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Access Our Exclusive Investment Insights.
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].
Alternative Due Diligence Basics
From the last OpenAlt conversation, we talked about the importance of Diversification with Alternative Investments. But before you invest in any Alternative Investment, it’s wise to do your due diligence to make sure you are making an informed investment decision every time. In this interview, I talk about the basics of Due Diligence and identify the key areas that you need to take a look at before making an investment.
CRE Investing in Changing Market Conditions, Panel Discussion
During Verivest’s Investment Summit last November ‘22, Chris Carsley - CFA, CAIA, Chief Investment Officer (CIO) & Managing Partner at Kirkland Capital Group was one of the panelist for their session on “CRE Investing in Changing Market Conditions”
Alternative Investment Due Diligence
Hosted by Rocket Dollar, Chris Carsley - CFA, CAIA, Chief Investment Officer & Managing Partner at Kirkland Capital Group discusses his Due Diligence playbook on Alternative Investments which you can apply across different asset classes.
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.