July Private Placement Industry Insights

Thursday, August 15th, 2019 and is filed under AI Insight News

We recently released our July Private Placement Insights. Highlights from the report include:

  • AI Insight added 14 new private placements added to our coverage in July.
  • This included one new Conservation Easement, the first one added this year.
  • This niche strategy is down for the year, along with energy and preferred offerings strategies.
  • Conservation Easements have been in somewhat of a hold period due to heightened IRS scrutiny of the appraisal methods used to calculate deductions, as well as the uncertainty over the allegations against one of the industry’s largest sponsors.
  • ON DECK: As of August 8th, there is one more conservation easement program coming soon, offered by the same sponsor as the first.

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Chart and data as of July 31, 2019, based on programs activated on the AI Insight platform as of this date.

Activated means the program and education module are live on the AI Insight platform. Subscribers can view and download data for the program and access the respective education module.

On a subscription basis, AI Insight provides informational resources and training to financial professionals regarding alternative investment products and offerings. AI Insight is not affiliated with any issuer of such investments or associated in any manner with any offer or sale of such investments. The information above does not constitute an offer to sell any securities or represent an express or implied opinion on or endorsement of any specific alternative investment opportunity, offering or issuer. This report may not be shared, reproduced, duplicated, copied, sold, traded, resold or exploited for any purpose. Copyright © 2019 AI Insight. All Rights Reserved.