April 14, 2020 COVID-19 creates new opportunities for retail real estate investors and more attractive return profiles for the Marcus RE Fund I, LP COVID-19 is accelerating the shake-out in retail real estate and pulls forward our thesis about opportunities in retail. The anticipated reshuffling of owners and tenants bring the risk-reward equation back into an attractive balance for investors once again. Summary: • Over-leveraged...Read More
SEPTEMBER 2019 Amanda Jogia +1 212-960-3316 info@primealpha.com 750 Lexington Avenue www.primealpha.com New York, NY 10022 Bringing Alternative Investments 1 Insights from World Class Experts RETAIL REAL ESTATE: AN UNDER-APPRECIATED ASSET CLASS FOR HIGH CURRENT CASH FLOW YIELD AND PASSIVE INCOME OFFSETS We recently published a report on shorting U.S. Malls back in July 2019. We have found that there are many ways that investors can...Read More
Is your tax strategy on par with your investment strategy? The truth is that if you want to get the most out of your investments, you need to consider the tax implications. And there’s no better way to illustrate this than with the Tax Cuts and Jobs Act (TCJA, or the Act), which was introduced on November 2, 2017. The Tax Cuts and Jobs Act...Read More
Mr. Darcy of Jane Austen’s Pride and Prejudice is described as having 10,000 pounds a year, and his friend Mr. Bingley is said to have “four or five thousand a year.” These would be massive fortunes both for the time and now once adjusted for inflation. More interesting to the financial investor, however, they also represent a different way of thinking about wealth. Rather than...Read More
How would you like access to private investment opportunities in institutional-grade assets — without the inconvenience and cost of having to go through a financial representative? Well, thanks to the JOBS Act, this is now a viable option. Here’s what you need to know. How the JOBS Act Made Crowdsourcing for Investments Possible Aimed at reopening U.S. capital markets to emerging growth companies, the Jumpstart Our Business...Read More
When it comes to private equity real estate investing and other forms of private investments, the relationship between the general partner (GP) and limited partners (LPs) is critical. This relationship is built on trust. Why? Because when you invest your money in private opportunities, you need to have confidence that the other party will fulfill its responsibilities in order for those assets to generate returns....Read More
The “Amazon” effect of online e-commerce on traditional retail has made retail real estate an unpopular investment. For contrarian investors, however, commercial real estate is full of potential and opportunity. As John Neff once said, “It’s not always easy to do what’s not popular, but that’s where you make your money.” Of course, the opportunities that commercial real estate presents come with certain risks. Those who approach these risks with...Read More
The private market has historically outperformed public ones for a single, simple reason. Private markets are just that — private. Because they’re private, these markets are inefficient and full of opportunity. Efficiency in financial markets is impacted by many factors, but highlighting just a few main ones is sufficient to bring out the difference between public and private markets. A market’s efficiency is determined largely...Read More
Investors have long used diversification as a risk mitigation strategy, but it’s been only recently that individual investors have been able to diversify as much as institutions and family offices historically have. Advancements in financial technology now give individuals the same access to alternative investments that institutions and family offices have held in their portfolios for decades. Alternative investments, such as commercial retail real estate,...Read More
At Marcus Investments, we’re a group of like-minded investors who seek out promising private market opportunities that build wealth and generate passive income. To join us, complete the brief three-step registration process. Register as an Accredited Investor Because we’re a private firm that’s required by Section 301(c) of the Securities Act to work with accredited investors, we aren’t able to offer an instant sign-up process....Read More
