Equipment Leasing partnerships provide capital to firms in equipment-intensive industries via collateralized leases and loan instruments. Partnerships operate for a period of time before the assets are sold or loans mature and proceeds distributed to investors. A portion of interim distributions may be non-taxable or tax-deferred due to depreciation and other partnership expenses.
The cost structure, liquidity, strategies, terms and features of closed end investment offerings (typically, non-traded equity or partnership units) are governed by prospectus. Risk and return potential vary by sponsor, offering, and overall market and economic conditions. Past performance is no guarantee of future returns.
Alternative investments are more complex than traditional investment vehicles and can have different fees and cost structures. They often invest in illiquid assets, which can make them difficult to exit and price on a regular basis. Some strategies involve leverage which can magnify gains or losses.
Equipment Leasing funds and other non-traditional lenders may provide relatively high cash flow distributions (which may include return of capital during the life of the offering) with a low correlation to traditional stocks and bonds, which may provide useful diversification in client portfolios.
A trusted advisor, acting in a fiduciary capacity, is an essential business partner who can help determine the mix of investments that may be right for you.
Equipment Leasing partnerships provide capital to firms in equipment-intensive industries via collateralized leases and loan instruments. Partnerships operate for a period of time before the assets are sold or loans mature and proceeds distributed to investors. A portion of interim distributions may be non-taxable or tax-deferred due to depreciation and other partnership expenses.
Risk and return potential vary by sponsor and offering. These investments can provide income, stability, and diversification to client portfolios.