Non-listed investments can provide good investment alternatives for 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. Registered investment 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 looking for 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 educational webcasts for CE credit.



In addition, Summit Investment Research can provide custom investment research and investment due diligence services to support your legal due diligence efforts. Contact us at for more information.


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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