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.

Summit Investment Research provides an annual on-line subscription service specifically designed for financial advisors and broker-dealers. Our research covers 64 non-listed REITs, 17 non-listed BDCs, 10 real estate interval funds, 10 credit closed-end funds, and 3 non-listed preferred equity offerings.




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