This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Chris Carsley for a discussion on due diligence with bridge debt investing. Chris has a background in managing high-net-worth money in discretionary accounts. In 2019, he joined Kirkland Income Fund, a bridge financing fund that originates loans to microbalance commercial real estate.
During this episode, Chris discusses due diligence with bridge debt investing. He emphasizes the importance of understanding the nuances of a fund and its geographic diversification. Chris covers the concept of failure of execution in investments, which is a common issue. Additionally, he explains the importance of legal due diligence, references, and background checks when investing in a fund.
Learn more about due diligence with bridge debt investing.
Do you want to be a guest on the Alternative Investing Advantage? Contact us.
About Our Guest Chris Carsley
Chris Carsley brings over 25 years of investment industry expertise, specializing in portfolio management, risk management, valuation, regulatory compliance practices, corporate and venture finance, business operations efficiency, securities research, and hedging. Chris is currently the Managing Partner and Chief Investment Officer for Kirkland Capital Group. He is responsible for portfolio management, risk assessment, and fund operations for the Kirkland Income Fund, a micro-balance commercial real estate bridge financing fund.
About Our Host
Alex Perny, CISP
Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.
For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.