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February 2023 Alternative Performance Thumbnail

February 2023 Alternative Performance

I hope y'all like volatility. Because I think it's going to be here for much of 2023. Did anyone have systematic banks failures going to the Sweet 16, me either. But that seems to be where we are. How do private investments stack up in the craziness? I'm sure there will be issues with some. But with all things investing, selection does matter. Oh, and risk is a real thing that has to be managed. Here's how 9M Investment's private investments did for February.

Year to Date
Annualized Dividend Rate
Blackstone's REIT1
Nuveen Global Cities REIT2
Blackstone Private Credit3

For reference, in February, the S&P was down 2.8, the NASDQ was down 1.2%, and the AGG(Bond Index) is up over 3% on the year.. As markets have continued to be volatile, private investments can help smooth out the ups and downs. We can talk further if this is a strategy that you think could help support your overall portfolio construction. 

  1. https://www.breit.com/performance/
  2. https://www.nuveen.com/gcreit/performance
  3. https://www.bcred.com/performance/

This content is developed from sources believed to be providing accurate information. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.