This Month's Topic (Nov. 15):
# Why Debt Funds Get Overlooked by Equity Investors
# How debt funds actually work, when they shine, and a simple framework to evaluate any fund (People • Process • Position)—plus where a conservative debt sleeve fits in a storm-ready portfolio.
Who will benefit: Investors who want predictable income, lower volatility, and smarter use of idle cash.
# Why Debt Funds Get Overlooked by Equity Investors
Upside bias & FOMO: Equity headlines promise “doubles.” Debt is steady coupons—less flashy, so it gets ignored.
Many investors are driven by equity FOMO—the fear of missing out on big upside—while overlooking the steady, risk-managed income debt funds can provide.
J-curve habit: Many are used to long equity timelines and underestimate monthly cash flow now.
Marketing volume: Equity syndications are loud; private credit is quieter and more technical.
Return optics: Equity touts IRR and big exits; debt’s single-digit/low-teens yield looks plain—even if risk-adjusted it’s attractive.
Tax optics: Equity often produces capital gains; debt pays ordinary income, which some investors avoid without considering net outcomes.
Misconceptions: “Debt is always safe/always illiquid.” In reality, safety & access depend on structure, lien position, LTV, and duration.
Diligence burden: Credit underwriting feels “boring” and detailed, so many skip it.
* Access: Quality debt funds are mostly private, with minimums and documents—harder than clicking “buy” on stocks.
Agenda (subject to change):
1:30pm - Arrival and network
2:00pm - Presentation - Why Debt Funds Get Overlooked by Equity Investors
2:30pm - Q&A and network
3:30pm - The end
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Kudos to the SuperLadies!
This is a Monthly event. We meet in person to share resources & information and to discuss and solve problems we have in commercial real estate investments.
Since we are a very small group of dedicated and passionate female real estate investors, we are committed to being honest and open to each other, and what we discuss stays inside the group only.
Any ladies who have an interest in commercial real estate investment (passively or actively) and would like to share their experience and resources are welcome to join us.
We will meet in different fancy places and even combine with other fun educational and networking events to make the SuperLadies better, happier, and wealthier every day and every week!
Agenda (subject to change):
1:30pm - 3:30pm Lunch and network
Self-Introductions Your background and current job; Your interest in investing; What you can provide value to and what you are looking for, etc.
Share your investing experience - good or bad; passive or active investing; Bring your deals - we can review and analyze them together.
Address:
Capital One Coffee in the Domain
11801 Domain Boulevard, Suite 160, Austin, TX 78758
Looking forward to seeing you soon!
Event Venue & Nearby Stays
Capital One Cafe in the Domain, 11801 Domain Boulevard, Suite 160, Austin, TX 78758, us
