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Diversify Your Portfolio
with Real Estate and Private Equity

Diversity is the key to resilience. While there are no guarantees for the future, building a diverse portfolio provides greater security against turbulent economic times. At Marest Capital, we offer our clients an opportunity to diversify their portfolios by taking advantage of real estate private equity and private equity investments.

Real State Private Equity Investments

Real Estate Private Equity investments provide a different avenue for investing in real estate other than the traditional route. With private equity real estate, an investor's capital is pooled with other investors' money and invested in the commercial and public real estate market. High-net-worth individuals invest in real estate private equity as another asset class in their portfolio's holdings.

When investing in private equity real estate using this approach, your funds are spread across multiple properties chosen by the real estate fund manager. The professionally managed private fund oversees the real estate deals, taking care of acquisitions, financing, and sales. Also, your investment is typically locked in for a specified period, and you can't liquidate your share early.

Private Equity Investments

Private equity investments are an alternative investment class consisting of investments not listed on a public exchange. Private equity investments are composed of funds and investors that directly invest in private companies, buy out existing companies, expand working capital, or fund new ventures. Institutional and high-net-worth individuals provide the money for private equity, which is often referred to as a private placement investment.

Taking advantage of private equity real estate investments and private equity investments offer benefits to high-net-worth investors that may include:

  • Tax benefits, as you usually pay long-term capital gains taxes versus short-term on your returns
  • A more diversified portfolio
  • Potential for returns as high as 8%-10%
  • An added cushion to balance out your portfolio

If you’re interested in developing a diverse portfolio, contact our offices today to schedule a consultation.

Thank you!