AI Insight Launches Financial Performance Reporting for Public Programs

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Broker dealers and financial advisors can now easily monitor ongoing alternative investment performance for public non-traded REITs and BDCs with AI Insight.

The Alternative Investment Industry's most trusted source for prospectus-based product training

By providing broker dealers and financial advisors easy access to consistent performance information, AI Insight simplifies their ability to monitor the programs they are selling––all through an already familiar system.

AI Insight, the financial industry’s most trusted source for alternative investment product information and training, has expanded its online platform to include enhanced financial performance monitoring for public programs.

Applying similar standardized methods used for current reporting, AI Insight now provides ongoing, unbiased financial performance updates for public non-traded real estate investment trusts (REITs) and business development corporations (BDCs)––during and after the offering period. Performance updates are compiled using key financial information taken directly from quarterly and annual reports including items such as acquisitions and dispositions, assets, liabilities, cash flows, distribution coverage and leverage. A video outlining the major features of this service can be found by visiting http://www.aiinsight.com/new-features/enhanced-performance-monitoring/.

AI Insight’s enhanced reporting allows broker dealers and financial advisors to quickly review summarized performance information for each public program on the AI Insight platform. Subscribers can also choose to run side-by-side program and industry-level performance comparisons similar to AI Insight’s popular alternative investment comparative reports feature.

“Monitoring program performance has become an increasing priority for the alternative investment industry,” said Sherri Cooke, AI Insight’s founder and chief executive officer. “Including standardized ongoing reporting on our platform directly relates to our objective of increasing efficiencies. By providing broker dealers and financial advisors easy access to consistent performance information, we simplify their ability to monitor the programs they are selling––all through an already familiar system.”

AI Insight’s financial performance reporting for public programs is a premium feature and is available at an additional cost. Please contact AI Insight at (877) 794-9448 for details.

About AI Insight
AI Insight provides Alternative Investment industry insight and prospectus-based program education to broker dealers and their financial advisors through a secure and easy-to-navigate web-based platform. Through AI Insight, broker dealers and product sponsors are assured of an efficient process for introducing and monitoring new offerings within the Alternative Investment arena — all founded through regulatory-based directives. AI Insight’s current database includes 75+ broker dealers housing anywhere from 15 advisors to 6,000 and 75+ subscribing Alternative Investment product sponsors.

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Jennifer Simon
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