FOR PROFESSIONALS
Supporting Investors
And Their Advisors
Alternative Investment Liquidity works with investors, financial advisors, brokers, attorneys, and trustees seeking confidential review of illiquid alternative investment positions.
Specialized Liquidity Review For Investors And Their Professional Advisors.
AIL supports investors and professional representatives who need a confidential review of illiquid alternative investment positions, including DST interests, non-traded REITs, limited partnerships, and other alternative assets.
Investors
Clients holding illiquid alternative investments seeking potential liquidity solutions.
Financial Advisors
Support for advisors helping clients evaluate alternative investment positions that may no longer align with current planning objectives.
Brokers
Secondary market expertise for alternative investment holdings requiring specialized review, transfer analysis, and transaction coordination.
Attorneys & Trustees
Confidential evaluation support for trust administration, estate matters, fiduciary oversight, and other situations involving illiquid assets.
A Structured Process Designed Around Confidentiality.
AIL works alongside investors and their advisors through a disciplined review process focused on discretion, documentation, transferability, and transaction feasibility.
Initial Discussion
A confidential conversation to understand the investment position, ownership structure, and liquidity objectives.
Documentation Review
Review of available account statements, offering materials, ownership records, and governing documents.
Liquidity Assessment
Evaluation of transferability, market demand, pricing considerations, and transaction feasibility.
Transaction Coordination
When appropriate, coordination of buyer introductions, transfer review, documentation, and closing.
Questions From
Professionals
Advisors, brokers, attorneys, trustees, and investor representatives often have questions before submitting an opportunity for confidential review.
Do you purchase alternative investments directly?
AIL reviews opportunities and determines whether a potential secondary market pathway may exist based on the specific investment, transferability, documentation, and current market conditions.
What types of investments are reviewed?
DST interests, non-traded REITs, limited partnerships, private placements, and other illiquid alternative investment positions may be eligible for review.
Can financial advisors remain involved?
Yes. AIL frequently works alongside financial advisors and other professional representatives during evaluation, documentation review, and transaction coordination.
Are all opportunities eligible for liquidity?
No. Transfer restrictions, documentation requirements, sponsor approval provisions, asset structure, and market demand all influence potential outcomes.
How confidential is the review process?
Information is handled privately and reviewed only for purposes of evaluating potential secondary market interest.
How do we begin a review?
Professionals or investors may submit basic information for a confidential evaluation. Additional documentation is requested only if a review proceeds.
Ready To Discuss
An Opportunity?
Whether you are evaluating an investment position personally or assisting a client, AIL provides confidential review of illiquid alternative investment opportunities based on structure, documentation, transferability, and current market conditions.
DISCUSS AN OPPORTUNITY