In this special episode, Jake and Ben break down Ben's new deal, thesis, and strategy, as well as critique his pitch and deck.
Disclaimer: This episode is not an endorsement of Ben's deal or to aid in raising money for Ben's deal, it is opinion only and purely for informational and entertainment purposes.
Links:
Ben on Twitter: https://twitter.com/uniquestaysguy
Ben on LinkedIn: https://www.linkedin.com/in/ben-wolff/
Connect & Invest with Jake:
Follow Jake on Twitter: https://twitter.com/jwurzak
Take the Hospitality Investing Masterclass: https://learn.jakewurzak.com/
Learn How to Invest with DoveHill: https://bit.ly/3yg8Pwo
Topics:
(00:00:00) - Intro
(00:03:08) - The purpose of the call
(00:05:00) - Introducing Charles & Dovehill’s objectives when looking at deals
(00:08:21) - Introducing Ben and initial deal reaction/feedback
(00:27:20) - Feedback on financials & capital stack
(00:37:31) - Performance metrics
(00:39:22) - The operating model and F&B
(00:57:08) - More feedback on performance metrics
(01:00:38) - Q&A
(01:10:00) - Waterfall structure
(01:11:41) - Wrap up
