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Get Exclusive Investment Insights.
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.
The Importance of Consistent and Stable Returns in Fixed Income Investments
In the vast landscape of investment options, income funds have carved out a significant niche for themselves. Designed to provide a steady income stream to investors, these funds are often comprised of a variety of income-generating assets such as bonds, dividend-paying stocks, and real estate related investments. They play a crucial role in a well-diversified portfolio, particularly for those investors seeking regular income, or those looking for a more conservative investment strategy.
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].
3 Ways the Rich Get Richer with Private Alternative Investments, and How You Can Too
As a newly qualified accredited investor, you may be asking yourself “what is the next step for my investment portfolio?”
Let’s look at two university classmates, Annie and Tom, who have had similar successful tech industry roles, similar household income, and comparable living costs. It’s now the future and both are turning 50 this year. Annie is, along with her spouse, retiring this year as they have enough income from investments to replace the income from their jobs; they are financially independent. Tom and his spouse, on the other hand, are making standard progress in their retirement investments, but are years away from having enough investment income to retire.
Are Real Estate Debt Funds a Replacement for Bonds?
In this live online interview Chris Carsley and Brock Freeman talk with Brandon Walsh at Rocket Dollar about alternative investments, the death of the sixty forty or at least the lower interest rate bond market's impact on the low-risk part of your investment portfolio, what to look for risk-wise when exploring private investment funds, what we have done to lower operational risk and be transparent with our Kirkland Income Fund, and much more.