The Inversion Investor

The Inversion Investor

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The Inversion Investor
The Inversion Investor
Tonite’s Business

Tonite’s Business

Peter Pham's avatar
Peter Pham
Jun 25, 2025
∙ Paid
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The Inversion Investor
The Inversion Investor
Tonite’s Business
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Ask your fund manager what some of his biggest investments are in RE.

Because they don’t have real capital markets.

They, through their ignorance, duped you.

Because he told you that it’s both PE and RE?

WTF?!

If it’s PE + RE, why does he give you some obscure listed product?

Why is there always a discount to NAV?

If so, why did he tell you to buy equity in RE?

As him to sell all - no more lock up periods without performance.

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