Sports as an Asset Class
summary
Argues sports are investable assets now: paddle shows 185% year‑on‑year growth (14.5% US growth), running clubs up 60%, reform Pilates brand YTDP tops ClassPass bookings, and investors target studio/venue real estate and brands. Cites loneliness (1 in 6 adults, 1 in 5 teens) and Bain data (100% net luxury growth from experiences) as demand drivers. Uses AI for site‑selection and a shared operating system for fan discovery. Proposes buying leagues, platforms, or women's sport as an asset class (example: Angel City FC).
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chapters (15)
- 0:00Sports as asset class
- 1:03Mega trends driving growth
- 2:08Community and identity
- 3:10Body as luxury status
- 4:13Software for access and inclusion
- 5:16Investment panel intro
- 6:21Ideal sport asset choices
- 7:44US vs Europe investment gap
- 9:56Women's sports growth opportunity
- 16:16Women's sport investment thesis
- 19:29Modern model for women's sports
- 21:13Unique women's sports experience
- 24:24Tech revolutionizing sports
- 28:41AI and human touch in sports
- 29:03Sports predictions by 2032
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