Let 1031 Capital Solutions Draw a MAP™ for You
While the universe of traded stocks continues to shrink, equity funds exhibit ever-greater overlap—such that meaningful diversification within the stock markets is increasingly difficult to achieve.
As an independent firm with institutional resources, we can offer our clients access to a robust platform of unique programs and strategies. Many of our solutions are simply not available at “wirehouse” firms or bank brokerages. Although these alternative strategies come with increased risk, we believe alternative investments play an important role in creating diversification.
After years of watching how large academic endowments and pension funds have performed relative to traditional stock portfolios, we were inspired to give a name to our investment approach:
Modified Academia Portfolio™ (MAP™)
In a nutshell, we seek to develop diversified portfolios inclusive of alternative investments that university endowments such as Yale and Harvard have enjoyed for years: real estate, energy, private credit and other non-correlated, non-traded asset classes.
We call this approach “drawing a MAP™” for our clients. Just as every journey is different, so is every MAP™—and your custom MAP™ will reflect your preferences, needs, risk tolerance and time horizon. But when smart people have already figured out the best route, doesn’t it make sense to at least follow their lead? We certainly think so.
The contents of this site constitute neither an offer to sell nor a solicitation of an offer to buy any security which can only be made by prospectus. Investing in real estate and 1031 exchange replacement properties may not be suitable for all investors and may involve significant risks. These risks include, but are not limited to, lack of liquidity, limited transferability, conflicts of interest and real estate fluctuations based upon a number of factors, which may include changes in interest rates, laws, operating expenses, insurance costs and tenant turnover.
Investors should also understand all fees associated with a particular investment and how those fees could affect the overall performance of the investment. Neither 1031 Capital Solutions or its representatives, nor DFPG Investments, Inc. provide tax or legal advice, as such advice can only be provided by a qualified tax or legal professional, who all investors should consult prior to making any investment decision.