Alternative investment

Real Estate Investment Trusts (REITs) could be considered in financial plan by offering exposure to real estate markets without the need for direct property ownership. They provide diversification, steady income through dividends, and the potential for long-term capital appreciation, all while helping to manage risk and manage portfolio performance

Business Development Companies (BDCs) can be beneficial in a financial plan by offering access to private companies and high-yield investment opportunities. They provide regular income through dividends and the potential for capital appreciation, making them a choice for investors seeking diversification and higher returns, especially in a low-interest-rate environment.

 Private Real Estate Programs can enhance a financial plan by providing access to real estate investments with less market volatility compared to public options. These programs offer potential for strong returns through rental income and property appreciation, while also helping diversify a portfolio, reduce risk, and generate long-term wealth.

Equipment Leasing Funds can be valuable in a financial plan by offering an alternative income stream through lease payments from businesses that rent equipment. These funds provide potential for steady cash flow, portfolio diversification, and tax advantages, all while minimizing direct exposure to market volatility. They are a useful tool for investors seeking stable returns and reduced risk.

Life Settlements can be a strategic addition to a financial plan by allowing policyholders to sell their life insurance policies for a lump sum, providing immediate cash that can be used for retirement, healthcare expenses, or other financial goals. This option can help unlock the value of an underutilized asset and offer flexibility in managing long-term financial needs.