Raziskave in izobraževanje o lastniškem množičnem financiranju

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Emmanuel Perrotin runs a fancy art gallery in Paris.

Expensive art isn’t exactly a mass-market product. So to increase his revenues, he also sells things like prints and books.

Still, I was surprised to learn that someone had offered to buy his business. And it’s not just anyone. It’s a big private equity (PE) investor.

PE investors generally do buyouts of companies in huge industries — housing, for example, or hospital networks. They take control of a business, restructure it, and then try to resell it for a profit.

Why would a PE investor buy an art gallery?

Danes bom razložil, kaj se tukaj dogaja ...

Tell you why it could lead to a 2x or even 10x profit opportunity…

And then show you how to get in on the action.

Perrotin’s Business

Emmanuel Perrotin is a 55-year-old French entrepreneur.

He founded his namesake gallery in Paris in 1990, and he now has outposts in ten cities across the world, including Hong Kong, New York, Tokyo, and Dubai.

His business represents major contemporary artists such as Sophia Calle, Takashi Murakami, and Maurizio Cattelan.

Here’s Perrotin underneath one of the artworks he represented:

His business currently brings in about $150 million in sales per year, and it’s profitable, with no debt.

But now it might be poised to get much bigger…

A Private Equity Player Sees a 10-Bagger

You see, Perrotin is in the process of selling a 60% stake in his gallery to Colony Investment Management (Colony IM), a French private equity business that manages more than $3 billion in assets.

But why would a huge PE investor buy an Umetnostna galerija?

The answer is actually simple. It’s the same reason a PE investor would get involved in any industry: big potential profits.

As noted on artnet.com, it’s likely Colony invested because it believes “Perrotin can at least double in annual sales revenue, if not go 10X.”

But it’s not just that Colony believes it can make Perrotin’s business better, or bigger, or more profitable.

It also believes the art market is in a huge cyclical upswing that will last for years. In fact, as an executive from Colony has explained, “We are convinced that contemporary art represents a highly promising asset class za prihodnost."

The thing is, Colony isn’t the only major investor that believes this…

Največja skladišča bogastva

Na nestanovitnih in strašljivih trgih, kot jih doživljamo danes, so premožni vedno našli načine, kako zaščititi in povečati svoje bogastvo.

Na primer, vlagajo v luksuzna stanovanja v New Yorku ali Londonu ali v zlate palice.

Pred kratkim pa se obračajo k nečemu novemu: umetnosti.

The CEO of BlackRock, the world’s largest asset manager, is a big believer in art as an asset class.

In fact, he calls art “one of the greatest stores of international wealth.”

BlackRock ima približno 10 bilijonov dolarjev sredstev v upravljanju, zato se mu zagotovo izplača poslušati, ko njegov izvršni direktor poda zahtevek.

Trije razlogi, zakaj premožni vlagajo v umetnost

Obstaja veliko razlogov, da je umetnost lahko tako močna naložba.

Za začetek zagotavlja diverzifikacijo. Tudi če bo borza še naprej padala, kot se je nedavno, lahko umetnost še naprej raste.

Poleg tega umetnost nudi zaščito pred inflacijo. V inflacijskih časih, kakršni smo danes, je to dragocen trik.

Najpomembneje od vsega pa je to, da lahko umetnost zagotovi tržno premagljive donose.

Na primer, od leta 1995 je en indeks priljubljene umetnosti skoraj trikrat presegel široko zastavljen indeks S&P 500.

Morda te ugodnosti pomagajo razložiti, zakaj glede na poročilo Knight Frank Global Wealth Report 37 % posameznikov, vrednih najmanj 30 milijonov dolarjev, zbira ali poseduje likovno umetnost.

But now, art isn’t just for the super-wealthy anymore, or for billion-dollar private equity investors like Colony or BlackRock…

Predstavljamo: mojstrovina

Masterworks je spletna platforma za vlaganje v umetnost.

Njegov cilj je omogočiti vlaganje v modra umetniška dela vsem.

To počne z delnimi naložbami. Na primer, tudi če se umetnina prodaja za milijone dolarjev, lahko kupite majhen del tega.

V mnogih primerih so minimalne vrednosti le 100 USD, včasih pa le 20 USD.

Poleg tega lahko svoje delne delnice prodate drugim vlagateljem prek sekundarnega trga Masterworks. Zagotovo ni nobenih zagotovil, da bo kdo kupil vaše delnice. Ker pa priljubljenost platforme narašča, je verjetno, da bo likvidnost rasla.

Kot pravijo, pretekla uspešnost ni jamstvo za prihodnje rezultate. Kljub temu ima Masterworks zgodovino zmagovalnih rezultatov. Na primer:

Slika, ki jo je ponudil George Condo, je zaslužila letni neto donos v višini 21.5 %.
Slika, ki jo je ponudila Cecily Brown, je zaslužila 27.4-odstotni letni čisti donos.
In slika, ki jo je ponudil Banksy, je zaslužila 32-odstotni letni čisti donos.

It’s recently offered pieces by Basquiat:

Yayoi Kusama:

In Keith Haring:

Začnite danes

Kot smo že omenili, z Masterworks ne potrebujete milijonov dolarjev, da začnete. Pogosto lahko investirate že z 20 USD.

But keep in mind, all the typical caveats about investing apply here:

Na primer, ne vlagajte več, kot si lahko privoščite, da izgubite; vlagajte v tisto, kar poznate; in ne pozabite potopiti prsta v vodo, preden se potopite.

Furthermore, despite Masterworks’ secondary market, its art may not be entirely liquid. That means these investments can’t necessarily be converted into cash at the snap of your fingers.

Zato tukaj ne vlagajte denarja za najemnino ali nakup živil.

But if you’re looking to invest like the rich — and like big Private Equity investors like Colony and BlackRock— Masterworks can be a great place to start.

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Veselo investiranje

Prosimo, upoštevajte: Crowdability ni povezan z nobenim startupom ali naložbeno platformo, o kateri pišemo. Smo neodvisni ponudnik izobraževanja in raziskav o startupih in alternativnih naložbah.

S spoštovanjem,