Self-Storage as an Alternative Investment: What Accredited Investors Should Know in 2026
    Alternative Investments

    Self-Storage as an Alternative Investment: What Accredited Investors Should Know in 2026

    Self-storage has delivered the highest total returns of any major REIT sector over the past 30 years, per Nareit data . But 2026 looks nothing like 2021. Occupancy has corrected from a 94% pandemic pe

    Jeff Barnes, MBA··7 min read
    Separately Managed Accounts in Alternative Investments: Why the Ultra-Wealthy Skip Commingled Funds
    Alternative Investments

    Separately Managed Accounts in Alternative Investments: Why the Ultra-Wealthy Skip Commingled Funds

    A separately managed account (SMA) in alternative investments is a bespoke portfolio arrangement where a single LP receives customized terms, direct asset-level transparency, and negotiated fee struct

    Jeff Barnes, MBA··8 min read
    LIHTC Investing Explained: How Accredited Investors Access Affordable Housing Tax Credits
    Alternative Investments

    LIHTC Investing Explained: How Accredited Investors Access Affordable Housing Tax Credits

    The Low-Income Housing Tax Credit (LIHTC) is a $30-billion annual federal program that has produced over 3 million affordable housing units since 1986, per HUD data . Institutional investors — banks,

    Jeff Barnes, MBA··7 min read
    Trade Credit Insurance Funds: The Alternative Asset Class Betting on Who Doesn't Get Paid
    Alternative Investments

    Trade Credit Insurance Funds: The Alternative Asset Class Betting on Who Doesn't Get Paid

    Trade credit insurance protects a business against the one risk most owners never plan for, according to the National Association of Insurance Commissioners : a customer that simply doesn't pay....

    Jeff Barnes, MBA··11 min read
    Carbon Credit Investing for Accredited Investors: Compliance Markets, KRBN, and the Quality Split Reshaping the VCM in 2026
    Alternative Investments

    Carbon Credit Investing for Accredited Investors: Compliance Markets, KRBN, and the Quality Split Reshaping the VCM in 2026

    TL;DR: Carbon credits split into two markets that behave nothing alike. Compliance credits (EU ETS, California Cap-and-Trade, RGGI) trade on regulated exchanges and you can buy exposure through an...

    Jeff Barnes, MBA··12 min read
    Russell Investments' $416B Platform Sold to B Capital-CalPERS Consortium
    Private Equity

    Russell Investments' $416B Platform Sold to B Capital-CalPERS Consortium

    TL;DR: A consortium led by B Capital, a $12B Singapore-based venture capital firm, is acquiring Russell Investments, a 90-year-old asset manager with $416B in global AUM and $23B parked in...

    Jeff Barnes, MBA··10 min read
    Pharmaceutical Royalty Investing: How Royalty Pharma Makes This Alt Asset Public
    Alternative Investments

    Pharmaceutical Royalty Investing: How Royalty Pharma Makes This Alt Asset Public

    TL;DR: Royalty Pharma (NASDAQ: RPRX) is a $31.6-33.3 billion company that buys the right to a slice of future drug sales, and you can own it through any ordinary brokerage account for the price of...

    Jeff Barnes, MBA··12 min read
    Liquid Alternative Funds: Hedge Fund Strategies for Everyday Investors
    Market Analysis

    Liquid Alternative Funds: Hedge Fund Strategies for Everyday Investors

    TL;DR: Liquid alternative funds promise hedge fund strategies with the daily liquidity of a mutual fund. From June 2006 to June 2022, the average liquid alt fund trailed global stocks by 4.2 percentag

    Jeff Barnes, MBA··10 min read
    Royalty Exchange Review 2026: Buying Music Royalties as an Alternative Asset
    Alternative Investments

    Royalty Exchange Review 2026: Buying Music Royalties as an Alternative Asset

    TL;DR: Royalty Exchange has brokered more than $200 million across 2,000-plus royalty transactions since it opened its marketplace, drawing in over 30,000 registered investors who bid on income stream

    Jeff Barnes, MBA··9 min read
    Non-Traded REIT Redemption Gates: What BREIT's 15-Month Freeze Teaches You
    Real Estate

    Non-Traded REIT Redemption Gates: What BREIT's 15-Month Freeze Teaches You

    TL;DR: Non-traded REITs advertise monthly redemption windows, but nearly all of them cap payouts at 2% of net asset value per month and 5% per quarter. When redemption requests exceed those caps, the

    Jeff Barnes, MBA··11 min read
    Convertible Arbitrage, Decoded: How Hedge Funds Trade Mispriced Options
    Market Analysis

    Convertible Arbitrage, Decoded: How Hedge Funds Trade Mispriced Options

    TL;DR: Convertible arbitrage is a hedge fund strategy that buys a company's convertible bonds while short-selling its common stock to isolate and harvest a cheap embedded call option. The trade has co

    Jeff Barnes, MBA··11 min read
    Structured Settlement Factoring as an Alternative Fixed-Income Asset Class
    Alternative Investments

    Structured Settlement Factoring as an Alternative Fixed-Income Asset Class

    J.G. Wentworth's securitization vehicle bought structured settlement payment streams from injury victims and lottery winners at an average 10.92% discount rate, then repackaged those same cash flows i

    Jeff Barnes, MBA··11 min read
    Why the $30 Trillion Alternatives Forecast Is Marketing, Not Math
    Market Analysis

    Why the $30 Trillion Alternatives Forecast Is Marketing, Not Math

    BlackRock owns Preqin, the source of the '$30T by 2030' alternatives forecast, while PE fundraising hits a 7-year low. Here's the math they're not showing you.

    Jeff Barnes, MBA··10 min read
    What Family Offices' 2026 Alternatives Pivot Tells Individual Investors
    Market Analysis

    What Family Offices' 2026 Alternatives Pivot Tells Individual Investors

    Family offices now put 42% of their portfolios into alternative investments, according to the UBS Global Family Office Report 2026 , which surveyed 307 family offices with an average net worth of...

    Jeff Barnes, MBA··11 min read
    Catastrophe Bonds Explained: An Accredited Investor's Guide
    Alternative Investments

    Catastrophe Bonds Explained: An Accredited Investor's Guide

    The catastrophe bond market hit $65.6 billion outstanding at the end of the second quarter of 2026, a record, up 7% year over year, right as hurricane season ramps up in the Atlantic. That number...

    Jeff Barnes, MBA··11 min read
    Vinovest Review 2026: What Fine Wine and Whiskey Cask Investing Actually Costs You
    Capital Raising

    Vinovest Review 2026: What Fine Wine and Whiskey Cask Investing Actually Costs You

    A wine bottle you can't taste, stored in a warehouse you'll never visit, priced by an index most investors have never heard of. That's the pitch behind Vinovest, and it's either a clever way to...

    Jeff Barnes, MBA··9 min read
    Life Settlements: What Accredited Investors Need to Know Before Buying Someone Else's Policy
    Alternative Investments

    Life Settlements: What Accredited Investors Need to Know Before Buying Someone Else's Policy

    A 78-year-old policyholder wants out of a $1 million universal life policy she no longer needs. Her insurer offers her $24,360 to walk away, the cash surrender value. Instead, she sells the policy on...

    Jeff Barnes, MBA··10 min read
    Global Macro Hedge Fund Strategy Explained for Accredited Investors
    Market Analysis

    Global Macro Hedge Fund Strategy Explained for Accredited Investors

    Global macro funds bet on interest rates, currencies, and commodities worldwide. Here is how the strategy works, what it costs, and how to access it.

    Jeff Barnes, MBA··13 min read
    AcreTrader Review 2026: Farmland Investing for Accredited Investors
    Real Estate

    AcreTrader Review 2026: Farmland Investing for Accredited Investors

    AcreTrader lets accredited investors buy fractional farmland through single-farm LLCs. Here is what the fees, returns, and complaints actually show.

    Jeff Barnes, MBA··12 min read
    Litigation Finance: The Uncorrelated Alternative Investment That Funds Lawsuits for Returns
    Alternative Investments

    Litigation Finance: The Uncorrelated Alternative Investment That Funds Lawsuits for Returns

    Litigation Finance Investing 2026: Returns, Risks, Access Litigation Finance: The Uncorrelated Alternative Investment That Funds Lawsuits for Returns By Jeff Barnes, MBA | July 1, 2026 TL;DR The globa

    Jeff Barnes, MBA··12 min read