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Evaluating private equity investments
I’m considering private equity real estate in a few years. As it requires being an accredited investor, it’s a very different beast from index investing or options trading. I’m looking for resources to learn how to do proper due diligence on the funds and learn what questions to ask. I’m open to any learning formats including textbooks, books, good websites, e-learning, etc. so long as they’re rigorous. Ideally a blend of theory and practical, even if I have to access multiple sources to get that.
I am very comfortable with math and do not shy away from economics and finance terminology. I think it could be useful for my “curriculum” to include general investment evaluation due diligence (could be real estate or start with basics), some sector-specific information, and some understanding of the private equity space. Any suggestions on good material? Am I missing any topic areas?
I'm not an accountant. When I invested in Real Estate PE funds I asked for their previous investments records to see if they were profitable and then checked the property tax records to make sure they actually own those properties.
Apart from that, I simply trusted the people who I knew and who were recommended to me.
Hm. Maybe the way forward will be to spend some time at happy hours post pandemic then 🙂
Likewise for anyone in the national capital region!