INVESTOR STORIES

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Investor Stories

DANIEL

Dan was maniacally focused on the performance of his portfolio, but when asked how his alternative investments were performing (real estate funds, private equity, single family houses), his response was “no earthly clue”, and his big RIA didn’t help him either. 

AltExchange gives Dan real-time IRR, and metrics so that he can compare performance to his traditionally more transparent investments. 

AltExchange gave me real-time IRR and metrics so that I can compare performance to my traditionally more transparent investments.

Bothered by how his quarterly meeting with his RIA doesn’t address his alternative investments. Their risks, or their performance compared to other options.

ALLEN

Allen’s has $40M in assets with a large RIA firm, and allocates $10M of his assets to real estate, private lending funds, and has an apartment building in Huntsville Alabama.

AltExchange gave me real-time IRR and metrics so that I can compare performance to my traditionally more transparent investments.

DANIEL

Dan was maniacally focused on the performance of his portfolio, but when asked how his alternative investments were performing (real estate funds, private equity, single family houses), his response was “no earthly clue”, and his big RIA didn’t help him either.