To Hold or to Sell? That is the Question - EP.34

To Hold or to Sell? That is the Question - EP.34

Author: Brad Johnson February 7, 2019 Duration: 17:05

In this episode, we’ll take you below the surface for a much deeper analysis on all the variables you need to take a look at before closing the deal.


Key Takeaways:

[:13] You’ve been running a great piece of real estate for the last two years and then suddenly you get a fantastic unsolicited offer… so, what do you do?

[1:06] Brad walks us through how he thinks about a hold vs. sell analysis.

[4:23] Brad outlines some more variables to think about in the hold vs. sell analysis.

[5:59] What happens if you think you can grow the asset and sell it for 3x your investment, but it takes another 3 years?

[8:08] After factoring in all the risks, and still feeling 100% confident you will achieve a positive outcome, should you take the deal? What else should you take a look at?

[9:47] The third piece of information that is important to factor into a hold vs. sell analysis: what can you do with the money you’ll be making? And what happens if you’ve brought in investors?

[12:16] So, what do you do? Is there a right answer?

[13:25] Another important thing to think about beyond the numbers.

[15:48] Recapping the main points of this episode.


Mentioned in this Episode:

Internal Rate of Return (IRR)


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For those looking beyond the ticker symbols, The Alternative Investor explores the tangible and often complex world of assets that don't trade on a public exchange. Host Brad Johnson, drawing from his experience at Evergreen Capital, believes a well-rounded portfolio often exists outside the daily noise of the stock market. This podcast digs into the practicalities of private equity, real estate, venture capital, and other non-traditional avenues. While these opportunities can offer different paths to growth, they come with their own unique set of questions and due diligence. Each conversation is geared towards demystifying that process. You'll hear detailed discussions on how these investments actually work, the structures involved, and the long-term mindset they require. The aim isn't to offer quick tips, but to provide a clearer framework for evaluation. Johnson breaks down real-world cases and strategies, focusing on the critical factors that can influence an outcome. It’s a resource for anyone considering how to allocate capital towards assets that aren’t as easily quoted or sold, with the understanding that higher potential returns often walk hand-in-hand with increased complexity. Tune in for a straightforward take on building resilience and potential through alternative holdings.
Author: Language: English Episodes: 50

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