Driftwood Equity Partners’ Post

Real estate funds, private REITs, and BREIT are all important components of a well diversified portfolio. For those looking to diversify their investments with an asset that provides stability and the potential for income growth, these instruments can be a great option. With the right knowledge, investors can benefit from all three of these tools to build a successful portfolio. Read more: #commercialrealestate #funding  

GP Staking – a Private Equity strategy characterised by investments in alternative asset managers and an unusual yield-generative profile – is currently drawing outsized coverage in industry press. Yet this specialist niche also presents some distinctive questions for prospective investors. Find out more here: https://okt.to/HiKEvY

As more individual investors try to figure out how to add alternative investments to their portfolios, fund managers are innovating on simpler fund structures. Evergreen funds can be a straightforward choice for investors seeking private credit and real estate exposure. Unlike traditional drawdown funds, evergreen products offer continuous capital raising, lower minimums, regular liquidity options and simplified tax reporting, and are becoming an important part of the alternative investment offering into the wealth management channel. Learn more from iCapital’s recent release by Kunal Shah and Owen Boyle, CAIA here: https://lnkd.in/eqE3j3-g #EvergreenFunds #AlternativeInvestments #Investors #RealEstate #Credit

In our latest publication, we discuss GP Staking, a Private Equity strategy characterised by investments in alternative asset managers and an unusual yield-generative profile, and a segment that has been widely reported on in recent months: https://okt.to/ptFRP9 #GPstakes #privateequity #onyourside

In our latest publication, we discuss GP Staking, a Private Equity strategy characterised by investments in alternative asset managers and an unusual yield-generative profile, and a segment that has been widely reported on in recent months: https://okt.to/nihSZU #GPstakes #privateequity #onyourside

Explore the world of alternative investments. From the stability of real estate to the high returns of private equity and hedge funds, these options offer unique advantages and potential growth. Learn more by reading our latest blog post at https://lnkd.in/g4xst_Pg #Concreit #concreitapp #investingapp #investing #realestateinvesting #reits #passiveincome #commercialrealesate #realestatestrategy #investinghelp #investing101

Private equity investors are constantly seeking innovative ways to maximise performance. Continuation funds stand as a distinct asset class across #PrivateEquity. Read the full article to find out more: https://okt.to/40KNEu #Schroders #Investing #PrivateAssets #PrivateMarkets

Whether you're a new investor or have been investing for years, are you getting lost in the terms and jargons of mutual funds? Understanding NAV, XIRR, and expense ratios can be confusing. 👉 Check out our latest blog to know more https://lnkd.in/dPEZwgM7 #incredpremier #investment #mutualfunds Disc: https://lnkd.in/d6GTWfkH

#MutualFund #investors always want to know how many years it will take to double, triple or quadruple their #investments. The last rule in the list is #Rule144 which tells how many years your investments will take to quadruple.

A friend just sold his business and asked me what he would do with the proceeds - He's been watching me help my investors multiply their money and impact and wanted to know what I would do. I told him, congratulations!!! and asked him a few questions. 1. Who are the most important people you want to spend time with? 2. What kind of legacy do you want to leave? 3. What breaks your heart, what problems do you see that you want to solve? 4. Where are you invested now? How is that going? He said he placed most of the proceeds in high-interest savings until he could figure out what to do. I told him I could help and that you needed three specific skill sets. 1. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 - look at your entire financial picture 2. 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗢𝗽𝘁𝗶𝗼𝗻𝘀 (with Oak & Vine Capital ) 3. 𝗧𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆. I recommended some great resources I told him about my investment journey. https://lnkd.in/gUWx-Kbe Then I shared why I love investing in alternative assets →  to get the #triplewin Win #1 - consistent cash flow through regular distributions. Win #2 - appreciation - share in the appreciation as an asset gains value Win #3 - tax savings - many alternative assets and syndications provide excellent tax savings He was excited. The best part I have two opportunities, One for accredited only, and one for those whom I have a relationship with. Oak and Vine private credit fund: On a $100,000 investment We’re projecting a 10-12% yearly return or 11-14% if you compound → 6% preferred paid monthly (~$6,000 /year) → 5-6% profit paid quarterly (~$5,000 - $6,000 /year) If you compound your payouts closer to 11-14% returns or → $11,000 - $14,000 𝗪𝗵𝘆 𝗜 𝗹𝗶𝗸𝗲 𝘁𝗵𝗶𝘀 𝗼𝗻𝗲: 1. Very stable and conservative 2. GREAT double-digit returns 3. ONLY 2 YEAR HOLD (most syndications are 4-6 years) 4. Great position on capital stack (lower risk) 5. GREAT SPONSOR team. 6. I will partner with non-profits and give away a portion of the company side profits (investors still receive full returns) to start building generosity into the culture of Oak & Vine Capital Investors! What would you do if you just sold your business? What would you do with $1M cash? Comment "free" for my free tax planning resource guide. — I help faith-driven leaders multiply their money so they can multiply their impact by investing in alternative assets like real estate #innovation #entrepreneurship #faithdriven