Build Your Own Alternative Income Portfolio - Billionaire Style

Jul. 01, 2025 7:30 AM ET, , , , , , , , , , , , , , , , , , , 34 Comments

Summary

  • Billionaires love alternatives like infrastructure and private credit. And now, so can we, as these assets can boost income and lower portfolio risk.
  • Private alternatives have risks: high fees, illiquidity, and hidden volatility. But we can avoid that by choosing public stocks, as long as we go with the right picks.
  • I've built a high-income model using public alternatives. It's my way to invest like a billionaire, without needing a billion to do it.
  • Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More »

People enjoying a meal on a private yacht with friends

Taiyou Nomachi

Introduction

If there's one thing really wealthy billionaire investors love, it's infrastructure and alternative investments.

Warren Buffett, who may be one of the most famous, has a long history of investing in them, including his takeover of the massive Class

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This article was written by

43.17K Followers

Leo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and commodities. He is a contributing author for iREIT®+HOYA Capital.

As a member of the iREIT®+HOYA Capital team, Leo aims to provide insightful analysis and actionable investment ideas, with a particular emphasis on dividend growth opportunities. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of UNP, CP, ODFL, TPL, LB, AM, REXR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Related Stocks

SymbolLast Price% Chg
UNP--
Union Pacific Corporation
CP--
Canadian Pacific Kansas City Limited
ODFL--
Old Dominion Freight Line, Inc.
TPL--
Texas Pacific Land Corporation
LB--
LandBridge Company LLC

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