Summit's Non-Listed Investment Research Process
Summit provides comprehensive research for non-listed REITs and other non-listed investments. Market reports evaluate expected returns, product reports monitor performance, and special reports provide critical insights into non-listed investments.
Summit Education - Non-Listed REIT Fees
This report highlights the various sales and real estate fees associated with non-listed REITs. Advisors should understand these fees and their impact on investor returns.
Summit Education - Preferred Equity
The report provides insights into preferred equity, its key attributes, and the pros and cons of preferred equity as an investment.