Diversified Portfolio

Man rolling suitcase in the hotel lobby

Hospitality

Hotels offer diversified income through room rentals, events, and associated services. Strategically located hotels are capable of adapting to market trends, enhancing potential for capital appreciation.

Healthcare worker in a medical building

Healthcare

Investment in medical offices provides a stable and recession-resistant revenue stream due to the essential nature of healthcare services. The steady demand for healthcare facilities contributes to long-term property value appreciation and rental income growth.

Stock chart

Financial products

High-quality stocks of well-established companies with strong financials offer higher returns for relatively low risk. Blue-chip stocks, known for regular dividend payouts, contribute to portfolio income.

Woman counting Hundred dollar bills

Cash Management

Treasury bills and cash management savings accounts are government-backed securities and FDIC insured savings accounts that offer high liquidity and are considered risk free, making them an ideal choice for stabilizing the fund's portfolio.