Private Investment Review Committee - 2020 Investments
January 2021
In 2020 Parkside’s PIRC Reviewed dozens of opportunities and made the following investments available to qualified clients:
Real Estate
- Industrial real estate specializing in suburban distribution centers for Fortune 500 companies.
- Industrial real estate specializing in last mile distribution centers within densely populated areas in growing markets within the South and West.
- Opportunity zone real estate fund focused in the Midwest.
Energy
- Oil and Gas exploration fund with projects in the Permian and Anadarko Basins.
Long/Short
- Seasoned global long/short fund for implementation within IRAs and at a $100,000 minimum.
Private Equity
- Direct / Co-Invest US middle market buyout private equity fund
- Semi-liquid global private equity fund diversified among direct equity, secondary fund offerings, mezzanine debt and senior debt.
- Assisted living developer fund focusing on underserved markets in seven different markets in the upper Midwest.
Looking forward to 2021…
To ensure our pipeline remains fresh, we are constantly considering new opportunities. Current projects under consideration include:
- Global private equity fund with an impressive track record that focuses on direct private equity investments in North America, Europe, and Asia.
- Real estate fund with an income focus and a portion reserved for opportunistic purchases in this evolving landscape.
As always, Parkside uses its $1.5 Billion in assets and affluent clientele to negotiate lower minimum investments and discounted fees. Most importantly, we never accept compensation from investments we implement for our clients.
DISCLAIMER: This is intended to provide thought-provoking commentary. The information presented herein has been obtained from and is based upon sources and vendors deemed to be reliable, but may be incomplete. Sources include research partner Asset Consulting Group. Parkside Financial Bank & Trust does not itself endorse or guarantee, and assumes no liability for, the accuracy or reliability of any third party data or the financial information contained herein.
Parkside Financial Bank & Trust is not a tax advisor. All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor. We will work with you independent tax and/or legal advisor(s) to help create a plan tailored to your specific needs. The material contained herein is for informational purposes only and does not constitute tax advice.
Parkside Financial Bank & Trust is not a tax advisor. All decisions regarding the tax implications of your investments should be made in consultation with your independent tax advisor. We will work with you independent tax and/or legal advisor(s) to help create a plan tailored to your specific needs. The material contained herein is for informational purposes only and does not constitute tax advice.
Investments are not insured by the FDIC or any federal government agency, provide no bank guarantee, are not a deposit and may lose value.