(Index) Industry Reviews
Evaluating a Self-Storage Investment

Evaluating a Self-Storage Investment

Self-storage succeeds because it solves everyday needs tied to how people live and move. But those considerations, and the opportunity to solve them profitably, are local. For investors, the strength of a self-storage opportunity depends far more on neighborhood-level fundamentals than on national trends or industry dynamics. Sound investments in the sector begin with a clear understanding of...

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The Enduring Value of Fine Art

The Enduring Value of Fine Art

We live in uncertain times and find more investors are looking beyond stocks and bonds for returns. They find more than financial returns in tangible assets like fine art and other collectibles. These don’t just hang on walls or sit in display cases. They tell stories, carry cultural weight, and, importantly, also may appreciate over long periods. As global wealth has grown, the collectibles...

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Beyond Stocks and Bonds: The Case for Collectibles

Beyond Stocks and Bonds: The Case for Collectibles

In an environment marked by elevated equity valuations, persistent inflation concerns, relatively low yields across traditional fixed-income markets, and general uncertainty, investors increasingly seek assets that deliver genuine diversification and long-term capital appreciation. Collectibles, such as fine art, musical instruments, investment-grade comic books, rare coins, and antiquities have...

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Aviation’s Yard Sale: Landing on Aircraft Parts

Aviation’s Yard Sale: Landing on Aircraft Parts

Investors considering aviation typically focus on aircraft manufacturers or airlines. Yet much of the industry’s durability and recurring cash flow resides in the aircraft parts and maintenance aftermarket that keeps global fleets flying. This segment of the aerospace economy includes manufacturers, aftermarket distributors, and maintenance, repair, and overhaul providers, all operating under...

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A Century-Old Solution: Manufactured Housing

A Century-Old Solution: Manufactured Housing

Henry Ford believed that a growing industrial economy required more than transportation. It required affordable, dependable homes that could be built at scale. In the winter of 1919, he walked through one of the least-remembered experiments of his career: a row of compact, factory-produced houses built for workers near his Michigan operations. Ford had already mastered the automobile assembly...

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Alternative Investments: Lot-Lease Manufactured Housing

Alternative Investments: Lot-Lease Manufactured Housing

In today’s investment environment, portfolios demand diversification, durability, and inflation protection. Real estate has long served this role, but within it, lot-leased manufactured housing communities (MHCs) offer distinct advantages. For family offices and RIAs in particular, they represent a compelling and often overlooked real estate alternative.   Manufactured Housing Communities...

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Smaller Sells: Strong Returns in Lot-Leased Manufactured Housing Communities

Smaller Sells: Strong Returns in Lot-Leased Manufactured Housing Communities

Imagine a real estate investment that aims to deliver strong returns while tackling America’s housing affordability crisis. Lot-leased manufactured housing communities (MHC) have shed their outdated “trailer park” image to emerge as a high-growth sector attracting both high-net-worth, family office, and institutional investors. Today, over 21 million Americans live in manufactured homes....

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The Citizenship Game: Investment Visas’ Evolving Landscape

The Citizenship Game: Investment Visas’ Evolving Landscape

Investment visa programs continue to evolve as powerful tools for countries seeking capital and for high-net-worth individuals pursuing greater security, mobility, and opportunity. They are reshaping global migration patterns, with over 100 nations having enacted legislation and several introducing innovative visa models.  As regulatory scrutiny increases, successful programs will strike a...

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INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.