First Position Lien + Equity Upside: Dave’s Safer Way to Invest скачать в хорошем качестве

First Position Lien + Equity Upside: Dave’s Safer Way to Invest

Dave Kotter has built an investment approach that offers the best of both worlds; secured, predictable income and the chance for upside. In this episode, we break down his hybrid loan strategy of securing a first-position lien to protect capital while negotiating equity participation to capture growth. You’ll learn how Dave evaluates projects, the role of operator relationships, and how he protects against downside risk without giving up some potential gains. If you’re an accredited investor looking for ways to reduce volatility without sacrificing returns, this is a must listen. Learn about the Passive Investor Event Here: https://bit.ly/passiveinvestorevent 🎯 Free Guide for Accredited Investors Download the “How to Use ChatGPT for Investment Due Diligence” guide here: 👉 https://bit.ly/ChatGPTDD 👋 Subscribe for more episodes where I interview fund managers, syndicators, and real-world operators, and ask the questions every smart investor should. Connect with Dave Kotter LinkedIn: linkedin.com/in/dave-kotter/ Email: dave.kotter@hybriddebtfund.com Websites: hybriddebtfund.com 00:00 Accredited Investor Edge Introduction 00:30 Meet Dave and his hybrid lending approach 02:48 How Dave blends debt and equity in one deal 07:17 Getting first-position liens and upside participation 11:25 Why his fund targets recession-resistant assets 15:42 Balancing investor returns with borrower success 20:15 How hybrid loans reduce risk compared to pure equity 24:28 Selecting operators who fit the hybrid model 28:06 Case study: turning a stalled project into profit 32:14 Key terms investors should look for in hybrid deals 36:20 Structuring cash flow for predictable investor income 39:35 Tax efficiency in hybrid lending structures 42:52 The role of personal guarantees and collateral 46:40 How Dave handles borrower defaults and workouts 50:48 Lessons learned from deals that didn’t go as planned 54:32 Dave’s advice for investors exploring alternatives 58:45 Outro – Where to learn more and get the due diligence guide 📅 Want to connect with Jared? Schedule a quick call: https://bit.ly/15m-consult 📬 Contact Email: Jared@accreditededge.com 🎙️ About the Channel Accredited Investor Edge helps doctors, attorneys, business owners, and other high-income professionals understand and evaluate alternative investments, without the hype or complexity. This channel features candid conversations with fund managers, deal sponsors, and experts who break down real-world investments in plain English. 🔔 Subscribe for more interviews and insights    / @accreditedinvestoredge.com   Disclaimer: The content shared on this channel is for educational and informational purposes only. Nothing shared here constitutes financial, legal, or investment advice. All investors should conduct their own due diligence and consult with appropriate professionals before making any investment decisions.