Alternative Investments
Traditionally, we believe financial planners have either discouraged real estate investments or told their clients to handle such investments themselves.
At McKinley Financial Group, we think just the opposite. We believe that real estate portfolio review and analysis is an important step in the financial planning process, and have worked with realtors and real estate strategies in the Bay Area since 1996. Our focus is to help clients make more educated decisions in executing real estate transactions by showing them how to potentially maximize growth, reduce taxes, or turn rents into tax-free income stream.
We help clients with real estate balance it with their financial plan and make sure that it is running as efficiently as possible.
- Real Estate Investment Trusts (REITs)
- Non Publicly Traded REITs
- TICs (Tenants in Commons)
- Delaware Statutory Trusts (DSTs)
McKinley Financial Group can also help you gain access to other alternatives:
- Gold and Precious Metals
- Oil and Gas Programs
- Equipment Leasing
- Managed Futures and Comodities
- Inverse/short funds
- Hedges
- Other Alternatives
Please contact us for more information.
Investing in alternative investments involve specific risks which is greater than those associated with traditional investments and may only be offered to investors who meet specific suitability standards, including net worth. Alternatives investments are not suitable for all investors and are intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investment, which can include: Loss of all or substantial portions of investment; lack of liquidity; volatility of returns; restrictions on transfer; lack of diversification and higher risk due to concentration in an asset class; absence of pricing or valuation; delays in tax reporting; higher fees and less regulation than other investments; and in some cases, unproven or inexperienced managers.
Investors must be provided and should carefully read the related Offering Memorandum or prospectus, which will contain the information needed to evaluate the potential investment and provide important disclosures regarding risks, fees and expenses. No offer of any interest in any products will be made in any jurisdiction in which the offer, solicitation or sale is not authorized, or to any person to whom it is unlawful to make such offer, solicitation or sale.