Real Estate & Private Equity Investments

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 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

Investing with excellent management groups that buy interests in privately held companies (as opposed to publicly traded stocks), can help reduce the 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 rate and can increase in a rising rate environment.

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