Vacation rentals aren’t a new idea, but Fred Hubler explains how entrepreneurs applied the Uber/Lyft playbook to hospitality, turning individual homes into short-term rentals. He notes that one persistent issue for renters booking through these apps is that the quality of the experience depends heavily on the individual host and how well the property is maintained. For property owners, he …
Summary of Private Capital, The “Nice” Private Equity Investment Strategy written by Fred Hubler on Forbes
When markets get shaky, endowments and high-net-worth families often turn to private equity, seeking stock-market-like upside with less direct market exposure. Fred Hubler breaks down the three main types of traditional private equity investors typically encounter. Venture capital (VC) involves investing in early-stage startups, the riskiest form of private equity, though diversifying across multiple startups increases the odds that one …
Summary of What In The World Is A Promote? written by Fred Hubler on Forbes
Ever come across the term “promote” in an alternative investment pitch and wonder what it actually means? Fred Hubler breaks down this key concept, common in deals structured with general partner (GP) and limited partner (LP) shares. A promote is the GP’s share of profits above a predetermined threshold, often also called carried interest. He walks through how it’s calculated …
Summary of What’s All The Fuss About Private Credit? written by Fred Hubler on Forbes
Banks have gotten stingier with lending lately, and Fred Hubler explains that’s exactly the gap private credit is stepping in to fill. He defines private credit as a directly negotiated loan offered by non-bank institutions, not issued or traded on public markets, hence the “private” label. He explains why a business might choose this route over a bank: beyond banks …
Summary of Financial Fresh Start written by Fred Hubler on Forbes
As the new year begins, Fred Hubler makes the case for using it as a checkpoint to review your portfolio and investment strategy, particularly when it comes to alternative investments, arguing that reflection brings clarity even when plans and outcomes don’t match up. He highlights two key areas to review. First, analyzing what worked: evaluating whether a strategy can be …
Summary of Trump’s Return: What It Means For Alternative Investments written by Fred Hubler on Forbes
Donald Trump’s return to the presidency could reshape the alternative investment landscape, according to Fred Hubler, who notes that the actual impact depends on how policies are implemented, market expectations, and global economic conditions. He argues that some sectors could benefit from deregulation or tax incentives while others may lose government support, so investors should proactively adjust their portfolios toward …
Summary of From Pitch To Profit: Assessing Tech Startup Viability written by Fred Hubler on Forbes
Tech startups don’t often make it onto most investors’ radar, but Fred Hubler argues they deserve a spot in a diversified wealth strategy. He places them at the high-risk, high-reward end of the spectrum, alongside cryptocurrency, well beyond the predictable returns of index funds or the middle-ground risk of real estate syndications. Some investors who once earned $100,000 to $200,000 …
Summary of The New Rules Of Investing: How Data Is Changing The Game written by Fred Hubler on Forbes
Fred Hubler’s article looks at three big promises tied to investing, passive income, liquidity, and access to private markets, and argues that today’s smartest investors increasingly rely on data rather than gut feelings or old-school methods to navigate the reality that these promises aren’t as simple as they sound. He challenges the idea of “passive” investing, using real estate as …
Summary of How To Beat Inflation: Why Your Investment Portfolio Needs Alternatives Now written by Fred Hubler on Forbes
Fred Hubler’s article opens by noting that given current inflation, a traditional 60/40 stock-bond portfolio may no longer deliver the same growth or yield it once did, creating a need to think outside the box for new ways to protect and grow capital. He points to real estate, via REITs, DSTs, and Reg D offerings, as a natural inflation hedge, …
Summary of Maximizing Diversification With Alternative Investments For Stronger Portfolios written by Fred Hubler on Forbes
Fred Hubler’s article looks at how high-net-worth investors are increasingly diversifying beyond traditional stocks and bonds into alternative investments such as private equity, venture capital, private credit, real estate, hedge funds, commodities, and tangible assets like art and collectibles, while weighing the risks, rewards, and liquidity of these investments. He explains that alternatives often have a low correlation with traditional …

