Home Equity Investments: How to Access Real Estate Growth Without Owning
Home equity investments (HEIs) allow homeowners to access equity without debt, offering investors a share in future property appreciation without managing it directly.
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Investor Toolkit
51 posts
Practical resources and guides to simplify the private investment process. Useful tools and knowledge to empower investors.
Music Royalties and Streaming Revenue Deals
Streaming has transformed music royalties into stable, lucrative investments, attracting varied investors. Despite risks, they offer reliable cash flow and diversification in portfolios beyond traditional assets.
Common vs. Preferred Stock: Everything Investors Should Know
Understanding the distinction between common stock and preferred stock is essential. Each carries a unique set of rights, priorities, and implications that can affect outcomes across funding rounds, exits, and distributions.
NAV-Based Credit Facilities: Liquidity Without the Exit
NAV-based credit facilities provide private market funds liquidity by allowing them to borrow against their portfolio's net asset value, facilitating capital access without asset liquidation or disrupting investment strategies.
Alts Are the New Black: Building Smarter Private Portfolios
A practical guide to private market investing — from PE to real assets — for investors looking to build smarter, more resilient portfolios.
Collateralized Fund Obligations: Unlocking Liquidity in Private Markets
Collateralized Fund Obligations (CFOs) enhance liquidity in private markets by securitizing illiquid fund interests into structured investment products, balancing risk and return while addressing capital efficiency.
PPLI: A Strategic Tool for Global Families
Private Placement Life Insurance (PPLI) offers UHNW families tax efficiencies, investment flexibility, and global mobility for effective wealth planning, making it essential for complex cross-border financial strategies.
Evergreen Funds: A Gateway to Private Market Investing
Evergreen funds are innovative open-ended investment vehicles offering long-term flexibility and gradual capital deployment. They provide easier access to private markets.
Investment Red Flags: When NOT to Invest
Critical investment red flags, including unrealistic projections, leadership instability, opaque structures, and external risks.
Continuation Funds: Why GPs Are Doubling Down on Their Best Bets
Continuation funds enable private equity managers to extend the life of high-performing assets, providing liquidity solutions while aligning interests of GPs and LPs amidst evolving investment landscapes.