Alternative Investments

Westport Advisory Group, LLC believes our clients are best served by investing in a balanced and diversified portfolio. To put this belief to practice we may recommend the following alternative investments to our clients. Alternative investments may be used for generating income, capital appreciation or a combination of both.  In an economic landscape of low interest rates and the forecasts for slower economic growth, alternatives may be an appropriate choice for the investor.

 

Current Offerings Product Description
S2K/Miller CLT Fund LP Develop ~500 Class A multifamily units and retail in the fast-growing NoDa submarket in Charlotte, NC. Equity real estate investment with valuations in 2026 and 2027 for Roth IRA conversions. 

Victrix-Gordon Carew Tower QOF LLC Value-add multifamily redevelopment of the Iconic Carew Tower in Cincinnati, OH. Tax Credits and OZ structure increase and accelerate distributions to investors.