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Franklin Square’s “ABC’s of BDC’s”


Investments in non-traded 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 may not be 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.

This material should not be considered a solicitation of an offer to sell/buy any specific security or offering. Investors are advised to consider the investment objective, risks, charges and expenses of an offering carefully before investing.

RIAs are Choosing REITs to Diversify Portfolios


Blue Vault Explains Liquidity Options for Non-Traded REIT Holders


Investment News
Finra’s Proposed Non-traded REIT Rule Changes Could Have Gone Further

By Frederick P. Baerenz, CEO & President, AOG Wealth Management



Monday Morning Outlook

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