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April 2024 Private Performance Thumbnail

April 2024 Private Performance

April marked the first market correction since October 2023, with the S&P 500 and NASDAQ-100 both experiencing declines. Despite these headwinds, our private investments demonstrated resilience. BPIF continued its positive streak, while BREIT and Global Cities increased their dividends, providing steady income for our clients. Carlyle and Blackstone's funds showed positive growth, and the Priority Income Fund raised its dividend significantly. Amid the public market downturn, our private investments offered stability and income growth, helping to balance our portfolios against the volatility.

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March 2024 Private Performance Thumbnail

March 2024 Private Performance

In light of global uncertainties and a volatile market landscape, this blog explores the stabilizing potential of private funds amidst ongoing geopolitical tensions and economic fluctuations. We delve into how private equity, real estate, and credit sectors have performed robustly despite challenges, providing investors with a blend of higher returns, lower volatility, and non-correlation with public markets. Particularly notable is the performance of private credit funds and the strategic resilience of private real estate investments.

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February 2024 Private Performance Thumbnail

February 2024 Private Performance

In the early months of 2024, the financial markets have painted a picture of contrasts: the public markets, with the S&P and NASDAQ-100 experiencing surges over 5%, suggest a robust year ahead, while the fixed income sector faces accelerated losses. This backdrop sets the stage for the strategic potential of private investments—private equity, real estate, and credit sectors—that offer the allure of higher returns, lower volatility, and non-correlation to public markets. Through examining the performance of private funds against this volatile market landscape, we underscore the importance of diversification and strategic investment in navigating the complexities of today's financial environment, highlighting how private investments can serve as a cornerstone for building a resilient and growth-oriented portfolio.

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Portfolio Update: Strategic Enhancement of Commodities Sleeve Thumbnail

Portfolio Update: Strategic Enhancement of Commodities Sleeve

In our latest portfolio update, we're excited to announce a strategic enhancement to the commodities sleeve, increasing its allocation from 3% to 5%. This update includes a careful expansion into digital currencies with BITB and ETHE, each allocated at 1.5%, alongside an increased investment in gold through GLDM, now at 1%. We maintain our commitment to diversified commodities exposure with PDBC, holding steady at 1%. This balanced approach aims to bolster portfolio resilience, capture growth opportunities in digital currencies, and leverage the stability of gold, ensuring a well-rounded investment strategy designed to navigate the evolving market landscape.

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Optimal Tax Strategies for Capital Gains: Navigating 1031 Exchanges, DSTs, and Opportunity Zones Thumbnail

Optimal Tax Strategies for Capital Gains: Navigating 1031 Exchanges, DSTs, and Opportunity Zones

In this comprehensive guide, discover how to navigate capital gains tax efficiently with strategic use of 1031 exchanges, Delaware Statutory Trusts (DSTs), and investments in Opportunity Zones. Learn the intricacies of each method to defer, reduce, or even eliminate capital gains taxes, enhancing your investment returns. Whether you're a real estate investor looking to expand your portfolio or a business owner aiming to maximize sale proceeds, this post offers invaluable insights into leveraging tax strategies for optimal financial growth.

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January 2024 Private Performance Thumbnail

January 2024 Private Performance

In January, the financial markets showcased promising beginnings, with the S&P 500 and NASDAQ-100 experiencing notable increases. Despite challenges in the AGG, the performance of private investments, particularly in private equity, real estate, and credit, painted an optimistic outlook. Private equity funds, despite reporting delays, revealed impressive gains for 2023, highlighting the resilience and potential for significant growth amidst market fluctuations. The real estate sector, despite a tough year, showed signs of out-performance and long-term promise, while private credit funds started 2024 on a strong note, outpacing traditional bond aggregates and underscoring the value they add to investor portfolios.

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