Real Estate & Private Equity Investment Strategies
Diversify Your Investment Strategy
Our clients have benefited through the years by investing in real estate, private equity, and credit funds. Investments have varied, but include:
Real Estate
Some of our real estate investment strategies include buying properties and investing money into upgrades, which can increase cash flows and the overall value of the property. We also maintain a roster of real estate properties that could be used to facilitate 1031 exchanges.
Private Equity
Some of our private equity investment strategies involve helping you invest in excellent management groups that buy interests in privately held companies (as opposed to publicly traded stocks). This can help reduce volatility and increase the return potential of an investment portfolio.
Private Credit Funds
Business credit funds that have historically experienced low volatility and can often yield around 8-10%. Many of these investment types are floating rates and can increase in a rising rate environment.
