Home IMN’s Non-Traded REIT & Retail Alternative Investment Symposium

    IMN’s Non-Traded REIT & Retail Alternative Investment Symposium


    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.

    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?

    Areas of focus include: Non-Traded REITs; Non-Traded BDCs; ’40 Act Interval Funds; 1031 Exchanges; Regulation D/Private Placements; Liquid Alts; Regulation A+; Preferred Equity Offerings and Oil & Gas investments.