CNL Securities

Alternative investments have a long history. This article reviews the major milestones and the future outlook of the alternative space. #historyofalternatives #privateequity #venturecapital #REIT #privatecredit #BDC

In a strong bull market like the current one, it’s tempting for your clients to think valuations will keep climbing forever. However, some market perspectives can tell you when to be cautious. Right now, one such metric — the Buffett Indicator — signals caution and reminds investors to stick with the fundamentals. #buffettindicator #equityvaluations #stockmarketvaluations

We are excited to announce CNL Strategic Capital closed on its 16th acquisition, MAP Retirement (MAP), a third-party administrator of retirement plans. MAP provides plan design and implementation, plan administration, compliance, fiduciary services and customized support to approximately 3,700 plans and 200,000 participants.  Case Study: https://lnkd.in/eYjXi9SJ Prospectus: https://lnkd.in/eCR7Pgpf

CNL surveyed financial professionals to learn about their thoughts and preferences regarding non-traded alternative investments. See the results to find out what’s changed (and what hasn’t). #financialprofessional #alternatives #privateequity #reit

CNL Strategic Capital has announced its performance as of June 2024. To learn more about the share price, distribution rate and returns check out the fact card here: https://lnkd.in/dqivKG76 Prospectus: https://lnkd.in/eCR7Pgpf.

We are excited to announce CNL Strategic Capital closed on its 15th acquisition with a co-investment in Law Business Research, a technology-driven information services business powering the global legal, intellectual property and governance, risk and compliance markets. Case Study: https://lnkd.in/emkpYVhG Prospectus: https://lnkd.in/eCR7Pgpf

Financial professionals likely understand their wide range of services, but their clients may need a reminder. Learn how to generate a menu of services to inform your clients of the value you bring to the relationship. #financialprofessional #practicemanagement #menuofservices

CNL Strategic Capital has announced its performance as of March 2024. To learn more about the share price, distribution rate and returns check out the fact card here: https://lnkd.in/dqivKG76 Prospectus: https://lnkd.in/eCR7Pgpf

The universe of alternative investments continues to grow, with a greater range of options for a bigger pool of potential investors. As more people are drawn to them, it’s more important than ever to have a solid grounding in the basics. #alternativeinvestments #alternatives 

We are excited to announce CNL Strategic Capital closed on its 14th acquisition with a co-investment in USA Water, a leading provider of operations and maintenance services for water and wastewater systems across the Southeast, United States.  Case Study: https://lnkd.in/e2n4x2t9 Prospectus: https://lnkd.in/eCR7Pgpf