Altnvest is built for investment professionals — 100+ institutional offerings, 80+ sponsors, real-time equity availability. Individual investors can't get a login. Carmona Wealth clients get something better: an advisor working the entire marketplace on their behalf.
Most investors only ever see the offerings a single firm chooses to show them. Through our partnership with Altnvest, Carmona Wealth advisors work from a fully integrated, nationwide platform — so your portfolio is built from the whole market, not a shelf.
Our advisors filter 100+ live offerings across sponsors nationwide to zero in on the investments best suited to your goals, timeline, and risk tolerance.
Equity and reservation tracking means we know what's available the moment you need it — critical when a 1031 exchange deadline is running.
We build investment portfolios tailored to your circumstances, drawing on current sponsor materials, offering documents, and due diligence information in one place.
Institutional-quality strategies can play a meaningful role in a well-diversified portfolio — often overlooked, frequently underutilized.
Access institutional-quality investments designed to produce consistent cash flow with reduced day-to-day management responsibilities.
Incorporate specialized strategies that may help reduce taxes, preserve capital, and enhance after-tax returns.
Expand beyond traditional stocks and bonds with investments that may reduce overall portfolio volatility.
Access private market opportunities with the potential to deliver compelling long-term income and growth.
Before advising investors, our team worked directly with many of the industry's leading real estate sponsors — underwriting transactions, evaluating opportunities, structuring offerings, and conducting institutional due diligence.
Knowing alternative investments exist is valuable. Knowing which opportunities deserve your capital — and which don't — is where experience matters most.
Tell us where you are — completing an exchange, exploring alternatives, or planning ahead — and your advisor will activate your access and walk you through what the Altnvest platform surfaces for your situation.
Whether you're preparing for retirement, completing a 1031 exchange, or seeking more tax-efficient strategies, we'll help you evaluate your options with clarity and confidence.
