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 …
Summary of Disaster Recovery For Property Owners After Fires, Floods And Storms written by Fred Hubler on Forbes
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 …
Summary of Tariffs, Now What? An Investor’s Guide To Tariffs written by Fred Hubler on Forbes
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 …
Summary of Hotels And Private Credit: A Match Made In Heaven written by Fred Hubler on Forbes
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 …
Summary of J-Curve Tax Strategy: How To Slash Your IRA Conversion Costs written by Fred Hubler on Forbes
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 …
Summary of Unlocking Growth: How Trade Finance Fuels Middle Market Business written by Fred Hubler on Forbes
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 …
Summary of Everything Everywhere All At Once – Now Tokenized written by Fred Hubler on Forbes
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 …

