CNL Securities' parent company, CNL Financial Group (CNL), offers 45 years of experience in sponsoring alternative investments, is one of the original players in the non-traded real estate investment trust (REIT) industry and now the first to offer private capital. Not only have CNL and its affiliates formed or acquired companies with $34 billion in assets1, but we are also one of the first to bring true innovation to the world of alternative investments for retail investors.
Browse the timeline below to view some of our industry-advancing firsts. To view a complete timeline of CNL’s history, please visit CNL.com.
Company founder James M. Seneff, Jr., follows in the footsteps of his entrepreneurial father, borrowing $5,000 to begin a company that “would remain strong for 100 years and beyond.” By the end of 1973, Jim had $500,000 in real estate assets under management.
CNL launches CNL Lifestyle Properties, Inc. an unlisted, non-traded public REIT that acquired a variety of income producing properties with a focus on lifestyle-related industries. The CNL Lifestyle Properties’ portfolio included skiing and mountain lifestyle, golf, attractions, senior housing, marinas and more.
Marriott Brighton Gardens, Prospect Heights Retirement Homes
Successfully liquidated three non-traded REITs
CNL takes CNL Retirement Properties, Inc., CNL Hotels & Resorts, Inc. and CNL Restaurant Properties, Inc. through successful liquidity events while overseeing the sale of $15 billion in assets and returning capital to investors.
Woodfield Long Point, Multifamily Residential Development
CNL expands non-traded REITs
CNL expands the non-traded REIT universe to include growth and income funds: CNL Growth Properties, Inc., and Global Income Trust, Inc. Rather than a traditional distribution, CNL Growth Properties offered a stock distribution – the first of its kind in the non-traded REIT space. This strategy allowed the REIT to retain cash for investment opportunities in growth-oriented markets such as multifamily housing. Global Income Trust offered investors access to income-oriented real estate properties and other real estate-related assets in the United States and Germany.
CNL becomes one of the first to make a non-traded business development company (BDC) available to investors by launching Corporate Capital Trust. The investment strategy includes the intention to achieve income by generally focusing on companies that share the characteristics of a medium to large company size, an expanding to mature company life cycle and a debt capital structure.
CNL Strategic Capital Launched and Corporate Capital Trust II4 Transitions off platform
CNL launches the first private capital strategy for retail investors.
Past performance is not indicative of future results. Prior programs sponsored by CNL have been adversely affected by general economic conditions, capital market trends and other external factors during their respective operating periods. Please read the prospectus before investing. 1 As of June 30, 2018. Fair market value of consideration received or of stock at time of listing, as applicable from operations, return of capital and liquidity events. 2 Chamber Street Properties, formerly CB Richard Ellis Realty Trust, was a REIT for which CNL Securities Corp. was the distributor between November 2006 and January 2012. CNL Financial Group owned an interest in its advisor and parent holding company. The CNL entities are no longer affiliated with Chambers Street Properties. 3 Corporate Capital Trust listed on the NYSE on Nov. 14, 2017, upon which, KKR Credit Advisors (US) LLC became the sole advisor. CNL is no longer affiliated with Corporate Capital Trust. 4 Effective April 8, 2018, the advisory agreement between Corporate Capital Trust II and CNL Fund Advisors II was termindated. CNL is no longer affiliated with Corporate Capital Trust II.
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This is not an offer. Securities can be offered by a prospectus only. Since investing in non-traded alternative investments is not suitable for all investors, the prospectus should be read carefully before investing. Investors are advised to consider the investment objectives, risks, charges and expenses before investing. The prospectus, which contain this and other information about the investment offerings, are available at sec.gov, on this website and may be obtained by calling 866-650-0650.
Alternative investments are subject to significant risks, some of which are summarized in the Risk Factors section of this website and are fully detailed in the Risk Factors section in the offering's prospectus. Investors should read and understand all of the risks and the entire prospectus before making a decision to invest.
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This material is provided by CNL and its affiliates and is intended for general use with the public, unless further restricted. CNL and its affiliates cannot provide investment advice for any individual or any individual situation, and are not acting in a fiduciary capacity to any investor. Do not look to this material for any investment advice. Please speak with your personal financial advisor regarding what share class may be best for your personal investment strategy. CNL and its affiliates have financial interests that are served by the sale of products it distributes.