Alternatives SteelPath commentary on the midstream energy infrastructure industry
Invesco
August 14, 2026
Alternatives How has investing in private markets evolved?
Private companies are driving wealth creation, but private market investments are still emerging. Historically limited to the wealthy, recently these investments have become more accessible. Many of these products seek to offer intermittent liquidity, lower minimums, and simplified tax reporting. Financial professionals are now using options like non-tradeable REITs and interval funds to expand access. These innovations are opening private equity, private credit, and infrastructure to more investors.
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Important Information
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Alternative investment products, including hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. There is often no secondary market for hedge funds and private equity, and none is expected to develop. There may be restrictions on transferring interests in such investments.
REITs are pooled investment vehicles that trade like stocks and invest substantially all of their assets in real estate and may qualify for special tax considerations. REITs are subject to risks inherent in the direct ownership of real estate. A company’s failure to qualify as a REIT under federal tax law may have adverse consequences to the REIT’s shareholders. REITs may have expenses, including advisory and administration, and REIT shareholders will incur a proportionate share of the underlying expenses.
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