Beasts & Bourbon
A private event for real estate owners and high-net -worth investors.
An educational conversation focused on tax planning strategies in private offerings, and the due diligence questions investors should ask before committing capital.
February 5, 2026 | 5PM - 7PM | Meggie’s Bar 6101 County Highway W. Manitowish Waters, WI 54545
Questions? Contact Tim.
Limited seating. RSVP required. Must be 21+.
Who This Event Is Built For
This private event is for real estate owners and high-net-worth investors who want to better understand tax planning strategies that can be associated with private alternative investments, and how to evaluate those strategies with clarity and discipline.
-
What to understand about the structure and how capital is used
Liquidity realities, holding periods, and what “illiquid” really means in practice
The types of risks investors often underestimate, and how to pressure-test them
The due diligence questions that matter most before moving forward
-
What “fit” looks like for real estate owners and high net worth investors
How to think about sizing, concentration, and the role of private investments
When it makes sense to pause, gather more information, or involve other advisors
What We Will Cover
Important: Educational discussion only. No individualized tax, legal, or investment advice will be provided. Coordinate decisions with your CPA and other professional advisors.
Our Presenters
How investors typically approach energy-focused private offerings in tax planning conversations
The key considerations sponsors want investors to understand up front
Common misconceptions and what to verify before participating
How investors evaluate niche private offerings with unique operational realities
What to understand about structure, risks, timelines, and suitability
What informed investors ask before committing capital
Hosted By Tim Schmitt
Tim Schmitt is the Founder of Investment Alternatives. He built his practice around calm decision-making, investor education, and a consistent planning process that helps clients evaluate alternative strategies responsibly.
From pillars to pines, a grounded approach to investing.
RSVP
This is a private event. Submit the form below and we will confirm your seat by email.
Disclosure: Educational event only. Not tax, legal, or investment advice. Investing involves risk, including possible loss of principal. Alternative investments may involve higher risk, limited liquidity, and additional restrictions. Attendance is limited and by confirmation only. Must be 21+. No offer is being made by this invitation or RSVP page. Any investment offering, if discussed, is made only through the applicable offering documents and only to eligible investors.