Join us for our latest installment of the CrowdStreet Investor Education Series where we’ll focus on Opportunity Zones, a game-changing new law designed to provide tax incentives for deploying capital in low-income communities. This law provides taxpayers the opportunity to defer capital gains taxes by investing their capital gains in Opportunity Zones.
In this webinar, CrowdStreet’s VP of Investments, Ian Formigle will be joined by Neil Faden, Partner at Manatt, Phelps & Phillips, LLP and Ken Cruse, CEO at Alpha Wave Investors, to discuss the ins-and-outs of Opportunity Zones, how investors can benefit from these opportunities and how to get started.
You won’t want to miss this!
Ian Formigle, Vice President of Investments, CrowdStreet Neil Faden, Partner, Manatt, Phelps & Phillips, LLP Ken Cruse, CEO, Alpha Wave Investors
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This graph shows possible returns based on index data from three sources - future returns will be different. CrowdStreet does not guarantee returns. "Bonds" returns are based on historical annual returns of the Bloomberg Barclays US Aggregate Bond, "S&P 500" returns are based on historical annual returns of the Standard & Poor's 500. "CRE Index" returns are based on historical annual returns of the "NCREIF Property Index."
Prudent investment strategies almost always involve a component of diversification. Failure to diversify an investment portfolio properly across a range of asset classes generally results in an increased risk of the loss of capital. Typical investment portfolios for individual investors contain only a small allocation to commercial real estate (“CRE”) holdings as an asset class, as well as a limited inclusion of private placements and/or illiquid securities. The opportunities offered on the CrowdStreet Marketplace are generally both CRE and illiquid private placements, and as such are often double restricted in prudent asset allocations. Further, the opportunities on the Marketplace typically represent a specific subset of CRE opportunities available to investors when compared to the real estate asset class as a whole. Therefore, no investor should rely on CrowdStreet Advisors Private Managed Accounts as the sole, or even majority, of their overall investment portfolio. Rather, investors should rely on CrowdStreet Advisors Private Managed Accounts as a component of a broadly diversified portfolio that includes other asset classes and liquid securities not currently available through CrowdStreet Advisors.