Alternatives

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INVESTING RETIREMENT PLANNING JUN 20, 2012
New CE Quiz: Investment and retirement planning

This quiz is based on several recent columns and articles from InvestmentNews that explore the use and performance of alternative investments, as well as developments in the retirement and 401(k) landscape.

By Mark Bruno
CNL Lifestyle will avoid valuation shock: CEO
INVESTING ALTERNATIVES JUN 19, 2012
CNL Lifestyle will avoid valuation shock: CEO

CNL Lifestyles Properties expects to post a new valuation in August

By Bruce Kelly
INVESTING RETIREMENT PLANNING JUN 17, 2012
Nontraded REITs feel heat despite sales

By Bruce Kelly
Real estate big suspends interest payments on private placement
INVESTING ALTERNATIVES JUN 15, 2012
Real estate big suspends interest payments on private placement

A top real estate investor has suspended payments on a private placement hawked by B-Ds

By Bruce Kelly
What does Buffett see about real estate that others don't?
INVESTING ALTERNATIVES JUN 15, 2012
What does Buffett see about real estate that others don't?

The Oracle makes $3.85B bid for ResCap mortgage business; 'the worst is behind us'

By Bloomberg
INVESTING ALTERNATIVES JUN 11, 2012
The case for alternative alpha

Historically, the only path for an investor to gain exposure to hedge fund “alpha” was to invest directly with a hedge fund or a hedge fund-of-fund.

By Maz Jadallah, Chief Executive Officer, of AlphaClone LLC
Nontraded REITs benefiting from scrutiny
INVESTING ALTERNATIVES JUN 10, 2012
Nontraded REITs benefiting from scrutiny

Press, attention had helped improve nontraded REIT's 'shareholder friendliness'

By Bruce Kelly
INVESTING RETIREMENT PLANNING JUN 05, 2012
DOL green lights exclusive hedge fund's retirement plan

The switch to Roth IRAs could yield an extraordinary payoff for workers at quantitative-trading specialist Renaissance, while the U.S. Treasury loses.

By Bloomberg
Morgan Keegan settles with DOL over revenue-sharing accusations
INVESTING ALTERNATIVES JUN 05, 2012
Morgan Keegan settles with DOL over revenue-sharing accusations

Firm found to have collected fees for recommending funds of hedge funds to retirement plans

By Darla Mercado
INVESTING ALTERNATIVES JUN 04, 2012
Providers switch VA pitch to alternatives, taxes

By Darla Mercado
INVESTING ALTERNATIVES JUN 03, 2012
David Lee: T. Rowe Price Real Estate Fund

By Bruce Kelly
INVESTING RETIREMENT PLANNING JUN 03, 2012
Glimmer of hope in real estate sector sparks handicapping of early leaders

By Jeff Benjamin
INVESTING ALTERNATIVES JUN 03, 2012
SEC: Firm lied about execs' 'skin in game'

By Liz Skinner
U.S. commercial-property investors predict a profitable 2012
INVESTING ALTERNATIVES MAY 31, 2012
U.S. commercial-property investors predict a profitable 2012

U.S. commercial-property investors are shedding their pessimism about 2012, with almost half expecting healthy profits this year, according to a survey by PricewaterhouseCoopers LLP

By Doug Cubberley
INVESTING ALTERNATIVES MAY 31, 2012
Another nontraded REIT to go public

By Bruce Kelly
INVESTING ALTERNATIVES MAY 30, 2012
DeWaay gets reprieve from Iowa court

By AOSTERLAND
INVESTING ALTERNATIVES MAY 23, 2012
Most post-IPO/merger nontraded REITs lag: Study

A new study shows that most post-IPO/merger nontraded REITs over the past two decades have badly lagged industry benchmarks. The reason? Hefty fees.

By Bruce Kelly
Jefferson National latest to add more alternatives to VA
INVESTING ALTERNATIVES MAY 23, 2012
Jefferson National latest to add more alternatives to VA

Jefferson National Life Insurance Co. has bolstered its roster of alternative-investment offerings

By Darla Mercado
Finra amends complaint against David Lerner
INVESTING ALTERNATIVES MAY 23, 2012
Finra amends complaint against David Lerner

David Lerner has continued to improperly pitch nontraded REITs, according to an amended complaint filed last month by the self-regulator.

By Bloomberg
INVESTING ALTERNATIVES MAY 23, 2012
Non-traded REITs face tough scrutiny

After a year in which securities regulators cracked down on nontraded real estate investment trusts, REIT sponsors and the broker-dealers who sell them are focusing on compliance and whether sales of the products to investors are suitable.

By Bruce Kelly