Don't make the mistake of assuming the growth of Internet retail sales is the beginning of the end for retail stores.
To hear it from the perspective of retail-sector real estate specialists, it might be easy to assume that the U.S. economy is moving full-steam ahead, and that bodes well for investors in retail properties, particularly outlet centers
With stock trading down, the major online brokerage firms continue to ramp up their options-trading capabilities. While futures generate sizable commissions, critics worry that the use of greater leverage could leave less-sophisticated investors wondering where their money went.
In a move that highlights regulators' concerns with nontraded real estate investment trusts, Wells REIT II told investors last week that the new estimated value per share is $7.47
An eye-opening analysis of the “distributions” of nontraded REITs sold exclusively by David Lerner Associates Inc. shows that the REITs' property investments largely underperformed the level required to pay promised dividends to investors
Morningstar Inc. is gauging the interest of brokerage firms and financial advisers in research coverage of nontraded real estate investment trusts
Independent research on growing market could help reps and advisers
Having hit bottom, high-end hotels and industrial properties should thrive
Net inflows at five-year high; seekers of yield have few options
Housing is inexpensive and should be attractive to legitimate buyers
Investors are skittish about real estate investments due to the beating that the sector has taken over the past few years, but alternative-investment managers say that real estate has some features that make it worth another look
As sponsors of nontraded real estate investment trusts continue their full-court press on sales, some independent broker-dealers are dialing back their level of risk and have cut back, or are considering reducing, the number of REIT products they allow their representatives to sell
Apparently, hedge funds are a hit with financial advisers who run family offices
Turbulence is where this hedge fund manager thrives
A survey by Natixis found that about 47% of some 463 investors said they are worried about losing money due to volatility, but most still aren't interested in alternative products and strategies.
September wasn't good for hedge funds, but the alternative strategies on average still managed to outpace the broad equity market indexes, according to the latest report from Hennessee Group LLC
Even though the majority of advisers are not as well-versed on the subject of alternative investments as they might like, few are deterred from increasing allocations in their clients' portfolios.
Finra is continuing to shake up the way broker-dealers show the value of illiquid investments such as non-traded real estate investment trusts and private placements on clients' account statements.
Clients of David Lerner Associates Inc. holding shares in nontraded REITs created by Apple REIT Cos. Inc. received account statements at the end of last month in which the longtime value of the shares was shown as “not priced”
