Think Beyond With
Alternative Investments
Looking to invest outside of stocks, bonds, or cash? Our alternative investments are nimble, flexible and potentially lucrative, and you won't find them on large, national investment platforms.
Strive to Improve Risk-Return
Alternative investments come with unique risks and considerations, but with good guidance, you can use them as a tool to attempt to improve risk-return and hedge certain exposures in your portfolio.
Add Diversification
With low historical correlations to more traditional investments, these alternative opportunities can also increase the diversification of your portfolio and potentially lower its volatility, reducing concentration risk.
Expand Opportunity
Large institutions allocate a significant portion of their portfolio to alternative investments—and there's a reason—yet most individual investors overlook this opportunity. Let's change that.
Alternative Investment Offerings
Our curated selection of alternative investment opportunities provides access to institutional-quality assets across multiple sectors, designed to complement traditional investment portfolios.
Real Estate Funds
Institutional-Grade Properties
Access diversified portfolios of commercial real estate assets with experienced sponsors and established track records in core, core-plus, value-add, and opportunistic strategies.
- Multifamily, office, industrial, and retail properties
- Potential for regular income distributions
- Professional asset management
- Multiple exit strategies
Debt Funds
Current Income Focus
Private lending strategies provide access to income streams backed by diverse collateral, offering potential higher yields than traditional fixed income with enhanced risk protections.
- Secured by real property or business assets
- Monthly or quarterly income distributions
- Senior position in capital stack
- Lower correlation to public markets
Oil and Gas
Energy Production & Royalties
Participate in domestic energy production through direct interests in oil and gas properties, including royalty interests, working interests, and mineral rights ownership structures.
- Potential tax advantages through depletion allowances
- Monthly revenue distributions
- Portfolio diversification
- Inflation hedge potential
Interval Funds
Semi-Liquid Alternative Strategies
Professionally managed funds offering periodic liquidity windows while investing in less-liquid alternative assets across multiple sectors, providing diversification benefits.
- Quarterly redemption opportunities
- Lower investment minimums
- Professional portfolio management
- Access to institutional-quality investments
Opportunity Zones
Tax-Advantaged Development
Capitalize on significant tax incentives while investing in designated opportunity zones focused on economic development in emerging markets across the United States.
- Potential tax-free appreciation
- Deferred and reduced capital gains taxes
- Long-term growth potential
- Community impact investing
Current Alternative Investments
Below are some of our current alternative investment offerings. Each has been carefully selected through our rigorous due diligence process to meet specific portfolio objectives.
Madison Convenience Fund I LLC
Retail Asset Portfolio
A strategic acquisition fund targeting high-performing convenience stores and gas stations in prime locations across the Southeastern United States, offering potential stable cash flow with long-term triple-net leases.
RGP Income Fund II LP
Oil and Gas Income Portfolio
A diversified energy fund focusing on acquiring direct interests in established oil and gas production assets with proven reserves, offering potential monthly income and significant tax advantages.
Go Store It Opportunity Fund LP
Self Storage Development Portfolio
A strategic development fund focused on acquiring, developing, and managing institutional-quality self-storage facilities in high-growth markets across the Sunbelt region.
Empire Central & McDowell Development LLC
Multifamily Development Project
A ground-up development project focused on creating a modern multifamily community in a rapidly growing urban market with strong rental demand and demographic tailwinds.
Reszi Fund VI LP
Residential Mortgage Fund
A private credit fund focused on originating and acquiring residential bridge loans secured by first-position mortgages on single-family and small multifamily properties in target markets.
Links Car Wash Opportunity Fund II LLC
Specialty Retail Portfolio
A specialty real estate fund acquiring and developing express car wash properties with long-term triple-net leases in high-traffic locations across prime suburban markets.
Access Additional Investment Opportunities
Our platform offers a wider range of alternative investment opportunities for qualified investors. Log in to explore our complete offering catalog.
View Investment OpportunitiesStart Exploring The Opportunities That Alternative Investments Can Offer For Your Financial Future
Ready to learn more about how alternative investments can help you achieve your financial goals? Contact our experienced team today.
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