Pascal Wagner on Cash Flow, Debt Funds, Portfolio Risk, and Building Deal Conviction
Topics discussed
Introduction and guest background
Pascal's journey from VC to passive real estate
Risk management and the 'do not lose money' rule
Cash flow needs vs. capital appreciation strategies
Portfolio breakdown and asset allocation
Managing investor anxiety and conviction building
Current market opportunities and debt fund laddering
Exploring alternative assets like litigation finance
Building conviction through deal volume and research
Closing remarks and resources
Listen ad-free on Castria