Alternative Investments

IntermediateGeneral Investing2 min read

Quick Definition

Asset classes outside traditional stocks, bonds, and cash — including private equity, hedge funds, real estate, commodities, and collectibles.

Key Takeaways

  • Any investment outside stocks, bonds, and cash qualifies as "alternative"
  • Main categories: private equity, hedge funds, real estate, commodities, collectibles
  • Key benefit: low correlation to public markets provides true diversification
  • Traditional alternatives require accredited investor status and high minimums
  • New platforms are democratizing access to alternatives for retail investors

What Is Alternative Investments?

Alternative investments encompass any investment asset that falls outside the three traditional asset classes: publicly traded stocks, bonds, and cash equivalents. They include a wide range of investments from private equity and hedge funds to real estate, commodities, infrastructure, art, wine, and even farmland.

Main Categories of Alternative Investments:

1. Private Markets

  • Private equity (buyout, growth equity, venture capital)
  • Private debt/credit
  • Private real estate (not REITs)

2. Hedge Funds

  • Use sophisticated strategies: long/short, event-driven, macro, arbitrage
  • Typically only available to accredited investors

3. Real Assets

  • Real estate (direct ownership, REITs)
  • Commodities (gold, oil, agricultural products)
  • Infrastructure (toll roads, airports, utilities)
  • Farmland and timberland

4. Tangible Collectibles

  • Fine art, wine, classic cars, rare coins
  • Sports cards, watches, sneakers (newer categories)

5. Digital Assets

  • Cryptocurrency, NFTs (controversial as "investment")

Why Investors Use Alternatives:

  • Diversification: Low correlation to public markets
  • Return enhancement: Private equity has historically outperformed public equities
  • Inflation hedging: Real assets often rise with inflation
  • Income: Infrastructure and private credit can generate stable cash flow

Drawbacks:

  • Illiquidity: Funds often lock up capital for 7-10 years
  • High minimums: Often $100K-$1M or more
  • Limited transparency: Less regulatory disclosure than public companies
  • High fees: Typical hedge fund: 2% management + 20% performance

Democratization Trend: New platforms (Fundrise, Yieldstreet, Cadre) are lowering minimums and opening alternatives to non-accredited investors, though with trade-offs in liquidity and due diligence.

Alternative Investments Example

  • 1A pension fund allocates 30% to alternatives: 10% private equity, 10% real estate, 5% infrastructure, 5% hedge funds — reducing correlation to stock market volatility
  • 2An individual investor buys into a Fundrise real estate portfolio for $1,000, gaining access to commercial real estate that was previously only available to institutional investors