Insights Chicagoland 1031 Exchange | Alternative Investments

February 12, 2021

Large Stock Gains and Qualified Opportunity Zone Investing

Alternative Investments Opportunity Zones

While it wasn’t obvious at the time, it’s now clear that the COVID-19-induced sell-off this past spring created one of the best stock buying opportunities of our lifetime—the S&P 500 is up nearly 65% from the low and the Nasdaq is up roughly 80% over the same time. The tectonic shift in our economy also set some stocks skyrocketing; as of January 31, 2021, Zoom is up 235%, Moderna is up 712%, and Tesla is up nearly 1,000%!¹

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August 13, 2020

An Overview of Alternative Investments

DST 1031 Exchange Delaware Statutory Trust Alternative Investments

An alternative investment is an investment that does not fall into the traditional asset class of stocks, bonds, and cash. The most common types of alternative investments are precious metals, oil and gas, venture capital, hedge funds, and real estate. An investment made into a DST to complete a 1031 exchange, for example would be considered an alternative investment.

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July 31, 2020

Comparing the NNN Lease and the DST

DST 1031 Exchange Delaware Statutory Trust Alternative Investments NNN Lease

Two of the more popular investment options available to 1031 exchangers are the triple net (NNN) lease and the Delaware Statutory Trust (DST). At Chicagoland 1031 Exchange, we’re often asked how the two investment approaches compare. To help answer that question we thought a post highlighting some of the similarities and differences would be beneficial.

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October 18, 2019

How We Stay Current on Alternative Investments

1031 Exchange Alternative Investments

Chicagoland 1031 Exchange is a member of The Alternative & Direct Investment Securities Association (ADISA), the nation’s largest alternative investments association. As members of ADISA, we regularly benefit from their three pillars: information and education; networking with peers, professionals, leaders, and regulators; and legislative and regulatory advocacy. It is one way we stay current on alternative investments.

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June 14, 2019

An Eye on Alternatives

Alternative Investments

It has always been a part of my investment philosophy that by appropriately utilizing “alternative” investments in conjunction with more traditional asset management strategies, we can better help our clients reach their financial goals. To me, an alternative investment is really any investment that does not fall in the typical stock, bond, or cash box.

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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years, and reasonably expects the same for the current year) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Because investor's situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Nathan Kuhn at 224-245-5281

Chicagoland 1031 Exchange does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Securities offered through DAI Securities, LLC, member FINRA / SIPC. Advisory services offered through Kuhn Wealth Management, Inc. (KWM), a state registered investment advisor. Insurance offered through DAI Securities, LLC. KWM dba Chicagoland 1031 Exchange is independent of DAI Securities, LLC.