On today’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Managing Director at Keystone National Group John Earl to our 2023 Investor Symposium stage. They discuss Keystone and their approach to lending and investments.
Keystone is a private credit platform with a focus on asset value. They provide lending and leasing services to companies, family offices, and fund managers with a typical transaction size of $20 million to $50 million. Keystone tends to thrive in high interest rate environments, as traditional banks may become more conservative, thus triggering more private lending opportunities. One of their specialties is equipment lease financing, as they own mission-critical equipment and lease it on a short-term basis with the goal of full amortization during the lease term.
Keystone sees opportunities in real estate lending due to banks’ reluctance to engage in this sector and are currently involved in various real estate projects.
Information presented is for educational purposes only and is not intended as an offer or solicitation with respect to the purchase of any asset class. This podcast should not be relied on for investment recommendations. The private investment opportunities discussed herein are speculative and involve a high degree of risk. They are available only to eligible clients and can only be made after the client’s careful review and completion of the applicable Offering Documents. Although the information contained in this report is from sources deemed to be reliable, Morton makes no representation as to the adequacy, accuracy or completeness of such information and it has accepted the information without further verification. Past performance is not indicative of future results. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. Targets or other forecasts contained herein are based upon subjective estimates and assumptions about circumstances and events that may not yet have taken place and may never take place. If any of the assumptions used do not prove to be true, results may vary substantially from the target return. Targets are objectives, are shown for information purposes and should not be construed as providing any assurance as to the results that may be realized in the future. Many factors affect performance including changes in market conditions and interest rates and changes in response to other economic, political, or financial developments. There is no guarantee that the investment objective will be achieved, and Morton makes no representations as to the actual composition or performance of any fund. Performance data presented is net of fund fees but does not reflect the deduction of your Morton Capital investment advisory fees. Your returns may be reduced by the advisory fee and other expenses incurred in the management of your account. For example, the deduction of a 1% advisory fee over a 10-year period would reduce a 10% gross return to an 8.9% net return. All investments involve risk, including the loss of principal.
On today’s episode of THE FINANCIAL COMMUTE, host Chris Galeski welcomes Managing Director at Keystone National Group John Earl to our 2023 Investor Symposium stage. They discuss Keystone and their approach to lending and investments.
Keystone is a private credit platform with a focus on asset value. They provide lending and leasing services to companies, family offices, and fund managers with a typical transaction size of $20 million to $50 million. Keystone tends to thrive in high interest rate environments, as traditional banks may become more conservative, thus triggering more private lending opportunities. One of their specialties is equipment lease financing, as they own mission-critical equipment and lease it on a short-term basis with the goal of full amortization during the lease term.
Keystone sees opportunities in real estate lending due to banks’ reluctance to engage in this sector and are currently involved in various real estate projects.
Information presented is for educational purposes only and is not intended as an offer or solicitation with respect to the purchase of any asset class. This podcast should not be relied on for investment recommendations. The private investment opportunities discussed herein are speculative and involve a high degree of risk. They are available only to eligible clients and can only be made after the client’s careful review and completion of the applicable Offering Documents. Although the information contained in this report is from sources deemed to be reliable, Morton makes no representation as to the adequacy, accuracy or completeness of such information and it has accepted the information without further verification. Past performance is not indicative of future results. Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available in the future. Targets or other forecasts contained herein are based upon subjective estimates and assumptions about circumstances and events that may not yet have taken place and may never take place. If any of the assumptions used do not prove to be true, results may vary substantially from the target return. Targets are objectives, are shown for information purposes and should not be construed as providing any assurance as to the results that may be realized in the future. Many factors affect performance including changes in market conditions and interest rates and changes in response to other economic, political, or financial developments. There is no guarantee that the investment objective will be achieved, and Morton makes no representations as to the actual composition or performance of any fund. Performance data presented is net of fund fees but does not reflect the deduction of your Morton Capital investment advisory fees. Your returns may be reduced by the advisory fee and other expenses incurred in the management of your account. For example, the deduction of a 1% advisory fee over a 10-year period would reduce a 10% gross return to an 8.9% net return. All investments involve risk, including the loss of principal.