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How Do You Pick an Investment Theme? - EP.17

How Do You Pick an Investment Theme? - EP.17

FromThe Alternative Investor


How Do You Pick an Investment Theme? - EP.17

FromThe Alternative Investor

ratings:
Length:
19 minutes
Released:
Aug 30, 2018
Format:
Podcast episode

Description

In today’s episode, we address a recent listener’s question on how to identify or pick out an investment theme. We think of investment themes as something that can help you narrow down (what seems like) an infinite list of opportunities into something more manageable and actionable.Not only does a theme help narrow down your own list of investment opportunities — it helps differentiate you in the minds of brokers and bankers when they see deals. A theme can be an asset class, a business model, a trend, or macro trend that’s occurring in the economy.Today we go through just some of those ways you can pick a theme to help you stand out in a sea of investors.Key Takeaways:[:11] Today we answer a listener question from someone who asks, “How do I identify an investment theme?”[:52] How we think of an investment theme and why they can be so beneficial.[5:29] Why you won’t be taken seriously if you don’t narrow your criteria.[7:31] How to pick a theme that resonates with you.[11:33] When you think about a theme, think about the macro trends in the world.[13:00] How to do multiple deals within real estate while having an overarching theme to your investments.[18:19] Summarizing our key points.Mentioned in this Episode:For More on The Alternative Investor, Check Out:TheAlternativeInvestorShow.com Hosted on Acast. See acast.com/privacy for more information.
Released:
Aug 30, 2018
Format:
Podcast episode

Titles in the series (50)

The Alternative Investor is a show about investing money outside of the stock market (private equity, real estate, venture capital, etc.) where the returns are typically higher but the investment decisions are less straightforward. Join Grayson Morris and Brad Johnson as they discuss investing in alternative assets to help you make better decisions with your investment portfolio. Hosted on Acast. See acast.com/privacy for more information.