What do the Ultra-Rich Invest In?

By Brendan Hughes0 Comments

An exclusive investment club with more than 400 members and $40 billion in assets under management completed a survey of their investment portfolio. The number one asset class in the group? Real estate.

A recent article at CNBC “Real Estate Remains the Go-To Asset Class for the Ultra Rich” revealed the TIGER 21 investment club’s top asset is real estate (28 percent average allocation) followed by private equity (21 percent average allocation).

The club’s investors prefer real estate and private businesses instead of hedge funds and public market assets.

Both real estate and private equity investments are permitted in a self-directed IRA. Click the button below to set up a call with a Senior Account Executive to learn more about self-directed IRAs.