DCG’s Post

Dennis Mitchell, CEO & CIO at #StarlightCapital joins Financial Post to share his insights on what shaped the #stockmarkets in 2023 and what to expect in 2024. He explains what investors can expect from the #BankofCanada, #REITs, the stock market, and economy in the year ahead. Despite a challenging 2023, REITs have made a dramatic turnaround in the last quarter, showcasing significant outperformance that accelerated since the beginning of October. Investors are strategically shifting towards defensive names and REITs fit into this bucket.   The #StarlightGlobalRealEstateFund aims to provide regular current #income by investing globally primarily in real estate investment trusts (#REITs) and equity securities of corporations participating in the #residentialrealesetate and #commercialrealestate sector. Speak to your advisor about investing in #RealEstate with Starlight Capital.   https://lnkd.in/dziUCUC   #StarlightGlobalRealEstateFund #economy #markets #investing #StarlightCapital #AssetManagement

Coming up we have "GPS for Alpha: Investing on a Global Basis". 🌎 In this panel, Adam Lowensteiner, Vice President at Lytham Partners is joined by Jake Barfield, Managing Partner at Asheville Capital Management and Doug (Douglas S.) Weiss, Principal & Managing Member at DSW Investment, LLC to discuss the pros and cons of investing on a global basis, what to look for, and how this differs with #SmallCap and #MicroCap markets. ⏯ Watch here: https://lnkd.in/gdwsWSMc #GlobalInvesting #Alpha #Investors #InvestingOverseas

📈💼 Cathie Wood Buys $59 Million Worth of Pummeled Tech Stocks 💼📈 Investment icon Cathie Wood is making bold moves, purchasing $59 million in beaten-down tech stocks. Her strategic investments signal confidence in a market rebound and underscore her commitment to disruptive innovation. #CathieWood #TechStocks #InvestmentStrategy #StockMarket #ArkInvest #MarketRebound #DisruptiveInnovation #TechIndustry #StockMarketNews #Finance #Investing #WallStreet #MarketTrends #TechInvesting #FinanceNews

Are we nearing a period of big returns in private equity? Scott Nuttall, Co-Chief Executive Officer of KKR, forecasts a promising 2024, with the potential for robust dealmaking and substantial returns. His optimism is a clear vote of confidence in the market's potential and offers some reassurance to those invested in last year's vintage. Read the fascinating article from Private Equity Insights here: https://moonfa.re/4aellgw #PrivateEquity #Dealmaking #MarketInsights

When it comes to investing in secondaries, can diversification ever be too much? For our upcoming private equity webinar, “Precision secondaries: how to reel in the big fish and avoid the unwanted by-catch”, on Thursday, 2nd May 2024 at 15:00 BST / 16:00 CEST, the team is joined by special guest Harriet Matthews, Funds Editor at Mergermarket to focus on in-depth analysis which demonstrates that diversification does not always deliver on its promise in secondaries. Together with Paul Newsome, Head of Investment Solutions, Ralph Büchel, CFA, Global Head of Secondaries, and David Ng, Senior Vice President in our Secondaries team (APAC), the group will also debate whether investors get better value from GP-leds or LP stakes, and why the mid-market is the best place to be in secondaries. Join us for a riveting conversation on the state of the secondaries market.  https://lnkd.in/e4JvyTGp #secondaries #privateequity #midmarket

#InTheNews 📰 🏠 "Alts firms that have historically catered to big investors and institutions, like KKR, Blackstone, Apollo and Ares, are all pursuing individual investors with new products, reports Forbes. The Wall Street Journal examined the tricky math involved in valuing private real estate funds. These are among the must reads from the real estate investment world." Find more about it here: https://lnkd.in/eKnswH43 #RJCRealEstate #NewJerseyRealEstate #RealEstateAgent #NJRealEstate #RealEstateNews

Join us on February 14, 2024 @ 12PM ET, where HLC Equity will deliver our quarterly market update and discuss how HLC Equity is adapting to the changing real estate landscape. Hear from our CEO Daniel Farber, Head of Operations David Molitor, and Director of Acquisitions Caesar Nguyen, who will provide insights and perspectives on the current state of the market, the impact it has had on our current and future investments, and the strategies we are implementing to reduce risk and seize opportunities. Register today and join us for this informative and interactive webinar! We will be following up the webinar, releasing our NEW Market Update Report to all attendees. Click here to register: https://lnkd.in/gEHu3vdF #HLCEquity #MarketUpdate #RealEstateInvesting #Webinar

Co-Heads of Equity, Matt Nord and David Sambur, spoke to Bloomberg about how Apollo’s disciplined private equity strategy has fueled recent dealmaking and strong return of capital. Read more about our approach to sourcing and building stronger businesses: https://lnkd.in/gUwf5qze

In our recent Crown Capital webinar, Arleen Garza shared an incredible success story where she 4X the capital of her investors. She emphasized that no one backed out of the 6.5-year hold period because she clearly showed the numbers. When investors saw that the alternative was a $3 million loss, they understood the value. It’s all about transparency and making the numbers clear. 💼📈 At Crown Capital too, we prioritize clear communication and informed investment strategies to ensure our investor’s success. #CrownCapital #investing101 #multifamilyinvesting #apartmentinvesting #passiveincome #financialfreedom

Great to see Five V Capital launching their Frontier Fund I that will focus on the lower-mid market, an area with untapped potential. The focus on companies with sub-$7m earnings is critical, especially as many of these businesses face challenges as generational family businesses, opening the door for the right strategic investment or growth partners Spark Equity Partners acquisitions of Ultralift Australia and Westberg Sheetmetal came from this belief, and it has been a rewarding journey so far. With a focus on identifying business that might not be on the radar for traditional Private Equity firms but offer significant growth if you're willing to engage directly with the team and build from within. This certainly supports the idea that this market is an upcoming opportunity, and it’s reassuring to see firms like Five V Capital paving the way. Hats off to Adrian MacKenzie, Srdjan Dangubic, Chris Adams, and the team, looking forward to seeing how Frontier Fund I shapes the industry. #PrivateEquity #BusinessGrowth #BusinessStrategy #LowerMidMarket #GenerationalBusiness #InvestmentOpportunities