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

2.7.1 A Drunk Conversation with Kenneth!