FOR BROKERS
A Liquidity Resource For Your Alternative Investment Clients
Alternative Investment Liquidity works with brokers whose clients hold DST interests, non-traded REITs, limited partnerships, private placements, and other illiquid alternative investments. We help evaluate potential liquidity opportunities while allowing you to maintain your client relationship throughout the process.
Client Holdings We Review
Alternative Investments
We Help Brokers Navigate
Investments
We Review
Alternative Investment Liquidity assists brokers whose clients hold illiquid alternative investments. Each opportunity is reviewed based on structure, documentation, transferability, timing, and potential secondary market interest.
DST Interests
Delaware Statutory Trust interests and fractional 1031 exchange replacement property investments.
Non-Traded REITs
Public and private non-traded REIT shares with limited or restricted liquidity options.
Limited Partnerships
Real estate, energy, development, and other partnership investment structures.
Private Placements
Regulation D offerings and privately held alternative investment interests.
Energy Investments
Oil and gas partnerships, mineral interests, and other energy-related programs.
Alternative Assets
Many client holdings do not fit neatly into one category. We review opportunities on a case-by-case basis.
When Clients Ask About Liquidity.
Brokers are often the first call when a client wants to understand liquidity options for an illiquid alternative investment. AIL helps brokers evaluate client situations involving DST interests, non-traded REITs, limited partnerships, private placements, and other alternative assets.
Client Liquidity Requests
Clients may ask about selling an illiquid position due to changing financial needs, timing considerations, or a desire for greater flexibility.
Legacy Positions
Brokers may need help evaluating older DST, REIT, LP, or private placement holdings that no longer fit a client’s current objectives.
Transfer Restrictions
Many alternative investments involve sponsor requirements, transfer limitations, documentation review, and other transaction considerations.
Relationship Protection
AIL is designed to serve as a liquidity resource while allowing brokers to maintain their client relationship throughout the review process.
A Resource For Complex
Alternative Investment Liquidity
Broker
Liquidity Resource
Brokers frequently encounter clients seeking liquidity for DST interests, non-traded REITs, limited partnerships, private placements, and other illiquid investments. Each opportunity presents unique transfer requirements, sponsor restrictions, qualification standards, and market considerations.
Many alternative investments include contractual transfer limitations that can affect timing, eligibility, and transaction structure.
Approval
Certain transactions may require sponsor review, documentation, and administrative approval before a transfer can occur.
Replacement purchasers may need to satisfy accredited investor, suitability, or other sponsor requirements.
Demand
Liquidity opportunities often depend on investor demand, sponsor quality, asset performance, and current market conditions.
Common Broker Referrals
Brokers often contact AIL when clients inherit an alternative investment, seek portfolio reallocation, require liquidity for estate planning purposes, or want to evaluate available options for an existing illiquid position.
How We Assist Brokers
AIL reviews each opportunity individually, evaluates transferability and marketability, and discusses potential pathways that may be available. Brokers remain involved throughout the process while we provide transaction-specific support and market insight.
A Structured Review
Without Obligation
Every opportunity is reviewed individually. Our process is designed to provide clarity regarding transferability, marketability, and potential liquidity pathways before any transaction decisions are made.
Submit Information
Provide basic details regarding the investment position, ownership structure, and available documentation.
Review
AIL evaluates the investment type, transfer restrictions, sponsor requirements, and available transfer pathways.
Market Assessment
We determine whether a secondary market opportunity may exist based on current investor demand and transaction activity.
Discuss Options
If a viable pathway exists, we discuss potential next steps, timing considerations, and transaction requirements.
Questions Brokers
Frequently Ask
Brokers often have questions regarding client relationships, confidentiality, review timelines, and the types of alternative investments that may be eligible for evaluation.
Do I maintain my client relationship?
Yes. AIL is designed to serve as a liquidity resource for brokers and their clients. Brokers remain involved throughout the review process and continue to maintain their client relationship.
What types of investments are reviewed?
We review DST interests, non-traded REITs, limited partnerships, private placements, energy investments, and other illiquid alternative investment holdings on a case-by-case basis.
Is there any obligation to proceed with a transaction?
No. A review does not create any obligation for the broker or investor to pursue a transaction. The purpose is to evaluate available options and determine whether a potential liquidity pathway may exist.
How long does the review process typically take?
Timeframes vary depending on the investment structure, documentation available, sponsor requirements, and transaction complexity. Initial reviews are typically completed much faster than a full transaction process.
Is client information kept confidential?
Yes. Information provided to AIL is handled confidentially and reviewed only for the purpose of evaluating potential liquidity opportunities.
What information is typically needed to begin?
Basic ownership information, recent account statements, investment documentation, sponsor information, and any available transfer-related materials may help facilitate the review process.
Discuss A Client
Opportunity
If your client owns a DST interest, non-traded REIT, limited partnership, private placement, or other illiquid alternative investment, AIL can provide a confidential review of potential liquidity opportunities and transaction considerations.
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