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Texas-registered investment adviser · FiduciaryServices for accredited investors and high-net-worth families
Alternatives

Alternative investments, chosen as a fiduciary.

We review DSTs, Opportunity Zone funds, energy programs and private funds on your behalf, then coordinate them with your core portfolio and your tax picture.

Nashional Investments · Updated October 2026

1031 Exchanges and DSTs

Defer gains on investment property by exchanging into professionally managed real estate.

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Qualified Opportunity Zones

Defer gains from almost any source and exclude growth after 10 years.

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Energy

Oil and gas working interests with deductions that can offset active income.

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Private Markets

Private credit, private equity and interval funds for qualified investors.

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Digital Assets

Advice on how Bitcoin and other digital assets fit within a diversified portfolio.

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Tax Strategies

Cash balance plans and charitable structures that work alongside your alternatives.

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Compare

How the main strategies differ.

StrategyBest suited toTax treatmentTypical holdLiquidity
1031 exchange into a DSTSelling investment real estateDefers capital gains and depreciation recapture5 to 10 yearsVery limited
Qualified Opportunity FundAny capital gain: stock, business, real estate, cryptoDefers the gain; growth can be excluded after 10 years10 years or moreVery limited
Energy working interestHigh active incomeLarge first-year deductions through intangible drilling costsLife of the wellsVery limited
Private credit and equityIncome or growth beyond public marketsGenerally taxed as ordinary income or capital gains3 to 10 yearsLimited to periodic or none
Before you invest

What every alternative has in common.

Accredited investors only

Most of these offerings are sold under Regulation D and are limited to accredited investors.

Illiquid for years

Expect to hold for 5 to 10 years or more, with no public market to sell into.

Costs inside the price

Offering costs and sponsor fees are built into what you pay. We read every offering memorandum for them.

Important information

Alternative investments are speculative, illiquid and intended only for accredited investors who can bear the loss of their entire investment. Tax benefits are not guaranteed and depend on your situation and current law. Offerings are made only by the sponsor's private placement memorandum. Nashional Investments is not a broker-dealer and does not sell securities. Consult your tax and legal advisers before investing. Read our disclosures.

Start with a conversation.

Your first conversation with us is complimentary. We will tell you which strategies fit your situation, and which do not.