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LP Perspectives: First Meetings
It takes more than just a pitchbook, polished presentation and top quartile track record to win the attention of today’s institutional investors.

But what exactly are LPs and their consultants looking for when they meet with a private real estate manager for the first time? In August 2017, Shelter Rock released its second LP Perspectives report asking institutional investors and investment consultants about best practices that could make first-time meetings more effective for LPs, GPs and advisors. Five core principles emerged including:

  • Know your audience
  • Shut up and listen
  • Know your value proposition
  • Respect an LP’s time
  • Honor the LP process

Register here to download the report