top of page
  • Steven Fletcher

Delivering Alpha

A snippet from a Rick Zullo piece that I loved.


"There are precisely 4 ways to deliver alpha in investing


1.) Asymmetric Information


2.) Asymmetric Insight


3.) Asymmetric Value-Add


4.) Asymmetric Access


The best investors bring multiple asymmetric capabilities to the table, but the only way you earn #4 is by crushing #2-3."


Granular knowledge in the domain leads to better insights into how to source or add value.


Better insights equate to more effective value-add strategies.


Successfully executing on these strategies creates trust and more access as your process has been demonstrated to others.


It's all reps.

Recent Posts

See All

Crossing T's and Dotting I's

One of the first things we do at the end of each month is review our account statements for each entity we operate. We have a good idea of what’s coming in and out but double checking these details al

Certainty Comes From the Actions We Take

One of the most important skills we’ve developed: The ability to move fast while still accounting for the details. After underwriting hundreds of properties, we typically know whether we have a deal o

Breaking Down Cash on Cash Returns

One crucial metric in multifamily real estate is the Cash on Cash (CoC) return. This metric helps investors evaluate the annual return they are earning on the cash they invested in a property. Let's b

Σχόλια


bottom of page