$60 trillion in alternatives by 2032?
You read that right.....gulp! That is an eye-watering number, but Bain & Company suggests it in its recent analysis, "Avoiding Wipeout: How to Ride the Wave of Private Markets." They say: Wealth and asset managers are now favoring private markets because the business models that have dominated asset management for years have nearly run their course,” said Markus Habbel, global head of Bain’s Wealth & Asset Management practice. Private assets constitute a much larger market than public assets and offer potentially higher yields, diversification, and in cases such as real estate—a hedge against inflation. Our research shows there ...
Alternatives on Yahoo
When things go mainstream, one probably has to stop and take notice. Over the last year, we have seen extensive media coverage about the major players moving into alternatives, especially offering these to 'retail investors'. We started CalTier for this very reason. To give retail investors easy access to alternative investments like real estate. Bernstein Private Wealth Management Strategist Roosevelt Bowman, said in his interview with Yahoo Finance: "And I would say mainly we're focused in the credit space, but there's certainly great opportunity in real estate equity and debt as well." We agree. He also mentions Multi-Family.....interesting..... Did ...
Accredited Investor CalTier Opportunities
Please read each offering circular and disclosure carefully. Thank you. The Retreat In the video, I say the closing date is May 15th, but I negotiated an extension until June 30th. So, if you want to participate in this opportunity, there is time. You can invest using a Self-Directed IRA if that is something you would like to look into. $10K minimum. Download Deck - The Retreat https://vimeo.com/944469202?share=copy Reflections at Lakeshore We are in the last mile of entitlements, and I am looking forward to breaking ground on this as soon as possible. $25K minimum. Download Deck CalTier Inc ...
Q&A webinar
If you missed the live Q&A webinar, watch/listen/read below. We had some fantastic questions from the community about our various funds, general questions on 'how this works', real estate as a whole, and more. Here is some of what we talked about last time: We already had a ton of questions that a lot of people put into the registration form, so thank you so much for that. We encourage everybody to read all of our disclaimers, especially our offering circulars, regarding the offerings that we offer here on our Caltier platform. We are going to be ...
What Are Alternative Investments? Definition and Examples
CalTier does not provide investment advice. This is purely for informational purposes only.Alternative investments have the capability to offset market volatility and inflation by diversifying your portfolio beyond traditional investment classes like stocks and bonds. While they come with risk like any investment, alternative investments aren’t tied to the performance of the stock or bond markets, so they’re especially attractive during times of increased market volatility. In this article, you'll find: The definition of alternative investments Types of alternative investments The pros and cons of alternative investments How to invest in alternative investments Tax implications What Are Alternative Investments? Alternative ...
Portfolio Allocation – Why Alternative Investments?
According to this Fidelity research report, "Institutions have historically held higher average allocations to alternatives than advisors (23% vs. 6%).". 23% to 6%, that's a massive difference. They go on to say some of the reasons why "....given barriers to entry such as manager access, perceived costs, liquidity considerations, and high investment minimums." So why do institutions tend to invest more in Alternative Assets like real estate? Here are a few typically agreed reasons to consider: Low Correlation with Traditional Assets Alternatives often have a low correlation with standard asset classes like stocks and bonds. This means their performance doesn’t ...
