REGISTERED INVESTMENT ADVISORS

As an investment advisor, you have a responsibility to find the best investments for your clients. With this important responsibility, you need a research partner that you can trust.

Summit is the Research Partner for Top Investment Advisors.

 

 

Non-listed investments can provide good investment alternatives for registered investment 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. 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 71 non-listed REITs, 19 non-listed BDCs, 10 real estate interval funds, 11 credit closed-end funds, and 3 non-listed preferred equity offerings.

 

 

 

In addition, Summit Investment Research can provide custom investment research and investment due diligence services to support your investment research efforts. Contact us at info@summit-ir.com  to subscriber or get more information about our services.


 


 

 

 

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