Retail, Wholesale, and Ownership Investing: The 3 Levels You Need to Understand
Most people stay stuck at the retail level—mutual funds, ETFs, REITs, and other investments where you have no control. While these are fine for diversification, they often leave you with mediocre returns and high tax obligations.
The wholesale level—private equity and syndications—gives you more control and often higher returns. But the real magic happens when you reach the ownership level, where you become the business owner, real estate developer, or operator of production-driven assets like oil or agriculture. This is where you have maximum control and can dramatically reduce your risk while boosting returns.
Why Control Reduces Risk
You’ve heard it before: higher returns mean higher risk. But that’s only true if you’re at the retail level. As you gain control over your investments, risk actually decreases. Why? Because risk is a function of control. When you’re the one calling the shots, you have the power to mitigate risks and maximize opportunities.
Want to learn how you can make way more money and pay way less in tax? Book a call with the team at TFW Advisors® today!