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    Alternative Investments Summary

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    The document summarizes different types of alternative investments including real estate, commodities, private equities, and hedge funds. It lists the ownership structure, valuation methods, sources of income, and key risks for each alternative investment type. The alternative investments provide options beyond traditional stocks and bonds but generally carry higher risks such as liquidity risk, price volatility, and investment risks related to the underlying businesses or markets.

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    Alternative Investments Summary

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    manar.boulaaba
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    The document summarizes different types of alternative investments including real estate, commodities, private equities, and hedge funds. It lists the ownership structure, valuation methods, sources of income, and key risks for each alternative investment type. The alternative investments provide options beyond traditional stocks and bonds but generally carry higher risks such as liquidity risk, price volatility, and investment risks related to the underlying businesses or markets.

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    The document summarizes different types of alternative investments including real estate, commodities, private equities, and hedge funds. It lists the ownership structure, valuation methods, sources of income, and key risks for each alternative investment type. The alternative investments provide options beyond traditional stocks and bonds but generally carry higher risks such as liquidity risk, price volatility, and investment risks related to the underlying businesses or markets.

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    Download as PDF, TXT or read online from Scribd
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    5 views1 page

    Alternative Investments Summary

    Uploaded by

    manar.boulaaba
    The document summarizes different types of alternative investments including real estate, commodities, private equities, and hedge funds. It lists the ownership structure, valuation methods, sources of income, and key risks for each alternative investment type. The alternative investments provide options beyond traditional stocks and bonds but generally carry higher risks such as liquidity risk, price volatility, and investment risks related to the underlying businesses or markets.

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    TUNIS BUSINESS SCHOOL

    UNIVERSITY OF TUNIS
    FIN 350 : Financial Markets / Fall 2020

    Summary of Alternative Investments

    ALTERNATIVE INVESTMENT TYPE OWNERSHIP VALUATION INCOME RISKS

    Residential Interest rate risk


    Comparable sale
    Commercial Direct: Equity, Mortgage Cash flows Poor management
    REAL ESTATE DCF
    REIT Indirect: REIT, MBS Capital gains Development risks
    Cost of replacing
    MBS Distressed properties

    Stocks
    Direct: stock, derivatives Spot price Sales profit Price risk
    Derivatives
    COMMODITIES Indirect: funds, ETFs + Storage cost Capital gains Volume risk
    Funds
    - Convenience yield Gains from hedged losses Cost risk
    ETFs

    LBOs Investment risk (Business & Market risks)


    DCF
    VCs Management fees liquidity risk
    PRIVATE EQUITIES limited partnership NAV
    Development capital Capital gains Financial risk
    Comparables approach
    Distressed investing Compliance risk

    Equities hedge Investment risk (Business & Market risks)


    Relative value arbitrage NAV Management fees liquidity risk
    HEDGE FUNDS limited partnership
    Event-driven Average quote Capital gains Financial risk
    Macro-based Compliance risk

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