Results for "real estate investment trusts (REITs)"

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Changing direction, FS Investments launching a nontraded REIT

February 14, 2017

FS Investments launched a $2.5 billion commercial mortgage nontraded REIT Monday, a first for the company better known for sponsoring non-traded business development companies. The new company, FS Credit Real Estate Income Trust Inc., has hired...

Ron Carson reveals friction with LPL led to move to Cetera

January 22, 2017

In his first interview after officially moving his firm to Cetera Financial Group last week, Ron Carson acknowledged there was friction between him and his old broker-dealer, LPL Financial, and said he ultimately lost faith in the ability of...

Trump throws monkey wrench into REIT sector

December 27, 2016

2016 was supposed to be the year of the REIT — until it wasn't. In September, real estate got its own major market index category, bringing real estate investment trusts more visibility and, by extension, access to more capital. Like clockwork,...

Coming off a disastrous 2016, sales of nontraded REITs could bounce back in 2017

December 27, 2016

After a disastrous 2016, industry analysts and executives are cautiously optimistic that sales of nontraded real estate investment trusts will bounce back next year. There are a number of reasons why sales of nontraded REITs, declined from nearly...

Couple wins $922K arbitration claim over illiquid real estate investments

December 15, 2016

Mid Atlantic Capital Corp., an independent broker-dealer, lost a $922,000 arbitration award on Tuesday to a couple who sued the company over sales of illiquid real estate private placements and nontraded real estate investment trusts. The claimants,...

Troubled Texas REIT sends confusing signals to shareholders

December 13, 2016

As the year draws to a close, questions continue to linger for investors who own United Development Funds real estate investment trusts and the reps who sold them. The four UDF-managed REITs have combined assets of $1.3 billion but have not...

Payroll problems dog small nontraded REIT

November 23, 2016

A small nontraded real estate investment trust that has missed filing financial statements with the Securities and Exchange Commission for more than a year and recently cut its dividend to investors is now facing another hurdle: failing to pay...

SEC hits troubled Texas REIT with Wells notice

October 18, 2016

Troubled Texas real estate investment trust United Development Funding IV on Tuesday afternoon said it had been hit with a double whammy. According to a company press release, the Securities and Exchange Commission has issued a Wells notice...

Prudential Investments joins the fee-cut bandwagon

October 18, 2016

Prudential Investments has become the latest asset manager to jump on the lower-fees bandwagon, which is gaining momentum stemming from the release of the Department of Labor's new fiduciary rule last spring. Prudential announced fee cuts for...

REIT investors brace for a December rate hike

October 13, 2016

A solid run for the real estate category this year, boosted by it becoming an eleventh sector of the S&P 500 Index, has lost some steam recently amid fresh concerns of a December interest rate hike. While most market watchers say such short-term...

Texas regulator bans adviser from selling alts, including nontraded REITs

October 6, 2016

The Texas State Securities Board has banned a broker from recommending alternative investments, including nontraded real estate investment trusts, after the broker loaded up a client with too many of those investments. The broker, Mickey Long,...

Ex-CFO at REIT formerly controlled by Nicholas Schorsch pleads not guilty to securities fraud, other charges

September 28, 2016

Brian S. Block, a longtime business associate and partner of real estate investor Nicholas Schorsch, pleaded not guilty on Wednesday in federal court in New York to charges of conspiracy to commit securities fraud, securities fraud and making...

Testing the limits of ETF tax efficiency

September 28, 2016

Investors in exchange-traded funds don't normally have to fret about tax bills, because tax efficiency is one of the main sales pitches right along with transparency, liquidity and lower fees. But thanks to recent adjustments in certain indexes...

W.P. Carey CFO Hisham Kader to resign; ToniAnn Sanzone appointed interim chief financial officer

September 23, 2016

W.P. Carey Inc. chief financial officer Hisham Kader announced on Thursday he will resign next month to relocate to Boston and take over as CFO of a private real estate company, marking the second departure this year of a senior executive. In...

DOL fiduciary rule's unintended consequence: higher fees for investors

September 16, 2016

As broker-dealers adjust to the new Department of Labor fiduciary rule by instituting uniform commissions on a wide swath of investments, investors could be faced with higher prices on some investment products. LPL Financial, the nation's largest...

Investors pile in as REITs move closer to S&P 500 sector status

September 15, 2016

The establishment of real estate as an eleventh sector of the S&P 500 Index is morphing into a near-term investment strategy, according to some market watchers. The real estate play, ahead of REITs' elevation to sector status on Friday, is seen...

Nicholas Schorsch could be in government's cross-hairs

September 9, 2016

The arrest and indictment of a former senior executive at the one-time flagship REIT of Nicholas Schorsch's real estate empire could be the opening salvo in an attempt to prosecute Mr. Schorsch, according to securities attorneys. In parallel...

Ex-CFO at REIT formerly controlled by Nicholas Schorsch indicted

September 8, 2016

In parallel investigations, the Department of Justice and the Securities Exchange Commission on Thursday charged the former chief financial officer of American Realty Capital Properties Inc., a large traded REIT now known as Vereit Inc., with...

Schorsch REIT merger may not be in the best interest of shareholders

September 8, 2016

A proposed deal to merge two nontraded real estate investment trusts by a company controlled by former nontraded REIT czar Nicholas Schorsch is under scrutiny by industry observers who question whether it is in the best interests of shareholders....

Owner of Texas broker-dealer target of $3 million complaint over variable annuities

August 26, 2016

The head of a small broker-dealer is the target of a $3 million Finra arbitration complaint over the sale of variable annuities and real estate securities. Jackie Wadsworth is the owner and CEO of IMS Securities Inc., and is the subject of the...

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