The IPA provides access to specialized education content, including: FINRA Reviewed client brochures, educational videos and seminars.
Our resources span the needs of client education to advisor resources to home office support for due diligence. Explore and leverage these IPA resources to provide up to date education on a variety of topics affecting the direct investments industry.
IPA Connection: Preparing for New Regulations Part 2
The financial services industry is bracing for a year of extraordinary regulatory changes. Clearly, the…Read More
For questions or if you would like to order printed copies of any of these brochures, please contact Ken Montgomery, Director of Education at 212-812-9799 Ext. 220 or email email@example.com
The Investment Program Association has developed several client educational brochures designed to help advisors introduce new asset types to clients. Each brochure has been FINRA reviewed for client educational use.
The Investment Program Association has developed several educational brochures for broker-dealer use only that are designed for advisor education as well as home office use as a resource. It is important to note that such brochures are not eligible for use with clients and, thus not FINRA reviewed.
IPA Research Portal
Academic research and the ensuing implementation of intellectually rigorous ideas have long provided our industry with innovative thinking and break through ways to assist investors.
IPA White Papers
Investing in Non-Traded REITs
Investing in Non-Traded REITs reviews the characteristics of non-traded REITs and explores the factors that retail broker-dealers and financial advisors should consider in analyzing these products as investment opportunities.DOWNLOAD WHITE PAPER
Portfolio Construction Using Non-Traded BDCs
Portfolio Construction Using Non-Traded Business Development Companies reviews the characteristics of non-traded BDCs and explores the factors that retail broker-dealers and financial advisors should consider in analyzing these products as investment opportunities.DOWNLOAD WHITE PAPER
IPA Member White Papers
Interval Fund Investing – Mutual Fund Access to Alternative Investments
Scott Crowe | Resource Real Estate’s Global Portfolio Manager
The global financial crisis has caused an important structural shift in investor preferences towards alternative investments and away from more volatile equity markets. In addition, bond yields have plummeted in the aftermath of the crisis leaving investors without the ability to generate income. In essence, the crisis highlighted a flaw in the way many investors approach portfolio diversification – having simply a range of mutual funds with access to different “sectors” may not be enough to create appropriate diversification.DOWNLOAD WHITE PAPER
Inland Insights – Benefits of Diversification
Balance and diversification are the hallmarks of a strong investment portfolio. Specifically allocating a portion of an investment portfolio to a long-term investment in commercial real estate can help diversify a portfolio of stocks and bonds and smooth risk. This type of investment may also provide an income stream and hedge against inflation. Take a deeper look at the benefits of investing in commercial real estate below.DOWNLOAD WHITE PAPER
Inland Insights – Necessity Based Retail Property – Everyday Needs, Investment Opportunities
A slower growing economy and low-yield environment have left investors looking for income to augment their portfolios. Yet, despite the lackluster economic climate, American consumers remain resilient. Solid population growth and consumer spending continue to drive investment returns on multi-tenant necessity-based retail real estate, which provides essential, everyday goods and services and is less affected by economic downturns and shifts in consumer spending.DOWNLOAD WHITE PAPER