Alternative Investments Can Yield Higher Returns
JB
Jeremiah Boucher Founder, Patriot Holdings • Author of Finding Your Edge
Key Takeaways
- Alternative investments — real estate, private equity, infrastructure — provide diversification beyond stocks and bonds.
- Illiquid alternatives historically deliver higher returns due to the illiquidity premium — you get paid for patience.
- Due diligence on alternatives requires understanding the operator, the asset class, and the fee structure.
- Start with a small allocation to alternatives and increase as you build conviction and relationships with operators.