An Investment Example

The following exemplifies how Hogan Douglas can help a client obtain his investment goal. He wants to purchase a vacation house.

Client’s Current Portfolio

• Our client invests funds in the stock and bond markets. He bought individual stocks, ETFs, bonds, and mutual funds.

·      His available capital for private market investments is $100k.

Client’s Goal

• His goal is to save $250K to purchase a vacation house.

• Our client seeks alternative investments to assist him in reaching his goal while mitigating risk during bear markets. 

Client’s “Action Plan”

To achieve his $250K goal, our client continues to invest in his public market portfolio. He also places $50k in a Hogan Douglas commercial real estate investment and $50k in an HD First private debt investment. During Year 7, he will have $250K to purchase his vacation property.