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What are Private Investments?

Private Investments

Private investments are those not listed on public exchanges and typically not offered through chartered banks or other financial institutions making them more challenging for investors to easily access. They offer useful investment strategies for investors looking to diversify their portfolios from traditional stocks, bonds or mutual funds. Pinnacle aims to bring these opportunities to all investors through our network of Private Market Specialists.


Public Investments
Private Investments

Examples

  • Public Stocks
  • Bonds
  • Exchange Traded Funds
  • Mutual Funds
  • Private Equity Funds
  • Private Debt Funds
  • Real Estate Investment Trusts
  • Direct Company Investments

Characteristics

  • Highly Liquid
  • Readily available information
  • Easily fluctuate due to investor trading
  • Easily accessed by the average investor
  • Less Liquid
  • Less frequent reporting
  • Less accessed by the average Investor
  • May offer higher yield opportunities



Current and Previous Industry Product Experience


Self Storage

Healthcare

Tax Strategies

Private Debt

Multi-Unit Real Estate 

Industrial Real Estate

Senior Living Facilities

Biotechnology Technology 


Energy Financing and Leasing

Cannabis 

Private Equity

Manufacturing




How to Buy Private Investments?

Private investments can be purchased through Exempt Market Dealers, such as Pinnacle Wealth Brokers Inc., providing investors with the opportunity to participate in investment opportunities through prospectus exemptions under applicable securities laws in Canada. 

Private Investments are subject to Canadian securities regulation which outlines conditions that are required of the dealer, the issuer and the investor. These regulations are aimed to protect investors.



Trends in Private Investments

Over the last decade, many pension funds and institutional investors are significantly increasing their investment holdings in Private Markets Securities. Some of the largest considerations for institutions choosing to invest in private securities includes diversification, steady income streams and absolute return mandates.

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