Summit provides industry-leading research on a variety of non-listed investments, including lifecycle non-listed REITs, perpetual life REITs, real estate interval funds, non-listed BDCs, credit funds, and non-listed preferred equity offerings. Our research is timely and comprehensive to help advisors make more informed investment decisions, monitor the performance of their current non-listed investments, and set appropriate return expectations.
Summit is the Research Partner for Top Advisors on non-listed investments. Subscribers can access all of Summit's market and products on-line and email our experts to get answers to questions about product performance or market trends. Non-listed investments can provide a good diversification for investors, but investors need to understand return expectations and risk profiles. Summit can be your Research Partner to meet these objectives.