Diversify like the 1%
Half of high-net-worth households’ capital is tied up in real estate. The other half is invested in stocks, bonds and alternative assets.
Receive income from real estate
According to Knight Frank’s global survey of over 600 wealth managers that manage nearly $3 trillion in assets, primary and secondary homes account for around 26% of the overall net worth of ultra-high net worth individuals in North America.
However, if you’re not already part of America’s richest class, purchasing investment property may seem out of reach.
But platforms like First National Realty Partners (FNRP) have made it easier for investors like you to invest in commercial real estate — an asset class traditionally reserved for an elite few.
FNRP specializes in stable, grocery-anchored retail property deals aimed at accredited investors with a minimum investment of $50,000.
FNRP has developed relationships with the nation’s largest essential-needs brands, including Kroger, Walmart and Whole Foods, and provides insights into the best properties both on and off-market.
These are a few examples of past properties or acquisitions from FNRP. For a full list of currently available properties, visit the FNRP deal room.
Their team acts as the deal leader, providing expertise, doing the legwork and streamlining the process, while investors can passively collect distribution income. Their team offers white-glove service to investors, so you can easily engage with experts, explore available deals and make an allocation in one personalized portal on their secure platform.
Find creative alternative assets
Households in the top 2% generally all have some form of alternative investment in their portfolio, with nearly three-quarters of all households surveyed owning some form of alternative asset.
Fine art is one investment that consistently outperforms the stock market in the long run. In fact, according to a report in Fortune magazine, contemporary art outperformed the S&P 500 with a compound annual growth rate of 12.6% between 1995 and 2022.
Many investors consider it an asset reserved for the top 1%, but that’s no longer the case.
If you’re looking to diversify your portfolio in the fine art and collectibles market, Masterworks is a platform worth considering.
Masterworks¹ is a top platform for retail and accredited investors to purchase fractional shares of artwork by iconic artists like Banksy and Basquiat.
Simply browse through their extensive portfolio and choose how many shares you’d like to buy of the works you like.
When Masterworks sells a piece you’ve invested in, you get a return from any net proceeds. They take care of all the details, making elite art investments accessible and hassle-free.
But maybe you don’t want to limit yourself to one asset class when you can choose from a plethora of private-market opportunities.
Notably, Fundrise offers access to multiple alternative investment opportunities spanning real estate, private debt and venture capital — all in one convenient platform.
Fundrise manages over $7 billion in real estate assets alone for a community of two million investors and counting. Their platform offers an accessible way to diversify your portfolio, with the potential to yield dividends every quarter.
To get started, all you have to do is share some details about yourself, along with your investing style and risk tolerance. Then, Fundrise will create a portfolio of private assets that aligns with your goals.
*We earn a commission for this endorsement of Fundrise.
How to find the right asset mix
It can be tricky to figure out the right mix of investment types at your individual income level. If you’re looking for peace of mind, hiring a financial advisor can help you to feel good about your money moves.
Advisor.com is a free online platform that connects you with vetted financial professionals in just a few minutes.
How it works
Three easy steps to get matched with a financial advisor.
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Step 1: Answer a few quick questions about yourself and what you would like help with.
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Step 2: Advisor.com will match you with a vetted advisor who can provide you with a personalized plan to meet your financial goals.
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Step 3: Book a free, no-obligation consultation to confirm if your match is right for you.
- See important Regulation A disclosures at Masterworks.com/cd.
