The latest.
Topic
- 1031 Exchange 1
- 401k 1
- Accounting 1
- Active Real Estate Investment 5
- Alpha 2
- Alternative Investements 1
- Alternative Investment 1
- Alternative Investment Fund 2
- Alternative Investments 48
- Altigo 1
- Background Checks 1
- Banking Collapse 1
- Bankruptcy 1
- Bar 1
- Bitcoin 1
- Blue Vault 1
- Bonds 7
- Bridge Loan 3
- CAASA 1
- CAIA 5
- CMBS 1
- Canopy Phoenix 1
- Capital Gains 1
- Commercial Real Estate 22
- Concreit 1
- Correlation 3
- Counterparties 1
- Credit Crunch 1
- Cryptocurrency 1
- Debt Cliff 1
- Debt Structure 1
- Digital Assets 1
- Diversification 2
- Due Diligence 16
- Edge 2
- Education 14
- Equity 3
- Ethereum 1
- Family Office 2
- Fed 1
- Finance 1
- Fixed Income 9
- Foreclosure 1
- Formidium 1
- Fund Management 3
- Funds 2
- IRA 1
- IRA Club 1
- IRS 1
- Inefficiency 2
Access Our Exclusive Investment Insights.
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.
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.
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.
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.
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.
The Unbankable Deal: A Conversation with Malcolm Turner
I recently had the privilege of interviewing Malcolm Turner, the CEO and President of Castle Commercial Capital. He is a pillar in Detroit and has done numerous deals with us at Kirkland Capital Group. He is also an author of the book, Financing the Unbankable Deal: How to Buy Commercial Real Estate with the Bridge Loan Investor Success Strategy. In this fireside chat, we talk about his background, how he started his company, why a lot of investors are looking at Detroit, what are the trends he is seeing in real estate, his strategies when looking at real estate, and a lot more. You wouldn’t want to miss this video!
Due Diligence in the World of Alternative Investments
Due diligence is the most important aspect of making an investment. Though an institutional level investment firm has a massive system for making sure everything checks out, it pays to know how these things are going from the perspective of an expert.
Join Chris in this episode of the Purpose-Driven Wealth podcast with Mo Bina. This is a must-see, must-listen episode for aspiring investors, as well as those who have already established themselves in investing. Learn about the importance of due diligence, and how pros like Chris get it done the right way.
Sense Financial Alternative Due Diligence
Have you ever wondered how to invest in alternative assets like hedge funds, private credit or commercial real estate? If so, you’re not alone. Many investors are looking for ways to diversify their portfolio and generate higher returns outside of traditional investments. But how do you evaluate these opportunities? Chris Carsley, our Chief Investment Officer, joins Sense Financial for another webinar. He talks about how to perform alternative investment due diligence that is applicable to different types of funds or investments.
Altigo Beyond Real Estate - Private Credit
When discussing real estate, most people first think of equity real estate transactions in single family, multi-family or public REITs. However, a significant part of this transaction actually involves credit, either a bank or a non-bank lender. In a webinar called "Beyond Real Estate" by Altigo, they invited Chris Carsley, our Chief Investment Officer, to join a panel discussion about alternatives to equity in real estate.
Identifying Market Inefficiencies and Manager Edge
Chris Carsley, our Chief Investment Officer, joins Rocket Dollar for another webinar. He talks about how to identify market inefficiencies to develop an edge that can consistently generate excess returns and more importantly, is repeatable. To understand the concepts better, he uses KCG as an example to identify the market inefficiencies we are targeting and how we are able to build our edge and ultimately help define our strategy.
How to perform due diligence like a pro?
Chris Carsley, our Chief Investment Officer, joins IRA Club for another webinar. He talks about how to perform due diligence like a pro with insights from industry professionals on their non-negotiables when evaluating an investment opportunity. If you want to level up your investment due diligence, you should not miss this video!