Скачать или смотреть First Position Lien + Equity Upside: Dave’s Safer Way to Invest

Dave Kotter has built an investment approach that offers the best of both worlds; secured, predictable income and the chance for upside. In this episode, we break down his hybrid loan strategy of securing a first-position lien to protect capital while negotiating equity participation to capture growth.

You’ll learn how Dave evaluates projects, the role of operator relationships, and how he protects against downside risk without giving up some potential gains. If you’re an accredited investor looking for ways to reduce volatility without sacrificing returns, this is a must listen.

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Connect with Dave Kotter
LinkedIn: linkedin.com/in/dave-kotter/
Email: [email protected]
Websites: hybriddebtfund.com

00:00 Accredited Investor Edge Introduction
00:30 Meet Dave and his hybrid lending approach
02:48 How Dave blends debt and equity in one deal
07:17 Getting first-position liens and upside participation
11:25 Why his fund targets recession-resistant assets
15:42 Balancing investor returns with borrower success
20:15 How hybrid loans reduce risk compared to pure equity
24:28 Selecting operators who fit the hybrid model
28:06 Case study: turning a stalled project into profit
32:14 Key terms investors should look for in hybrid deals
36:20 Structuring cash flow for predictable investor income
39:35 Tax efficiency in hybrid lending structures
42:52 The role of personal guarantees and collateral
46:40 How Dave handles borrower defaults and workouts
50:48 Lessons learned from deals that didn’t go as planned
54:32 Dave’s advice for investors exploring alternatives
58:45 Outro – Where to learn more and get the due diligence guide

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🎙️ About the Channel
Accredited Investor Edge helps doctors, attorneys, business owners, and other high-income professionals understand and evaluate alternative investments, without the hype or complexity.
This channel features candid conversations with fund managers, deal sponsors, and experts who break down real-world investments in plain English.

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Disclaimer:
The content shared on this channel is for educational and informational purposes only. Nothing shared here constitutes financial, legal, or investment advice. All investors should conduct their own due diligence and consult with appropriate professionals before making any investment decisions.