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PENSCO Blog

PENSCO Blog

Fresh alternative asset insights and the latest news on real estate and private equity investing.

The Untold Story: What are Alternative Assets? [Video]

  |  By Chris Shanahan, CISP®

While many investors are comfortable with exchange traded assets, such as stocks and bonds, a big misconception around alternative assets is that they're seen as a "foreign" asset class.

But many investors are more familiar with alternative assets than they realize. Renting a house or an apartment? Then you may be living in an alternative asset. An alternative investment is any investment that is not made up of stocks, bonds or cash, and is not normally traded on an exchange. One very popular alternative asset is real estate.

In this second video in our 5-part video series, The Untold Story, we take a closer look at alternative assets and what makes up this asset class. The video also explains why alternative investments, with their typically longer holding periods, are well suited to be held in a retirement account, such as a self-directed IRA.


For investors who want to learn more about investing in alternative assets using self-directed IRAs, please download our free Investors Guide and be sure to watch the first video in this series, The Untold Story: Using Alternative Assets in Retirement.

If you’re a financial professional seeking to expand your business, download our Private Equity Guide for professionals to learn more about working with PENSCO to help your clients invest in alternatives with their retirement dollars.

This Blog does not provide investment, tax, or legal advice nor does it evaluate, recommend or endorse any advisory firm or investment vehicle. Investments are not FDIC insured and are subject to risk, including the loss of principal.

PENSCO Trust Company performs the duties of an independent custodian of assets for self-directed individual and business retirement accounts and does not provide investment advice, sell investments or offer any tax or legal advice. Clients or potential clients are advised to perform their own due diligence in choosing any investment opportunity as well as selecting any professional to assist them with an investment opportunity. Alternative investments are not FDIC insured and are subject to risk, including loss of principal. PENSCO is indirectly affiliated with a registered broker dealer and with a licensed small business investment company through Opus Bank (“Opus Affiliates”). Other than the Opus Affiliates, PENSCO is not affiliated with any financial professional, investment, investment sponsor, or investment, tax or legal advisor.