Learn and Invest in Commercial Real Estate in Charlotte (12)

This Month's Topic (Nov.):

Why Debt Funds Get Overlooked by Equity Investors
?

How debt funds actually work, when they shine, and a simple framework to evaluate any fund (People • Process • Position)—plus where a conservative debt sleeve fits in a storm-ready portfolio.


Who will benefit: Investors who want predictable income, lower volatility, and smarter use of idle cash.


Why Debt Funds Get Overlooked by Equity Investors
?
- Equity headlines promise “doubles.”
- Debt is steady coupons—less flashy, so it gets ignored.

- Many investors are driven by equity FOMO—the fear of missing out on big upside—while overlooking the steady, risk-managed income debt funds can provide.

- J-curve habit: Many are used to long equity timelines and underestimate monthly cash flow now.

- Marketing volume: Equity syndications are loud; private credit is quieter and more technical.

- Return optics: Equity touts IRR and big exits; debt’s single-digit/low-teens yield looks plain—even if risk-adjusted it’s attractive.

- Tax optics: Equity often produces capital gains; debt pays ordinary income, which some investors avoid without considering net outcomes.

- Misconceptions: “Debt is always safe/always illiquid.” In reality, safety & access depend on structure, lien position, LTV, and duration.

- Diligence burden: Credit underwriting feels “boring” and detailed, so many skip it.

- Access: Quality debt funds are mostly private, with minimums and documents—harder than clicking “buy” on stocks.

Agenda (subject to change):

1:30pm - Arrival and network

2:00pm - Presentation - Why Debt Funds Get Overlooked by Equity Investors

2:30pm - Q&A and network

3:30pm - The end

==================================================

Whether you're a seasoned investor or a beginner looking to learn more about commercial real estate investments, this event is perfect for you.
Our experienced speakers will cover topics such as property analysis, market trends, risk management, and financing options to help you make informed investment decisions.
Network with like-minded individuals, share experiences, and gain valuable insights to take your real estate investing game to the next level.

The Agenda will be like this (subject to change):

Saturday
1:30pm - 2:00pm Arrival and networking. What's your unfair advantage? What could you contribute and what do you want?

2:00pm - 2:30pm - Presentation

2:30pm - 3:00pm Benefits of networking and partnership
3:00pm - 3:30pm Wrapping up

Don't miss this opportunity to expand your knowledge and grow your investment portfolio in the booming Charlotte real estate market!

Address: Hilton Charlotte University Place
8629 J M Keynes Dr, Charlotte, NC 28262

Pls. order a drink or meal to show our appreciation to the restaurant for hosting us. Thank you!!

Look forward to meeting you there!
Lucy & Evren