New Website Provides Tools, Resources To Help Financial Advisors Educate Investors About Alternative Investments

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Revamped CNL Securities site also provides FAs with practice management resources

CNL Securities

CNL Securities has launched a new website to provide resources about alternative investments, especially non-traded real estate investment trusts (REITs) and business development companies (BDCs), to investors and financial advisors. The new site is available at

The site includes materials cleared for investor use that advisors can utilize to explain the role that non-traded REITs and BDCs can play in a portfolio. For example, it includes a video overview about what a BDC is, informational pieces on private debt as an investment class and other information that investors and advisors can both use to better understand this kind of investment offering. There are also resources related to the offerings CNL Securities distributes, with downloadable forms for each offering. New educational content will be added to the site each month.

“Our goal is to provide information that helps advisors and investors sort through the increasing number of choices they have in the alternative investments sphere,” said Jeff Shafer, president of CNL Securities. “We know that investors have a wide variety of objectives depending on their age, risk tolerance and other factors. We want to make sure financial advisors have the tools they need when considering how REITs and BDCs could potentially meet those goals.”

Education – A Top Priority
CNL Securities has made educating investors and financial advisors a top priority. Additionally, advisors frequently turn to investment program distributors for information. CNL Securities’ new site provides financial advisors materials that they can use with investors to help them understand REITs and BDCs and the kinds of assets on which those offerings focus.

Easy Access – No Login Required
There is no login needed to view the website’s educational resources. This allows investors to easily access these resources, and financial advisors to quickly and conveniently share them with their clients through a variety of electronic tools.

Beyond investment information, the new site also brings CNL Securities’ extensive library of practice management material to advisors. There are overviews of practice management workshops and the benefits each provides to financial advisors.

To explore the new tools, resources and information now available on the website, visit

About CNL Securities
CNL Securities is an alternative investment solutions provider that has served the broker/dealer community for more than 25 years. By engaging world-renowned investment partners, the company has created a distinctive product platform to help financial advisors pursue their clients’ financial goals. Offerings span a wide spectrum of return strategies, from income to growth to a blend of the two, and focus on investments in the United States or around the globe. For more information, visit CNL Securities Corp. is a member of FINRA and SIPC.

This information is not an offer to sell or soliciting an offer to buy any specific securities. Offers may be made only through the prospectus and not in any state where the offer and sale is not permitted. Investments in non-traded real estate investment trusts (REITs) or business development companies (BDCs) are subject to significant risks. These risks include limited operating histories, reliance on the advisors, conflicts of interests, payment of substantial fees to the advisors and their affiliates, illiquidity and liquidations at less than the original amounts invested. Investing in these products is not suitable for all investors. Investors should consult a financial professional to determine whether risks associated with an investment in the shares are compatible with their investment objectives.


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Lisa Schultz
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