FOR PROFESSIONALS
Supporting Investors
And Their Advisors
Alternative Investment Liquidity works with investors, financial advisors, brokers, attorneys, trustees, and other professional representatives seeking a Confidential Investment Review of illiquid alternative investment positions.
Confidential Investment Review For Investors And Their Professional Advisors
AIL supports investors and professional representatives seeking a Confidential Investment Review of illiquid alternative investment positions, including non-traded REITs, DST interests, limited partnerships, private placements, and other alternative assets.
Investors
Investors holding illiquid alternative investments who are exploring potential liquidity options, secondary market interest, or transfer alternatives.
For Investors →Financial Advisors
Support for financial advisors helping clients evaluate illiquid alternative investment positions that may no longer align with current planning or liquidity objectives.
For Financial Advisors →Brokers
Secondary market review for alternative investment holdings requiring transfer analysis, buyer qualification, documentation review, and transaction coordination.
For Brokers →Attorneys & Trustees
Confidential Investment Review support for trust administration, estate matters, fiduciary oversight, and other situations involving illiquid alternative assets.
For Attorneys & Trustees →
Specialized Experience In
Alternative Investment Liquidity.
Trusted
Experience
Alternative Investment Liquidity specializes in Confidential Investment Reviews for illiquid alternative investment positions where transferability, sponsor requirements, documentation, market demand, and transaction structure require specialized analysis.
Years Of Industry Experience
Transactions Evaluated
INVESTOR & PROFESSIONAL COVERAGE
Asset Class Expertise
Institutional Process
Every opportunity is reviewed confidentially and evaluated based on asset structure, transferability, sponsor requirements, documentation, and current market conditions.
Investment-Specific Perspective
Each review is designed to help investors and professional representatives understand potential liquidity options before pursuing a secondary market transaction.
A Structured Confidential Investment Review Process
AIL works with investors and professional representatives through a disciplined Confidential Investment Review process focused on discretion, documentation, transferability, market demand, and transaction feasibility.
Initial Discussion
A confidential conversation to understand the investment position, ownership structure, liquidity objectives, and timing considerations.
Documentation Review
Review of available account statements, offering materials, ownership records, sponsor communications, 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 transaction closing.
Questions From
Professionals
Financial advisors, brokers, attorneys, trustees, and other professional representatives often have questions before submitting a position for a Confidential Investment Review.
Do you purchase alternative investments directly?
AIL evaluates illiquid alternative investment positions to determine whether a potential acquisition or other secondary market liquidity pathway may be available. Each opportunity is reviewed individually based on the investment, transferability, documentation, current buyer demand, and transaction feasibility.
What types of investments are reviewed?
AIL reviews non-traded REITs, Delaware Statutory Trust interests, limited partnerships, private placements, and other illiquid alternative investment positions. Eligibility depends on the specific investment and current market conditions.
Can financial advisors and other professionals remain involved?
Yes. AIL works with investors and authorized professional representatives, including financial advisors, brokers, attorneys, trustees, estate representatives, and other fiduciaries throughout the review and, when applicable, transaction process.
What information is needed to begin?
An initial review generally begins with the investment name, approximate ownership amount, account or ownership type, and a recent statement or other document confirming the position. Additional documentation may be requested depending on the investment.
Does every investment qualify for liquidity?
No. Transfer restrictions, governing documents, sponsor requirements, purchaser qualifications, position size, documentation, current buyer demand, and other investment-specific factors may affect whether a transaction is available.
Is the review confidential?
Yes. Submitted information is handled as part of a Confidential Investment Review and is used to evaluate the specific position, transferability, documentation, and potential liquidity pathways.
Is there an obligation to sell after requesting a review?
No. A Confidential Investment Review is intended to help the investor or professional representative understand potential liquidity options before deciding whether to pursue a transaction.
How long does the review process take?
Timing depends on the investment, available documentation, transfer requirements, and current market conditions. Some positions can be evaluated quickly, while others may require additional document or sponsor review.
What happens if a potential liquidity option is identified?
If a potential liquidity pathway is identified, AIL can discuss the proposed terms, documentation requirements, transfer process, and possible next steps. The investor remains free to decide whether to proceed.
Discuss A Potential
Liquidity Opportunity
Investors and professional representatives can submit basic information for a Confidential Investment Review. AIL evaluates each position individually based on investment structure, transferability, documentation, and current market demand.