Non-listed investments are a competitive market, and knowledge provides a competitive advantage. Summit Investment Research has the most in-depth and comprehensive research and analysis on non-listed investments such as non-listed REITs, non-listed BDCs, interval funds, and certain listed REITs to educate your management and sales team on your competition and market conditions.



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In addition, Summit offers the following services to product sponsors:

          - Custom competitive research reports

          - Educational webcasts offering CE credit on a variety of subjects

Summit partners with product sponsors focused on education and transparency to help them educate financial advisors and provide greater understanding of non-listed investments to facilitate long-term growth of the market.


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