HOW IT WORKS

A Structured Path To Secondary Market Liquidity

Alternative Investment Liquidity helps investors move from initial inquiry to confidential evaluation through a clear, discreet, and professionally managed process.

THE PROCESS

From Initial Inquiry
To Liquidity Review

AIL follows a confidential process designed to determine whether an alternative investment position may qualify for secondary market interest.

01

Submit

Provide basic information about your investment position, including asset type, ownership structure, and investment amount.

02

Review

AIL conducts an initial review to understand the investment, available documentation, and potential transaction considerations.

03

Evaluate

Qualified opportunities are evaluated against market demand, buyer criteria, and potential liquidity pathways.

04

Findings

AIL provides a confidential assessment outlining potential liquidity pathways and key considerations, where applicable.

Alternative investment ecosystem visualization

WHAT WE REVIEW

Investments
Commonly Evaluated

AIL reviews a range of alternative investment positions to determine whether secondary market interest may exist. Eligibility varies based on investment structure, available documentation, and current market conditions.

DST Interests
Non-Traded REITs
Limited Partnerships
Private Placements
Other Investment Positions

Not every investment qualifies for review. Each opportunity is evaluated individually based on its structure, documentation, and potential market interest.

COMMON QUESTIONS

What Investors Should Know

Investors, advisors, trustees, and estate representatives often have questions before beginning a confidential liquidity review.

Does submitting information obligate me to sell?

No. Submitting information for review does not create an obligation to sell or move forward with any potential liquidity option.

What information is needed to begin?

Basic investment details are typically needed, including the asset type, ownership structure, sponsor or issuer information, investment amount, and available documentation.

Is the review confidential?

Yes. Information submitted to AIL is reviewed confidentially and handled with discretion throughout the evaluation process.

Does every investment qualify?

No. Eligibility depends on the investment structure, transferability, available documentation, sponsor requirements, market conditions, and potential secondary market interest.

How long does a review usually take?

Timing varies by investment type and documentation. Preliminary reviews can often be completed within several business days once sufficient information is received.

What happens after the review?

If potential market interest may exist, AIL provides a confidential assessment outlining possible liquidity pathways and key considerations, where applicable.

CONFIDENTIAL REVIEW

Ready To Explore
Your Liquidity Options?

Submit basic information for a confidential review. Opportunities are evaluated individually based on investment structure, available documentation, transferability, and potential market interest.

REQUEST CONFIDENTIAL REVIEW