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Pacific Premier Trust Blog

Pacific Premier Trust Blog

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

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Private Equity Investing

The Accredited Investor Definition Expands

  |  By Justin Farian, CISP®

A greater number of investors will be eligible to participate in private capital markets thanks to an expanded accredited investor definition rec... Read this article »


IRA Owners: Understanding Private Placement Offerings

  |  By Christopher Orr, CISP®, SDIP

Many businesses raise capital through public offerings of stocks or bonds. But businesses can also raise money using private placement offerings,... Read this article »


Alternative Asset Investing Stays Steady Under COVID Pressure

  |  By Christopher Orr, CISP®, SDIP

While alternative asset investors are tweaking their commitments to alternatives in 2020 as the coronavirus pandemic upends markets, a new survey... Read this article »


Dice that spell Investability

What are Alternative Assets in an IRA? Assessing Suitability with your Advisor

  |  By Christopher Orr, CISP®, SDIP

Self-directed IRAs and the alternative assets they invest in have done a lot of good for many retirement investors. Self-directed IRAs allow inve... Read this article »


Piggybank with RMD on it

Private Stock IRA Investor’s Guide to RMDs

  |  By Christopher Orr, CISP®, SDIP

Editor's Note: This blog was originally published before the CARES Act became law. To learn how the Act affects RMDs, please read our recent blog... Read this article »


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