Alternative Investment Connection introduces investors to a curated range of private market categories designed to support diversification, income potential, and long-term portfolio strategy. All opportunities are provided directly by third-party sponsors and operators, allowing investors to conduct independent due diligence and evaluate each offering on their own terms.
Below is an overview of the asset classes commonly shared with our investor community.
Asset Class Descriptions
Private Mortgage Notes
Private mortgage notes are real-estate-backed debt instruments that offer income potential through borrower payments. Opportunities are presented by operators specializing in note origination, servicing, or acquisition strategies.
Types of Notes:
- Performing notes
- Non-performing note acquisition strategies
- Short-term real estate-backed lending
Real Estate Syndications
Real estate syndications allow investors to participate in large-scale real estate projects alongside experienced sponsors. These offerings may include multifamily, build-to-rent, storage, industrial, or commercial assets. Investors typically receive structured returns based on a project’s performance and timeline.
Focus Areas:
- Multifamily communities
- Build-to-rent developments
- Storage & industrial
- Commercial assets
Private Equity Funds
Private equity funds invest in privately held companies or sector-specific strategies. These opportunities may include growth-focused business investment, roll-ups, acquisitions, or niche industry strategies led by experienced management teams.
Typical Areas:
- Sector-specific funds
- Growth and expansion strategies
- Business acquisitions
Credit & Income Funds
Credit and income strategies focus on generating recurring cash flow through lending, structured finance vehicles, or credit-based investments. These funds are typically built around risk-managed lending or diversified credit portfolios.
Examples:
- Short-term debt funds
- Credit pools
- Structured income vehicles
Life Insurance–Backed Strategies
Life-insurance-based financial strategies leverage policy structures designed for long-term planning, cash-value accumulation, or supplemental financial stability. These offerings are shared by specialized operators who structure the underlying products.
May Include:
- Cash-value insurance strategies
- Structured insurance planning solutions
Oil & Gas Opportunities
Private oil and gas opportunities involve energy-focused projects led by experienced operators. These offerings may include exploration, development, or production, and may offer certain potential tax benefits as permitted by U.S. regulations.
Types:
- Exploration programs
- Production and drilling projects
Predictable Market-Based Funds
These are professionally structured strategies focused on equity or index-based market exposure. These funds aim for long-term, steady growth using diversified approaches and established management teams.
Common Structures:
- Broad market index approaches
- Managed equity strategies
Specialty Alternatives
These opportunities fall outside traditional categories and may include niche strategies curated through trusted sponsor relationships.
Potential Areas:
- Unique or emerging alternative markets
- Specialty private partnerships