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Access Our Exclusive Investment Insights.
Deducting Your Real Estate Start-Up Costs
Treatment of start-up costs per U.S. GAAP and the Internal Revenue Service (IRS)
Why Diversify?
With AUM in alternatives expected to grow from 18% to 24% by 2025, it is the perfect time to understand what diversification is, and how this information can help you think about building a portfolio. How can alternatives potentially play a part in a diversified portfolio?
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.
What Are Alternative Investments
Hosted by OpenAlt, Chris Carsley - CFA, CAIA, Chief Investment Officer & Managing Partner at Kirkland Capital Group discusses What are Alternative Investments. Great insights into alternatives were discussed and covered.
Alternative Investments for Investment Advisors
Hosted by CAIA Seattle, Adam Ponder, Co-Founder and CEO of Alta Trust discusses the alternative investments for investment advisors with Chris Carsley - CFA, CAIA, Chief Investment Officer & Managing Partner at Kirkland Capital Group.
Evaluating Real Estate Debt Structures
Kirkland Capital Group COO – Brock Freeman and CIO – Chris Carsley join Leftfield Investors to discuss Evaluating Real Estate Debt Structures. This topic is more important than ever now that interest rates are rising, and many operators continue to use adjustable-rate bridge debt.
Active vs. Passive Real Estate Investing Opportunities
Alternative Investment Expert Chris Carsley and Brock Freeman talk about Active vs. Passive Real Estate Investing Opportunities with Jeff Mount on Dynamic Mapping.
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.
CAIA Seattle & FDP Institute present: Cryptocurrencies & Digital Assets - Market Structure, Risks, and Opportunities with Dr. Keith Black
Digital asset and cryptocurrency markets and the innovative solution to build a global, decentralized, and secure network that facilitates payments and other transactions.
CAIA Seattle Webinar - Is Opportunity Zone Fund Investing Still Compelling?
Subchapter Z of the tax code, possibly the most compelling tax legislation in decades, coupled with a growing sea of unrealized capital gains and the potential for higher future capital gains tax rates, offers investors a significant opportunity from a planning perspective.
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.
Alternative Investments For The Middle-Class Millionaire
Alternative Investment Expert Chris Carsley talks about Alternative Investment for the middle-class millionaire with Jeff Mount on Dynamic Mapping.
Taking a Vision and Making It Reality with Chris Carsley and Brock Freeman
Kirkland Capital Group objective is to provide a high yield principal preservation focused fixed income return to help build and fortify wealth for our investors across USA. Watch the managing partners: Brock and Chris as they share their vision and how they made it a reality.
Dive into Private Investment Due Diligence with a Guided Tour of the PPM
Identify key aspects of a and define what fits your investment goals so you can pull that information quickly from the document and determine if you need to read further. Get to the “No” quickly so you can move to a better opportunity.
Watch Chris Carsley walk you through the private placement memorandum and the due diligence it requires to invest with confidence.
Alternative Investments: Due Diligence Red Flags
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.
4 Factors to Help You Avoid a Disappointing Private Alternative Investment
Private alternative investments are a powerful way to build your wealth. However, like other powerful tools there is risk if the user manual is not read, and the proper precautions are not taken before using. Understanding how to look at the selection of tools available, assess, and select the right one for your need is critical. Good ones build and protect your wealth more efficiently; the wrong one can do much harm to your wealth (and even your health).
In this webinar hosted by Verivest, alternative fund expert Chris Carsley and his partner at Kirkland Capital Group, Brock Freeman, walk through four important areas to equip you in assessing a private alternative investment fund. The documents (the fund’s “user manual”), fees (what will you be charged), fund operation risk (can hackers steal your money), and transparency (or do you know what your fund manager is really doing with your money).
Dr. Adam Gower’s DEAL TIME! Interview
Watch or listen as Dr. Adam Gower interviews Chris Carsley & Brock Freeman about Kirkland Capital Group's Bridge Finance Debt Fund investment opportunity.
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.