Alternative Investment Moves Centre-Stage as Investors Shift Focus to Structure, Strategy and Security

Recent industry data indicate that alternative investments are no longer peripheral in sophisticated portfolios.

According to a survey by the Alts Institute (affiliated with Brookfield Asset Management Ltd.), a significant majority of financial advisers now view alternatives as essential to client portfolio strategy rather than optional add-ons.

The question confronting advisers and investors is no longer “Should we consider alternatives?” but rather “Which alternatives, how structured and how aligned to our clients’ goals?”

Why This Shift is Happening

Macro-economic headwinds are compelling traditional portfolios to evolve. Equity valuations remain shaky, traditional fixed-income yields low and geopolitical risk is elevated. These pressures are opening the door to private-market strategies, real assets and private credit. In their survey, the Alts Institute found that “investors are more confident than ever in the benefits of alternative investments”.

This is not surprising to us here at Balqis Capital. We have been working with our clients for several years on helping them to diversify their portfolios, so we are perfectly positioned to capture this momentum.

Balqis Capital is a global boutique firm specialising in private credit and structured finance. We provide investors, introducers and institutional partners with access to carefully designed opportunities that combine attractive fixed returns with real-asset backing, and high growth opportunities. Everything is tailored to the requirements and budgets of clients.

Private credit opportunities aim to deliver yield with real collateral and less correlation to public markets.

What This Means for Family Offices, Advisers and Real Estate Professionals

For advisers working with high-net-worth clients, family offices or property-sector investors, the implications are compelling:

• Diversification Benefit Alternatives like private credit can provide return streams less tied to the ups and downs of public equity markets.

• Access to Niche Strategies The shift from fringe to core means firms like Balqis Capital are offering structures which may previously have been the preserve of the very largest institutions.

• Selectivity Now Essential As the Alts Institute survey emphasises, advisers must become comfortable educating clients on alternatives and working with firms with depth, transparency and track record.

For real-estate professionals, private-credit strategists and family-office advisers now is an opportune moment to revisit allocation frameworks, refresh due diligence on private-market structures and ensure that any offering aligns with long-term outcomes rather than short-term yield.

Alternatives are no longer a sidebar in the investment narrative. They have taken their seat at the table. The task now is deciding how they earn and justify that place.