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

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:





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