An individual may qualify as an accredited investor if they have a net worth of more than $1 million, excluding their primary residence, and have earned more than $200,000 individually in the past two years. They may also qualify if they have earned more than $300,000 individually with their spouse or friend in the past two years.
An individual or married couple is a qualified buyer if they have $5 million or more in investments or joint investments, excluding their primary residence or business property.
Investing in collectibles encompasses a diverse range of items, including rare wines, vintage cars, fine art, mint-condition toys, stamps, coins, and baseball cards. These tangible assets represent an intriguing alternative to traditional investment forms, offering the potential for value appreciation over time.
Commodities, a key category of real assets, primarily include natural resources such as agricultural products, oil, natural gas, and various metals, both precious and industrial. These assets are traditionally valued as a hedge against inflation because their prices are not directly tied to public equity markets.
Hedge funds are specialized investment funds designed to manage relatively liquid assets using diverse and often complex strategies aimed at generating high returns. These strategies can include long-short equity, where managers simultaneously buy undervalued stocks and short overvalued stocks; market neutral, which seeks to avoid market risks; volatility arbitrage, which capitalizes on price discrepancies; and quantitative strategies, which rely on mathematical models.
Private debt refers to loan investments that are sourced from non-bank entities and are not traded on public markets, making them distinct from conventional bank loans or publicly traded bonds. This type of debt is an essential component of alternative investments, offering a critical capital solution for both public and private companies.
Real estate represents a cornerstone of alternative investments, offering tangible assets that provide both income and potential for capital appreciation. At Friends Wealth Management, we guide our clients through the complexities of real estate investment, whether it involves residential properties, commercial real estate, or specialized real estate investment trusts (REITs).
Private equity represents a significant form of financing that targets private companies not listed on public exchanges like the New York Stock Exchange. This form of investment is crucial for driving innovation, growth, and transformation within the private sector.
Catch Up With Our Insights & Conversations
Imagine being able to invest in the next SpaceX, OpenAI, or other groundbreaking companies before they become household names. What if you could...
Welcome to the future of investing—a future where opportunities in private markets are no longer reserved for the elite few but are accessible...
At Friends Wealth Management, we pride ourselves on providing unparalleled access to the world of private markets, particularly through innovative investment vehicles like...
