The New York Stock Exchange (NYSE) has dominated investment portfolios for decades, but there’s a growing need for reliable, high-yield alternatives.
One such alternative is private investment funds like Marquee Capital Fund 1, which offer predictability that the stock market often lacks.
In this article, we’ll compare the NYSE with Marquee Capital Fund 1, including the key differences and a chart to illustrate the returns.
Let’s Start Investing
Comparing investments: Marquee Capital Fund 1 vs. NYSE
Diversification is an essential strategy that goes beyond the typical 60/40 portfolio.
Today’s top-performing portfolios require a mix of traditional assets like stocks and bonds, alternative investments, exposure to emerging sectors, and a balance of risk and stability.
To illustrate this point, let’s break down the NYSE (traditional asset) and Marquee Capital Fund 1 (alternative investment).
Overview of NYSE
The NYSE is one of the world’s largest, oldest, and most influential stock exchanges.
It has long been considered the “gold standard” for investors who want to build wealth through publicly traded stocks, offering access to various sectors and companies.
But while the NYSE can deliver an average annual return of 10% (6-7% when adjusted for inflation), its performance can fluctuate widely based on the following factors:
- Investor sentiment
- Corporate earnings reports
- Interest rate changes
- Broader economic and socio-cultural conditions
The NYSE generally appeals to investors with a higher risk tolerance and long-term view because short-term fluctuations can be extreme.
Overview of Marquee Capital Fund 1
Marquee Capital Fund 1 is a private mortgage real estate investment trust (REIT) that allows investors to access high-yielding real estate investments without the hassle of being a landlord.
The Fund pools investor capital to provide real estate-backed loans secured by a range of mortgage products and property types across the U.S.
This strategy limits investor exposure through the following approach:
- Prudent underwriting that captures true valuations
- Scrutiny of collateral, title, and borrower’s ability to repay
- Emphasis on principal and yield preservation
Over the past three years, the fund has consistently delivered a net return of 8%, with a target return of 8% to 9.5%.
Unlike the NYSE, which is heavily influenced by market volatility, economic conditions, and geopolitical events, Marquee Capital Fund 1’s performance is largely insulated from these fluctuations.
Key differences between Marquee Capital Fund 1 and NYSE
The investment comparison chart below illustrates the differences between Marquee Capital Fund 1 and the NYSE.
The solid line represents the steady 8% return of the Fund, while the dashed line shows the performance of the NYSE index during the same period.
The Fund has experienced consistent growth compared to the NYSE’s more variable returns.
Let’s break down the main differences between these two types of investments.
Risk and volatility
The NYSE experiences constant market fluctuations, which can either result in significant gains or sharp declines.
This makes it less attractive to investors who are concerned with short-term stability.
On the other hand, Marquee Capital Fund 1 offers steady returns that can insulate investors from market volatility and provide consistent long-term growth.
Returns
During periods of strong economic growth, the NYSE has the potential to deliver higher short-term gains.
However, long-term success relies heavily on market conditions and timing.
Marquee Capital Fund 1 has delivered a consistent 8% return over the past three years, which allows investors to generate reliable passive income.
Investment strategy
The NYSE offers broad exposure to various industries, including technology, healthcare, finance, and more.
This can lead to higher returns during market upswings but can make your portfolio more vulnerable in tough markets.
The Fund offers loans secured by real estate assets, with Marquee in full control of the lending process and investment quality. The loans put into the REIT are always “safer” options, as we make sure the borrower has the ability to repay and the collateral has significant equity.
Liquidity
Investments in the NYSE are highly liquid, with stocks bought and sold quickly on the open market. Investors can access their cash within days.
As a private fund, Marquee’s investments are less liquid. Instead, the focus is on long-term growth and stability.
Is Marquee Capital Fund 1 the better choice?
Every investor has different goals based on their short-term and long-term needs.
For those seeking consistent, reliable income, Marquee Capital Fund 1 is an attractive alternative—but it doesn’t have to be all or nothing.
Adding alternative investments to a portfolio that already includes traditional assets like stocks and bonds can help balance risk and soften the impact of market volatility.
Making a case for NYSE
Investors are drawn to the NYSE due to the potential for significant returns—especially when the economy is strong (bull market).
Stock prices rise rapidly during these periods, and well-positioned investors can experience double or even triple-digit gains.
Investors with higher risk tolerance and those interested in highly liquid investments appreciate the NYSE’s flexibility.
Who should consider each option?
Should you invest in one, the other, or both?
Let’s take a look at the ideal investor profiles for each investment.
Investor profile for Marquee Capital Fund 1
Marquee Capital Fund 1 is well-suited for investors who prioritize stability and consistent income over the potential for higher yet unpredictable gains, including those who:
- Are near retirement
- Already have a portion of their portfolio in more volatile assets
- Prefer a hands-off, long-term approach
The Fund’s private lending model means investors don’t have to worry about managing properties or navigating the stock market.
Instead, they can count on an experienced team to ensure the investments are secure and well-managed.
Investor profile for the NYSE
The NYSE is best suited for investors who are comfortable with market volatility and have a high-risk tolerance, including:
- Younger investors
- Long-term investors
- Those who require liquidity and the ability to quickly access their funds
With private funds, capital is often tied up for longer periods.
How to invest in Marquee Capital Fund 1
Your investment decisions ultimately come down to your financial goals and risk tolerance.
For many, a balanced approach can offer the best of both worlds—a buffer against market downturns and exciting growth potential.
Marquee Funding Group is a vertically integrated company that raises capital and sources loans, as well as manages all loan servicing, processing, and escrow in-house.
This level of care and services and our expertise in private money lending make investing with us a truly unique opportunity.
Start here to see how our private fund will benefit your investment strategy.