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The Wealth Elevator
Private Equity & Financial Models with Oren Klaff
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/
Oren Klaff, author of 'Pitch Anything', to discuss the intricacies of the private equity world. Oren opens up about how deals that are typically beyond the reach of major firms like Morgan Stanley are made and evaluated. The episode explores the role of financial models, the importance of management experience, and how to assess the viability of investment opportunities. Kloff also shares insights into the pecking order of investment opportunities and offers valuable advice for retail investors looking to participate in high-quality deals. Additionally, the podcast touches on the significance of building strong investor communities and highlights the experiences of family offices in managing their investments. Tune in to learn about the art of pitching, negotiating, and understanding financial models to make informed investment decisions.
00:00 Introduction to the Podcast and Guest Speaker
00:29 Warren Buffett's Investment Strategy
01:01 Private Equity and Real Estate Investments
02:24 Oren Kloff's Background and Career Journey
04:55 The Importance of Financial Models
16:06 Challenges for Small Balance Investors
25:30 Understanding Yield Ratios in Real Estate
26:13 The Impact of Load on Yield
26:34 The Role of SPV Managers
27:06 Evaluating Deals and Management
28:16 Ecosystems and Deal Origination
30:46 The Importance of Community in Investments
33:47 Navigating Public Listings and Investor Relations
36:29 Identifying and Securing High-Quality Deals
39:54 The Role of Bankers and Scrappy Deals
42:33 Key Factors for Evaluating Investment Opportunities
51:46 Final Thoughts and Next Steps
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