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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Investment Instruments
18 posts
Crypto’s Regulatory Turning Point: What It Means for Private Investors
The U.S. has enacted pivotal cryptocurrency regulations, including the GENIUS and CLARITY Acts, enhancing stablecoin credibility, reducing legal uncertainty, and maintaining privacy for private investors navigating this evolving landscape.
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.
The Intangible Edge: How Fractional IP Is Unlocking a New Era of Alternatives
Fractional ownership and tokenization are transforming access to intellectual property, enabling investors to diversify portfolios and seek non-correlated returns despite valuation and regulatory challenges in this emerging asset class.
The New Frontier: How Fractional Real Estate Is Changing Private Investing
Fractional ownership and semi-liquid funds are transforming real estate investing, enabling broader access, improved liquidity, and diversified portfolio 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.
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.
Investing in Affordability: How Private Capital Can Build a Stronger Future
The U.S. faces an affordable housing crisis, necessitating private capital investment alongside government support. Responsible strategies can yield stable returns while addressing social challenges and revitalizing communities.