Investor Resources
Current Investors
View and access information specific to your investment, such as a duplicate 1099 and your recent and historical investment activity
here.
Learn more about your investment through filings on the
U.S. Securities and Exchange
Commission Web Site.
Investor Forms
Investor forms for common account maintenance needs:
Future Investors
CNL offers convenient ways to invest in global real estate and alternative investment
opportunities through real estate investment trusts (REITs), business development
companies (BDCs) and private placements. These investments, which fall into the
category of direct investments, can be useful in helping individual investors balance
their portfolios. Our products are distributed by CNL Securities Corp.* and are
sold through a network of broker/dealer firms.
Sales and advertising literature must be read in conjunction with a prospectus in
order to understand fully all of the implications and risks of an offering of securities
to which it relates. A copy of the prospectus must be made available to you in connection
with any offer or sale of our securities.
*Member
FINRA /
SIPC