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Access Our Exclusive Investment Insights.
Using Self-Directed IRAs (SDIRA) to Tap into Alternative Investments
When most people think of retirement accounts like IRAs or 401(k)s, they imagine stocks, bonds, and mutual funds. However, the world of investing is far more diverse. For many individuals, self-directed IRAs (SDIRAs) offer a powerful way to tap into alternative investments like private debt, allowing for more diversified portfolios and potentially greater returns. This article will guide you through what a self-directed IRA is, why it’s particularly appealing to investors, and how you can take full advantage of the opportunities it presents.
Unlocking the Power of a Self-Directed 401(k)
As an investor, you’re likely always on the lookout for innovative ways to grow and protect your wealth. However, there’s one powerful tool that remains relatively underutilized—the self-directed 401(k). In a recent interview with Matthew Brauer from eQRP, we explored the many advantages of utilizing this retirement vehicle for those looking to take greater control of their retirement funds.
Understanding the Advantages of the Kirkland Income Fund Sub-REIT
At Kirkland Capital Group, our foundational ethos is centered around being investor focused. This principle guided us in constructing our fund to prioritize our investors' best interests, ensuring that our fees, expenses, compliance, and operations are all in alignment with their needs. Consequently, we have adopted a Sub-REIT structure as part of our strategy to maximize returns and provide tax benefits to our qualified investors.
Why Savvy Investors Should Consider Private Debt in Real Estate
In an investment landscape that often feels like a tug-of-war between risk and reward, private debt in real estate offers a unique opportunity for investors to achieve stability and high returns. For those looking to diversify beyond traditional equities and bonds, private debt in real estate provides an intriguing opportunity. This was the focus of Chris and Brock's discussion as they guested on the eQRP podcast, hosted by Matthew Brauer, a platform that offers a self-directed retirement plan allowing individuals to invest in a wide range of assets.
Unlocking Opportunities: The Kirkland Capital Group's Strategy for Niche Commercial Real Estate Loans
Join our founders, Chris Carlsey and Brock Freeman, as they discuss KCG's investment strategies, risk management techniques, and the importance of transparency with investors. This is perfect for anyone interested in real estate and private debt funds.
The Essentials of Due Diligence Verification
In the world of alternative investments, ensuring the accuracy of information isn't merely a suggestion; it's an imperative. Considering you're entrusting someone with your hard earned funds, it's crucial to adopt a "trust but verify" approach to your verification process, a topic I frequently discuss in my webinars.
Infinity Investment Strategies Member of the Month Featuring Kirkland Capital Group
At Kirkland Capital Group, we are proud to share that our very own Chris Carsley was recently featured on the Infinity Investment Strategies podcast, hosted by Erica Neal. With a distinguished career in hedge funds, portfolio management, and alternative investments, Chris shared his unique insights and expertise on various topics, including the evolving landscape of private debt and fixed income investments.
He also talks in depth about our fund, the Kirkland Income Fund. This is a great video to watch for current and potential investors in the fund as Erica asks insightful questions that maybe on the mind of many investors.
The Value of Skilled Management in Private Investments
The number of family offices has tripled between 2019 and 2023, now overseeing a total of $10 trillion worldwide, underscoring a notable consolidation of wealth within this sector.
In recent years, there has been a noticeable trend among Family Offices towards favoring direct investments over conventional investment funds with 80% of them now engaged with Direct Investments. This change is primarily driven by a desire to avoid the fees associated with fund investments, such as management and incentive fees.
From Pre-Med to Private Debt: An Investor Interview with Nabil Istafanous
Do you want to hear from a successful investor who has a diversified portfolio of non-correlated assets? Do you want to get some valuable advice from a seasoned entrepreneur who has a unique and unconventional career path? Do you want to learn more about alternative lending and private debt? If you answered yes to any of these questions, then you will love our latest investor interview with Nabil Istafanous.
What Sets Kirkland Capital Group Apart?
Kirkland Capital Group (KCG) is an investment fund manager combining 75+ years of investment management, real estate, and technology experience to Build and Fortify Your Wealth. Our principal preservation focused income fund generates passive high-yield income, delivering over 11% compounded net return for 2022 and 2023. Investors feel happy they capture strong returns, and are doing good, as the Fund’s micro-balance real estate loans are used to rehabilitate middle-income affordable housing and neighborhoods, making a positive social and environmental impact.
But how does KCG distinguish itself from the other income funds in the market?
Equity-like Returns with Debt-Level Risk: Dream or Reality?
Equities, or stocks, have always held a strong appeal for investors and have been a fundamental component of numerous investment portfolios for valid reasons. Historically, the S&P 500 (including dividends) have yielded an impressive average return of 12.8% from 1950 to 2023. Nevertheless, this trajectory has been anything but steady, characterized by significant events such as Black Monday (which saw the Dow plummet by -22%), the Internet Bubble Crash (resulting in a -78% loss for NASDAQ), and the Great Financial Crisis (where the S&P 500 experienced a decline exceeding -20%).
For those who prefer a more conservative investment strategy, bonds present an opportunity for stability, capital preservation, and offering a consistent flow of interest payments. From 1950-2023, the 10-year treasury bond has maintained an average yield of 5.4%, providing a “calmer” investment option compared to stocks, albeit with returns around 40% lower and without the highs and lows associated with the stock market. However this doesn’t mean there hasn’t been any fluctuations in its returns.
Rise of Private Private Credit
Traditional fixed income has faced challenges over the past few years, while equities or stocks have thrived in contrast. This shift has paved the way for the rise in popularity of alternative investments such as private credit, as investors seek to strengthen the fixed income segment of their portfolios.
The Allure and Illusion of Averages: Understanding the Pitfalls of Averaging in Investment Performance
The thrill of investing has always been centered around the performance of investments for many investors. Witnessing the growth of one’s portfolio over time brings a sense of fulfillment. Observing the numbers climb, witnessing the increase in returns, and recognizing that one’s hard-earned money is actively generating more can be truly satisfying. However, grasping investment performance thoroughly is crucial. One common mistake that investors often make is solely focusing on the average return of investments. Let's delve deeper into the concept of average return in investments, its implications, the associated challenges, and the alternative approaches that investors can consider.
Kirkland Capital Group's First CAASA Event
We are pleased to share that we recently participated in our inaugural Canadian Association of Alternative Strategies & Assets (CAASA) event, the Family Office Summit, held on April 9-10 at the Toronto Region Board of Trade in Toronto, Canada. This gathering provided us with valuable insights into the Canadian family office landscape and enabled us to connect with industry experts not just from Canada but also from the United States and beyond.
Build Your Own Investment Team with These 6 Networking Tips
In many of my webinars I talk about how investors without large teams and resources still complete effective due diligence and source investment opportunities. One of the aspects I talk about is creating a network around you to help develop resources for yourself. You still need to identify what you are looking to add to your investment portfolio, determine your “non-negotiables” terms, and read the documents but insights from others with varied backgrounds and investment experience can help you catch more issues and benefit from people’s extended network.
Deep Dive Into Asset-Backed Funds
What are asset-backed funds? Our Chief Investment Officer, Chris Carsley, was part of a panel that did a deep dive into asset-backed funds. He was with Michael Flight, co-founder of Liberty Real Estate Fund, and hosted by Patrick Grimes of Passive Investment Mastery. They discussed the ins and outs of investing in asset-backed funds. They also discussed funds dealing with private debt, private equity, and even funds in the exciting world of blockchain in real estate.
Rocket Dollar Performance Assessment Like A Pro
Most individuals tend to evaluate the quality of investments based solely on their performance numbers. However, performance returns are merely the starting point that should prompt further inquiries. In a recent discussion on Rocket Dollar, Chris Carsley, our Chief Investment Officer at Kirkland Capital Group, shared insights on how professionals assess investment performance. This will empower investors to pose relevant queries in order to make well-informed investment choices.
Property Updates
Properties from the Kirkland Income Fund Portfolio, periodically updated.
Diving Deeper - Due Diligence in the World of Alternative Investments
Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands.
Join Chris Carsley, our Chief Investment Officer at Kirkland Capital Group, on another episode of the Purpose-Driven Wealth podcast, with Mo Bina. In this second episode of a two-part series on the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris in a continuation of their discussion on due diligence in alternative investments. Diving deeper, they discuss specific areas to focus on, inefficiencies, repeatability, and risk management, to name a few.
Navigating the World of Start-Ups: Investor Interview with Evan Shubin
We're thrilled to bring you another Investor Interview, featuring Evan Shubin, a seasoned investor in equities, real estate and start-ups.
In a candid conversation with our very own Chris Carsley, Evan shares his journey from graduating from Brown University to making a mark in the trade show industry. Evan also provides an in-depth look into the world of start-ups, discussing the challenges he faced, the lessons he learned, and the successes he achieved.