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Assessing Alternative Investments

For decades, institutional investors have been using alternatives for greater potential income, portfolio diversification, lower volatility, and reduced correlation to broader markets.2

You may not be an institution, but you have many of these same investment objectives. Alternatives may deliver reduced volatility with higher income and improved total returns.

Historic 5-year Performance

An investment in alternatives like commercial real estate and corporate credit may help diversify a portfolio.

Total Return
13.42%
Volatility
14.90%
Equities
Total Return
8.31%
Volatility
17.52%
Public REITs
Total Return
5.51%
Volatility
4.42%
U.S. High Yield Bonds
Total Return
2.27%
Volatility
3.84%
Corporate Bonds
Total Return
11.03%
Volatility
6.47%
Commercial Real Estate
Total Return
4.00%
Volatility
1.19%
Corporate Credit
2 Willis Towers Watson. Global Pension Assets Study 2016. 2016.
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Resource is the marketing name for Resource Real Estate, LLC, Resource Alternative Advisor, LLC, and their affiliates. Resource may distribute certain products through Resource Securities LLC, a wholly owned broker/dealer, Member FINRA/SIPC

All statements and information other than statements of historical fact included on this website regarding strategy, future operations, financial position, estimated revenues, projected costs, prospects, plans and objectives of management are forward-looking statements. When used on this website, the words “could,” “believe,” “anticipate,” “intend,” “estimate,” “expect,” “project” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. You should not place undue influence on these forward-looking statements. Although we believe that our plans, intentions and expectations reflected in or suggested by the forward-looking statements we make on this website are reasonable, we can give no assurance that these plans, intentions or expectations will be achieved because of the number of risks and uncertainties, many of which are beyond our control, including but not limited to uncertainties concerning the properties being operated and sold or refinanced, leverage and meeting debt service obligations, operating properties in different locations throughout the U.S., general, market or business conditions and changes in laws or regulations. These cautionary statements qualify all forward-looking statements attributable to us or persons acting on our behalf. To check the background of Resource Securities LLC or any registered individual, please go to FINRA’s BrokerCheck.