Market Volatility Reminds Investors To Rethink Their Asset Allocation

With markets in flux, now is an opportune time to consider the following institutional investment funds that can provide you with a variety of benefits, including gaining access to institutionally-managed funds and assets that have proven track records, low volatility and low correlation to the stock market. 

Here is the list of funds you should consider to enhance your portfolio diversification and risk-adjusted return potential. 


Griffin Institutional Access Real Estate Fund
The Fund strategically invests in an actively-managed combination of large, established private real estate funds and public real estate securities.

Fund Performance:
Current Distribution/Yield = 5.22%
Class I Shares (GRIFX) Annualized Returns Through Dec. 31st 2019 Since Inception = 6.8%
https://www.griffincapital.com/griffin-institutional-access-real-estate-fund/performance


Griffin Institutional Credit Fund
The Fund strategically invests in an actively managed, diversified portfolio of credit instruments, which may include bank loans, high-yield bonds, structured credit, middle-market direct lending, and non-performing loans.

Fund Performance:
Current Distribution/Yield = 6%
Class I Shares (CRDIX) Annualized Returns Through Dec. 31st 2019 Since Inception = 5.86%
https://www.griffincapital.com/griffin-institutional-access-credit-fund/performance-x22091


CION ARES Diversified Credit Fund
The Fund dynamically invests in a globally diversified portfolio of liquid and illiquid credit assets.

Current Distribution/Yield = 5.36%
Fund Performance:
Class I Shares (CADUX) Annualized Returns Through Dec. 31st 2019 Since Inception = 7.22%
https://www.cioninvestments.com/products/cion-ares-diversified-credit-fund/#I


Bluerock Total Income+ Real Estate Fund
The Fund allows individuals to invest in private, institutional real estate securities alongside some of the nation’s largest endowment and pension plans.

Current Distribution/Yield = 5.36%
Fund Performance:
Class I Shares (TIPWX) Annualized Returns Through Dec. 31st 2019 Since Inception = 7.42%
Sharpe Ratio = 6.25


Pimco Flexible Credit Income Fund
The fund utilizes a flexible, multi-sector credit strategy and can provide access to less liquid investment strategies given its limited expected share repurchases in an attempt to provide risk-adjusted returns and current income.

Current Distribution/Yield = 8.24%
Fund Performance:
Class I Shares (TIPWX) Annualized Returns Through Dec. 31st 2019 Since Inception = 8.31%
https://www.pimco.com/en-us/investments/interval/flexible-credit-income-fund/inst


Preferrred Apartment Communities Preferred Shares
Directly-issued preferred shares with warrants of publicly-traded REIT (NYSE: APTS).

5-Year Fixed Distribution/Yield = 7.82%
Fund Performance:
Annualized Returns Through Dec. 31st 2019 Since Inception = 7.82%


Bluerock Preferrred Shares
Directly-issued preferred shares of publicly-traded REIT (NYSE: BRG).

5-Year Fixed Distribution/Yield = 7.82%
Fund Performance:
Annualized Returns Through Dec. 31st 2019 Since Inception = 7.82%

If interested in gaining access to these funds, as well as other learning other ways to improve your overall investment plan, please contact me.  I’d be happy to assist you in:

  1. Lowering fees.
  2. Eliminating commissions and conflicts of interest.
  3. Constructing a customized asset allocation and investment strategy to achieve your goals.
  4. Gaining access to the above institutional funds
  5. Developing a more sensible, wholistic approach to your wealth management.

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