FOR FINANCIAL ADVISORS
A Liquidity Resource For Alternative Investment Planning
Alternative Investment Liquidity works with financial advisors whose clients hold DST interests, non-traded REITs, limited partnerships, private placements, and other illiquid alternative investments. We help advisors evaluate potential liquidity opportunities while supporting long-term planning objectives and preserving client relationships.
Client Holdings We Review
Alternative Investments
Financial Advisors Encounter
Investments
We Review
Alternative Investment Liquidity assists financial advisors whose clients hold illiquid alternative investments. Each opportunity is reviewed individually with consideration given to investment structure, transferability, planning objectives, and potential liquidity alternatives.
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 Illiquid Holdings Impact Planning.
Financial advisors frequently encounter clients holding alternative investments that no longer align with their objectives, risk tolerance, liquidity needs, or estate planning goals. AIL helps advisors evaluate potential liquidity opportunities across a wide range of alternative asset structures.
Portfolio Reallocation
Clients may seek liquidity to reposition capital, reduce concentration risk, or align investments with evolving financial objectives.
Estate & Trust Planning
Trustees, beneficiaries, executors, and families often evaluate liquidity alternatives during estate administration and wealth transfer planning.
Legacy Alternative Holdings
Advisors may need assistance evaluating older DST, REIT, LP, or private placement investments that no longer fit a client's current strategy.
Liquidity Planning
Retirement planning, cash flow needs, healthcare expenses, and other life events can create a need to evaluate liquidity options.
Supporting Advisors
Managing Illiquid Assets
Advisor
Resource
Financial advisors often work with clients who hold alternative investments that may no longer align with their financial objectives, liquidity needs, estate plans, or portfolio strategy. AIL helps advisors evaluate potential liquidity opportunities while supporting broader wealth management goals.
Clients may seek liquidity when existing alternative investments no longer fit their current objectives or asset allocation strategy.
Trust Planning
Inherited investments, trust administration, and wealth transfer planning frequently create liquidity considerations.
Needs
Retirement income planning, healthcare expenses, and changing financial circumstances can increase the need for liquidity.
Complexity
DSTs, non-traded REITs, limited partnerships, and private placements often require specialized review and analysis.
Common Advisor Situations
Advisors frequently encounter clients seeking liquidity for inherited investments, concentrated alternative asset positions, portfolio reallocation strategies, retirement planning objectives, or evolving estate planning needs.
How We Support Advisors
AIL reviews investment-specific factors, transfer considerations, sponsor requirements, and market dynamics to help advisors evaluate potential liquidity pathways. Advisors remain at the center of the client relationship throughout the process.
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 Financial Advisors
Frequently Ask
Financial advisors often have questions regarding client planning considerations, liquidity alternatives, confidentiality, review timelines, and the types of alternative investments that may be eligible for evaluation.
Do I remain involved with my client throughout the process?
Yes. AIL serves as a resource to help evaluate potential liquidity opportunities while allowing financial advisors to remain actively involved in client discussions and planning decisions.
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.
When do advisors typically explore liquidity options?
Liquidity reviews are commonly requested during portfolio reallocation, retirement planning, estate administration, trust management, inheritance situations, or when a client’s objectives have changed.
How long does the review process typically take?
Timeframes vary depending on the investment structure, available documentation, sponsor requirements, and transaction complexity. Initial evaluations are typically completed before any transaction decisions are made.
Is client information handled confidentially?
Yes. Information submitted for review is handled confidentially and used solely for the purpose of evaluating potential liquidity opportunities and transaction considerations.
What information is typically needed to begin?
Recent statements, ownership information, offering documents, sponsor information, and other investment-related materials may be requested to evaluate transferability, marketability, and potential liquidity pathways.
Discuss A Client
Situation
If your client owns a DST interest, non-traded REIT, limited partnership, private placement, or other illiquid alternative investment, AIL can help evaluate potential liquidity opportunities in support of broader planning, portfolio management, and wealth preservation objectives.
SPEAK WITH OUR TEAM