THROW OFF THE CHAINS OF WALL STREET

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How often have you heard the following advice for a financial roadmap?

[/vc_column_text][gem_quote style=”4″ no_paddings=”1″]It may be a roadmap to a comfortable retirement,
but not a roadmap to wealth.[/gem_quote][vc_column_text]There’s a growing trend among individuals and high-net-worth investors (“HNWIs”) to throw off traditional advice in search of better returns and wealth. And that trend is involving less and less allocations to public equities and other Wall Street offerings and more and more allocations to a rising investment class.

Heightened volatility in the equity markets and low bond yields have made investment success challenging for many investors, and the future doesn’t hold much promise in the public markets. A recent report by Deutsche Asset Management’s Quantitative Strategies Group forecasted that the long-term (20 years) forecast for the U.S. equity markets is considerably lower than the historical returns of the 1980s and 1990s.

With these lower return expectations, what is an investor to do with heightened return requirements given inflation and the other economic factors increasing financial demands when they retire?

Investors, tired of the usual mix of bonds, mutual funds, and ETFs, are seeking out options with better returns but without the added risk. These investors and HNWIs are discovering alternative investments to replace the public markets.

Institutional investors, like university endowments, have long included alternatives; including real estate, public equities, and commodities, in healthy proportions to achieve above-market returns.

Alternative assets are uncorrelated to the stock market, offer diversification and potentially higher returns when compared to mutual funds, stocks, and bonds. In fact, alternatives have historically provided higher returns at lower risk.[/vc_column_text][vc_column_text][/vc_column_text][gem_quote style=”4″ no_paddings=”1″]Given all the advantages of alternative investments,
why aren’t individuals allocating more of their
investments to this investment class?[/gem_quote][vc_column_text]The disparity of investment preference between institutional investors and individuals is stark where institutional investors allocate 66% to equities while institutions allocate a majority (53%) to assets.

Where alternative assets have traditionally had higher minimum investments, access can be partially responsible for the barrier to individuals to investing alternatives. Education may also explain the disparity. Individuals may not know about alternative investments and the options available to them.[/vc_column_text][vc_column_text]The first thing individuals need to know about alternative investments is what they are an alternative to, and the simple answer is Wall Street, specifically public equities such as stock, mutual funds, and ETFs. In more technical terms, an alternative investment is one that is not publicly-traded, usually non-liquid and typically not priced daily.

Here is a breakdown of the most common alternative assets:

Real Estate?

Investors interested in real estate can choose among:

Investing directly in properties
Pooling funds with other investors to purchase a property
Investing in a private real estate fund
Investing in a private real estate investment trust (REIT)

Real estate has a low correlation with other asset classes and is often recession-proof, so when the stock market is down, real estate continues to thrive, making it a valuable diversification tool.

Commodities

Commodities come in different categories, including:

Commodities have low or negative correlation to traditional equity markets, so when markets are volatile or down, commodities can provide stability. Investors can trade commodity futures or use a managed futures fund.

Private Equity

Private equities resemble hedge funds but are invested in private companies instead of public equities. Often these investments are in new companies with the potential for growth.

Private Investments

Instead of relying on a private equity fund to handle investments in a mix of private companies, individuals may make direct investments in these companies through equity or debt investments offering one of a combination of income and/or growth.

Hedge Funds?

A hedge fund is a private pool of capital that can be used to buy and sell a variety of assets. Although they resemble mutual funds, hedge funds are not regulated in the same manner and are limited to accredited and sophisticated investors, such as institutions and individuals with significant assets.

Marketplace Lending 

Marketplace lending matches investors with borrowers via online platforms. It can include various types of loans including consumer, small business and real estate.

Crowdfunding?

Crowdfunding pools money from individuals to fund new business ventures. It can be debt-based or equity-based. By pooling money, crowdfunding platforms allow individuals to invest at a lower entry point than typical private equity or debt deals.

The benefits of alternative assets are myriad, and for those investors thirsting for better returns than what the public markets can offer, alternative assets fill that void admirably. Although once the province of institutional investors and well-connected high net worth individuals, alternative investments are now more accessible to the regular investor than ever before thanks to recent regulatory changes.

As the barriers to access come down, individuals can now take advantage of this investment class that has long provided above-market returns and shelter from Wall Street volatility by first educating themselves on the different types of alternative assets available and then taking advantage of these opportunities by taking the plunge. Throw off the chains of Wall Street and stop settling for a comfortable retirement and strive for real wealth through alternative investments.[/vc_column_text][/vc_column][/vc_row]

DISCLAIMER

This is neither an offer to sell nor a solicitation of an offer to buy the securities described herein.

THE OFFERING IS MADE ONLY BY THE PRIVATE PLACEMENT MEMORANDUM. THIS MATERIAL MUST BE READ IN CONJUNCTION WITH THE PRIVATE PLACEMENT MEMORANDUM IN ORDER TO UNDERSTAND FULLY ALL OF THE INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES ASSOCIATED WITH AN INVESTMENT IN THE SECURITIES TO WHICH IT RELATES AND MUST NOT BE RELIED UPON TO MAKE AN INVESTMENT DECISION.

The offering of securities described herein will not be registered under the Securities Act of 1933 (the “Securities Act”) or the securities laws of any state and the securities are being offered and sold in reliance on exemptions from the registration requirements of the Securities Act and such laws. Neither the Securities and Exchange Commission nor any other federal or state agency has passed upon the merits of or given their approval to the offering of the securities, the terms of the offering or the accuracy or completeness of the offering materials. The offering of securities is being made only to Accredited Investors, as defined in Rule 501(a) of Regulation D of the Securities Act. An investment in the securities is highly speculative and involves substantial investment and tax risks. All prospective investors must review the Private Placement Memorandum in its entirety, including the section entitled “RISK FACTORS” before investing.

An investment in Four Peaks Capital Partners, LLC is highly speculative and involves substantial risks, including, but not limited to: (1) Four Peaks Capital Partners, LLC success depends upon the performance of the Manager in managing Four Peaks Capital Partners, LLC and its investments, including decisions involving investment of Four Peaks Capital Partners, LLC’s capital and the acquisition and disposition of properties and there is no guarantee Four Peaks Capital Partners, LLC will raise enough capital to perform its investment objectives; (2) There can be no assurance that a prospective investor will receive any return on investment in Four Peaks Capital Partners, LLC and/or realize any profit on a prospective investor’s investment in Four Peaks Capital Partners, LLC and a prospective investor could lose all or a substantial portion of its investment; (3) The Manager has limited or no net worth and there can be no assurance that the Manager will have sufficient funds to meet its obligations to Four Peaks Capital Partners, LLC or to otherwise financially support Four Peaks Capital Partners, LLC; (4) The Class A members and Class B members have no power to take part in the management of Four Peaks Capital Partners, LLC and have limited voting rights and will not have the opportunity to evaluate or approve any of Four Peaks Capital Partners, LLC’s investments; (5) The Class A Interests and Class B Interests will be illiquid, and the transferability of the Class A Interests and the Class B Interests will be substantially restricted; (6) Four Peaks Capital Partners, LLC may not have the cash flow necessary to make distributions to its members; (7) Four Peaks Capital Partners, LLC will not diversify its investments and, therefore, the success of Four Peaks Capital Partners, LLC will be dependent upon the success of the properties; (8) There are substantial risks associated with real-estate investments and ownership of storage facilities and mobile home parks; (9) There are various potential conflicts of interest among the Manager and its Affiliates and their principals.
Investors must read and carefully consider the discussion set forth under the section entitled “RISK FACTORS” in the Private Placement Memorandum for a complete discussion of these and other risks pertaining to this investment.

These projections are speculative and based on specific assumptions, which, if incorrect, would cause the actual returns to differ materially from the projected returns. You should review the entirety of the assumptions and risks set forth in the Private Placement Memorandum.

Any underlying assumptions and any forward-looking statements herein may not be accurate, the projections herein shown may not occur, and actual results could differ materially due to risks and uncertainties that are beyond the Company’s ability to control or accurately predict. To the extent, the information in this communication conflicts with the information in the Private Placement Memorandum, the information in the Private Placement Memorandum shall govern.

The securities offered are an illiquid investment and involve a high degree of risk; Investors should be able to bear the loss of some or all of their investment. Investors should read and understand all of the risks and the entire Private Placement Memorandum before making a decision to invest. Past performance is no indication of future results and there can be no assurance that Four Peaks Capital Partners, LLC will be able to execute the investment objectives for the Properties or the Offering.

This material is for general information purposes only and does not constitute legal, tax, investment or other professional advice on any subject matter. Information provided is not all-inclusive and should not be relied upon as being all-inclusive.
Any capitalized terms used but not otherwise defined in this Presentation shall have the meanings set forth in the Private Placement Memorandum.

Any reference to “Four Peaks” “we” “our” or “fund,” regardless of capitalization, shall refer to Four Peaks Capital Partners, LLC, and its Affiliates.

For additional risks and disclaimers, visit https://www.fourpeakscapitalpartners.com
Four Peaks Capital Partners, LLC

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