Private Equity Investing in IRAs

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The private equity asset class has enjoyed a period of unprecedented success over the past decade, according to the Preqin Alternatives 2019 Report, and is continuing to grow in importance.

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Institutional investors believe that private equity will likely continue to deliver superior returns relative to other asset classes, the report says, with 31% of advisors surveyed looking to increase their allocations over the next 12 months and 46% over the longer term.

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In addition to holding publicly traded assets, your client’s Equity Institutional account may also purchase a number of private equity investments, including:

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• Stock of C-corporations

• Limited partnerships

• Limited liability companies

• REITs