In 2023, accredited investor households in the US controlled about $109.5 trillion in wealth. This represents around 78.7% of all private wealth in the country.

With so much wealth, what are the best strategies for investing it?

This blog explores Small Business Finance notes, private equity, and real estate – explaining their workings and the potential benefits for accredited investors.

1.  Small Business Finance Notes

Small Business Finance notes can be a great investment option because they can offer stable and potentially high-yield returns.

These notes let you invest in small businesses, providing them with the capital needed to grow. In exchange, you can earn a fixed return on your investment.

For example, if you invest in our note with a 14% annualized yield, you receive your interest payments plus the principal at the end of the 2 year term. That’s an Interest rate 3x higher than the 2 year US Treasury Rate (as of 6/1/2024).

Our Small Business Finance notes have achieved a 100% success rate in reaching their target return rates, making them a potentially attractive option for accredited investors like you.

Investing in these notes not only offers financial benefits, but can also align with ethical investing principles because your capital supports the operations and growth of America’s small, often family owned businesses.  .

By choosing this investment, you can contribute to the economic development of small businesses, which are so vital to the economy. We love investments with a feel good factor.

2.  Private Equity

Private equity involves investing directly in private companies or buyouts of public companies, which can offer the potential for high returns.

This investment type can also allow you to benefit from the growth of emerging companies before they go public.

The first quarter of 2024 saw private equity firms announce $92 billion in deals. This suggests strong market activity and continued investor interest.

However, private equity investments can be risky, with the potential for loss if companies don’t perform as expected.

Additionally, private equity investments generally demand a longer time frame and have lower liquidity than many other investments.

3.  Real Estate

Real estate remains a staple in investment portfolios because of its stability and potential for high returns.

Accredited investors in particular have access to exclusive opportunities like commercial properties, luxury residential projects, and large-scale real estate developments.

Because this type of investment is typically not available to the general public, real estate can offer accredited investors unique opportunities to diversify their portfolios.

Nevertheless, real estate investments can also come with drawbacks. Deals often need significant capital and long-term commitments because of high up-front high capital expenditure like purchase prices, maintenance, taxes, and fees.

The illiquid nature of real estate also makes it hard to quickly buy or sell properties.

Accredited investors have unique opportunities to diversify their portfolios with high-return investments like Small Business Finance notes, private equity, and real estate.

Create a free investor account today to explore our range of investment options.