Invest With Confidence Ebook 1 23 25 pdf
PDF · 28 Jan 2025
A concise investor guide by Tom Dunkel (Eagle Capital Investments) introducing the S.A.F.E. Checklist for evaluating alternative investments (Sponsor, Asset, Financials, Exit). The booklet explains why investors may seek alternatives (security, income, growth), provides due-diligence question checklists, a personal cautionary anecdote about a $50,000 loss, and a self-storage case study demonstrating the checklist in practice.
Questions this document answers
Tom Dunkel, Managing Principal of Eagle Capital Investments.
January 28, 2025.
Purchased for $3,000,000 in January 2021.
Sold for $4,795,000 in July 2022 (18 months after acquisition).
Investors realized a 62% return on investment.