Swenson believes that to be properly diversified you should have 10%-20% of your portfolio invested in alternative investments. Being independent allows Swenson to offer several different alternative investments to match your risk tolerance, liquidity needs and time frame for investing.
Tuscan Gardens Alternative Income Fund – Tuscan Gardens is a skilled nursing property that specializes in independent living, assisted living and memory care units. The investment currently pays a 8% preferred dividend and offers the potential for back-end return upon the sale of the property. We are fortunate to be a part of such an exciting opportunity in a space that we expect has upside potential in both demand and return for our investors.
CIM – (formerly known as Cole Capital) specializes in industrial, non-traded REIT’s. The Cole Net-Lease investment approach is built on the simple objective of collecting rent from some of the biggest corporations in America and passing it on as distributions to its shareholders. Cole Net-Lease Assets invest primarily in commercial real estate leased to creditworthy tenants under long-term net leases and situated in strategic locations. Potential advantages of adding this your portfolio include monthly distribution, portfolio diversification, inflation protection, capital appreciation, and lower portfolio volatility. Within the portfolio are names such as Wal-Mart, Costco, Home Depot, Walgreens, Lowes, Kohls and many others.