Client Portals

OPENING NEW PATHS TO GROWTH

Valued capital assets

PRIVATE INVESTMENTS

Access is a key variable when it comes to private investments. We have decades of experience and a robust network within private equity, venture capital, angel investments, real estate, qualified opportunity zones and other areas that offer diversification and increased potential return.

The purpose of alternatives is to improve portfolio total return and to provide investors unique, untapped opportunities to invest in less efficient markets. The world of private investments is broad and opaque. Private investments introduce a completely different risk and return profile from public markets.

 

Experience is crucial to successful private market investing

 

Real Estate

Private real estate offerings come in a variety of strategies, goals, and structures. From direct real estate investing to pooled vehicles, there are plenty of options for our clients. The best structure, approach and strategy depend on each client’s needs and ability to take on additional illiquidity and risk. We have an opportunistic approach to investing in private equity real estate and have deep experience analyzing investments focused on multifamily apartment buildings, office buildings, retail, hospitality, industrial, self-storage, land development and more. We identify high-quality real estate sponsors and invest with them on behalf of our clients.

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Private Equity

We conduct extensive due diligence on managers and their past deals to uncover profitable investment opportunities for our clients. We are aware of the illiquidity of private equity and take advantage of the fact that private equity is not marked to market regularly. There are many factors to consider in private equity as we look for diversification and unique opportunities. Each private equity investment we recommend is tailored to the individual client, and as such, not all clients will participate in all private equity deals we are evaluating.

 

Venture Capital

Venture capital can supply extraordinary returns, as we know from the rise of Facebook, Google and countless other examples. Families of all income and wealth levels have demanded access and markets continue to deliver as seen by the number of pre-IPO secondary offerings. Venture capital investing provides an early entry into the growth of the best and brightest companies of the future.

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If you would like to learn more or speak with a member of our team about working with us, please email us at clients@osboncapital.com or call our office at (617) 217-2772.

PEACE OF MIND

Osbon Capital relieves money stress by managing both the complex and routine aspects of investing, leaving you more time for what matters most to you.

PLAN FOR ADVENTURE

Our comprehensive values-based investment planning process ensures every aspect of your financial plan is considered. Even your adventures.

SECURITY FOR YOUR CHILDREN

Our process makes sure your children have the financial literacy to appreciate the family wealth and use it wisely.

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Investment Management Articles

Balancing media, anxieties and patience

Jul 22, 2020 - John Osbon ( 6 mins to read)

We are now less than four months away from the Presidential election on Tuesday, November 3rd. Our nation's challenges with accelerated wealth inequality and climate change are larger than any single party's political agenda. Like the others, this one is likely to be decided quickly, which means we will know the results in the middle of the night.  In chaotic times, the regularity and predictab...

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Where Do We Stand

Jul 15, 2020 - John Osbon ( 6 mins to read)

Earnings season began this week on Tuesday and will continue through August 9th. The peak day is Thursday, July 30th with 286 companies reporting. The next earnings season won't be until mid-October. Due to COVID, this quarter stands out as the most opaque, non-indicative earnings season ever. Risk on, risk off is no longer an adequate description for guiding investors during a pandemic. Here a...

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Jul 7, 2020 - Max Osbon ( 5 mins to read)

Yuval Noah Harari is well known for his 2011 book, “Sapiens”. It’s a must read for everyone, regardless of their career or backgrounds, as it gives a thoughtful and thoroughly researched background on our civilization’s progress to date. His latest book, “21 Lessons for the 21st Century (2018)”, offers insights on how the information age is shaping our society. Unsurprisingly, the theme of “big...

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