(Index) Personal Considerations for Alternative Investments
The Move to Rural EB-5 Investments

The Move to Rural EB-5 Investments

If you are thinking about making an EB-5 investment, you may have noticed that many of them focus on real estate: large hotel projects, apartment buildings, or mixed-use developments in growing cities. Those have been the most common choices for years. But these days, rural America offers a wider range of EB-5 opportunities in a variety of industries. Notably, rural EB-5 projects offer important...

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Self-Storage: A Smart Place to Invest

Self-Storage: A Smart Place to Invest

For accredited investors, we believe that self-storage facilities should be a part of any diversified real asset portfolio. Its low correlation with stocks and other commercial properties enhances diversification, while its income generation can help support total return goals. Self-storage is proving itself to be a strategic real estate investment, far more than simply a niche alternative.  ...

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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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Operators and Developers: Why Private Placements?

Operators and Developers: Why Private Placements?

Operators and developers of commercial real estate (CRE) who raise capital directly may be missing a valuable opportunity. Engaging an investment banker and broker-dealer may be able to simplify and expedite the process, regardless of the financing tranche needed, by introducing you to multiple investors through a private placement (PP). This article explains private securities and private...

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4 Steps for Smarter EB-5 Real Estate Investing

4 Steps for Smarter EB-5 Real Estate Investing

For EB-5 immigrant visa applicants, obtaining permanent residency in the U.S. can mean choosing a commercial real estate (CRE) project in which enough jobs are created to meet USCIS requirements, and the project is finished (and your capital is returned) The process can feel complicated because it can be. But if you take it step by step, you can make choices that fit your goals and increase your...

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EB-5: A Good Choice for U.S. Residency

EB-5: A Good Choice for U.S. Residency

Imagine you’re an entrepreneur from Mumbai or a tech professional from Beijing, eager to plant roots in the U.S. You’ve heard about work visas like the H-1B, but the uncertainty of lotteries, employer sponsorship, and long backlogs leaves you uneasy. If you have access to significant capital, the EB-5 investment-based immigrant visa offers an alternative opportunity—one less about competing for...

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Real Estate Benefits in EB-5 Projects

Real Estate Benefits in EB-5 Projects

For EB-5 investors, choosing the right project is about more than just meeting visa requirements. You want to be confident that your money is working for you, creating both opportunity and security. Real estate has long been a trusted path for investors worldwide, and for good reason: land and property tend to hold value even during uncertain times. As Margaret Mitchell once wrote, “Land is the...

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INVESTMENT TERMS

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