An Investment Club: The Right Fit for You? Investors always have instances they can look back upon that are defining moments in their investment careers. For me, one of those moments is when I invested in my first non-traditional asset. A close second was when I co-founded my investment club with two partners that …
Investing for Income: A Different Way of Thinking For 20 years, I have invested in traditional assets. During that time, I tested various stock strategies; I traded options, bitcoins, growth stocks, value stocks, closed-end funds, master limited partnerships (MLPs), utilities, real estate investment trusts (REITs), and dividend-paying stocks. But every time I thought I …
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Are Multi-Asset Funds a Good Investment? A multi-asset fund is exactly what it sounds like: a fund that includes a variety of different investment types that are typically related in some way. It can also consist of just one asset class, such as residential apartments, but with multiple apartment buildings in one portfolio, as …
Fixed Income Investors “Face a Bleak Future” Warren Buffet’s Annual Shareholder Letter: Fifty-One Years of Wisdom Since 1970, Warren Buffet’s annual letters have been a must read for almost any investor in any asset class. Buffet, widely regarded as the greatest investor of all time with returns that have consistently beaten the market …
Collateralizing Assets: A Valuable Investment Tool That Requires a Measured Approach If there ever was a double-edged sword in investing, it is collateralizing assets. On one hand, it can allow investors to magnify their investment returns, but on the other, it can endanger an investor’s existing portfolio if used irresponsibly. Collateralizing involves pledging an …
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The Biggest Misconceptions About Real Estate Syndications Part 3 in a 3-Part Series In my book, The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways, I had the honor of interviewing some of the best investors in the alternative investment space and asking them all the same series of questions. …
The Important Roles Alternative and Traditional Investments Play in Your Portfolio By Denis Shapiro Too many times, investors develop an all-or-nothing philosophy when it comes to investing. I’ve met many investors who believe that traditional assets are the only legitimate means of investing, and when I mention alternative investments, they instantly roll their eyes because …
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The Biggest Misconceptions About Real Estate Syndications Part 2 in a 3-Part Series In this article, we dive a bit deeper into some faulty preconceived notions that many newer investors hold about real estate syndications and reveal time-tested truths about these unique investment vehicles. MISCONCEPTION #2: Syndications Are Tax Friendly Real estate—specifically, …
The Language of Alternative Investing By Denis Shapiro The art of the alternative investing can be a tough transition with a steep learning curve for most traditional investors. The silver lining is that the journey of learning alternative investing opens the door to a wide world of investments that is not subject to the limitations …
The Language of Real Estate Investing By Denis Shapiro Investing in real estate can be a worthwhile endeavor, but make no mistake: It’s an entirely different world than traditional investments like stocks and bonds. A huge impediment for newer investors in the space is actually learning the terminology used in most real estate transactions. An …