Tugdual

Real Estate Private Equity / co-founder at @levelcapitalc private markets intelligence for family offices

[Tugdual @therealTugdual]

Saving 30bps on fees won’t make your family office survive generations

Proper governance will

Prioritise what truly matters

[Tugdual @therealTugdual]

Infrastructure went from a “bond-like” investment to a real operating company

Very few understand the asset class

[Tugdual @therealTugdual]

@SalesPsych0 Horrible with the manager posting a meme on teams and everybody sucking up and replying with emojis

[Tugdual @therealTugdual]

@2CommaInvestor If anything it’ll be happy it went down so it can buy more of it!

[Tugdual @therealTugdual]

@YCInsight 💯It’s those small compounding efforts that create meaningful growth over long period of times

[Tugdual @therealTugdual]

@LyleDaly @JonLuskin 💯and there is nothing worst than going through a “bear market” if you don’t understand your portfolio!

[Tugdual @therealTugdual]

@JonLuskin I feel like overcomplications in portfolios often drives away from the original purpose of the portfolio construction

[Tugdual @therealTugdual]

@BoringBiz_ Very well said 😂

[Tugdual @therealTugdual]

@seandsweeney Healthier than betting on cap rate compressions and 10% YoY if you ask me!

[Tugdual @therealTugdual]

@Tim_Denning Leads to put yourself in survival mode rather than thriving mode

[Tugdual @therealTugdual]

@lawyer4SMBs Yes right I’m not entertaining dealing with brokers/sellers of the sort

[Tugdual @therealTugdual]

@MichaelGJarvie Truly believe that sometimes private equity can become too driven on the capital structure/financial side in a way that it forgot about the operational importance

[Tugdual @therealTugdual]

@Hazel52389 💯people talk about the power of compounding but they forgot it applies to every aspect in life

[Tugdual @therealTugdual]

@dannypeavey Truly think that as the word become even more digitalised, people will come back to prioritising human connection.

[Tugdual @therealTugdual]

@long_equity PE is getting in right by investing in the AI infrastructure across the capital stack!

[Tugdual @therealTugdual]

@patr1ckcoll1ns 💯hence why buyers should also aim to market themselves to sellers! Seen so many examples of family offices winning deals over PE shops despite lower offers

[Tugdual @therealTugdual]

What drives a business seller to choose you isn’t always the highest bid.
They may care about:
• Business continuity
• Keeping the employees they’ve shared Sunday barbecues with
• A tax-efficient deal structure
• And, simply, whether they genuinely like you

Understanding what matters to them should come before negotiating price.

The best deal isn’t always the highest price. It’s the one that best matches the seller’s priorities.

[Tugdual @therealTugdual]

@BrianFeroldi And have liquidity when all the others are illiquid !

[Tugdual @therealTugdual]

@ChrisRamsey60 Agreed but holding property long term is only good if you already have strong amount of wealth otherwise it is better invested elsewhere

[Tugdual @therealTugdual]

@Tim_Denning Very new on this content journey but every day realising more that not creating content is probably the biggest missed opportunity for any entrepreneur