Non-listed investments, such as non-listed REITs and non-listed BDCs, are complex investment strategies that have significant inherent risk to go along with the strong return potential. Broker-dealer due diligence officers need a thorough understanding of key investment and financing risks to effectively monitor performance and set return expectations, as well as insightful market information to more effectively make product investment decisions.
Summit Investment Research provides an annual on-line subscription service for comprehensive investment research to support due diligence efforts and provide monitoring of investment performance. Our research currently covers 73 non-listed REITs, 18 non-listed BDCs, 8 real estate interval funds, 6 credit funds, 3 non-listed preferred equity offerings, and 16 listed REITs (that acquired non-listed REITs or were once non-listed REITs). The subscription also provides access to regular market reports, market update webcasts, and education webcasts for CE credit.
Contact us today at firstname.lastname@example.org to start your subscription.
In addition, Summit Investment Research can provide custom investment research and investment due diligence services to support your legal due diligence efforts. Summit also can provide educational webcast for your affiliated reps as well as expert witness services in FINRA arbitrations and lawsuits. Contact us at email@example.com for more information.