Alternative Investments

American Equity offers several non-market correlated investments, ranging from Corporate Debt to Business Development Companies to Real Estate Investment Trusts.

 

GWG Holdings, Inc.

GWG Holdings Web site

GWG HOLDINGS, INC. ANNOUNCES NEW OFFERING OF L BONDS, A PUBLICLY REGISTERED CORPORATE DEBT OFFERING

MINNEAPOLIS, Jan. 9, 2015 /PRNewswire/ -- GWG Holdings, Inc. ("GWG"), announced today that it has commenced offering an L Bond (the "L Bonds"), a publicly registered corporate debt offering with interest rates of 4.25%-9.00% and terms of 6 months to 7 years, respectively. 

GWG is offering up to $1,000,000,000 of L Bonds in the offering. GWG is offering L Bonds on a continuous basis and there is no minimum amount of L Bonds that must be sold before GWG can use proceeds from the sale of L Bonds. GWG plans to use the net proceeds from the offering of the L Bonds primarily to purchase and finance additional life insurance assets, and to service and retire other outstanding debt obligations. Emerson Equity LLC is serving as the managing broker-dealer for the offering, which is being sold through a network of participating dealers and licensed financial advisors and representatives in minimum increments of $25,000.

 

Franklin Square Investment Partners

 

FS Investment Corporation IV Web site

FS Investment Corporation IV (FSIC IV) is a business development company (BDC) that primarily invests in floating rate, senior secured loans of private U.S. middle market companies. 

Investment objectives

FSIC IV is a publicly registered, non-traded BDC and seeks to generate current income and, to a lesser extent, long-term capital appreciation. A BDC allows individual investors, at low investment minimums, to invest in the same type of private companies as do large institutions, endowments and wealthy individuals

FSIC IV is intended for investors looking for current income, fixed income portfolio diversification and a defensive investment approach focused on long-term performance and principal protection.

 

FS Energy & Power Fund  Web site

FS Energy & Power Fund (FSEP) is a non-traded business development company (BDC) designed to provide investors a combination of income, growth and diversification by investing primarily in the debt and income-oriented securities of private U.S. energy and power companies. 

Investment objectives

Generate current income and long-term capital appreciation.

Investment strategy
FSEP seeks to generate current income and long-term capital appreciation by investing across the capital structure of private U.S. energy and power companiesThe fund can invest in a broad range of debt and equity securities, including senior secured debt, unsecured debt, common and preferred equity and warrants.

Senior secured investments are often backed by the hard assets critical to a company’s operations such as oil and gas reserves, pipelines and machinery. 

FSEP invests in an asset class that has historically exhibited low correlation to traditional investments, which may help diversify an investor’s existing portfolio. Asset allocation and diversification neither guarantee a profit nor eliminate the risk of loss of principal.

 

Hines Securities 

 

Hines Global REIT II  Web site

Looking for a product that can complement your traditional investment mix while adding the potential for income and growth to your portfolio? Tap into the diversity of real estate markets worldwide with Hines Global REIT II, a public non-traded REIT that is sponsored by Hines, one of the largest, privately owned global real estate firms in the world.

  • Hines Global REIT II, Inc. ("Hines Global REIT II") intends to invest in a diversified real estate portfolio7 in markets around the world to achieve attractive total returns upon the sale of investments or other liquidity event8
  • Preserve shareholders’ invested capital and provide modest growth in the value of invested capital
  • Provide income in the form of regular, stable cash distributions2
  • Intends to qualify as a real estate investment trust ("REIT") for U.S. federal income tax purposes beginning with its taxable year ending December 31, 2015

 

HMS Income Fund  Web site

HMS Income Fund is a public, non-traded business development company (BDC) that focuses on income and capital appreciation. The company’s strategy is to make debt investments in syndicated middle-market companies as well as self-originated debt and equity investments in lower middle-market companies.

HMS Income Fund taps the experience and resources of Main Street Capital Corporation (“Main Street”), a publicly-traded BDC (NYSE: MAIN), through MSC Adviser I, LLC, a wholly-owned subsidiary that is the sub-adviser to the fund. The sub-adviser recommends and monitors all of HMS Income Fund’s investments, targeting investment opportunities that arise from ownership transitions, strategic acquisitions, business expansions and other growth initiatives, primarily for later stage businesses. Since its inception, Main Street has specialized in providing long-term loans and equity capital to middle-market and lower middle-market U.S. companies.