Boulder Investment Group (BIG) comprises 700+ investors interested in furthering their knowledge of multiple asset classes and gaining access to attractive deal flow. 78% of members are QPs, and collective investable assets exceed $10 billion.
Premise
BIG is steeped in the notion that a group of sophisticated investors with compatible financial goals can attract a greater number of choice opportunities than they can individually. Our group only considers offerings that one or more members have already invested in, and earned a solid return.
Pitch Meetings
BIG hosts events via Zoom every six weeks to showcase two specific investment opportunities. Since BIG’s 2009 inception, 200+ offerings have been presented, with over half of our members investing in at least one. Occasionally, members will receive a “One-Off” email communique regarding an attractive investment opportunity that cannot fit into the presentation schedule.
Sponsors
Featured presenters are not only fund managers, general partners, and company founders, but also respected asset-class experts. Because our members value educational sessions as much as deal pitches, past presenters have included an economist, a global market strategist, an estate-planning attorney, a CPA, an independent corporate trustee, and a property and casualty insurance agency, as well as authorities from a myriad of other fields.
Investment Minimums
Because members invest individually, BIG requires that presenting entities set minimums not to exceed $250,000. Most sponsors require minimums of only $50,000-$100,000 to encourage initial investments.
BIG’s Preferred Asset Classes
Our members typically favor cash-flowing, longer-term, illiquid investments. Below are BIG’s target asset classes, along with examples of past sponsors. Click the + buttons to expand each section.
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Monarch (multifamily), Forum (development), AIC Ventures (industrial), Seneca (mobile home communities), Grubb Properties (QOZs), Origin (QOZs), Reliant (self-storage), Clairmont Capital (Co-GP), Banyan (lodging), NexCore (Healthcare), Quannah Partners (value-add), NexMetro (SF rental)
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Regan Capital (RMBS), Ovation Partners (multi-asset, private credit), LotusGroup (life settlement), Millstreet (high yield L-S fund), The DRL Group (muni bonds)
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Ascent EV (energy), Ibex (Israel), Fourthstone (Banking)
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Indicate Capital, Coulton Creek Capital, Thorofare Capital, Forum Capital Advisors
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Techstars, Blackhorn, Matchstick, FirstMile, Range, Mantis, Hawke, Bow River
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CAZ Investments, Revelstoke Capital Partners, Clarion Capital, TPE Boulder, Manhattan West
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Dry Fly Capital, Modern Market, Surefoot