LP Perspectives: The Annual Meeting
When it comes to creating enduring partnerships with real estate limited partners, the annual investor meeting can be a critical tool that is sometimes overlooked. Yet, there are few, if any, guides as to what a successful annual investor meeting looks like.
In January 2017, Shelter Rock unveiled its first LP Perspective report interviewing institutional investors about what—if any—practices could make annual meetings more effective and valuable for LPs and GPs alike. Five core principles emerged including:
- Transparency of Information
- LP Networking
- The GP Team
- Market Outlook
- Guest Speakers