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Diversifying your Portfolio with Alternative Investments...

Alternative investments such as real estate, private equity, oil and gas, and absolute-return vehicles have gained significant momentum in recent years. The Yale University Endowment has led the way with a significant allocation to alternatives. According to Yale’s investment office, “The heavy allocation to non-traditional asset classes stems from their return potential and diversifying power. Today's actual and target portfolios have significantly higher expected returns and lower volatility than the 1993 portfolio.” (Yale endowment investment office, 2011) It may not be appropriate for every investor to have a heavy allocation in the aforementioned asset classes, although it may be prudent to consider using alternative investments as a component of one's overall portfolio.

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The 1031 DST BOOM...

The Driving Force Behind DST Investments...
Is Probably You.

Although many US real estate investors are turning to the passive ownership structure offered by DST investments, the continued growth of this 1031 exchange investment product is primarily being driven by the Baby Boomer demographic. 1031 DST investments provide 1031 Exchange investors with a number of potential benefits uncommon in individually owned and managed properties.

Generally speaking, 1031 DST Investments provide a replacement property option where the property has been purchased and financing has been pre-arranged by the investment sponsor. This basic feature essentially eliminates the possibility of a failed exchange due to the uncertainty of the 1031 exchanger's/taxpayer's inability to secure a suitable replacement property during the relatively short 45 day identification window imposed by the IRS. This benefit does not apply to un-leveraged 1031 sale properties.

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