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
CIM Real Estate Finance Trust, Inc.
CIM Group
Non-Traded REIT
Commercial real estate credit and income-producing real estate assets
Limited liquidity; not publicly exchange-traded
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.
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.
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.
Submit Information
Provide basic details regarding the investment position, ownership structure, and available documentation.
Review
AIL evaluates the investment type, transfer restrictions, sponsor requirements, and available transfer pathways.
Market Assessment
We determine whether a secondary market opportunity may exist based on current investor demand and transaction activity.
Discuss Options
If a viable pathway exists, we discuss potential next steps, timing considerations, and transaction requirements.
What is CIM?
Can CIM shares be sold?
NAV vs. Secondary Market Value
Can inherited CIM shares be reviewed for liquidity?
What information is typically needed to review a CIM position?
.
Does submitting information create an obligation to sell?
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