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In this episode, private equity experts share some of the most surprising and counterintuitive lessons they've learned throughout their careers. From the importance of people and leadership to the power of physical proximity during acquisitions, discover how these lessons shaped their investment strategies. They also delve into the challenges posed by unexpected market shifts, including the impact of the pandemic on multifamily markets and the rapid rise of interest rates. Additionally, they discuss the importance of understanding industries before investing and the hard realities of direct investing, especially when family offices are involved.

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I founded the Family Office Club 18 years ago—now with 20 team members, over 1,000 active investors, and 22 events annually. We’ve built over 50 AI tools using data from 300 events. Event calendar: https://familyoffices.com/
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Richard@FamilyOffices.com | Text/WhatsApp: (808) 600-9260