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Cole gets big payoff in nontraded-REIT deal

January 27, 2013

Another sizable nontraded real estate investment trust will provide some liquidity to its investors, this time through a merger with a large traded REIT. Management at Cole Credit Property Trust II, which has $3.7 billion in real estate assets,...

LPL beefing up its compliance in wake of Massachusetts suit

January 27, 2013

In today's tough regulatory climate for broker-dealers, with watchdogs routinely whacking firms with large fines, broker-dealer executives may be imagining a securities regulator or two under their beds when they nod off at night. Recent decisions...

Thompson grounded

January 20, 2013

Amid dealing with defaults on note programs and commercial real estate, the highflying real estate mogul Tony Thompson has been grounded. Mr. Thompson, through a company he controls, TT Aviation LLC, sold his private jet last May to General...

All's not well as Wells throws in towel on REIT offerings

January 20, 2013

Legendary real estate investor Leo Wells is throwing in the towel, at least for now, on the nontraded-REIT industry. In a letter Jan. 11 to broker-dealer executives, Mr. Wells wrote that his firm, Wells Real Estate Funds, wouldn't register any...

Real estate maven Tony Thompson falls on hard times

January 20, 2013

Well-known real estate investor Tony Thompson is facing some bitter truths about the real estate holdings and note programs that he sold to investors. But struggling with real estate deals isn't part of the upbeat and confident image that he...

The evolving nonlisted-REIT industry

January 13, 2013

Heightened investment in nonlisted REITs has continued due to investor demands for income and for opportunities to diversify portfolios with allocations to assets that go beyond traditional stocks, bonds and cash. This growth has remained resilient...

'Permanence' of estate taxes helps planners

January 6, 2013

Sometimes it pays to procrastinate. Last year, estate planners and financial advisers were urging their wealthy clients to take advantage of the favorable and possibly fleeting opportunity to give money or assets to family and charities on a...

Real estate rebound taking hold

January 6, 2013

Coming off a strong 2012, financial advisers are sanguine about investing in real estate in 2013, particularly in multifamily real estate investment trusts and REITs that invest in mortgages, as well as select areas of retail properties. As...

Galvin's LPL suit a boon to plaintiffs

December 16, 2012

Investors who recently sued LPL Financial LLC over the sale of nontraded real estate investment trusts were handed an early Christmas gift by Massachusetts Secretary of the Commonwealth William Galvin, who last week sued LPL over the sales practices...

Ducking default, nontraded REIT sponsor cuts interest payments

November 18, 2012

Thompson National Properties LLC has ducked a default on one of its note programs, but investors will be getting less of a payout than they were promised, the company said. The real estate firm is the sponsor of a nontraded real estate investment...

Mortgage REIT CEO was industry trailblazer

October 28, 2012

Michael A.J. Farrell, who died last week at 61 after being diagnosed with cancer this year, is remembered for building Annaly Capital Management Inc. (NLY) into the world's largest mortgage real estate investment trust. Mr. Farrell's death was...

Letters: Oct. 29

October 28, 2012

Contrary to what InvestmentNews suggests in the editorial “Time to brace for new money market rules” (Oct. 7), the radical changes to money market funds being promoted by SEC Chairman Mary Schapiro and Treasury Secretary Timothy Geithner...

Legg Mason's Bill Miller seeks redemption as housing bull

October 21, 2012

Legg Mason Inc.'s Bill Miller, who beat the S&P 500 for a record 15 years before crashing on bank stocks, is seeking redemption as a housing bull. His Legg Mason Capital Management Opportunity Trust (LMOPX) has bet about a third of its holdings...

REIT dividends at issue in suit

September 30, 2012

Despite the attractive yields that nontraded real estate investment trusts offer, financial advisers and their clients need to have a firm handle on how the popular real estate investments pay for and account for their dividends, because the...

Many wealthy skip tax benefits, give posthumously

September 30, 2012

Many rich Americans are choosing to make their largest charitable contributions only after they are sure they won't need the money. In short, they are giving after they are gone. The current economic malaise, the rocky investment markets, un-certainty...

$3B acquisition of REIT sets 'speed record'

September 9, 2012

Realty Income Corp.'s deal to acquire American Realty Capital Trust Inc. sets a “speed record” in the real estate investment trust business, according to one REIT market specialist. The deal, announced Thursday and valued at nearly $3 billion,...

Networking: Pershing plumps up trust lineup

August 24, 2012

Pershing LLC has added two independent trust companies to its existing network of outside providers. BOK Financial of Tulsa, Okla., and Rapid City, S.D.-based Independent Trust Company of America have joined Pershing's Trust Network referral...

Coming soon: National Advisors Trust on Schwab platform

August 22, 2012

National Advisors Trust Company is expanding its administrative trust services to the Schwab Advisor Services platform. The trust company's capabilities will be available on Schwab's custody platform beginning in the fourth quarter of this year,...

Nontraded REITs lose their luster

August 19, 2012

Eight of the largest nontraded real estate investment trusts have lost a collective $11.3 billion, or 37% of their equity value, over the past seven years, according to an analysis conducted on behalf of InvestmentNews. Last Tuesday, CNL Lifestyle...

More give up U.S. passports to skirt taxes

July 29, 2012

Americans are finding a new reason to take the drastic step of giving up their U.S. citizenship, and the gridlock in Washington may push even greater numbers of people to run for the borders. Avoidance of taxes is what many think led Facebook...

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