The retail alternative investment industry, Non-Traded REITs and BDCs in particular, have posted strong returns over recent years. However, the industry has not been without its distractions and challenges and it continues to evolve at a dynamic rate.
New FINRA pricing rules for illiquid investments come into effect in April – dramatically impacting both product sponsors and independent Broker/Dealers and their advisers.
DIRECTORY SPOTLIGHT
The Department of Labor (DOL) is finalizing its Fiduciary Rule which, anticipated to come into effect this year, could substantially alter the business environment for Non-Traded REIT & BDC securities.
Against this backdrop of change, another private equity giant is considering entering the Non-Traded REIT market.
What does all of this ultimately mean for product sponsors, IBDs/RIAs and retail investors? What should industry stakeholders now be doing to prepare?
Join industry heads June 29-30 in New York as we discuss these critical issues and others.
