Lincoln Peak Capital

Congratulations to our partners Redwheel and the investment team of Ecofin!

Congratulations to our partners Redwheel and the investment team of Ecofin!

Earlier this week we were delighted to welcome shareholders to our annual Investment Trust Seminar. Sebastian Lyon, Manager of Personal Assets Trust and James Harries, Manager of STS Global Income & Growth Trust together updated shareholders on process, performance and asset allocation whilst also sharing their investment outlook during a period of uncertainty in global markets. Please click below to watch the recording. https://lnkd.in/gPuRgU4A

Meadow Partners is pleased to announce the close of $530 million in new capital for our flagship strategy from a diverse base of new investors and longtime partners. The successful fundraising builds on Meadow’s proven ability to source and execute investments in opportunistic residential, industrial, and retail real estate as well as preferred equity and distressed debt in New York City and London.   Jeffrey Kaplan, Founder and Managing Partner, said, “We are grateful for the positive response we received for our flagship strategy from a sophisticated group of new and existing investors. Their continued confidence reflects Meadow’s differentiated investment approach and experienced team with deep-rooted relationships.”   Read more about the announcement here: https://lnkd.in/dTAUVb49   #RealEstate #Investing #CommercialRealEstate #ResidentialRealEstate

Josh Silva and "Macro & Volatility" podcast sparring partner Michael Purves of Tallbacken Capital were featured on Bloomberg’s "Odd Lots." It was a deep dive into the dispersion trade - its origins, vulnerabilities, and current state. Thank you, Tracy Alloway and Joe Weisenthal. You have a unique ability to make difficult topics easy to deliver.

Congratulations to our partners at The London Company for being named as one of Richmond Times-Dispatch's Top Workplaces for the fifth year in a row!

Meadow Partners is pleased to announce the recent closing of five preferred equity transactions in Manhattan and Brooklyn. The transactions reflect continued activity for Meadow Partners across high quality multifamily, office and retail properties in New York City. Meadow Partners’ Managing Partner Jeff Kaplan shares his views on what makes preferred equity transactions attractive to Meadow Partners in the current market and the firm’s experienced approach to finding flexible and constructive financing solutions. Read more below. #RealEstate #Investing #PreferredEquity #Lending 

We are pleased to share a short video from Gabrielle Boyle, Head of Research & Co-manager of the Trojan Global Equity Fund. In this video Gabrielle explains how the strategy seeks to invest for the long-term in companies which are resilient through market cycles and which are adapting and growing as the world changes.

What’s different about the Chinese property market from 3 months ago? Learn Colin Liang’s and John M. Malloy Jr.’s takeaways from their recent research trip to China, plus the signals they see that could point to a turnaround in the Chinese property market. Watch the full video here: https://lnkd.in/eFvnh2f9 #property #emergingmarkets #china #investing #ontheroad For professional investors. No investment strategy or risk management technique can guarantee returns or eliminate risks in any market environment. Forecasts and estimates are based upon subjective assumptions about circumstances and events that may not yet have taken place and may never do so.

Gabrielle Boyle, Head of Research and responsible for Troy’s Global Equity Strategy, recently spoke to Emma Wallis of Trustnet. Together they discussed Gabrielle’s approach to investing in hot, noisy markets and the importance of knowing your limits and investing through discomfort.   https://lnkd.in/e3i9muQM