AI Insight Alternative Investment Industry Reports

Review alternative investment trends and historical market data including industry-level Private Placement reporting for 1031s, Opportunity Zones and more. 

You can receive up to 24 extensive reports per year to help broaden your alternative investment review coverage. View report excerpt

For Broker-Dealers 

  • See how the programs on your platform compare to the industry and peers' programs to determine gaps, or potentially where you may want to add/reduce offerings within certain sectors.
  • Generate customized packaged reports that combine the Industry Report with snapshots
    for the programs most important to you.
  • Meet regulatory requirements set forth by FINRA RN 12-03 by conducting periodic reviews of complex products on your platform.

For RIAs 

  • Compare alternative investment programs to determine gaps, or potentially where you may want to add/reduce offerings within certain sectors.
  • Generate customized packaged reports that combine the Industry Report with snapshots for the programs most important to you.

For Alternative Investment Managers 

  • Use the reports to help your sales team efficiently track your offerings against overall market trends.
  • Generate customize packaged reports that combine the Industry Report with snapshots for the programs most important to you.

For Due Diligence Firms and Alternative Investment Industry Partners 

  • Efficiently monitor market trends on private placements, public non-traded REITs, BDCs, closed-end funds, and alternative mutual funds.
  • Receive up to 24 extensive reports per year automatically emailed directly to you for easy access to help broaden your review coverage.

*Report availability will vary by structure based on filing frequency and deadlines.

**Alternative Mutual Fund reports are only available for AI Insight's Alternative Mutual Fund Research subscribers. 



Get access to AI Insight's Alternative Investment Industry Reports

Request a live tour customized to your business needs.

• For pricing and subscription information, contact us at 877-794-9448 ext. 710 or customercare@aiinsight.com.


On a subscription basis, AI Insight provides informational resources and training to financial professionals regarding alternative investment products and offerings. AI Insight is not affiliated with any issuer of such investments or associated in any manner with any offer or sale of such investments. The information above does not constitute an offer to sell any securities, or represent an express or implied opinion on or endorsement of any specific alternative investment opportunity, offering or issuer.
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