Investor Resources
Current Investors
Current investors may
click here to view and access information specific to your investment, such as a duplicate 1099 and your recent and historical investment activity.
Learn more about your investment through filings on the U.S. Securities and Exchange Commission Web Site by
clicking here.
Investor Forms
Investor forms for common account maintenance needs:
Future Investors
CNL offers convenient ways to invest in real estate through real estate investment trusts (REITs), private placements and mutual funds. 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