Hedging Volatility with Tertiary Markets

Investors looking to diversify their portfolio with non-correlated assets can look to alternative investments, including illiquid real estate. Long-term real estate investments are typically not as affected by short term swings in public markets. When assessing tertiary markets – smaller real estate markets with a population of less than 2 million people – it can be useful to look for markets with core economic driving forces while also having high barriers to new development. These two key factors can be indicators of sustainable demand.

How are Oil and Gas Alternative Investments Formed?

Investing in alternatives has the potential to offer portfolio diversification, tax-advantages, improvement of risk and return profile, or potentially sustained income. Private oil and gas alternative investments are one asset class that accredited investors invest in that can – depending on the structure and the outcome – offer some or all of the above. There are important characteristics for investors to look for when analyzing alternative investments in the energy industry.

Using a Delaware Statutory Trust in a 1031 Exchange

Since 1921, section 1031 exchanges have been one of the most efficient tax deferral and wealth transfer vehicles available for real property investors. In a 1031 exchange, a property owner exits from an investment property and then replaces it with a “like-kind” asset, the benefit being the deferral of capital gains tax from the relinquished property. Notably, Delaware Statutory Trusts (DST) serve as a vehicle that may qualify for a 1031 exchange.

Increase Security, Compliance, and Efficiency with Syndicate Management Technology (Part 1)

VENTURE.co Services has developed a new software solution to fit the traditional syndication process. Managing broker-dealers (MBD) and sponsors who implement our syndicate management software gain access to their own personalized and user-friendly administration portal. This portal provides a powerful tool for managing compliance, organizing due diligence materials, executing selling agreements, and processing subscriptions for private placements.

1031s versus Opportunity Zones

“If you take anything away from today’s discussion, I just can’t stress how important it is to discuss and get this in front of your clients as soon as possible, well before they contemplate their real estate (or capital asset transaction). Individuals who fail to plan adequately and get a good team of advisors around them will quickly lose one of the best opportunities that they have had in years.” Wise words to end on, by Jean-Louis Guinchard.