Co-Investing
We provide access, at allocation sizes appropriate to our co-investor's wealth, time horizon and risk tolerance, to unique investments in private credit, private real estate, and private equity and venture capital funds and opportunities. To ensure alignment of interest, these investments and managers are only ones in which we are invested individually and/or for advisory clients of the firm. We actively manage, monitor and report on these investments to our co-investment clients.
What We Provide
-
Right Size Allocation, depending on investor wealth and goals, and in most cases well below stated investment minimums which are typically $1 million or more.
-
Manager Management, monitoring their activities for the duration of our investment.
-
Reporting, collecting all investment data on our portfolio management system and providing quarterly investment returns net of expenses and our fees.
Opportunities
Looking forward, we expect to continue allocating to:
-
Private Credit where our managers lend to qualified borrowers at rates and for terms which provide strong risk-adjusted returns in a complex and changing economy.
-
Private Equity and Venture Capital where we access the dynamic innovation economy with the hope of achieving outsized gains over longer periods of time.
-
Ownership Stakes In Private Asset Managers via secondary purchases of general partnership interests, thereby participating in their extraordinary cash flows from management fees on contractually-obligated limited partner commitments, returns on investment from the managers’ balance sheets, and performance fees.
-
Qualified Opportunity Zones which are tax-advantaged opportunities in private real estate allowing deferral of tax on capital gains from the sale of most types of investments and, more importantly, no tax on the gains on sales of the properties in the funds.
-
Private Real Estate in growing areas of the country and in a variety of asset classes including multi-family, medical office, industrial and other opportunities.
All investing with CrossGrain is bound by the Advisory Agreement co-investors sign with our firm and is regulated by the Adviser's Act. Private investing is subject to additional risks than public investing and are for accredited and/or qualified investors only.
