The potential of the non-listed retail alternative investment industry is immense, and, as recent sales figures illustrate, non-listed retail alts are going from strength to strength.
By end of Q3 2019, sales of non-listed REITs had totaled $7.6 billion, up 137% over the same period in 2018. Market-watchers estimate that non-listed REITs will end up raising $10 billion in 2019, up significantly from 2018’s total sales of $4.6 billion.*
As of Q2 2019, total interval fund net assets equaled $29.2 billion, up 25% compared to 2018** and around another 25 funds were in registration at time of writing.
And the good news extends across alternative investments (non-listed REITs, non-listed BDCs, interval funds, non-listed preferred stock of traded REITs, DSTs and private placement offerings) as fundraising as a whole is estimated to exceed $21 billion in 2019, up more than 50% on 2018.*
However, as we enter a new decade, the industry continues to face developments that have the potential to both negatively and positively impact the reach of non-listed retail alts amongst investors. In addition, as sales of non-listed retail alts continue to rise amidst an uncertain macro-economic outlook, investors are rightly concerned about market downturn protection.
Join us as we dissect the key market issues and their implications for industry stakeholders at IMN's 17th Annual Non-Listed Alternative Investment Products Symposium (East)
, June 23 at the Union Leage Club.
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.
* Source: Robert A. Stanger
** Source: Interval Fund Tracker
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