Changing strategy is hard. Testing made it easy, and the data made it obvious.
Cautious investor testing private markets
Compare private vs public performance first-hand
Skeptical but curious, they wanted proof, not promises before changing course.
Originally, this client wanted to test the waters by splitting their investable capital 50/50 between public markets and a private-market sleeve with Rainmaker. The private allocation delivered on its promise; steady income, lower volatility, and measured growth - prompting the client to allocate nearly all new funds to Rainmaker-managed strategies.
With significant capital expected from extended family assets over the next few years, we have positioned their portfolio for seamless scaling while maintaining the same principles that have driven their confidence:
- Institutional-grade real estate in multi-residential and self-storage sectors for stable, inflation-linked cash flows.
- Private credit and mortgage strategies for reliable yields with strong asset backing.
- Essential-service operating companies in healthcare, industrial services, and infrastructure for durable income and equity growth.
- Uncorrelated alternative income streams from royalties.
- Selective late-stage private equity to capture long-term upside.
- Tax-advantaged structuring for non-registered accounts through investments that may pay a portion or all distributions as return of capital, helping protect after-tax profits. (Not applicable to registered accounts.)
The private allocation delivered higher, more consistent results - building conviction to allocate more.
No pressure, just a clear framework, targets, and reporting.
They made a confident, evidence‑based move toward private markets.
