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ALTERNATIVES
Real assets
Real assets may offer attractive total returns, diversification from traditional investments, and enhanced income through exposure to physical assets such as real estate, infrastructure, and agriculture. Discover more about Fidelity's real asset capabilities and investment strategies.
Why private real estate
Private real estate involves investing in commercial properties across a variety of sectors, such as retail, industrial, multifamily and office. Real estate investing combines the potential for both current income and capital appreciation while also aiming to add diversification.
Growth & income
Combined potential of stable or increasing rents and property value appreciation over time.
Diversification
Core real estate has low correlation with stocks and bonds.
Inflation hedge
May provide inflation hedge, due to lease structures and supply constraints.
Diversification does not ensure a profit or guarantee against loss.
Why Fidelity for private real estate
Fidelity's direct real estate team has extensive industry expertise across all functions and employs a disciplined process to uncover attractive opportunities in real assets.
Evidence-based investment process
Fidelity's direct real estate team leverages disciplined, data-driven approach to identifying attractive geographic markets, asset classes, and properties—and managing risk in the acquisition and portfolio construction process.
Targeting middle-market acquisitions
We focus on middle market assets that have less competition from large institutions.
Diversification
We spread investments across different types of tenant profiles, asset classes, and geographic areas to mitigate risk.
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Research & insights
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Investing Ideas
Exploring opportunities in private real estate
Finding attractive prospects in equity and debt markets following a valuation reset
INVESTING IDEAS
Alternative Angles
A new podcast from Fidelity offering fresh perspectives on alternative assets for more informed portfolio decisions.
INVESTING IDEAS
Alternative investments and their roles in multi-asset class portfolios
Many investors look to alternatives to broaden the investment opportunity set and help enhance a portfolio's returns, manage downside risk, and improve diversification.
Browse more types of alternatives
Private credit
Seeks to provide higher income and/or total returns versus public credit markets by investing in privately negotiated loans, bonds, or other below-investment-grade debt instruments.
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Digital assets
Seeks to provide growth and diversification by investing in digital assets, such as cryptocurrencies like bitcoin and ether.
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Private equity
Seeks to provide enhanced long-term capital appreciation by investing in the equity of private, non-traded companies and helping them optimize operations to drive future growth.
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Liquid alternatives
Seeks to diversify and manage risk by generating less correlated returns using a combination of stocks, bonds, commodities, currencies, leverage, and derivatives.
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Explore more investment products & solutions
Alternative Investment Risks:
Alternative investments are investment products other than the traditional investments of stocks, bond, mutual funds, or ETFs. Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program for any investor. Examples of alternative investments are limited partnerships, limited liability companies, hedge funds, private equity, private debt, commodities, real estate, and promissory notes. Some of the risks associated with alternative investments are: Alternative investments may be relatively illiquid. It may be difficult to determine the current market value of the asset. There may be limited historical risk and return data. A high degree of investment analysis may be required before buying. Costs of purchase and sale may be relatively high.
Commodity interest trading involves substantial risk of loss.
Digital assets are speculative and highly volatile, and their market movements are very difficult to predict. Investors also face other risks, including significant and negative price swings, flash crashes, and fraud and cybersecurity risks. Digital assets may also be more susceptible to market manipulation than securities. They can become illiquid at any time and are for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment.
Fidelity Diversifying Solutions LLC (“FDS”) is a U.S. registered investment adviser, and CFTC registered commodity pool operator and registered commodity trading advisor. FDS is an indirect, wholly owned subsidiary of FMR LLC. Products and services may be presented by Fidelity Distributors Company LLC (FDC), a non-exclusive financial intermediary affiliated with FDS and compensated for such services.
Alternative investments are investment products other than the traditional investments of stocks, bond, mutual funds, or ETFs. Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program for any investor. Examples of alternative investments are limited partnerships, limited liability companies, hedge funds, private equity, private debt, commodities, real estate, and promissory notes. Some of the risks associated with alternative investments are: Alternative investments may be relatively illiquid. It may be difficult to determine the current market value of the asset. There may be limited historical risk and return data. A high degree of investment analysis may be required before buying. Costs of purchase and sale may be relatively high.
Commodity interest trading involves substantial risk of loss.
Digital assets are speculative and highly volatile, and their market movements are very difficult to predict. Investors also face other risks, including significant and negative price swings, flash crashes, and fraud and cybersecurity risks. Digital assets may also be more susceptible to market manipulation than securities. They can become illiquid at any time and are for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment.
Fidelity Diversifying Solutions LLC (“FDS”) is a U.S. registered investment adviser, and CFTC registered commodity pool operator and registered commodity trading advisor. FDS is an indirect, wholly owned subsidiary of FMR LLC. Products and services may be presented by Fidelity Distributors Company LLC (FDC), a non-exclusive financial intermediary affiliated with FDS and compensated for such services.
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