In This Video:
Have you ever wondered why top institutional investors, like Harvard and Yale, consistently outperform traditional portfolios?
In this episode of NoonZOOM, Fred Hubler, Chief Wealth Strategist at Creative Capital Wealth Management Group, reveals how everyday investors can adopt the strategies of the “big dogs” to navigate economic volatility, inflation, and market corrections.
Hubler shifts the focus away from the typical 3,000 individual stocks found in standard portfolios toward alternative, institutional-grade investments. Key strategies and takeaways discussed include:
- I-Bonds: A government-backed, inflation-adjusted investment option available at treasury.gov, capped at $10,000 per Social Security number.
- Private Preferred Stock: Focusing on sectors like farmland (e.g., Gladstone Land), offering stability and recurring income outside of the volatile public stock market.
- Institutional Real Estate & DSTs: Utilizing Delaware Statutory Trusts to access large-scale, income-producing properties like distribution centers or student housing.
- Oil and Gas Tax Credits: A strategy dating back to 1942 that allows investors to leverage tax deductions and long-term royalty income.
- Opportunity Zone Funds: A method to defer capital gains taxes while investing in large-scale community or life-sciences projects.
- Private Equity & Opportunistic Funds: Engaging in direct business turnarounds or managing family-owned assets like manufactured housing and RV parks.
Learn how to move beyond the “herd” and gain access to the investment vehicles that the wealthiest institutions use to secure growth—watch the full video above for complete insights.