Real estate
Do I pay more in fees in a fund of funds than going direct?
Not if the vehicle is built right.
Private creditCash flowCompounding wealth
Insights
Straight answers to the questions investors actually ask before they wire.
For educational purposes only. Nothing on this page is investment, legal or tax advice, and nothing here is an offer to buy or sell any security. Ocean Ridge Capital Partners, LLC is not a registered investment adviser, broker-dealer, law firm or accounting firm.
Real estate
How does Ocean Ridge get paid?
On our most recent equity vehicle, three ways.
Private creditCash flowCompounding wealth
Real estate
What are declination triggers? The seven pass/fail gates for real estate equity deals.
Declination triggers are seven pass/fail tests we run on every real estate equity deal before we spend a day on diligence.
Compounding wealth
Real estate
Is my money liquid? What if I need it back early?
Not in a private real estate deal, which usually runs three to ten years.
Private creditCash flowCompounding wealth
Real estate
Can depreciation from a new real estate investment offset a large capital gain from selling my business or land?
It can, depending on the kind of gain.
Tax efficiency
Private credit
How does Ocean Ridge evaluate a private credit fund?
We set the headline yield aside, because they all quote about the same number.
Cash flow
Private credit
How much leverage is too much in a private credit fund?
Our line is under one times, meaning the fund borrows less than a dollar for every dollar of investor money.
Cash flow
Private credit
Is private credit liquid? Lockups, redemption gates, and what a secondary looks like.
Usually more liquid than real estate.
Cash flow
Real estate
How does Ocean Ridge screen a niche nobody else is in?
We ask why nobody else is there.
AlternativesCompounding wealth
Oil and gas
Can oil and gas investments offset your W-2 or business income?
Yes, in a specific way.
Tax efficiency