Non-listed investments can provide good investment alternatives; 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. Broker-dealers 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 and broker-dealers. 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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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 for more information.



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