Not only does it offer investors exposure to the fast-growing South American economies, but it also should benefit from any further deterioration in the dollar and investors' renewed interest in low-risk, consistent business models that generate strong profits and cash flow.

FORBES: Guru Picks

The biggest risk in many of the current batch of deals is that the private-equity firms discover the cash-flow models to be less predictable than they thought, says Colin Blaydon of Tuck Business School's Centre for the Study of Private Equity and Entrepreneurship.

ECONOMIST: Media firms and private equity

By choosing to acquire fundamentally sound revenue drivers, Realty Income invests in high-quality stand-alone real estate leased to credit-worthy tenants with business models that are all differentiated by strong sources of operational cash flow and profitability.

FORBES: This Dividend Machine Spits Out Cash Every Month Like Clockwork