Investors reviewing deals right now need a simple way to avoid the wrong ones.
Here is a quick 3 filter checklist.
First, vet sponsor and alignment.
Bet on a decision maker first, not a building.
The operator drives the outcome.
Second, assess fundamentals and downside.
Look at the survival plan first, then the upside.
A deal that only works when everything goes right is not a deal.
Third, understand the structure and the terms.
You are choosing the rules of the game.
Know how the deal works before you commit capital.
Clarity beats hype every time.
Which of these three do you check first when you look at a deal?