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TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle
We Study Billionaires - The Investor’s Podcast Network
Is It Better to Throw Good Money After Bad?
When an asset faces a serious exogenous shock, it might be more productive to set aside the original investment and now really focus on the capital call itself. And then ultimately what potential return you think you can get on the capitalcall and then measure that against what else you might receive if you deploy the capital elsewhere. If the sponsor shows you a plausible path to an outcome that targets an opportunistic rate of return on the capitalCall itself than that's all you can really ask for in that circumstance. It's great if the new capital comes in to protect the entirety or a portion of the original investment but in a real downside scenario, that's just upside.
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