Alternative Investments

Arlington Financial Services believes our clients are best served by investing in a balanced and diversified portfolio. To put this belief to practice we often recommend the following alternative investments to our qualified clients. These alternative investments are used for generating income, capital appreciation or a combination of both. These investments have been extensively reviewed by AFS as well as our broker-dealer, Moloney securities Co., Inc. and are included on our platform because they meet the high standards required. Given the current economic landscape of low interest rates and the forecasts for slower economic growth, we believe they may be a very appropriate choice for the qualified investor.

Current Offerings Product Description Investment Detail

Public Non-Traded REIT

  • Focus on Data Centers and Specialty Health Care Properties
  • Current distribution 5%–7% (1)
  • Income split between ordinary and capital gains
  • 10 – 20 year leases on properties
  • 97% occupancy rates
  • Annual rent escalation of 2.2%
  • Click here to download prospectus


Public Non-Traded REIT

  • Focus on Office buildings and Shopping Centers
  • Texas based-Houston, Dallas and San Antonio
  • Value added approach
  • Current distribution 7%-8% (1)
  • Income split between ordinary and capital gains
  • Operated for 31 years
  • 18 completed and profitable programs
  • Click here to download prospectus

Public Non-Traded LLC.

  • First Impact Investment Fund for retail investors
  • Global Focus on Trade Finance and senior & collateralized loans in developing economies
  • Competitive returns with positive social and economic benefits


 Public Non-Traded REIT

  • Daily NAV/ Daily Liquidity
  • Blended Strategy of Real Estate Holdings
  • Gernerate Stable Income

Public Non-Traded LLC.

  • Owns and operates renewable energy power
  • Sell electricity to creditworthy entities via long term contracts

Public Traded Holding Company

  • Purchaser of life insurance policies
  • Renewable Secured Debentures : L Bonds

The material in this Web site does not constitute an offer to sell, nor a solicitation of an offer to buy the securities described herein. Such an offering is made only by means of a prospectus. The prospectus must be read in order to understand fully all the implications and risks of any offering of securities to which it relates. Investing may be considered speculative, involves a high degree of risk including a complete loss of principal and there is no assurance that investment objectives will be met. Refer to the prospectus for suitability standards in your state. Investments are not bank guaranteed, not FDIC insured and may lose value. Securities offered through Moloney Securities Co. Inc. member FINRA and SIPC.

Investors must be properly qualified in order to invest in the alternative investments described above. In order to be properly qualified, you must have (i) a minimum net worth (exclusive of home, home furnishings and personal automobiles) of at least $250,000 or (ii) a minimum net worth of $70,000 (as described previously) and a minimum annual gross income of at least $70,000, and, if applicable, meet the higher net worth and gross income requirements imposed by the primary state of which you reside as set forth in the Prospectus under “Suitability Standards.” Additional state requirements may also apply and can be find in the Prospectus under “Suitability Standards.”

(1)  The amount of distribution that will be paid, if any is uncertain. There is no guarantee the distribution will continue to be paid. To date each investment sponsor has paid regular monthly distributions to their shareholders. We expect that each sponsor will continue paying distributions monthly unless their results of operations, their general financial conditions, general economic conditions or other factors make it imprudent to do so. The timing and amount of distributions is determined by each sponsors board of directors, in their discretion, and may vary from time to time. All or some of each of the above investment sponsors have paid and may continue to pay, without limitation, distributions from any source, including, but not limited to borrowings and offering proceeds; provided, however that no funds will be advanced or borrowed for the purpose of distributions, if the amount of such distributions would exceed their respective accrued and received revenues for the previous four quarters, less paid and accrued operating costs with respect to such revenues. If any of the investment sponsors pay distributions from sources other than cash flow from operations, they would in each case have less funds available for investment and your overall return will be reduced. To view the actual distribution history of each investment above please view their company website(s) by hovering your mouse over the company logo and opening their website.