FINANCIAL ADVISORS


Summit is the Research Partner for Top Advisors

 

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.

A subscription to Summit provides you with insightful market reports (indexed returns, comparative performance, and total fee burden analysis), analytical product reports (key performance metrics, investment & financing risk benchmarking, and detail fee analysis), as well as access to commerical real estate experts to answer your questions about non-listed investments.

Summit Investment Research provides an annual on-line subscription service specifically designed for financial advisors. Our research covers 73 non-listed REITs, 19 non-listed BDCs, 9 real estate interval funds, 6 credit closed-end funds, 3 non-listed preferred equity offerings, and 15 listed REITs (that acquired non-listed REITs or were once non-listed REITs).

 

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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. Contact us at info@summit-ir.com for more information.


 

 

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