Unsuitable non-traded REIT recommendations
An investor who needed liquidity or low risk was sold a non-traded REIT with long holding periods, valuation uncertainty, or significant fees.
REIT Investment Claims
REITs can be legitimate investments — but non-traded and illiquid offerings are often mis-sold. If an advisor put you in REITs you could not easily exit, we evaluate FINRA claims.
What it is
When a REIT recommendation cost more than you understood
Real estate investment trusts pool capital into property holdings — but non-traded REITs lock up your money for years and carry fees many investors never fully grasp.
If your advisor concentrated your portfolio in illiquid REITs, misrepresented the risks or redemption terms, or sold products that did not fit your goals, that may be more than a bad market call.
We represent Florida investors in FINRA arbitration when REIT and alternative-investment sales crossed the line from aggressive to unsuitable or fraudulent.
Common Types
Public, non-traded, and private REIT sales
REIT-related claims can involve publicly traded REITs, non-traded REITs, private REIT offerings, and recommendations made through brokerage firms or financial advisors.
Misrepresentations about income or liquidity
A REIT was described as stable, income-producing, or readily redeemable without an adequate explanation of the risk.
Over-concentration in real-estate investments
A substantial portion of an investor’s assets was placed in one REIT or multiple correlated real-estate investments.
Warning Signs
Signs the REIT was hard to value or hard to sell
These signs matter because many REIT investments are difficult to value and difficult to sell.
Save offering documents, statements, distribution notices, valuation letters, and communications with the seller.
- You cannot sell or redeem the investment as expected.
- Distributions were reduced, suspended, or funded in a way you did not understand.
- The investment’s stated value declined sharply.
- The REIT represented too much of your portfolio.
- You were told the investment was safe or liquid.
How it works
From first call to recovery
Tell us what happened. We'll give you an honest read on what's possible — then do the work.
01 — Case review
We review your case at no cost
We listen, ask the hard questions, and assess whether you have a viable claim. No false promises.
02 — Investigation
We build the record
Account statements, broker records, regulatory filings — we identify the misconduct and document the damages.
03 — Arbitration or litigation
We file in the right forum
Most brokerage claims go to FINRA arbitration. We also litigate in state and federal court when the case demands it.
04 — Recovery
We account for any recovery
If there is a recovery, we handle distribution and account for every dollar. The fee arrangement — hourly or contingency — is explained before you hire us.
Common Questions
The product, the recommendation, and the disclosures
REIT claims depend on the product, recommendation, disclosures, and investor’s circumstances.
Can I recover losses in a non-traded REIT?
Potentially. We evaluate suitability, disclosures, representations, fees, and the seller’s conduct.
Why is liquidity important?
Many non-traded REITs restrict redemption, so investors may be unable to access their money when needed.
What should I send for review?
Send account statements, offering materials, subscription documents, and communications about the recommendation.
Free Consultation
Talk to us. The consultation is free.
Tell us what happened and we'll give you an honest assessment of what's possible.
St. Petersburg office
260 1st Ave. South, Suite 200-168
Saint Petersburg, FL 33701
By appointment only
The consultation is free. Some matters are hourly, and some are contingency. On a contingency matter — No Recovery, No Fee — we do not collect an attorney's fee unless we recover for you. That fee is a percentage of the recovery. In some litigated matters we advance costs and expenses; those advanced costs are recovered from the gross recovery of any verdict or settlement. We explain the arrangement before you hire us.
