Understanding Preferred Stock: A Smart Tool for Income and Diversification
Preferred stock offers investors a unique blend of equity and fixed-income features, including priority on dividends and asset claims over common shareholders. Often used by REITs and business development companies to raise capital, preferreds can provide steady income and portfolio diversification. Whether traded or nontraded, preferred stock remains a valuable option for those seeking consistent […]
Six Questions Investors Aren’t Asking About Alternative Investments, But Should Be
Alternative investments are no longer a niche strategy; they’ve become a key piece of many diversified portfolios. Despite growing interest in “alts,” many investors overlook the critical questions that can make the difference between a good investment and a great one. By asking six important questions regarding liquidity, transparency, complexity, fees, operational and regulatory risks, […]
The Hidden Risk in Alternative Investments: Concentration, Not Complexity
Alternative investments have become an increasingly important component of diversified portfolios, offering strategies that go beyond traditional stocks and bonds. Yet, as interest in “alts” grows, many investors focus on the wrong perceived risk: complexity. While alternative strategies often appear complex at first glance, complexity itself is not inherently dangerous. In fact, sophisticated structures can […]
A Complete Guide to DSTs and 1031 Exchanges
DSTS/1031 Exchanges A Complete Guide to DSTs and 1031 Exchanges What is a 1031 Exchange? What is a Delaware Statutory Trust? Objectives of 1031 DST Exchanges The Process The Benefits and Risks Contact Download Complete Guide What is a 1031 Exchange? A 1031 exchange is an IRS-recognized tax deferral strategy that allows an investor to […]
