Investing Insights & Analysis
Below is an archive of our professional insight and analysis that will help you unlock the wealth building power of private equity and early-stage investing.
Buy, Borrow, Die: How to Get Richer & Avoid Taxes Like Billionaires
Discover the “Buy, Borrow, Die” strategy: Buy an asset like stock & real estate, borrow against it at low-interest rates, and pass them on —tax-free — at death.
Why PIPEs generate “abnormal returns”
Taking a look at some of the academic research on PIPEs and who the biggest players in the PIPE financing space are
📈 The Wall Street “Double Dip”
How Insiders buy public equities at a discount using this weird investing trick.
What Are Blind Trusts? Benefits, Examples & How to Set One Up
Curious about blind trusts and their benefits? Discover how this financial tool can protect your assets and ensure confidentiality.
📈 PE moves down market, PE hiring struggles, and new M&A disclosure rules
Mega deals on pause as private equity dealmakers move down market…
How to Invest with a Self-Directed IRA LLC in 2023: Ultimate Guide
A self-directed IRA LLC allows investors to diversify their retirement accounts into alternatives like real estate & gain maximum control over their portfolio.
Guide to Tax Liability Meaning, Calculation & Tax Loopholes
Tax liability is the total amount you owe to the government. Discover how to calculate your tax liability, and what you can do to legally pay as little as possible.
📈 How to build generational wealth
An Insider’s guide to portfolio construction
📈 The truth about wealthy tax cheaters
Why NOT paying taxes may be one of the single best wealth building “cheat codes” there is.
More Equifund Articles:
Investing in Private Real Estate: An Introduction
Over the weekend, we talked about how the current banking crisis could impact the commercial real estate (CRE) sector in the next 12-24 months. But as we learned from Blackstone’s CEO, not all CRE is created equal. For those who are
📈Buy, Borrow, and Die: How Insiders legally avoid taxes
Looks like many of our readers enjoyed our most recent issue of Private Capital Insider – ”Unlocking the Generational Code.” If you enjoyed that issue, today, we’re going to be taking a look at… Some recent news stories that build on
📈Gold: The best performing asset of 2023?
You’re probably sick and tired of hearing about the de-dollarization narrative, the debt ceiling shakedown, and Janet Yellen’s June 1st “hard deadline,” where we risk a default… That’s why today, we’re going to talk about the story you probably haven’t
Investing in Oil Companies: Benefits and Risks
Investing in the energy sector, particularly in oil companies, offers investors the opportunity to participate in the main driver of the world economy.
From 7-figure portfolio to generational wealth
Last week, we talked about how mathematically speaking, pretty much anyone can become a millionaire with enough time and effort. But for anyone stuck in the “middle class millionaire” bracket – who are in the awkward position of being “rich,
