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many people consider Warren Buffett to be one of the greatest investors of our time yet if you realize that they have the opportunity to invest in a similar way why don't more people invest like him for that question can be answered let me explain how many great investors achieve their success they diversify by investing in all areas in addition to publicly traded stocks and bonds they buy private companies and real estate it is common knowledge that Warren Buffett owns large positions and publicly traded companies such as coca-cola American Express Kraft Heinz and IBM what is not widely known is that approximately fifty percent of his holdings fall under the private equity category so now that we know how the great investors make their money we can answer why don't more people do that there are four reasons that individuals and quite frankly advisors are afraid to go down this path one due diligence many people do not have the time or the resources to do the due diligence that is necessary to invest properly to expense with lack of experience there is a great fear of overpaying for these types of investments three risk one of the business fails and for lack of liquidity you need to have a longer time horizon those four reasons seem like pretty good reasons to stick with traditional investing however one of the biggest shortfalls of publicly traded companies and that there are managed for short run results with performance information readily available to the public management teams can feel pressure to forego long term profitable decisions and do what gives immediate results that may provide income incentives and job security for that management team most private equity firms are focused on long-term growth when you add real estate to the mix you have reduced the overall portfolio risk by diversifying this adds stability and you have created liquid through the cash flows generated fw opportunity fund was designed to give accredited investors an opportunity to further diversify their investment portfolio beyond the traditional public markets we have found that high net worth individuals are interested in growing wealth in a prudent and diversified way with that in mind recent research has guided us towards using a three-dimensional model one liquidity by placing a portion of the portfolio in publicly traded securities and having cash flow generated from real estate we have increased the liquidity of the portfolio to wealth preservation through diversification volatility of the overall portfolio typically is reduced thereby providing stability to the overall valuation and three wealth creation invested in private companies that are focused on making long-term profitability decisions in real estate that has typically increased over the long haul due to long-term labor and material cost increases provide a path toward long-term growth yfw Opportunity Fund there is a unique opportunity available for several reasons one fund management is aligned with advisers and other valuable sources that help provide the due diligence and useful insight to qualify potential investments to being a fund of modest size will allow us to look at some smaller deals they get overlooked by the bigger firms less competition could provide better terms and three we are looking for investments locally and regionally first this could help spur growth and jobs locally and provide a better opportunity for due diligence before investing in fw opportunity fund you should read the private placement memorandum and obtain a copy of fw investments ADV part 2 brochure to find out more about this opportunity you can call me or you can email me thank you
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