Deep Dives
Asset class guides
In-depth explorations of each alternative asset class — 7 guides covering how they work, their role in your portfolio, and what Canadian investors need to know.
01
Private Equity Real Estate
How private real estate works in Canada: private REITs, limited partnerships, syndications and funds, with their valuation, fees, risks and tax.
17 min
02
Private Real Estate Investment Strategies
How core, core-plus, value-add and opportunistic real estate strategies earn returns and lose money, and how each is structured and held.
16 min
03
Private Credit
How private credit works in Canada: direct lending, mezzanine, MICs and mortgage funds, the risks, four Canadian cases and questions for diligence.
16 min
04
Infrastructure Investing
Infrastructure as an asset class: the asset types, how they earn revenue, the core-to-opportunistic spectrum, the risks and the ways the class is held.
17 min
05
Venture Capital
How venture capital works: company stages, fund structure, the power-law pattern of outcomes, risks, how the class is held in Canada, and tax.
16 min
06
Hedge Funds & Liquid Alternatives
How hedge fund strategies make and lose money, how their fees work, and how exempt hedge funds and alternative mutual funds differ in Canada.
17 min
07
AI and the Future of Private Markets
How AI changes a business's costs, competition and risks, how it enters diligence in each private asset class, and the questions diligence asks about it.
16 min