The Evolution of Portfolio Diversifying Investments: Expanding Opportunities for Retail Investors

The Investment Program Association and Real Assets Adviser magazine are pleased to introduce a Special Report on The Evolution of Portfolio Diversifying Investments (PDIs): Expanding Opportunities for Retail Investors. This first-of-its-kind publication is designed to educate the RIA, Broker-Dealer, Financial Adviser and Family Office community on the value of PDIs.


The Special Report features informative articles, including:


  • New Products and Distribution Channels Expand Investors’ Options for PDIs
  • PDIs: The Future Is Now
  • Lifecycle REITs and BDCs Are in It for the Long Haul
  • Interval Funds and NAV REITs Offer Investor Alternatives
  • On the Path to a Better Fiduciary Standard
The Special Report was mailed as a supplement to the September 2017 print issue of Real Assets Adviser, is also available online at RealAssetsAdviser.com and IPA.com and will be distributed at all Real Assets Adviser and IPA events in 2017 and 2018. In total, we expect to reach an audience of approximately 66,000 professionals.


We hope this can be a useful resource for you and your business.

Portolio Diversifying Investments (PDIs)

The IPA supports individual investor access to a variety of asset classes with low correlation to the traded markets and historically available only to institutional investors, including: lifecycle real estate investment trusts (REITs), lifecycle business development companies (BDCs), perpetual life REITs, interval and closed-end funds, energy and equipment leasing programs and real estate private equity offerings. These portfolio diversifying investment (PDI) products have been held in the accounts of more than 3 million individual investors. They remain a critical component of an effectively balanced investment portfolio and serve an essential capital formation function for the U.S. economy.

The mission of the IPA is to advocate for PDIs through education and public awareness.