ALTERNATIVE INVESTMENTS: Asset Classes Defined

By A. I. and Staff Reporters

SPONSOR: http://www.MarcinkoAssociates.com

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Here is a broad menu of asset classes and alternative investments to consider:

Real Assets

  • Real Estate: Rental properties, REITs (Real Estate Investment Trusts), land, commercial buildings.
  • Commodities: Gold, silver, oil, natural gas, agricultural products.
  • Collectibles: Art, vintage cars, rare coins, wine, sports memorabilia.

Private Market Investments

  • Private Equity: Investing in private companies, often through venture capital or buyout funds.
  • Venture Capital: Early-stage investments in startups with high growth potential.
  • Angel Investing: Direct investment in startups, usually by individuals.

Intellectual Property & Royalties

  • Music Royalties: Buying rights to songs and earning income from plays or licensing.
  • Patents & Trademarks: Licensing intellectual property for recurring revenue.

Structured Products & Alternatives

  • Hedge Funds: Pooled funds using advanced strategies like short selling, derivatives, and leverage.
  • Structured Notes: Debt securities with embedded derivatives for customized risk-return profiles.
  • Options & Futures: Derivatives for speculation or hedging.

Impact & Sustainable Investing

  • ESG Funds: Focused on environmental, social, and governance criteria.
  • Green Bonds: Bonds that fund environmentally friendly projects.
  • Social Impact Funds: Investments aimed at generating positive societal outcomes.

Tangible Assets

  • Precious Metals: Physical gold, silver, platinum.
  • Farmland & Timberland: Income from agriculture or forestry.
  • Infrastructure: Toll roads, airports, energy grids—often via specialized funds.

Income-Producing Alternatives

  • Peer-to-Peer Lending: Lending money via platforms like LendingClub or Prosper.
  • Annuities: Insurance products that provide guaranteed income streams.
  • Royalties from Books or Software: Passive income from intellectual property.

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How a Charity Accept Gifts of Copyrights and Related Intangibles?

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Estate Planning Information for Doctor-Donors

[By Children’s Home Society of Florida]

Doctors and other medical professionals are brights folks. Some even have additional degrees and designations like MBA, PhD, CFA, CPA, CFP, CMP, etc. Others hold copyrights, trademarks, servicemarks and patents, etc. Innovators and entrepreneurs, indeed!

So, donors may be surprised to learn that gifts of intellectual property such as copyrights [©], while less common than tangible assets, may nevertheless be valuable and can make wonderful gifts to charity. And, there are some specific considerations that doctors, and other donors and charities should understand when dealing with gifts of copyrights and related intangibles.

For more copyright information, go to http://www.copyright.gov

What is a Copyright?

A copyright is an intangible property right that protects an original artistic or literary work. The protection of copyrights is rooted in the United States Constitution and is among the enumerated powers granted to Congress

Trade Marks and Service Marks

  • A trademark is a word, phrase, symbol or design, or a combination of words, phrases, symbols or designs, that identifies and distinguishes the source of the goods of one party from those of others.
  • A service mark is the same as a trademark, except that it identifies and distinguishes the source of a service rather than a product.

 

Do Trademarks, Copyrights and Patents Protect the Same Things?

No! Trademarks, copyrights and patents all differ. A copyright protects an original artistic or literary work; a patent protects an invention.

For more patent information, go to http://www.uspto.gov/main/patents.htm

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