Alternative investment offerings, also known as private placement investments, may be a wise choice for those looking to diversify their portfolios and defer taxable gains. Private Placement investments can provide opportunities for investors to manage their portfolios that may be difficult to achieve using only public markets. These opportunities are generally open to accredited investors who individually earn $200,00 annually or $300,00 combined income with a spouse over a consecutive two-year period.
Choosing a private market investment requires sophistication. A Registered Investment Advisor (RIA) like Wambolt & Associates, can evaluate the details of private market opportunities based on experience across this broad field. As an RIA, the firm may have access to private market opportunities that individual investors do not. Wambolt advisors also can help investors choose whether and which private market investments are a good fit with their individual portfolio.
Types of Private Placement Investments
Qualified Opportunity Zones
US Oil & Gas Drilling
Renewable Energy Funds/Solar Credits
Real Estate Investment Trusts that are not listed on a major exchange and generally only
sold to accredited and institutional investors.
Types of real estate projects vary: