Axcess Capital Advisors Inc. (ACAI) understands and appreciates that it can be overwhelming to try and identify viable exempt market investment opportunities on your own.
To help make your investment journey smoother, we continuously review current and new private offerings so you can take advantage of the due-diligence that our team of analysts completes on an offering. We can help you make the most suitable decisions for your financial situation whether it is high yield, capital appreciation or capital preservation that you seek.
Please see below for a selection of our investment offerings:
Types of Investments
Real Estate
- Real estate development (commercial and residential)
- Income producing assets (REITs, MICs,)
- Niche developments (assisted living, student housing, storage facilities)
Finance
- Private equity
- Private lending
- Mortgage Investment Corporations (MICs)
- Real Estate Investment Trusts (REITs)
Growth Companies & Businesses
- Strong & experienced management teams
- Large market opportunities
- Niche industries
- Potential for higher returns
- Private company growth opportunities
- Diverse industries
Due Diligence Review
As an EMD, ACAI is required to complete an extensive Due Diligence Review on an investment offering. In our analysis of an offering, ACAI reviews the investment offering and its management team.
Question such as:
- Is the information provided by the issuer credible?
- Are the projected earnings of the company reasonable and sustainable?
- What are the potential future earnings of the company?
- Is the business plan viable?
- What is the experience of the management team and is it relevant to the operations of the business?
- Has management invested their own money in the offering?
A due diligence review process is essential to understanding the potential of any investment offering.
CURRENT APPROVED OFFERINGS
All Offerings
Real Estate Trusts
Mortgage Investment Corporations
Tax-Advantaged Funds