In this edition of Litigation Investing Mastery, we'll discuss how litigation funding can leverage insurable assets to protect your investments. One of the attractive aspects of real estate investing is the ability to get insurance so that, even in the event of a catastrophe like a property fire, you can still recoup your original investment....
Litigation Investing Mastery Series
Tax-Efficient Returns (Part 10)
One of the significant advantages of our Diversified Litigation Portfolio is the tax efficiency we achieve by having the returns show as capital gains — rather than ordinary income — on our investors’ Schedule K-1 tax forms. We achieve tax efficiency by utilizing a prepaid forward contract with our attorney partners, which ensures that our...
Need Help? 20 Resources For Young Entrepreneurs
Need Help? 20 Resources For Young EntrepreneursRead the Full Article: Young business leaders often encounter challenges early on in their entrepreneurial journey. Without access to adequate resources for knowledge or guidance, it can be difficult to overcome these obstacles alone. From industry-specific programs and online platforms to in-person...
Support Heroes, Reap Returns: The 3M Firefighter Foam Case (Part 9)
In our journey of exploring the landmark late-stage litigation cases we are targeting in the Diversified Litigation Portfolio, we now turn to the 3M AFFF Firefighter Foam litigation.This case not only stands out for its profound impact on public health but also exemplifies our strategy of selecting high-potential, late-stage litigation cases that...
Inside the Roundup Lawsuit: Major Wins Fighting Corporate Misconduct (Part 8)
In previous editions of Litigation Investing Mastery, we discussed the case selection strategy for our Diversified Litigation Portfolio and the critical importance of targeting late-stage cases. Today, we turn our focus to a landmark case that exemplifies our approach.The Roundup CaseBackground: Monsanto, now owned by Bayer AG, produced Roundup,...
How To Find Non-Correlated Investments (Part 7)
In a past edition of Litigation Investing Mastery, we introduced non-correlated alternative investments that do not rise and fall on similar market cycles, and explained their importance for a recession-resistant portfolio, highlighting our upcomingDiversified Litigation Portfolio. In this post, we'll discuss the current market conditions, the...
The Camp Lejeune Case: Strong Legislative Backing and Clear Payouts (Part 6)
In today's edition of Litigation Investing Mastery, I want to highlight one of the key cases in our Diversified Litigation Portfolio: the Camp Lejeune Water Contamination Mass Tort. This case is a prime example of why we focus on late-stage litigation, providing you with high assurance and predictable returns. Late-Stage Assurance and Clear...
What Are Non-Correlated Investments? (Part 5)
In this edition of Litigation Investing Mastery, we’ll explain non-correlated investments and why they’re an important part of a diversified investment strategy. Over the years, we’ve spoken to thousands of busy high-income earning professionals excited to share their investments outside the stock market. However, very early into these calls, we...
Litigation Finance Demystified: A Real Estate-to-Litigation Funding Conversion (Part 4)
In this post, we’ll compare and contrast litigation finance to real estate lending. I find that the easiest way to explain investments in litigation finance is to compare them to other similar investments. If you have experience in real estate, whether through equity ownership or debt financing, you're already familiar with many concepts needed...
Sponsor Past Litigation Experience (Part 3)
In this post, we’ll introduce our expert team. I often get asked about how I assemble alternative investments and build resilient portfolios. Being too comfortable with one type of investment can lead to out-of-balance allocations in your portfolio and overexposure to market cycles. Maintaining a healthy portfolio with true diversification in...










