Fred Hubler’s article explains that when rental property owners lose property to a natural disaster, the insurance payout they receive can trigger a taxable event, potentially resulting in upward of 30% owed in capital gains taxes, a reality that property owners hit by Hurricane Helene and the Los Angeles wildfires are experiencing firsthand. He cites estimates from Milliman and CoreLogic …

Fred Hubler’s article opens by defining tariffs as a tax imposed on imported or foreign goods that raises their cost, noting that governments worldwide use them to protect domestic industries, and that the U.S. also uses tariffs to encourage reshoring of supply chains after decades of outsourced manufacturing. He recaps recent tariff news: on April 2, 2025, President Trump announced …

Fred Hubler’s article looks at how, with trillions of commercial real estate debt set to mature by 2030 and interest rates squeezing owners and investors, private credit has become essential to moving many commercial real estate projects forward. He notes that when traditional banks deny loans or tighten lending, private credit offers the reliability and flexibility owners need, and some …

Fred Hubler’s article introduces the J-Curve, an investment pattern long used by private equity and real estate investors, where an initial loss in value is expected before gains follow later. He explains that with a venture capital fund, returns typically start negative due to management fees, start-up costs, and capital deployment, before the fund begins generating income and appreciating in …

Fred Hubler’s article looks at how alternative investments are increasingly showing up everywhere, from spot crypto ETFs like BlackRock’s IBIT to talk of adding private equity or private credit to 401(k) plans. He notes that while ETFs and hybrid interval funds make alternatives more accessible, these vehicles only scratch the surface, and asks whether alternatives lose some of their appeal …

Fred Hubler’s article looks at how blockchain is rewriting the old rules of alternative investing. Assets once out of reach for most investors, like fine art, a penthouse, or a private loan, are now being sliced into tokenized real-world assets, or RWAs, opening access to anyone with a few hundred dollars to invest. He explains that tokenization starts with a …

Fred Hubler’s article looks at how investors should position alternative investments for 2026, a year he expects to bring slower growth, persistent inflation, and continued AI-driven opportunities. He favors overweighting infrastructure, pointing to its durable income, inflation protection, and role in supporting AI growth through data centers, power generation, and grid modernization, with access available through private funds or hybrid …

Fred Hubler’s article explores event-driven investing, a strategy that seeks returns from specific corporate events rather than broad market movements, such as mergers, spin-offs, divestitures, restructurings, and bankruptcies. Using the recent Netflix-Paramount bidding war for Warner Bros. Studios as an example, Hubler explains how deal-driven volatility can create opportunities for investors focused on these events. He notes that event-driven strategies …