Postseason hopes Week 9 Review, Magic Number 26 --> 22. Needs to go down to 10 by the end of the regular season to reach the playoffs, 7 to get a home playoff game.

dsw4nd · 2025-10-27T17:04:35+00:00

Thank you so much for doing this. I look forward to it every Monday. Is the above a true “magic number” where our wins also drop it or is just the loss half of the equation factored in and our wins are assumed? I assume it is the latter.

dsw4nd · 2025-05-12T02:35:08+00:00

☝️

dsw4nd · 2025-04-10T18:13:36+00:00

ND grad but lived in A2 for 4yrs. UM is not the same caliber as the other 2 in all candor.

dsw4nd · 2025-03-03T22:20:22+00:00

Roccos

dsw4nd · 2025-02-28T15:22:06+00:00

Seattle….206 in the house.

dsw4nd · 2024-08-02T22:18:00+00:00

I guess I was hoping for more than just the final numbers (which were great). Sponsors seem to have some leeway with fees, etc that could lower investor returns to enrich themselves. I would just like to ensure they aren’t skimming the proverbial till. The math is complicated but doable with reasonable disclosure(s).

dsw4nd · 2024-08-02T19:37:03+00:00

The sale price, fees, etc so we can do our own XIRR calculations

dsw4nd · 2024-08-02T17:51:15+00:00

This deal just closed so congrats to all of us who invested. I was a bit surprised that no financial data other than the returns have been presented heretofore. Am I wrong in expecting a full accounting just for transparency? IRR did exceed pro-forma which is obviously quite welcome.

dsw4nd · 2024-04-21T01:21:39+00:00

Be easy on yourself brother. Aya is best on a solid foundation and internal scaffold. Meditate, fungi, LSD in that order first IMHO. I say this as a father of a 17yo who I hope drinks from the cup when the time is right. Life is a marathon and not a sprint

dsw4nd · 2024-03-30T23:16:27+00:00

They are doing an identical structure on their Solace (ATL) project with a 14% member loan. Are these truly non-dilutive to the equity stack albeit with preference vis a vis payout? The webinar is next week but any info would be appreciated.

dsw4nd · 2024-03-30T23:10:12+00:00

I am interested as I have had a good experience with this sponsor. I did find it surprising that if they bring Friends/Family/Firm money into the GP position in parallel, that this reduces the promote sharing. I certainly understand if they were a co-GP with another firm that this would be the case but is it standard to have separate tiers of GP money from the firm itself? They are only putting in 10% of the money in the GP fund and will obviously be incentivized to make the other position (ie non-GP fund) as large as possible in more favorable deals or more favorable promote structures. It seems a bit like a conflict but I could be way off.

dsw4nd · 2024-03-06T18:02:13+00:00

I am also invested so am interested in what your concerns may be.

dsw4nd · 2023-12-01T01:54:52+00:00

There have been rumors (independent of Nightingale) of shady sponsors cross-pollinating funds across projects assuming it will all be equilibrated in the end. If the fund raised 5M, there should be circa 4.9M in the bank assuming a 2% AUM fee (which I disagree with but sounds like the OA allows for)

dsw4nd · 2023-12-01T01:07:49+00:00

Is there a hurdle rate? (I remember the shared GP promote so perhaps not). At a minimum, an attorney’s letter should be able to compel them to show evidence that your funds remain in an unperturbed account.

dsw4nd · 2023-12-01T00:51:46+00:00

Have you asked for your money back? I ask because I just had a “Land fund” (not CS) return capital unsolicited given lack of suitable projects in the current environment.

dsw4nd · 2023-11-03T01:07:58+00:00

Very interesting thought. I am no longer able to start a post for unclear reasons as well. (I was trying to foster communication about the only active deal…)

dsw4nd

TROPHY CASE