Free Report

Five questions every operator should ask before trusting anyone with fixed-income capital.

The same checklist I use myself before trusting anyone with capital, built from eighteen years of operating through every market cycle. Ask any sponsor these five questions before you write a check.

• Who's Operating vs. Who's Just Raising Money

  The one question that tells you whether a sponsor controls what happens to your property day to day, or just handed it off and hoped.

• Where Your Money Sits in the Capital Stack

  What actually determines who absorbs a loss first if a deal underperforms, and why it has nothing to do with the return you were quoted.

• What the Economy Depends On vs. What It Wants

  The difference between an asset class people can't skip and one that's just trending, and why that distinction disappears exactly when you need it most.

• Real Diversification vs. a Financial Junk Drawer

  Why spreading capital across ten sponsors you've never fully vetted isn't diversification, and what actually is.

• The Only Question That Tells You Anything

  What happens on the worst deal, and why the sponsor who answers without hesitation is the one you can trust.