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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 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.
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.
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.
Property Updates
Properties from the Kirkland Income Fund Portfolio, periodically updated.
How to Invest in Alternatives Like a Pro?
From the last OpenAlt conversation, I talked about the basics of Due Diligence and identify the key areas that you need to take a look at before making an investment. In this webinar, I dive into areas you need to look at for potential red flags so you can invest like how the pros do it.
Real Estate Markets Series: What are Primary, Secondary, and Tertiary Markets
Real estate markets are categorized by the size of the population within a geographic area, as well as the availability of housing, economic activity, and job opportunities. In this series, we will explore what is considered primary, secondary, and tertiary real estate markets, as well as some of the risks and opportunities of each. We will even touch on rural markets.
Why Traditional Investment Diversification May No Longer Be Enough
Private debt has historically been a source of yield that has low correlation to traditional asset classes. Due to the current condition of the market, more investors are asking us about building a resilient personal investment portfolio, and how diversification and correlation figure into that resilience. Let’s see what we can learn from how Institutional Investors are doing in today's market conditions.
The following paragraphs summarize key points related to diversification published on the CAIA Association website in an article on Institutional Investors' Portfolio Design[1].
Deducting Your Real Estate Start-Up Costs
Treatment of start-up costs per U.S. GAAP and the Internal Revenue Service (IRS)
Is the 60/40 Investment Portfolio Dead?
Many experts now believe that the 60/40 portfolio is no longer an investment strategy that generates the best growth profits, but there is an alternative.
The Importance of Valuations for Alternative Investments
Kirkland Capital Group Chief Investment Officer Chris Carsley’s paper, The Importance of Valuations for Alternative Investments, was published in the prestigious CAIA Blog, Portfolio for the Future. This paper provides important and accessible, education to investors on How is the Accuracy of Investment Valuations Important? Fair Value Measurement and Valuation Best Practices.
Can I Still Contribute to My IRA or 401k for Last Year?
Your IRA contributions may be tax-deductible. The deduction may be limited if you or your spouse are covered by a retirement plan at work and your income exceeds certain levels.
Thrive & Canopy Multifamily Equity Investment — Fully Funded
Very excited to announce that the Canopy apartment complex is now a part of our real estate portfolio in Texas. Thrive is the second property in our two-for-one portfolio deal we shared. We are excited to expand our footprint into Phoenix/Tempe while offering a new kind of deal to our investors.
Alternative Investments: Investment Allocations 5 Questions to Ask
Kirkland Capital Group Chief Investment Officer Chris Carsley’s paper, Alternative Investments: Due Diligence Red Flags, was published in the prestigious CAIA Blog, Portfolio for the Future. This paper provides important, and accessible, education to investors on how to identify and vet certain red flags during the pre-investment due diligence process.