Sell Your CIM Real Estate Finance Trust Shares

Confidential review of CIM Real Estate Finance Trust positions based on ownership structure, transferability, documentation, and current secondary market considerations.

REQUEST CONFIDENTIAL REVIEW HOW IT WORKS

Investment Overview

CIM Real Estate Finance Trust

CIM Real Estate Finance Trust, Inc. is a non-traded real estate investment trust sponsored by CIM Group. The company focuses on commercial real estate credit investments, senior secured loans, mortgage-related assets, and income-producing real estate holdings.

Because CIM Real Estate Finance Trust shares are not listed on a national securities exchange, investors seeking liquidity may face different valuation, transfer, and market considerations than they would with publicly traded REIT shares.


Investment Snapshot

CIM At A Glance

Issuer

CIM Real Estate Finance Trust, Inc.

Sponsor

CIM Group

Investment Type

Non-Traded REIT

Primary Focus

Commercial real estate credit and income-producing real estate assets

Liquidity Profile

Limited liquidity; not publicly exchange-traded

Review Focus

Transferability, documentation, ownership structure, and market demand


CIM Liquidity

Understanding
CIM Share Liquidity

Shareholders may explore liquidity alternatives when their financial objectives change, estate planning needs arise, inherited shares need to be evaluated, or a portfolio rebalancing decision requires review of an illiquid position.

Liquidity opportunities for CIM Real Estate Finance Trust shares may be limited and can vary based on issuer policies, transfer requirements, available buyers, and broader market conditions.


Secondary Market

Secondary Market Liquidity

Transactions involving non-traded REIT interests are typically negotiated privately rather than completed through a public stock exchange. As a result, pricing may differ from reported net asset value and can fluctuate based on buyer demand.

Buyers evaluating CIM Real Estate Finance Trust positions may consider portfolio composition, distribution history, current transferability, and the overall market for commercial real estate credit investments.


Valuation Considerations

What May Affect
Secondary Market Value

Reported Net Asset Value

Reported net asset value may provide a reference point for investors evaluating their holdings, although available market pricing may differ from reported values.

Distribution History

Historical and current distribution activity may influence buyer interest, especially when investors are evaluating income-producing alternative investment positions.

Portfolio Composition

The underlying portfolio, including commercial real estate loans, credit investments, and real estate holdings, may influence investor interest and market activity.

Transfer Requirements

CIM share transfers may require ownership verification, transfer documentation, and approval through applicable transfer procedures before a transaction can be completed.

Market Demand

Secondary market interest can vary over time based on investor demand, interest rates, real estate market conditions, and the characteristics of the underlying investment.


Documentation

Information Commonly Requested

Ownership records, account statements, trust documentation, estate records, transfer paperwork, and other supporting documents may be relevant when evaluating a CIM Real Estate Finance Trust position.

Documentation requirements can vary depending on how shares are registered and whether the position is individually owned, held in trust, owned through an entity, held in a retirement account, or part of an estate.


Marketability Assessment

What Determines Whether
A Position Can Be Reviewed?

Not every non-traded REIT position can be transferred or sold. Review eligibility depends on ownership structure, issuer transfer requirements, account registration, available documentation, and current secondary market demand.

A confidential review helps determine whether a CIM Real Estate Finance Trust position may qualify for further evaluation and whether a potential liquidity pathway may exist.

EVALUATION CRITERIA

Every Opportunity
Is Reviewed Individually

Every Opportunity
Is Reviewed

Secondary market interest depends on more than asset type. AIL evaluates each position based on investment structure, transferability, documentation, and current market conditions.

Investment Structure

Ownership type, sponsor requirements, investment terms, and underlying asset characteristics all influence review.

Transferability

Some positions may be subject to transfer restrictions, approval requirements, or limitations within governing documents.

Documentation

Offering materials, account records, ownership documents, and sponsor information help determine whether review can proceed.

Market Demand

Potential liquidity depends on current buyer interest, asset category, pricing expectations, and transaction feasibility.

THE REVIEW 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.

01

Submit Information

Provide basic details regarding the investment position, ownership structure, and available documentation.

02

Review

AIL evaluates the investment type, transfer restrictions, sponsor requirements, and available transfer pathways.

03

Market Assessment

We determine whether a secondary market opportunity may exist based on current investor demand and transaction activity.

04

Discuss Options

If a viable pathway exists, we discuss potential next steps, timing considerations, and transaction requirements.

CIM Liquidity FAQs

What is CIM?

CIM Real Estate Finance Trust is a non-traded real estate investment trust that invests primarily in real estate-related debt, credit investments, and income-producing real estate assets. Because CIM shares are not listed on a national securities exchange, investors may have limited liquidity options compared to publicly traded REITs.

Can CIM shares be sold?

In certain situations, CIM Real Estate Finance Trust shares may be eligible for review for potential liquidity alternatives. Available options can depend on ownership structure, transfer requirements, documentation, market conditions, and current secondary market interest.

NAV vs. Secondary Market Value

Reported net asset value (NAV) is one factor investors may consider, but secondary market pricing may differ from reported NAV. Factors such as liquidity, market demand, transfer restrictions, position size, and investor sentiment can influence potential market value.

Can inherited CIM shares be reviewed for liquidity?

Yes. Beneficiaries, trustees, executors, and estates frequently request reviews of inherited CIM Real Estate Finance Trust positions. Additional documentation may be required depending on the ownership structure and estate administration process.

What information is typically needed to review a CIM position?

A recent account statement, ownership registration information, trust or estate documentation (if applicable), and any available transfer or subscription documents are often helpful when evaluating a CIM Real Estate Finance Trust position..

Does submitting information create an obligation to sell?

No. Submitting information for review does not create an obligation to sell or complete a transaction. Each opportunity is evaluated individually, and investors remain free to make their own decisions regarding any potential liquidity alternatives.

CONFIDENTIAL REVIEW

Ready To Request
A Confidential Review?

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