An Eye on Alternatives
Written by Nathan Kuhn June 14, 2019
It has always been a part of my investment philosophy that by appropriately utilizing “alternative” investments in conjunction with more traditional asset management strategies, we can better help our clients reach their financial goals. To me, an alternative investment is really any investment that does not fall in the typical stock, bond, or cash box.
When suitable, alternative investments can be an important part of an investment plan.
Alternative investments have the potential for returns that are not correlated to other investments; they may also have the potential to provide higher sustainable income and potentially out-sized investment returns.
I perform thorough due diligence on alternative investments. This includes reviewing offering documents, discussing various investments with their management team, and attending due diligence meetings and conferences. I believe that the quality of the alternative investments we can offer our clients has never been better, and we can provide access to opportunities in many alternative asset classes.
Real estate is the largest alternative asset class that we utilize with our clients.
Investment opportunities include:
- Multifamily Residential
- Senior Housing Development
- Land Redevelopment and Zoning
- Distribution Warehouse Properties
Many of our clients who have invested in real estate have owned property used for business purposes and have sought our expertise in helping them reinvest using a 1031 Exchange in order to enjoy the tax deferral benefits. But a 1031 Exchange is not just limited to prior real estate owners. A Delaware Statutory Trust (DST) is a type of 1031 Exchange available to other individuals who are simply interested in making a cash investment in this attractive alternative asset class. In addition to real estate, we also utilize private equity and oil and gas investments.
These investments vary greatly in their objectives and risks. The minimum investment required in these opportunities ranges from $5K to $100K, typically the minimum is $25k.
If you’re interested in investing in alternatives or have any questions, please feel free to contact us.
Are you in your 45 day deadline? Check out our Availability Report!
Topics:
Alternative InvestmentsAre you ready to talk?
Whether you're thinking about selling a property and want to better understand the 1031 exchange process and investment choices, or if you already sold your property and the proceeds are currently held at a Qualified Intermediary, we can help.
Please call us at (224) 245-5281 or schedule an introduction today.
Chicagoland 1031 Exchange proudly serves clients nationwide, including California, Illinois, Florida, Colorado, Massachusetts, and more.
The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years, and reasonably expects the same for the current year) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Because investor’s situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Nathan Kuhn at 224-245-5281.
Chicagoland 1031 Exchange does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
Securities offered through DAI Securities, LLC, member FINRA / SIPC. Advisory services offered through Kuhn Wealth Management, Inc. (KWM), a state registered investment advisor. Insurance offered through DAI Securities, LLC. KWM dba Chicagoland 1031 Exchange is independent of DAI Securities, LLC.
