Alternative Investments
Distinct to our industry, we have access to an array of Alternative Investment products for diversification that
are not available to the general public.
What Are Alternative Investments?
Alternative investments are unique opportunities for investors to diversify their portfolios, reducing reliance on traditional assets.
Who Can Invest in Alternative Investments?
The broad range of alternative investments we offer is not available to the general public. Alternative Investments are available for direct investment by investors meeting net worth and income standards.
What are examples of alternative investments?
These include 1031 exchange properties (securitized), 721 UPREIT exchanges, conservation easements, energy programs, non-traded REITs, and private equity funds, real estate, public and private securities, as well as insurance, to help investors build a well-diversified portfolio.
Our Products
Click on any one of our products below to learn more about everything we have to offer.*
TAX CREDITS
A tax credit is a tax incentive which allows certain taxpayers to subtract the amount of the credit from the total they owe. Incentive tax credits may be used to encourage behaviors like investing or parenting. A credit directly reduces tax bills, unlike tax deductions and tax exemptions, which indirectly reduce tax bills by reducing the size of the base (for example, a taxpayer’s income or property value) from which the tax bill is calculated. Most tax credits are nonrefundable tax credits and so do not apply if no taxes are owed. However, some tax credits are refundable tax credits, so if the credit exceeds the amount of taxes owed, the excess is returned to the taxpayer.
CONVERSATION LAND OFFERINGS
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REAL ESTATE PROPERTIES
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OIL & GAS DRILLING PROGRAMS
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