4 Comments
Mar 29, 2023Liked by Fed Novikov

👏

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brilliant observations & analysis.

seems like there's a blended model that can combine the risk / growth of VC with the asset value / liquidity of RE to make a product that is better than the sum of the parts.

would be fun to chat more about this sometime...

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This was really eye-opening! I'm building a Coliving space and was actually looking for something like this - a product that is better optimized for the uniqueness of the real estate genre. My project is probably too small for these options but it makes it easier to explain precedent and theory to private investors. 👌

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Please do more pieces like this! I've always thought in the wework debacle, part of VC's nature was at fault, but I couldn't figure out exactly why. And now after reading this piece, I understand. Please keep these educational pieces coming! :D

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