Real Estate Investor Insurance: Everything You Need to Know
One of the best tools available to compensate for the risks of real estate investing is insurance.
January 16, 2025
The Democratization of General Partners
SPVs are allowing capital transactions and general partners to be democratized
January 14, 2025
How to Invest in Private Equity with Your IRA
Here are some basic details on how to invest in private equity with your IRA.
January 7, 2025
Why Should Business Owners Invest in Whole Life Insurance?
Whole life insurance is a type of life insurance product. Life insurance, as you're probably already aware, is a type of insurance policy d
December 20, 2024
What Is the 1 Percent Rule for Investing in Real Estate?
Wouldn't it be nice if there was a simple test that could tell you whether a rental property was worth buying?
December 20, 2024
What Is Private Equity Real Estate Investing?
In this post, we’ll go over what private equity is, who can invest in it, what the typical returns are, and more. Let’s get started!
December 20, 2024
What Is House Hacking in Real Estate Investing?
But at the same time, when utilized properly, it can be an impressive strategy to help you make better use of your capital and build the re
December 20, 2024
What Are the Typically Expected Returns of Investing in Real Estate?
In this post, we’ll go over different types of real estate investment returns, ways to measure them, factors that impact real estate invest
December 20, 2024
What Are the Greatest Risks of Investing In Real Estate?
This is no surprise, given real estate tends to have similar returns to the stock market over the long run yet is historically less volatil
December 20, 2024
Turnkey Property Investing vs. REITs: Which Is Better?
Turnkey properties, designed to be immediately rentable, offer a convenient and accessible way to get into the real estate management game.
December 20, 2024
The Best Ways for Non-US Citizens to Invest in US Single-Family Real Estate Rentals
However, no foreign investment comes without risks and potential pitfalls, especially for foreigners acquiring real assets in jurisdictions
December 20, 2024
Tax Benefits of Real Estate Investing
You can invest in businesses and take an ownership stake in different types of ventures.
December 20, 2024
Senior-Friendly Turnkey Rental Investing: The Next Big Profit Center?
We’re talking about the aging American population and the lack of suitable single-family housing options to meet this booming demand in the
December 20, 2024
Real Estate Financing Options
Explore the various options available to finance your investment property and embark on your real estate journey with confidence.
December 20, 2024
Pros and Cons of Turnkey Real Estate Investing
While turnkey investing offers several advantages, it is critical to understand both the benefits and potential drawbacks before taking the
December 20, 2024
Pros and Cons of Investing in Single Family Real Estate
In this article, we’ll dive into what those pros and cons are so you can make more informed investing decisions. But first, what is single-
December 20, 2024
Tell Us Your Vision. We'll Help You Get There.
Whether you're an owner considering an exit or a partner exploring a transaction, start a confidential conversation with our team.