Real estate investment
Post LinkedIn lead magnet · Real estate investment
The smartest money in real estate isn't buying buildings anymore. It's buying the businesses that run them: Most real estate investors still think the money is in the property. And that 1-2X MOIC is the spectrum of real estate returns. It's not. Investing in the platforms that operate the real estate (+ the real estate) unlocks way more upside. For the past decade, cheap debt and cap rate compression did the heavy lifting. You didn't need a great operating model to make strong returns. That era is over. Big capital is now backing the businesses that run real estate. Not just the buildings. Madison International Realty has been ahead of this for years. Their Platform Program puts growth capital into middle-market real estate platforms. They combine asset-level exposure with minority stakes in the operating company. The result? Returns that blend property economics with enterprise value. Think fee streams. Carried interest. Long-term platform growth. On Wednesday Feb 25th at 3PM EST, Brad and I are sitting down live with Mo Saraiya and Vince Clark, CFA from Madison to unpack how this works. We'll cover: • The shift from owning assets to owning operating platforms • How PropCo / OpCo structures boost return profiles • Structuring minority platform stakes with real downside protection • Why platform investing may define the next cycle of outperformance This is the kind of deal structure most investors never see until they're already in the room. Link to register in the comments.
Mécanisme lead magnet
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