The Institutional Limited Partner @holistic_pm
Instituonal Investor. Private Markets (PE, PD, Infra, Real Estate): €1Bn+ invested. Primaries & direct Secondaries. Sharing insights on markets, deals & GPs Paris, France Joined April 2020-
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Top 10 - Secondary Firms I have also established a more extensive mapping covering managers that have raised 100M$+ in secondaries. Comment "Listing" if you want to receive it.
Real Estate - The largest French SCPI has €300M pending redemptions awaiting subscriptions for being matched. The vehicle currently collects about €4M a month 🙄
Want to know more about Private Equity secondaries? Check out my last article covering GP-led deals : x.com/holistic_pm/st…
Want to know more about Private Equity secondaries? Check out my last article covering GP-led deals : x.com/holistic_pm/st…
Following @carrynointerest thread. Some of you ask for more specific content about private equity secondaries. I am starting a series of articles covering everything you need to know about it. Tell me if you prefer this format or if I should go back to traditional threads…
SECONDARY SERIES ARE BACK! This second article covers this LP-led transactions providing a general overview of the market x.com/holistic_pm/st…
SECONDARY SERIES ARE BACK! This second article covers this LP-led transactions providing a general overview of the market x.com/holistic_pm/st…
This is what big allocators target by going into large funds low return dispersions
Real Estate - European Funds Capital growth was negative at -7.06% in 2023 according INREV index which includes 300 funds and €300Bn gross asset value.
Real Estate - so much redemptions that can’t be accommodated in French SCPI that people are selling 20-25% below redemption price.
Real Estate - so much redemptions that can’t be accommodated in French SCPI that people are selling 20-25% below redemption price.
Infra secondaries - ongoing tender offer on Antin III & Antin IV respectively priced at 86% and 90,5% of Q3 2023 NAV. Ardian selected as best bidder
We are approaching closing. Meanwhile there was a massive intermediary distribution in one underlying fund. This one in particular will be handed out to us at a negative price. Unbelievable.
We are approaching closing. Meanwhile there was a massive intermediary distribution in one underlying fund. This one in particular will be handed out to us at a negative price. Unbelievable.
Secondaries - « Discount is like Cholesterol there is the good one and the bad one » Someone just made my day haha 😂
Private Markets - How does catch-up affect your gross-to-net performance as a LP? For the same gross performance, different catch-up terms may result in different net performance for LPs. 🧵👇
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@ApotheosisCap AE industrial, Arlington, Liberty Partners, Carlyle
Et puisque c'est soir de confidences, je dirai aussi que ce compte va sans doute bientôt s'interrompre. Rechercher de nouvelles et belles figures me prend hélas trop de temps. Mais je pense que l'on peut dire qu'au bout de presque 5 ans de posts quotidiens, nous avons bien agi !
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