It's very simple. As a PPMT client, we customize deal selection to your specific portfolio needs. We conduct due diligence on all transactions for our own portfolio. This serves as an efficient starting point for your own process. If you're an SFO with zero to two analysts, it's difficult to comprehensively cover a sector. Coverage is essential ensure that your investment selections are from the top quintile of transactions available. Efficient sourcing is the foundation of performance.
As a PPMT family office client you benefit from our data driven origination platform. Our whole company and whole loan transactions are structured in tax efficient SPVs. Our clients can participate as LPs, and in certain circumstances as GP.
As a multi-family office, we service a broad range of client investment focus. That allows us to address a broad range of sectors and investment types.