Think beyond with

Alternative Investments

Looking to invest outside of stocks, bonds, or cash? Our alternative investments are nimble, flexible and potentially lucrative, and you won’t find them on large, national investment platforms.

Strive to improve risk-return.

Alternative investments come with unique risks and considerations, but with good advice, you can use them as a tool to attempt to improve risk-return and hedge certain exposures in your portfolio.

Add diversification.

With low historical correlations to more traditional investments, these alternative opportunities can also increase the diversification of your portfolio and potentially lower its volatility, reducing concentration risk.

Expand opportunity.

Large institutions allocate a significant portion of their portfolio to alternative investments—and there’s a reason—yet most individual investors overlook this opportunity. Let’s change that.

FEATURES

Real Estate Funds

Individual Properties

Property Portfolios

Private Equity Funds

Private Debt Funds

Oil, Gas, Energy

Conservation Development

Life Settlement Funds

Insurance & Annuities

Venture Capital

Discover what’s waiting.

Got an account? Explore opportunities

Irvine Advisors

9940 Research Drive, Suite 200
Irvine, California 92618
(888) 410-1031

Find a broker, investment or financial advisor (finra.org)

Securities offered through Emerson Equity LLC, member FINRA / SIPC. This is not an offer to buy or sell securities. Securities investing carries an inherent risk of loss of some or all of the principal invested. We are not tax professionals. You should always discuss your investments with a tax professional prior to investing. Securities are sold only in those states where Emerson Equity LLC is registered. Irvine Advisors LLC and Emerson Equity LLC are not affiliated.

Real Estate Risk Disclosure:

- There is no guarantee that any strategy will be successful or achieve investment objectives.

- Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments.

- Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities.

- Potential for foreclosure – All financed real estate investments have potential for foreclosure.

- Illiquidity – These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.

- Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions.

- Impact of fees/expenses – Costs associated with the transaction may impact investor's returns and may outweigh the tax benefits.

- Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.

Opportunity Zone Disclosures:

- Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings.

- Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments.

- Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations.

- Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available.

- Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund.

- Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy, or deterioration in the condition of the assets underlying such investments.

- Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities.

- Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable to realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage.

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