UNLOCK THE POWER OF THE VAULT

Why Tax Reform Is Not The Top Issue For Retail Investors In Alternative Assets

January 10, 2018

Why Tax Reform Is Not The Top Issue For Retail Investors In Alternative Assets

January 2, 2018 | Steven Kantor | Forbes

Businessman using a financial app

As the debate on tax reform drags on in Washington -- and will surely continue, even if a final reform bill passes -- retail investors are trying to read the policy changes to determine whether, and how, any tax code changes could impact their portfolios in general. And this certainly includes alternative investments.

First, some basic context about alternative investments. Products -- such as non-traded real estate investment trusts (REITs), business development companies (BDCs), master limited partnerships (MLPs) and private real estate, credit and energy-based interval funds -- have become increasingly important solutions for retail investors approaching or in retirement.

This is a trend driven by current economic conditions and low interest rates on savings, making for a yield-starved environment requiring baby boomers to find new ways to generate income.

Read Full Article Here

Print Friendly, PDF & Email
Go Back
default image

The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.

Matthew C. Strife Suitability Manager, The O.N. Equity Sales Company Broker Dealer Educational Summit 2016 April 14, 2016