FOR INVESTORS
Understanding Your Alternative Investment Options
Alternative Investment Liquidity helps investors evaluate potential liquidity opportunities for DST interests, non-traded REITs, limited partnerships, private placements, and other illiquid alternative investments.
Eligible Investments
Liquidity Options
Across Alternative Assets
Alternative Asset
Liquidity Options
Alternative Investment Liquidity provides confidential evaluations for a broad range of illiquid alternative investment positions. Each opportunity is reviewed based on structure, documentation, transferability, and potential secondary market interest.
DST Interests
Delaware Statutory Trust interests and fractional 1031 exchange investments.
Non-Traded REITs
Public and private non-traded real estate investment trust positions.
Limited Partnerships
Private funds, real estate programs, energy programs, and partnership interests.
Private Placements
Regulation D offerings and privately held alternative investment interests.
Energy Investments
Oil, gas, mineral, and other energy-related alternative investment positions.
Infrastructure Investments
Infrastructure funds and other project-based alternative investment structures.
When Investors Begin Exploring Liquidity.
Alternative investments are often designed for long holding periods. Investors frequently begin exploring liquidity when financial goals evolve, planning priorities change, or personal circumstances create a need for greater flexibility.
Changing Financial Goals
Investment objectives evolve over time and existing holdings may no longer align with current priorities or long-term planning strategies.
Estate & Trust Planning
Trustees, beneficiaries, executors, and families often evaluate liquidity alternatives during estate administration and wealth transition planning.
Portfolio Reallocation
Investors may seek opportunities to reposition capital into different asset classes, investment strategies, or evolving market opportunities.
Life Events
Retirement, healthcare needs, business transitions, inheritance events, and other major life changes can create liquidity considerations.
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 Before
You Submit
Investors often have questions about confidentiality, documentation, timing, and whether a potential liquidity pathway may exist before beginning a review.
Is there any obligation to sell?
No. Submitting information for review does not create an obligation to sell or move forward with any potential liquidity option.
What types of investments are reviewed?
AIL reviews DST interests, non-traded REITs, limited partnerships, private placements, energy investments, infrastructure investments, and other illiquid alternative investment positions on a case-by-case basis.
Are all investments eligible for liquidity?
No. Eligibility depends on the investment structure, transfer restrictions, sponsor requirements, available documentation, market conditions, and potential secondary market demand.
How is potential value determined?
Potential value is influenced by investment type, asset quality, sponsor history, transferability, distribution profile, buyer demand, and current secondary market conditions.
Is my information confidential?
Yes. Information submitted to AIL is reviewed privately and handled with discretion throughout the evaluation process.
What information is typically needed?
Basic ownership information, recent statements, offering materials, subscription documents, and governing documents may be requested to evaluate transferability and marketability.
Explore Your
Liquidity Options
If you own a DST interest, non-traded REIT, limited partnership, private placement, or other illiquid alternative investment, AIL can provide a confidential review of potential secondary market liquidity opportunities.
REQUEST A CONFIDENTIAL REVIEW