Series 82: 3.2.5.1. Suitability

Taken from our Series 82 Online Guide

3.2.5.1. Suitability

As with ETFs, broker-dealers must analyze the suitability of REITs prior to offering them as part of their portfolio of products. They must also determine their suitability for the investment objectives, risk tolerance, and trading sophistication of individual customers. Non-traded REITs have been under particular scrutiny in recent years because of issues related to transparency and limited liquidity.

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