HELPING HIGH-NET-WORTH INVESTORS DIVERSIFY, ACCELERATE CAPITAL GROWTH, MITIGATE RISK & PRESERVE WEALTH

THROUGH ALTERNATIVE INVESTMENTS

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At CARLSON ALTERNATIVE INVESTMENTS, we specialize in alternative investments, including Real Estate, Alternative ETFS/Mutual Funds, Hedge Funds, Private Credit and Private Equity. We believe alternative investments are an essential building block in a high-net-worth investors portfolio. The stock market has proven to be an incredible way to build wealth. But for the high-net-worth investor, alternative investments might be a smart addition to their portfolio and provide an added level of diversification. For well-heeled investors, the profit/return potential is significant.

CONTACT MIKE LEARN MORE

Mike Carlson

Founder, President &

Chief Investment Officer

Mike is an expert in wealth management through strategic portfolio construction and investment selection that includes equities, fixed-income vehicles, income-producing investment real estate and alternative investments. Mike has a proven 25+ year record of success in creating wealth for clients using a highly personalized, hands-on approach that has transitioned many investors to high-net-worth status.

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For anyone with real estate investments, Mike Carlson’s services are a necessity in order to achieve top results. Mike Carlson is very astute and knowledgeable in not only all aspects of real estate investment and wealth management but also in a wide scope business matters in general.

Lynn W
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Mike Carlson and his company are great - very professional, experienced, and comfortable to work with. Mike took me, a private investor and calmly, carefully, and completely took me through the entire process - analysis of my portfolio, investment scenarios, identification and purchase of appropriate properties and follow-up management. I would not be where I am without them! It has been over twenty years now.

John B
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I have been working with Mike since 2002. He is the driving force behind the investment real estate strategies implemented leading to our wealth gains over the years. He oversees all our significant transactions and loans.

Linda G
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“Mike understands that long-term relationships are what make you successful, not quick commission checks. I will continue to work with Mike in the future in whatever capacity I can. I find him trustworthy and moreover deeply knowledgeable."

Chris R

At CARLSON ALTERNATIVE INVESTMENTS, in conjunction with reciprocal collaboration with top-tier professionals in banking, tax services (tax planning & optimization), accounting, legal, insurance (risk management), retirement planning, estate/legacy planning (wealth transfer) and charitable giving; we have you covered in all the essential wealth management areas of specialization.

As a high-net-worth investor stockbrokers approach you eager to sell you stocks, real estate brokers eager to sell you real estate, and any number of speculative brokers eager to sell you REIs, gold, opportunity zone shares, art, bitcoin, business franchises, etc. But brokers are usually focused on one thing; selling you what they sell- which is not necessarily what you need.

CARLSON ALTERNATIVE INVESTMENTS takes a different approach. We treat your investment portfolio as a holistic system. Just as every human body is unique, every investor’s needs and portfolio are unique.

CARLSON ALTERNATIVE INVESTMENTS will collaborate with you through the process of Portfolio Construction and Investment Selection through strategic Asset Class Allocation and Diversification.

TRADITIONAL

TRADITIONAL +

REAL ESTATE

REAL ESTATE

WEIGHTED + TRADITIONAL

HIGH-NET-WORTH

INVESTORS

* Please note that the above asset class allocation pie graphs are only examples and will vary by the investor.

A Full Spectrum of

Alternative Investments

Choosing the right investments and proper mix depends upon your goals, risk tolerance, and investment timeline.

List of Services

What we DO:
- Advisor - Alternative Investment Options
- Assist Clients with Asset Class Diversification
- Assist Clients with Portfolio Construction
- Assist Clients with Investment Selection
- Offer a Full Spectrum of Wealth Management Services
- Amalgamate and Integrate Counsel from a Client’s other Advisors
- Holistic Wealth Management Approach (single point of contact)
- Ongoing Guidance & Oversight
Learn more -> List Item 1

List of Services

What we DON’T DO:
- Function as a Stock “Picker”
- Function as a “Trader”
- Charge “Commissions”
- Charge a “Percentage Fee” for “Assets Under Management”
Item Link List Item 1

Accelerate your wealth growth with Income-Producing Investment Real Estate: The safest and most time-tested Alternative Investment

Real estate is the most accessible alternative investment—many Americans are already invested in this asset class by owning their homes. Real estate investing means purchasing real property or buying funds that invest in real estate. Real estate investors anticipate appreciation in value over time, while income-producing real estate assets like apartment buildings also generate steady rental income. Real estate is one of the safest ways to build wealth and grow your net worth in the United States. I am referring to positive cash-flowing rental property (not real estate that takes money out of your pocket every month). But a surprising number of high-net-worth individuals are only invested in the stock and bond market.

Some associate real estate with risk or complexity. For many, stocks seem less intimidating and thus an easier path to default to. But the fact is that bear markets emerge every 3.5 years on average – with a corresponding average loss in value of 35% per bear market. Income-producing real estate is a logical hedge against the highly repetitive bear market cycle. It is another vital cylinder you should have firing under the hood of your investment portfolio. Income-producing investment real estate is subject to cycles just as any investment sector is. But it's cycles often run counter to stock market cycles, adding to its value as a protective hedge for your portfolio.

"It is widely documented that approximately 90% of all millionaires gained their wealth through real estate."

We, through our parent company, Realty Yield, specialize in the alternative investment of income-producing real estate.

REALTY YIELD

To learn more about Realty Yield, our parent company, click the link above.

What Our Clients Say

“My experience as a first-time investment property buyer... I thought the whole process of picking an income property would be easy, especially in a down market. This is not the case. Be ready for a cautious and lengthy endeavor. Mike has been willing to put in the time to analyze and pursue quality properties. His experience is invaluable because what looks good on a cut sheet is not always as it seems. It saves time to use a person like Mike who knows what good prospects look like.”

Clinton L

“We were so pleased with Mike’s handling of our real estate that we referenced Mike as a contact for our children and our attorney if we should die and the children were to be left with the apartments. We knew that Mike would be honorable and not take advantage of them in settling our real estate holdings."

Nira L

“Mike Carlson is great, very professional, experienced, and comfortable to work with. Mike took me, a private investor and calmly, carefully, and completely took me through the entire process: analysis of my portfolio, investment scenarios, identification and purchase of appropriate properties and follow-up management. I would not be where I am without them! It has been over twenty years now."