Non-listed investments can provide good investment alternatives for financial advisors; however, 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. Financial advisors need a thorough understanding of the risks and return potential of non-listed investments to make the best investment decisions for their clients and set proper return expectations.

Summit Investment Research provides an annual on-line subscription service specifically designed for financial advisors. Our research covers 73 non-listed REITs, 18 non-listed BDCs, 8 real estate interval funds, 6 credit closed-end funds,  3 non-listed preferred equity offerings, and 16 listed REITs (that acquired non-listed REITs or were once non-listed REITs).

In addition, Summit Investment Research provides regular market reports on commercial real estate, REITs, and BDCs, as well as special reports on key market trends and events. Summit Investment Research also provides regular market update webcasts and education webcasts for CE credit.




Our Financial Advisor Subscription provides one user license to access our online Summit Investment Research Center. All research reports and educational resources can be shared within your office/company. Distribution outside your office/company is strictly prohibited. For CE credits, only the user name on the subscription will be entitled to receive CE credits. Additional licenses can be acquired for other members of your team looking to obtain invaluable CE credit for their licenses. Contact us at for more information.



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