While we have a heavy emphasis on investing in real estate, one of the biggest concerns for an investor in uncertain times is “liquidity”- the ability to access cash quickly. What if there is a news event you believe will hurt your investments and you want to withdraw to safety? What if a deal of a lifetime comes across the table?… after all, when are the best deals typically found?…in a recession or bad economy right!

We learned from some of the best investors we know (people who have managed BILLIONS of dollars) that if we commit 100% of the capital to long-term projects only- for example, an apartment complex investment typically is a 5-year commitment- then we can’t be as liquid to buy deals in a bad economy or cash out investors who want to be able to move that money to a better investment due to market conditions. Since the next 1-3 years are the most uncertain economic times…now is the time to ensure we have the flexibility and can protect our investments.

Because of this, we want to take a small portion of the capital and make sure it’s in a more liquid market. We do this by putting capital into the private equity, securities, commodities, and cryptocurrency sectors to gain exposure to seasoned high-performing opportunities that traditionally require much larger capital entry points, allowing our clients’ money to be blended and hedged by professional investors, seasoned track records, and automated trading technologies they may not have access to individually.

This liquidity gives the investor freedom to access their capital quicker in the event they want to withdraw and creates a higher return on that small amount of capital which in turn can reduce risk and act as a hedge against any downside from the real estate side as well.