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

About CIM Real Estate Finance Trust

CIM Real Estate Finance Trust, Inc. is a non-traded real estate investment trust. Because CIM Real Estate Finance Trust shares are not listed on a national securities exchange, shareholders generally do not have the same liquidity options available with publicly traded REIT securities.

CIM shareholders may explore liquidity alternatives when they need access to cash, are handling an estate or trust matter, are reallocating a portfolio, or no longer want to continue holding an illiquid investment position.

Alternative Investment Liquidity provides confidential review of CIM Real Estate Finance Trust positions based on share ownership, account documentation, transferability, current secondary market interest, and other transaction-related considerations.


CIM Liquidity

Why CIM Shareholders May Seek Liquidity

Non-traded REIT shareholders often discover that liquidity can be limited even when an investment reports a net asset value or has a share redemption program. A redemption program may be subject to caps, timing restrictions, eligibility requirements, funding limitations, or suspension.

In prior secondary market activity involving CIM Real Estate Finance Trust, third-party purchasers have offered to acquire shares directly from investors at a cash price below reported NAV. That type of activity reflects a common reality in the non-traded REIT market: reported value and available liquidity value may not be the same.

AIL does not rely on a single factor when reviewing a CIM position. The review process considers the investment structure, available documentation, ownership registration, potential transfer requirements, share amount, and current buyer interest.


Valuation Considerations

Factors That May Affect CIM Share Value

Reported NAV vs. Market Pricing

Reported net asset value may provide a reference point, but secondary market pricing may reflect liquidity limitations, transfer timing, market demand, portfolio composition, and buyer underwriting.

Redemption Program Availability

Sponsor redemption programs may be limited or unavailable depending on program rules, quarterly caps, investor eligibility, and sponsor discretion.

Transfer Requirements

CIM share transfers may require completed assignment documentation, ownership verification, transfer agent processing, and sponsor-related administrative review.

Position Size

The number of shares owned and the total size of the position may affect buyer interest, pricing, and transaction timing.


Review Materials

Information Commonly Requested For CIM Review

  • Recent CIM Real Estate Finance Trust account statement
  • Estimated number of shares owned
  • Current ownership registration information
  • Trust, estate, or entity documents, if applicable
  • Any available subscription, assignment, or transfer documents
  • Information regarding prior redemption requests, if applicable

Investor Situations

Common Reasons CIM Investors Request A Review

  • Estate or trust administration
  • Inherited CIM Real Estate Finance Trust shares
  • Portfolio reallocation
  • Retirement planning
  • Need for cash or liquidity
  • Frustration with limited redemption options
  • Desire to evaluate secondary market alternatives

Confidential Evaluation

Request A Confidential CIM Liquidity Review

Alternative Investment Liquidity provides confidential review of CIM Real Estate Finance Trust positions. Submitting information does not create an obligation to sell and does not guarantee that a transaction will be available.

Each CIM position is evaluated individually based on documentation, transferability, current market conditions, and buyer interest.

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.

01

DST Interests

Delaware Statutory Trust interests and fractional 1031 exchange investments.

02

Non-Traded REITs

Public and private non-traded real estate investment trust positions.

03

Limited Partnerships

Private funds, real estate programs, energy programs, and partnership interests.

04

Private Placements

Regulation D offerings and privately held alternative investment interests.

05

Energy Investments

Oil, gas, mineral, and other energy-related alternative investment positions.

06

Infrastructure Investments

Infrastructure funds and other project-based alternative investment structures.

INVESTOR SITUATIONS

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.

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.

INVESTOR FAQS

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.

INVESTOR REVIEW

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