Invest in a Non-Traded REIT or BDC

• For a complete list of Mainstar Trust fees click here.

• Contact Mainstar Trust at 1-800-521-9897 to see if Mainstar Trust has already accepted the specific Non-Traded REIT or BDC as administratively feasible. 

• If the REIT or BDC has not been accepted for administrative feasibility, contact your advisor or the product sponsor to provide the following required documents to Mainstar Trust:

• • Completed Mainstar Trust Asset Information Worksheet
• • Articles of Incorporation or Articles of Organization
• • Prospectus or Memorandum
• • Subscription documents
• •Sample copy of a confirmation or certificate
  • • Mainstar Trust requests the sponsor to provide a sample copy of a confirmation or certificate to ensure that the sponsor understands what must be confirmed back to Mainstar Trust on every transaction. 
    
    Please provide a sample confirmation on company letterhead to Mainstar Trust and include the following:
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    • • the date the purchase was processed
    • • the number of shares/units purchased
    • • the total value of the shares/units purchased
    • • how the dividends are being paid, (cash or reinvest)
    • • the confirmation will need to be signed and dated by an authorized signor of the sponsor

• Email all documents to assets@mainstartrust.com for review and acceptance prior to opening an account or executing a purchase. 

• Once Mainstar Trust has accepted the Non-Traded REIT or BDC as administratively feasible, open your Mainstar Trust account (see » below). Then email the following required documents to purchases@mainstartrust.com or contact us at 800-521-9897: 

• • Completed Mainstar Trust purchase authorization form
• • Applicable subscription/investment documents with Investor details filled out. 

• 4 Easy Steps To Open Your Self-Directed IRA