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[REPLAY] Ian Charles & Doc O’Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
Private Equity Deals with Capital Allocators
Leverage Is a Risk Reducer and a Return Enhancer
The leagues regulate maximum leverage at the franchise level. The average loan to value is about 13-14%, which is nothing when you look at private equity landscape generally. This sector doesn't have leverage. It has a correlation to traditional asset classes in the US of between negative 0.2 and positive 0.3. And over the last 20 years, it's generated compounded returns of 12-14% per year.
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