Wealth Renegade

Coinvestment is a critical part of any passive investor's analysis. Adam Penn has invested in three different asset classes - oil & gas, short-term rentals, and pre-IPO stocks. Over time he moved to the sponsorship side, giving him a lens on how a co-investment affects each investor's experience with their selected sponsor.
Follow Adam at BidwellCapitalFund.com.

Highlights

• Investment Motivation and Philosophy
• Real Estate vs. Stocks
• Advantages of Real Estate Investments
• Deep Dive into “Alternative”Assets
• First Private Placement Investment
• Growth Through Co-investment
• Diversified Asset Classes
• Oil and Gas Investment
• Assessing Operators’ Co-investment
• Co-investment Benefits
• Passive Investor Considerations
• Risk of No Co-investment by Partners

Episode Resources

• Connect with Robby Butler
• www.wealthrenegadepodcast.com
• www.prosperityeconomics.org
• [email protected]
• Connect with Adam Penn
• [email protected]

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