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Alternative Investments include a wide array of investment strategies and collateral. This section includes articles on absolute return strategies, private equity, hedge fund investments, and other non-traditional investment vehicles.A Century of Evidence on Trend FollowingHat tip to Mebane Faber for highlighting this insightful study from AQR Capital Management regarding the long-term profitability of an active management strategy known as trend-following. Trend-following is an investment strategy that is primarily…Read MoreArticlesAlternative InvestmentsAbsolute Return Strategies
What to Look For in Single-Tenant NNN Properties
Analyzing Lease Terms: What you should look for in a lease
What is a Real Estate Investment Trust (REIT)?
Types of Investment Risk: Operator/Management Risk
© JRW Investments 2017You can check the background of our registered principals and representatives on FINRAsBrokerCheck.Important Disclosures
Diversification does not assure a profit or guarantee against the potential loss of your investment.
Risks associated with investing inReal Estateinclude, but are not limited to, the following: cash distributions are not guaranteed; real estate is illiquid; risks associated with owning, managing, operating and leasing commercial real estate property; conflicts of interest among the asset management, the property manager and associates; the possibility that the property may be overleveraged; tax risks; interest rate risks; economic risks; risks of terrorism; environmental risks; liability risks; zoning, city ordinance, and or legal compliance risks; title and escrow risks; flood risks; fire risks; credit risks; and risks of obsolescence.
1031, 1033, and 721 Exchanges: Substantial fees and expenses could be incurred and there are strict timing limitations (for example, if the transaction is not properly constructed and executed in a timely manner, then an investor may lose all tax benefits of such transaction and may also incur taxes associated with depreciation recapture.). 1031 and 1033 exchanges involve exchanging investment real estate for investment real estate, and thus the illiquidity from one transaction to the next remains the same. 721 exchanges involve exchanging real estate for units in an operating partnership generally associated with a Real Estate Investment Trust (REIT). If the operating partnership units are not publicly traded, then the transaction may have resulted in greater diversification, but the same level of illiquidity. If a 721 exchange is not executed properly, it could result in a loss of tax deferral and a recapture of depreciation. Ultimately, 1031, 1033, and 721 exchanges generally involve exchanges into additional investment real estate or operating units that are collateralized by investment real estate and are thus subject to the same risks that apply to real estate.
Risks associated with investing in aDelaware Statutory Trust (DST)or DST private placement transactions include, but are not limited to: the inability of the DST owners to actively manage the property, inability to refinance at the end of a loan term without the use of a separate, springing LLC, and the risk of not meeting requirements for 1031 or 1033 exchange tax treatment. Additionally, DST private placements are ultimately collateralized by real estate and are subject to the same risks that apply to real estate.
Risks associated with investing in aTenant-in-Common (TIC)or TIC private placement transactions include but, are not limited to: the inability of the DST owners to actively manage the property, potential difficulties with refinancing at the end of a loan term without the use of a separate, springing LLC, and the risk of not meeting requirements for 1031 or 1033 exchange tax treatment. Additionally, TIC private placements are ultimately collateralized by real estate and are subject to the same risks that apply to real estate.
Risks associated with investing inNon-Traded Real Estate Investment Trusts(REITs) andReal Estate Fundsinclude, but are not limited to: the inability of the REIT shareholders to actively manage the properties in the REIT, illiquidity until an exit or public event (which may not happen and is not guaranteed), risks associated with management and investment banking execution, etc. Additionally, non-traded REITs are ultimately collateralized by real estate and are subject to the same risks that apply to real estate.
Alternative investmentsand private offerings involve a high degree of risk, can be highly speculative, and may result in the loss of principal invested and are not suitable for all investors.
Securities, when offered, are offered by Lighthouse Capital Group, LLC. Representatives of Lighthouse Capital Group, LLC do not offer legal or tax advice. Please consult with your attorney or tax advisor prior to investing.
Securities offered through Lighthouse Capital Group, LLC. MemberFINRASIPC.