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Events

  • Featured Speaker: Jeff Stirling, Regional Advisory Consultant, FS
  • Investment Solutions, LLC
  • Date: Wednesday, November 18, 2020
  • Time: 11:00 AM PST
  • Registration: Free Private Reserve Webinar Access Pass

Finding Stability Amidst Uncertainty. Why some Income & Debt Seekers Turn to CRE Credit

While U.S. commercial real estate fundamentals are generally healthy, interest rates are flat, yields are getting squeezed, and prices have leveled off due to COVID. In some markets and property types, values have begun to fall. In a market that is likely approaching its cyclical peak, it could be time for investors’ to consider commercial real estate debt.

As investors struggle to find stable income amidst economic uncertainty, we explore why CRE debt investments backed by hard assets may serve as a source of portfolio stability and diversification.

Join. Jeff Stirling, Regional Advisory Consultant, of FS Investment Solutions, LLC, as he makes the case for why considering CRE debt may be right for your investment objectives and why now is the opportune time to explore your options.

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  • Featured Speaker: Steph M. Laflamme, Regional Vice President, CNL Institutional Group, CNL Securities
  • Date: Wednesday, December 16, 2020
  • Time: 11:00 AM PST
  • Registration: Free Private Reserve Webinar Access Pass

Private Capital Investing: How to invest in private companies with CNL Strategic

Did you know that 98% of U.S. middle market companies (~85,000 out of 87,000) are privately held? Companies are staying private longer and it has become a challenge for many investors to get diversified exposure to the U.S. economy, and the potential for real economic value creation, without tapping into private capital. This workshop provides information to consider regarding private capital investing, along with the potentially meaningful benefits of business ownership alongside operating management in durable, private U.S. companies. CNL Strategic Capital is a direct participation program and it is not suitable for all investors.

This event will introduce you to a unique investment opportunity, CNL Strategic Capital, a company that acquires private companies and seeks to provide long‐term growth and monthly income.

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Dinner & Learn
with Justin Feldman
SVP Western Divisional, Resource Securities

A Professionally Managed, Diversified Interval Fund and Fixed-income Strategy

Are you generating the income you need? The fixed-income landscape is in flux, threatening your portfolio’s risk-adjusted income potential. Add a flexible credit solution to confront today’s potential risks. The Resource Real Estate Diversified Income Fund is a professionally managed, closed-end interval fund that blends multiple real estate investment types across multiple sectors to offer a risk-adjusted income strategy.
At This Event you will learn:
– How to Access nationwide properties in a single investment
-Why you should consider adding a dynamic, income-focused credit strategy to your investment portfolio
April 4 @ Nixon Chops and Whiskey
13033 Philadelphia St.
Whittier, CA 90601
5:00 PM – 7:00 PM

Register

Event Flyers

Diversified Interval Fund Strategy
Fixed-Income Credit Strategy