Author: Investor Relations

The Net Asset Value (NAV) per share is a crucial metric used to determine the market value of a fund and its shares on a specific date. It serves as a basis for setting the purchase and redemption prices of shares. As an investor, grasping the concept of NAV per share is essential. It allows you to track the value of your investments over time, ultimately providing a metric of performance relative to other investments. What is NAV? NAV is calculated using a simple formula: NAV = Total Assets−Total Liabilities / Number of Shares Outstanding For instance, a real estate fund’s...

A self-directed IRA (SDIRA) provides unparalleled flexibility for individuals to invest in a wide variety of assets. This unique vehicle allows investors to venture beyond conventional avenues like stocks and bonds, opening doors to a plethora of assets including private real estate, cryptocurrency, notes, metals, venture investments, and private company shares. Such versatility empowers beneficiaries to tailor their portfolios according to their preferences and risk appetites. Tax Efficiency of Investing with a Retirement Account The allure of SDIRAs is further enhanced by their tax benefits....