Results for "real estate investment trusts (REITs)"

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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...

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...

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...

Real estate valuations likely to cap REIT returns

August 19, 2016

For years, brokers have been selling high commission, nontraded real estate investment trusts with the promise of high dividend yields of 6% and 7% annually. That eye-popping dividend rate was the key element to advisers' successful marketing...

Blackstone jumps into nontraded REIT market

August 10, 2016

Wall Street alternative investment giant The Blackstone Group, with $356 billion in assets, is diving into the beleaguered nontraded real estate investment trust marketplace, registering its first nontraded REIT with the Securities and Exchange...

Inland Real Estate Investment Corporation eliminates transaction fees on its nontraded REITs

August 9, 2016

In a move that could save investors millions of dollars, Inland Real Estate Investment Corp. said on Tuesday it was eliminating all real estate-related transaction fees for its current and future nontraded real estate investment trusts. Acquisition...

Nicholas Schorsch's AR Global to merge two REITs

August 8, 2016

In a widely expected move, two real estate investment trusts controlled by Nicholas Schorsch's AR Global said Monday they planned to merge. Global Net Lease Inc., a publicly listed REIT with $2.5 billion in assets, said it had agreed to acquire...

Nontraded REIT sales fall off a cliff as industry struggles to adapt

July 24, 2016

Sales of nontraded real estate investment trusts, the high-commission alternative investments sold primarily by independent broker-dealers, have fallen off a cliff. Heading into 2016 facing a number of hurdles, namely a flurry of legal and regulatory...

REIT ETFs trouncing stocks thanks to low interest rates and flight to passive investing

July 21, 2016

Record-low interest rates, combined with growing turmoil across the global financial markets, has played right into the hands of exchange-traded funds that invest in REITs. Real estate investment trust ETFs picked up $4.9 billion year-to-date...

REIT with a twist — and a high commission — is new darling of independent brokers-dealers

July 14, 2016

There's a new kind of REIT in town and it's the brainchild of John Williams, the former chairman and CEO of Post Properties Inc., a multi-family real estate company he founded in 1971 that evolved into a nontraded real estate investment trust....

Dividend cuts possible at AR Global REITs, analysts say

July 11, 2016

Investors in a number of AR Global-sponsored real estate investment trusts face the potential danger of a cut in distributions, according to industry analysts and consultants. The culprit is a REIT cash flow metric known as MFFO — or modified...

SEC fines WFG Advisors $100,000 for overcharging clients in alternative investments

June 29, 2016

WFG Advisors, the registered investment advisory arm of Williams Finance Group, will pay a $100,000 penalty for overcharging clients, according to the Securities and Exchange Commission. From January 2011 through August 2013 the firm overcharged...

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