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Why Tax Reform Is Not The Top Issue For Retail Investors In Alternative Assets

January 10, 2018

Why Tax Reform Is Not The Top Issue For Retail Investors In Alternative Assets

January 2, 2018 | Steven Kantor | Forbes

Businessman using a financial app

As the debate on tax reform drags on in Washington — and will surely continue, even if a final reform bill passes — retail investors are trying to read the policy changes to determine whether, and how, any tax code changes could impact their portfolios in general. And this certainly includes alternative investments.

First, some basic context about alternative investments. Products — such as non-traded real estate investment trusts (REITs), business development companies (BDCs), master limited partnerships (MLPs) and private real estate, credit and energy-based interval funds — have become increasingly important solutions for retail investors approaching or in retirement.

This is a trend driven by current economic conditions and low interest rates on savings, making for a yield-starved environment requiring baby boomers to find new ways to generate income.

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.