Scouring the massive investable universe, Advantage Wealth Solutions helps investors understand the role of each investment in a portfolio, and why they own an asset: reduce correlations, enhance returns, or increase income.

Investments in private Real Estate Investment Trusts (REITs), real estate funds, private equity, and private debt  can compare favorably to exchange traded investments in terms of cash flow, appreciation potential, and insulation from market volatility.

The cash flow of investments is based on the rental income, the actual income of the business if private equity, the income from the service of the loan if private debt, oil and gas income, or royalty income. Many investments can provide 6-8% of cash on cash return with attractive risk return profiles and often an element of tax shelter.

The appreciation potential of these offerings is largely based upon the actual increase in net operating income of the real estate/business or upon an aggregation strategy wherein a number of cash flowing assets are aggregated together under one management structure and sold to an institutional buyer at a premium.

These are mostly private placement offerings available only to accredited investors. They are not publicly traded and should be considered illiquid investments. Each of these investments is sold based upon a private placement memorandum or prospectus and undergoes a thorough due diligence review.

PO Box 1031, Windham, NH 03087

24 Mitchell Pond Rd, Windham, NH 03087

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The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.

 

This is neither an offer to sell nor solicitation of an offer to buy any securities. Offering facts and terms are controlled by a sponsor’s final Private Placement Memorandum (or prospectus). All investments and tax strategies have risks, including the possible loss of principal in many cases. Always review the offering document for a more thorough discussion of risks, expenses, and limitations. Certain investments discussed on this site are illiquid  and  generally cannot be sold readily on the open market. If you need to sell an asset to raise money quickly, you may not be able to do so.  Other investments are only available to accredited investors; the Security and Exchange Commission defines an accredited investor as an individual with either $1 million in net worth (all assets, excluding primary residence, less all liabilities) or net income for the last two years of $200,000 or greater ($300,000 if married) with a reasonable expectation of such earnings in the current year.

Past performance and/or forward statements are never an assurance of future results. Advisory Group Equity Services, ltd., its affiliated companies, and its representatives do not give tax, legal or accounting advice; nothing herein should be construed as such.

Securities Offered Through: Advisory Group Equity Services, Ltd., Member FINRA/SIPC/MSRB 

Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor, 444 Washington St., Suite 407, Woburn, MA 01801  781.933.6100 

This site is intended for residents of the following states: CT, FL, MA, NH, NJ, NY, VT and VA.