Alternative Expertise

The founders of DFPG have decades of experience in the alternative investment industry, with a unique expertise in securitized real estate offerings. Our founders are also active producers who understand the needs of financial professionals and their investors. Our CEO, Mike Bendix, currently serves as President of the Alternative & Direct Investment Securities Association (ADISA), and in 2015 we received the award for Most Alternative-Focused Broker-Dealer from Wealth & Finance International.

At the center of our due diligence approach is a belief that a product platform should be tightly managed for value creation. Many broker-dealers lack the adequate expertise that is required to review and monitor alternative investments. Although all investments carry risks, and no level of due diligence will ever completely extinguish those risks, we believe that a team of qualified due diligence analysts is necessary in enabling representatives and their investors to evaluate the benefits and risks of a particular investment.

Our due diligence team and Alternative Investment Committee have decades of experience in the analysis of securitized alternative investment offerings. We have developed proprietary analytical models that assist our Investment Committee members in reviewing each securities offering. We believe that these analytical tools, and the experience of the members of our Investment Committee, can benefit representatives and their clients in the selection of alternative investment securities.

In addition to ongoing education initiatives, DFPG hosts an annual Real Estate Boot Camp. This event focuses on the fundamentals and technical details associated with the analysis of real estate. At DFPG, we believe we have among the most knowledgeable force of representatives in the securitized real estate industry. We intend to maintain that reputation through unique education initiatives taught by some of the most knowledgeable real estate minds in the industry. Representatives who participate in the Boot Camp Series will leave with an enhanced level of knowledge and tools that we believe will assist them and their clients as they review and invest in securitized real estate.  Learn more about DFPG’s Real Estate Boot Camp, and other educational initiatives, by clicking here.

The alternative investment landscape is always changing. Between product life-cycles, market variables, and an evolving regulatory environment, if your broker-dealer isn’t adequately informed, representatives and their investors become exposed. DFPG strives to take an active role in the future of alternatives through its public voice and valuable relationships. The result: you are better equipped to continue helping your clients with alternative investments.