As an 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 Advisors.
Summit provides industry-leading research on non-listed investments that include:
1. Comprehensive market reports that provide key insights into investment returns, comparative performance benchmarking, and fee comparisons. Summit is the only provider of indexed returns for non-listed investments, market cap rates for non-listed REITs, and non-listed REIT Total Fee Burdens, which is the only true comparison of the impact of fees on investor returns.
2. Analytical product reports that provide historical trends for key metrics, comparative benchmarks for key investment and financing risks, and a detailed fee analysis. Non-listed products are complex investments that need much more than a one-page colorful data summary. Advisors need in-depth analytical research to evaluate key risks and understand expected returns.