#alternative investments
12 articles found
Qualified Opportunity Zone Investing: Tax Advantage
Opportunity Zone rules for 2026 and 2027: the Dec 31, 2026 tax bill, the new five-year deferral, 180-day timing, fund tests, and worked tax math.
Infrastructure Investing in 2026: Revenue Models, Inflation Links, Regulatory Risk, and Listed vs. Private Options
Infrastructure investing in 2026: how utilities, toll roads, and data centers earn money, how inflation links work, regulatory risk, and fund fees.
Structured Credit Investing: ABS, CMBS, RMBS, CLOs, and How Losses Move Through the Tranches
How securitized credit works: ABS, CMBS, RMBS, and CLO tranches, default history, 2008 vs 2020, and CLO ETFs such as JAAA and CLOA with fees and yields.
Growth Equity in 2026: How It Differs From VC and Buyouts, Deal Terms, Returns, and Access
Growth equity with 2026 data: how it differs from venture and buyouts, preferred stock terms and payout math, benchmark returns, and how individuals invest.
CLO Investing: How Collateralized Loan Obligations Work and Where the Risk Sits
How CLO tranches, OC tests, and equity leverage work, the default record, why loan recoveries fell, how CLO ETFs held up in stress, and who should own what.
Merger Arbitrage in 2026: Deal Spreads, Implied Odds, and What Happens When Deals Break
How merger arbitrage works: pricing a deal spread, the odds it implies, hedging stock deals, 2026 antitrust timelines, broken deals, taxes, and fund costs.
Distressed Debt Investing: Fulcrum Securities, Chapter 11 Math, and the Rise of Lender Fights
How distressed debt investing works in 2026: recovery waterfalls, the fulcrum security, Chapter 11 voting, lender fights, and how individuals invest.
Convertible Bonds: How They Work, How to Value Them, and When the Floor Gives Way
Convertible bond math with a worked example, the bond floor and why it can fail, call and settlement terms, the 2025-2026 issuance boom, and how to invest.
Private Real Estate Funds: NAV REITs, Core Funds, Closed-End Funds, and How You Get Paid Out
Non-traded NAV REITs, core funds, and closed-end real estate funds compared: appraisal lag, redemption limits since 2022, fees, and waterfall math.
Real Estate Crowdfunding: Strategic Diversification
How real estate crowdfunding platforms work: Reg CF, Reg A, and Reg D limits as of 2026, where investor money sits, fee layers, and liquidity.
Hedge Fund Strategies in 2026: How Each Makes Money, What Fees Really Cost, and How to Vet a Fund
Hedge fund strategies with 2026 data: long/short, macro, event-driven, relative value, and quant, plus fee math, liquidity terms, taxes, and due diligence.
Private Equity for Individuals: Strategic Access
How individuals can invest in private equity in 2026: evergreen funds, feeders, listed options, 401(k) plans, eligibility, fees, and redemption limits.