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High Income. Strong Growth.

Alternative Investments

Alternative Investments

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What are Alternative Investments?

Alternative Investments may provide unique advantages. Alternative investments can offer a range of benefits that, when used in conjunction with traditional asset classes, may help clients better meet their financial goals and objectives. Some potential advantages could include:

  • Current income
  • Capital appreciation
  • Diversification in non-correlated asset classes
  • Tax advantages such as deferral of gains, write-offs for depreciation and expenses, and passive income offsetting

It should be noted that alternative investments also include risks, which may include, but are not limited to, loss of principal, lack of liquidity, adverse market conditions, fees, and conflicts of interest.

As Registered Representatives with DFPG Investments, Inc., we can provide access to an extensive menu of alternative investments that have the potential to help you capitalize on many of the benefits discussed. The menu may include investments in:

REITs

Real Estate Investment Trusts (REITs) invest in a pool of commercial or residential real estate investments or loans secured by Real Estate

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Private Real Estate Funds

Real Estate Funds are another method by which investors may pool their money to acquire real estate assets.

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Oil and Gas

Oil and Gas Alternative Investments are developmental drilling that is done in proven fields that have a higher likelihood of having producing wells.

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Managed Futures

An asset class representing professional commodity trading advisors who trade assets using global futures markets as an investment medium; investors receive tax benefits and potential income for their participation

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Business Development

A Business Development Company enables individuals to pool their capital to invest in debt of privately owned American companies.

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1031 Exchange Programs

A 1031 tax-deferred exchange enables investors to reinvest the proceeds from the sale of investment property in one or more replacement properties without incurring immediate federal (and most state) capital gains taxes on the appreciated value.

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Alternative investments are subject to significant risks and therefore are not suitable for all investors. When considering alternative investments, you should consider various risks. These risks include, but are not limited to, lack of liquidity, loss of principal, limited transferability, conflicts of interest and fluctuating market conditions based upon a number of factors, which may include changes in interest rates, laws, operating expenses, insurance costs and tenant turnover. Investors should also understand all fees associated with a particular investment and how those fees could affect the overall performance of the investment. This is neither an offer to sell nor a solicitation of an offer to buy the securities described below. An offering is made only by the prospectus.