Institutional Real Estate, Inc.

Real Assets Adviser December 2018 Vol. 5 No. 11

The Institutional Real Estate Inc Sponsorship brochure, Connected-Investor Focused, We connect people, data and insights, sponsorship, events, IREI Products

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By Mike Consol A mit Dogra wants to put invest- ments back into everyday conver- sations. He is convinced people do not talk about stocks anymore because most are invested in funds containing thousands of stocks or other assets, and do not even know what the fund contains, killing any excitement or conversation on the topic. Too many portfolios are devoid of the direct private-equity investments in compa- nies and alternative assets that excite inves- tors and make the financial commitments they have worthy of cocktail party or golf course chatter. What's more, investments in alternative and hard assets are a portfolio's opportunity to generate alpha. at is what brought Dogra — a BNY Mellon Wealth Management and HighTower Advisors alumnus — to the CEO post at ird Seven Advisors, where the firm's ethos argues the real value is found in the private market through direct ownership in compa- nies that advisers and clients like to talk about with one another and with colleagues. Dogra calls it the "trifecta of unique alter- native investments," its three components consisting of direct investing in early-stage companies, direct investing in late-stage startup companies moving toward IPOs (such as Spotify Ltd. and Airbnb Inc.), and access to an alternatives platform consisting of dozens of private equity and hedge funds. Investments in early-stage companies are the purview of ird Seven Advisors' sister organization, investment bank ird Seven Capital. Late-stage private-equity invest- ments are accessed through ird Seven Ventures, a private label offering. Private equity and hedge funds are accessed through ird Seven AMP, whose acronym stands for "alternative managers platform." ird Seven Capital lists its current ear- ly-stage projects on its website, and those companies, with minimum investments ranging from $25,000 to $100,000, include: • NuCalm, the flagship product of Solace Lifesciences, seeks to solve the problem of acute stress and anxiety with a natural deep relaxation system. "Meditation and self-help is a huge interest right now," Dogra told inkAdvisor recently, pointing out that Calm — not to be confused with NuCalm — was named the 2017 iPhone app of the year. • Four Springs Capital Trust, an internally managed real estate investment trust focused on acquiring, owning and actively managing a portfolio of single-tenant, income-producing industrial, medical, retail and office properties. • Hunton, a manufacturer of powerboats for connoisseurs — those looking for a blend of performance and luxury. • OVEND, which aims to bring convenient, hot and tasty pizza to the North American market through a network of pizza vending machines. One of the investment bank's past projects is The of trifecta investments 30 REALASSETS ADVISER | D E C E M B E R 2 0 1 8

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