Before you write that cheque: Due diligence questions sophisticated investors ask

Private investments are increasingly common opportunities for high-income Canadians. From private real estate projects to private companies and alternative investments, opportunities to invest outside public markets appear regularly.

But these deals often involve risks that many investors underestimate or are unclear on how to evaluate.

In this session of Office Hours with George, I talk about some due diligence questions you can use to start evaluating private opportunities before committing capital.

What I cover:

• What due diligence encompasses
• Questions experienced investors ask before investing
• Tax considerations when investing privately
• Common dos and don’ts

This session is NOT intended to be a final framework for evaluating deals but a conversation to get you started on asking important questions.