Free Guides

We offer the following free guides, tailor-made for financial advisors and High Net Worth investors who are interested in alternative investments:

The Investor’s Guide to Alternative Investments – Interested in alternative investments? Download this free guide to investing in alts. Learn about the different types of alternative investments, how they compare to traditional investments, and how they can help protect and grow wealth.

The Investor’s Guide to DSTs – Interested in DSTs? Download this free guide to investing in Delaware Statutory Trusts. Learn about the different types of DSTs, how they compare to a traditional 1031 exchange, and whether a DST investment may be right for you.

The Investor’s Guide to REITs – Interested in REITs? Download this free guide to investing in Real Estate Investment Trusts. Learn about the different types of REITs, including publicly-traded REITs, non-traded REITs, and private REITs.

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At WealthChannel (our “sister site”):

The Accredited Investor’s Guide To Multifamily – Interested in passive multifamily investments for High Net Worth investors? Download this free guide to learn more about private multifamily real estate offerings for accredited investors. This guide includes information on non-traded REITs, DSTs, and other types of private placement offerings.

Note: Please bookmark this webpage and return to it regularly, as we will be adding new PDF guides in the future.