Tax benefits and direct investment access are two of oil and gas’s main draws for accredited investors, and Fred Hubler traces the opportunity back to a 1942 government push to boost domestic energy production, which still creates tax-saving opportunities today. Most of these programs start as a temporary general partnership obligation and automatically convert to a limited partnership once qualifications …

Private equity has long been a staple allocation for endowments, foundations, and high-net-worth families, and Fred Hubler leans on an unlikely reference to explain it: Richard Gere’s character in Pretty Woman, who ran a private equity firm that bought companies and either combined them or broke them apart. In plainer terms, he describes private equity as ownership or interest in …

A 1031 exchange lets real estate investors defer capital gains by swapping one property for another, and for over sixteen years, owners have also had the option to move into a passive DST structure. But Fred Hubler points to a different tool for investors who want beneficiaries to be free to go their own separate ways with an inherited asset: …

Recession chatter has been building in 2024, and Fred Hubler notes that Former Federal Reserve Chairman Alan Greenspan has called a recession the likely outcome of the Fed’s aggressive rate hikes meant to curb inflation, joining a growing number of economists expecting an economic downturn. Since a recession is generally defined as two consecutive quarters of negative GDP growth, Hubler …

Aging infrastructure across the U.S. carries real risk of failure, but Fred Hubler sees that as an opportunity: investors can help fix it while building wealth of their own through what he considers a compelling alternative investment. He breaks the space down into several categories – energy (power plants, storage, transportation, and processing), transportation (toll roads, airports, marine ports, and …

Housing affordability struggles among millennials are fueling a new asset class, according to Fred Hubler: single-family build-to-rent communities, built through 3-5 year programs to build, lease up, and sell. As millennials increasingly reach their family-forming years, tight housing supply and rising prices are pushing many toward renting spacious single-family homes instead of buying. He backs this up with data: the …

Alternative investments keep growing, and Fred Hubler breaks down the practical question most investors actually face: how do you choose one? He identifies four basic ways to access anything beyond stocks and bonds – private syndication, going through an advisor via an RIA, going through an advisor via a broker-dealer, or investing directly (only realistic if you’re big enough to …

Getting access to good alternative investment deals may come down to who you know, and Fred Hubler makes the case that a strong network functions like real estate’s “location, location, location” for wealth building. He argues that being around people who are already investing in these deals helps others get exposed to the same opportunities, benefiting everyone in the circle. …

Commercial real estate has been feeling real pressure from the rapid rise in interest rates, and Fred Hubler doesn’t sugarcoat it: some of the safest multi-family programs had to be written down by 20-30%, with riskier multi-family programs faring even worse. He also cites CBRE data showing a global office vacancy rate of 12.9% at the end of March, nearly …

Fred Hubler makes an unusual comparison in this piece: Taylor Swift’s career, he argues, is essentially a masterclass in how alternative investments work, and he lays out ten specific parallels between her approach and the strategies alternative investors use. The first parallel is being uncorrelated with traditional markets. Just as most alternative investments aren’t tied to the public stock market, …