Updating the 60/40 Portfolio for New Realities
Re-allocating the 60/40 portfolio to address the low interest rate environment.
The Appeal of Unconventional Strategies: Extended Stay Hospitality
Extended stay hotels have proven to be a comparatively resilient segment of the hospitality industry. But despite their generally higher profitability, they remain a misunderstood sector that is only now starting to attract institutional investor attention.
Where are my K-1’s?
The recommendation for investors in alternatives: Plan to file for an extension on your taxes each year. Fortunately, filing for an extension is not a costly exercise. And the deadline for filing an extension is the same day that taxes would normally be due.
Investing in Venture Capital
Similar to private equity (PE), venture capital (VC) investments are both focused on taking ownership stakes in private companies. The difference between the two lies in where the target companies fall in their lifecycle. Simply put, venture investments are made at an earlier stage of a company’s development.
An Introduction to Alternative Investing
This report will not attempt to address each potential type of investment in the Alternatives category. Instead, we will focus on sectors that have gained wide acceptance among institutional investors and have sufficiently long histories over which to evaluate their characteristics.
