Real Estate is a foundational diversification tool for your investment portfolio. Through Rethink and Diversify Securities we represent investments in Residential Real Estate, Commercial Real Estate (including mini-storage, agricultural, office, retail, etc) and Industrial Real Estate, as each of these asset classes provide exceptional diversification to an investment portfolio. Real Estate investments typically provide the opportunity for both growth and income generation, and generally provide a solid hedge against inflation.
Many Private REITs (Real Estate Investment Trusts) and Investment Funds provide tax efficient income streams, which can help to increase after-tax yields for your investment portfolio.
With corporate and government bond yields sitting at historically low interest rates, Private Debt investments have the potential to increase the overall yield of your portfolio. Private Consumer loans, Private Commercial loans, and Private Mortgages are generally considered to be riskier income generating investments, but as a result, they also command higher interest rates. Well structured investment opportunities in this asset class can help to provide diversification and potentially higher returns for the income generating portion of your portfolio.
Private Equity investments are direct investments into businesses that aren’t (yet) listed on a public exchange. By purchasing shares of these private companies, you become a part owner of the business, and your investment performance will be directly tied to the performance of the company that you invest into.
Private Equity investments can be made in virtually any sector (technology, healthcare, commercial or industrial services, retail, hospitality, etc), and they can also be made at virtually any growth stage (start-up, venture, growth, mature).
Private Equity investments provide excellent diversification for a portfolio, as the primary driver for investment returns is simply based on the success and profitability of the business itself. Economic factors, and external forces still possess the ability to impact investment performance, but overall public market sentiment will generally not affect these investments to the same degree as publicly traded stocks.
