The Exchanges

Every argument clarity score on this site is built from rows on this page. Each question and answer was assessed with names hidden, the host's own answers included, on four things from 1 to 5: directness (does it answer the question asked), coherence (do the ideas follow), precision (concrete details and clear references), compression (says a lot per word). The weighted mix (30/30/25/15) is the exchange score. A person's published score averages their exchange scores on raw tape only, at least 8 of them, shrunk toward the cohort mean. Full method →

Badri Malinar no published score: no usable exchanges on raw tape, and a fair score needs 8+ record → ← everyone

Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

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Answered produced feed D 5 · C 5 · P 4 · Cm 4 4.60

Q Why would a GP of a fund like BlackRock or a little small REIT in Dallas, Texas, why would the GP of that fund want to give individual LPs the ability to opt in or opt out of individual pieces of real estate they're buying? Doesn't the GP want sole discretion over all that to move quickly?

A Great question. There are different classes of GPs. There are, there are two answers to that question. One is passive investors prefer to have the choice. So if you want to let it be driven by passive investors, what we have found is 95% of our investors really prefer to pick and choose which deals you want, which asset classes you want, which timeframe you want. Um, and, uh, so for example, just very quickly in our fund and the company owned fund, We let investors pick and choose between self-storage, retail, hospitality, multifamily, uh, student housing, RV parks. So different people prefer different asset classes. So it starts from the passive investor. And as far as the GP is concerned, if you're a, BlackRock is perhaps not the best example. You asked me for the best known, uh, you know, fund. Uh, but if you are somebody starting out, uh, Investors feel uncomfortable giving you the choice of saying, okay, whatever deal you're investing in, I'm in. Investors want to see the deal and then pick and choose the deal. So that's a somewhat long answer to your question.

AI assessment note: “if you are somebody starting out, Investors feel uncomfortable giving you the choice”

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