A record number of new interval funds launched in 2018 and interval fund net assets increased by 41%, reaching $27.5 billion.* Non-listed REITs raised $4.6 billion in 2018, a 9.5% increase on the year prior.** And non-listed BDC sales increased 33% from December 2018 to $55.8 million in January 2019.***
The potential of the non-listed retail alternative investment industry is immense. As it emerges from its dramatic evolution, product offerings are now more diverse and offer greater transparency and liquidity. However, further change and learning curves are ahead.
Distribution channels, notably independent broker/dealers (IBDs), are undergoing their own evolution. The late stage of the current cycle heightens investment strategies for both product sponsors and advisors and their clients. And new products, such as Qualified Opportunity Zone (QOZ) offerings, are grabbing attention. But how to evaluate beyond the hype, particularly with final guidelines from the IRS still pending?
Join us as we dissect the key market issues and their implications for industry stakeholders at IMN's 16th Annual New York Non-Listed Alternative Investment Products Symposium
, June 24-25, 2019, New York Marriott Downtown.
Hosting the industry’s leaders, the forum provides an independent examination of the latest developments in market events, product structures and investment strategies, due diligence processes and the factors influencing the investment potential of different retail alts products.
We look forward to seeing you in New York City on June 24-25, 2019!
* Source: Interval Fund Tracker
** Source: Robert A. Stanger
*** Source: Blue Vault Partners
Who Should Attend
- Established, new and prospective sponsors of retail alternative investment products, including:
- Interval Funds
- Closed End Funds
- Traditional and Perpetual Life Non-traded REITs
- Non-traded BDCs
- Regulation D Offerings
- Regulation A+ Offerings
- Preferred Stock Offerings
- Due diligence, product management, research, compliance and regulatory personnel at independent retail broker/dealers & RIAs
- Service providers to the industry including, but not limited to:
- Law Firms
- Due Diligence Service Providers
- Tax/Accounting Firms
- Investment Bankers