Blog
The Role of Debt Funds in Portfolio Diversification for High-Net-Worth Investors
For high-net-worth investors (HNWIs), achieving diversification is essential to minimize risk and maximize returns. While traditional investment options like equities, bonds, and real estate play a key role in most portfolios, private debt funds offer a unique opportunity to diversify across asset classes. Funds like those managed by LBC Capital Income Fund, LLC bring stability, predictable income, and […]
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The Tax Advantages of Investing in Trust Deed Funds
Investors seeking diversification of their portfolios often consider trust deed funds for their consistent returns and security due to their collateralization in real estate. In addition to the appealing income opportunity, trust deed funds provide unique tax benefits that can dramatically increase after-tax returns. These advantages make trust deeds a strategic part of an accredited […]
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Maximizing ROI: Why Short-Term Trust Deed Investments Are Gaining Popularity
In the dynamic world of investments, short-term trust deed investments are finding their place among accredited investors and wealth managers. These investments involve lending funds secured by real estate, with a fixed return paid back over a short period, usually six months to three years. Their attractiveness owes to its high ROI, liquidity, and flexibility. […]
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Trust Deeds Funds vs. REITs: Which Investment Vehicle is Right for You?
For accredited investors and wealth brokers alike, the choice between trust deed investments and REITs may mean the difference in long-term financial outcomes. Both options draw their value from the real estate market, but they are distinctly different in the benefits they provide, the risks they entail, and the suitability to investor goals. Here’s a […]
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Risk Management in Trust Deed Investments: Protecting Your Capital in 2025
Trust deed investments provide a very attractive opportunity for investors to earn regular income and diversify their portfolios. However, like all investments, trust deeds also carry with them a peculiar set of risks. What sets successful investors apart is not in totally avoiding risks but in managing those risks effectively. Going into 2025, the changing […]
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