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Preferred equities represent a unique and often overlooked investment opportunity that combines elements of both stocks and bonds. This hybrid asset class offers attractive yields, favorable tax treatment, and stability that can enhance any well-diversified portfolio.

• Preferred equities are primarily issued by public companies concerned with maintaining their credit ratings
• Management and preferred shareholders have aligned interests as companies will protect their credit rating
• Preferreds are senior to common stock in the dividend payment hierarchy
• Historical default rates for preferreds are approximately 0.6% annually versus 3% for high-yield bonds
• Tax advantages include qualified dividend treatment taxed at lower capital gains rates (20% vs 40% for bonds)
• Infrastructure investments like utilities offer stability with relatively low market risk at about 30% of broader market volatility
• Active management is particularly valuable in the preferred space due to call risk, interest rate sensitivity, and opportunities to arbitrage index funds
• The "barbell approach" uses preferred income for expenses while allowing more aggressive investing with remaining portfolio assets
• Current macroeconomic outlook suggests continued Fed rate cuts with inflation already contained and the old economy in recession while tech booms

For more information on preferred equity and infrastructure funds, visit inforcapfunds.com or reach out directly to discuss how these investments might fit into your portfolio strategy.

DISCLAIMER:
Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

[00:00:00] Understanding Preferred Equities
[00:07:16] Benefits of Infrastructure Investments
[00:12:33] Market Risks and Interest Rate Effects
[00:18:28] Tax Advantages of Preferred Dividends
[00:26:36] Active vs. Passive Management
[00:36:12] Current Macroeconomic Outlook