Investment Management

SFG Investment Due Diligence Trips

By Alyssa Dalbey
June 12, 2023

Schultz Financial Group Inc. is committed to the Intellectual Capital of our team members. As such, this spring we attended various conferences and events, and we had several meetings with investment managers.

Once an investment is approved, we continue to monitor the investment strategy, the makeup of the team, and perform ongoing due diligence. In April, Alyssa, Russ, and Vicki went to Boca Raton, FL to attend a real estate conference. In addition to the conference, they met with two other real estate investment teams to get an update on their funds and the marketplace. On their way home, the SFG team was also able to meet with a real estate investment group in Dallas, TX. One theme each of the investment managers demonstrated was “patience is key”. We believe each of the real estate managers is diligent in their research phase before taking on new projects and they are cognizant of current market conditions when pursuing a sale.

In May, Alyssa, Russ, and Vicki had a chance to visit private credit managers in San Francisco, CA. With dislocations in the banking sector, it appears that these private managers have a unique opportunity set ahead of them. Credit underwriting and deal structure continues to remain at the forefront of their focus as the managers enter into new transactions.

  • Schultz Financial Group, Inc. (“SFG”) which is a registered investment adviser, drafted this blog post for its website and for the use of its clients or potential clients. Any other distribution of this blog post is strictly prohibited. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that SFG has attained a certain level of skill, training, or ability. While the content presented is believed to be factual and up to date, it is based on information obtained from a variety of sources. SFG believes this information is reliable, however, it has not necessarily been independently verified. SFG does not guarantee the complete accuracy of all data in this blog post, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of SFG as of the date of publication and are subject to change. This blog post does not constitute personalized advice from SFG or its affiliated investment professionals, or a solicitation to execute specific securities transactions. SFG is not a law firm and does not intend for any content to be construed as legal advice. Readers should not use any of this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, SFG recommends that readers consult SFG and their other professional advisers (including their lawyers and accountants) and consider independent due diligence before implementing any of the options directly or indirectly referenced in this blog post. Past performance does not guarantee future results. All investment strategies have the potential for profit or loss, and different investments and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by SFG, will be profitable or equal any historical performance level. Any index performance data directly or indirectly referenced in this blog post is based on data from the respective copyright holders, trademark holders, or publication/distribution right owners of each index. The indexes do not reflect the deduction of transaction fees, custodial charges, or management fees, which would decrease historical performance results. Indexes are unmanaged, and investors cannot invest directly in an index. Additional information about SFG, including its Form ADV Part 2A describing its services, fees, and applicable conflicts of interest and Form CRS is available upon request and at https://adviserinfo.sec.gov/firm/summary/108724.

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