Results for "real estate investment trusts (REITs)"

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Nuveen adds direct real estate to target-date funds

April 24, 2017

There are plenty of reasons why owning direct real estate inside a registered mutual fund could present challenges to a portfolio manager, but Nuveen is focusing on the potential upside by adding real estate to it TIAA-CREF Life Cycle Funds....

REITs: Laggards, but for how long?

March 29, 2017

In this market, looking for bargains is like looking for a good show on local cable at 2:00 in the morning. While commercial real estate isn't cheap, REITs offer decent yields — and the chance to buy something that hasn't participated in the...

Resolving Nick Schorsch's legal problems taking a long time

March 24, 2017

The legal web for Nicholas Schorsch and his partners this month became more tangled. On March 8, the RCS Creditor Trust, the group that now controls the remains of RCS Capital Corp., or RCAP, a bankrupt brokerage formerly controlled by Mr. Schorsch,...

Investors accuse Nicholas Schorsch of plundering RCAP for own gain

March 10, 2017

A group of investors has accused Nicholas Schorsch, the former nontraded REIT czar, and his partners of siphoning off revenue in RCS Capital, or RCAP, a company once controlled by Mr. Schorsch that went into bankruptcy. The allegation, which...

Shareholders approve merger of two Schorsch REITs

February 16, 2017

A year ago, Nicholas Schorsch, the former nontraded REIT czar, was working to consolidate more than half a dozen real estate investment trusts with more than $10 billion in assets. Now, those moves have begun to bear fruit for Mr. Schorsch and...

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...

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,...

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...

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...

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....

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...

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...

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....

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