Case Studies
Beginning in 2017, we’ve been fortuante to deploy more than $25M of personal and investor capital into over $1B of alternative assets. These selected investments have facilitated exclusive access to over 3,500 commercial units, spanning across 14 different states, in partnership with about a dozen of the country’s top operators—each with niche expertise in their own asset classes. While past performance is certainly never indicative of future results, the following case studies provide a sampling of our diversified allocation intended to be representative of previous opportunities:
FAQs About Alternative Investments
Alternative investments include a range of assets outside traditional stock, bond, and cash categories, such as real estate, private equity, commodities, and hedge funds, among others.
Unlike traditional investments, alternative investments often have lower correlation with standard market indices, which can provide diversification benefits and potentially reduce overall portfolio risk.
It’s important to consider your risk tolerance, investment horizon, liquidity needs, and how the investment fits within your broader financial strategy.
Risk levels can vary widely within alternative investments. Some may carry higher risk due to factors like limited liquidity or complex valuation methods, but they can also offer higher return potential and diversification benefits.
Potential returns should be evaluated based on historical performance data, the investment’s structure, market trends, and by consulting with investment professionals who can provide insights specific to each opportunity.
Due diligence is critical in alternative investments to thoroughly assess potential risks, the credibility of fund managers, investment structure, and to ensure alignment with your investment goals.
Yes, certain alternative investments may offer tax benefits, such as deferment of capital gains or deductions. However, tax implications vary, and it’s advisable to consult with a tax professional.
Alternative investments often have longer time horizons, ranging from a few years to over a decade, which is an important consideration for your liquidity needs and investment planning.
Liquidity can vary; some alternative investments like hedge funds may allow periodic withdrawals, while others, like private equity, typically require longer commitment periods.
Starting with alternative investments generally involves researching to identify the types of assets that align with your strategy, speaking with financial advisors, and possibly partnering with firms that specialize in these investments.
