Ten Questions to Answer Before You Buy Any Alternative Investment

REITs, crowdfunding, private lending, gold, collectibles, crypto: each one comes with its own lock-ups, fees and risks. This checklist makes you look at them before your money goes in.

The free checklist covers:

• The 10 due-diligence questions: liquidity, total fees, where the return comes from, valuation, custody, registration, eligibility, risks, taxes and position size
• How to look up a seller or an offering on FINRA BrokerCheck, SEC EDGAR and your state securities regulator
• Category-by-category notes, from listed REITs to crypto assets
• The red flags that mean walk away, plus a one-page before-you-invest worksheet

Educational material from Smart Money Financial. Not investment, tax or legal advice, and not a recommendation of any security, fund, platform or asset. Smart Money Financial is not a broker-dealer or investment adviser. Alternative investments can lose some or all of their value.