Creating Your Investment Strategy

What’s up everybody, how are you all doing? It’s good to be back visiting with you and I’m excited about this upcoming month.

I don’t know how many of you have seen my latest posts, but we’re right in the middle of the “Inflation Games”. Which is essentially a series of competitions and giveaways throughout this entire month.

If you haven’t seen anything, please feel free to check it out here.

Now, in other news I’d like to dive into the your investment strategy today.

It’s really the foundation of what you’ll base your fund off of, and what you’ll be pitching to investors.

Let’s get to it!

First – Expert

car, expert, garage, mechanic, plumber, service, avatar

It cannot be understated how crucial it will be that people perceive you as the investment expert.

In reality this is a logical conclusion when you think about the millions of dollars people will hopefully be putting under your jurisdiction. You have to know your stuff before you’re ever going to be getting anybody’s stuff.

People are always telling me about how they want a fund that’s going to invest into real estate, but that’s also going to kill it with VC, and on top of that they have an amazing new crypto strategy, and… STOP.

The truth is if you’re looking to have this many branches in your fund, then you’re going to face major roadblocks when pitching investors.

They are going to call BS on your ability to legitimately be the top dog in all of these different industries, and honestly I would too.

The more specific and niche of an industry that you can be the expert of, the better success you will have with capital raising.

Second – Scalibility

You want to have a strategy that you can effectively raise and implement at $1M, at $10M, and eventually $100M or more.

Some funds may have a map that would allow them to be successful on a small and targeted scale, but once you begin expanding things could quickly become a nightmare.

This can happen with a lot of real estate funds specifically. Let’s say every property you acquire has an entirely different system in place for management, then you’re going to have problems down the road.

This thesis has to possess the potential to go big. It’s going to take time to get everything right, and that’s totally okay.

Once you’re in a place where you’re comfortable with what you have in front of you then you’re ready to move forward.

Third – Logic

Again, some of these steps may seem fairly obvious, but they are quintessential.

Your fund strategy must make sense in your mind, and more importantly, in the minds of your investors.

You need to be able to communicate all aspects of your fund with a story that people can use to grasp your vision.

Anything you include in your pitch deck or fund setup has to flow and integrate itself seamlessly into the direction that you want to go.

The moment you slip up and have data or elements of your structure that don’t make sense, you’ll scare away anyone that was open to working with you.

You should use the questions why, what, how, who, and when as you go about constructing the perfect strategy.

Fourth – Flexibility

agility, flexibility, flexible, human, versatile, versatility

Now, this may seem contradictory to point #2, but hear me out.

If your initial plan of attack begins to fail due to forces outside of your control in the market, you may need to pivot.

As a matter of fact when, and if, that day comes you’ll be faced with two choices, hold or pivot.

I’m not here to tell you that one is more advantageous than the other, as that will all depend on the situation that you are dealing with, however, what I will say is you need to have flexibility.

Being able to make the necessary corrections and changes in tough times could save your neck and your investors money, which is your end goal.

Now, on the flip side it could be your downfall, but that’s where you being the expert should come into play.

So make like a gymnast, and keep that flexibility going! And remember this is in a world where things take a turn for the worst, otherwise, stick to your guns and stay the course.


I hope this was informative for everyone and that you see the wisdom in these FOUR areas of your fund strategy.

From the dozens of clients that I’ve dealt with personally I’ve seen that those who follow these principles are by far the people with the greatest chance of success.

I appreciate you all taking the time to join me today, and just another reminder to check out the Inflation Games when you get a sec.

Have a great weekend!

Bridger Pennington

Want to get direct guidance for your fund? Schedule a time with my Fund Advisors!

DISCLAIMER: This content is for educational and informational purposes only. It is not to be taken as tax, financial, or legal advice. You should always consult a legal professional before taking action. Furthermore, this is not a recommendation to buy or sell any security. The content is solely just the opinion of the authors.

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