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Alternatives

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Liquidity liquidity everywhere: Schorsch taking REIT brokerage public

It's good times in the nontraded REIT industry. The lastest sign: ARCP boss Nick Schorsch plans to stage yet another 'liquidity' event — this time, taking a REIT brokerage public.

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Three REITs set merger to create $3.5B portfolio

Apple REITs follow through on plan floated in June.

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B-Ds reining in sales of alternatives

Broker-dealers, feeling the heat from regulators, are changing how they sell alternatives. Bruce Kelly has all the details.

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Apple REIT Six OKs merger

Latest nontraded property trust to announce liquidity event

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Institutions pessimistic on alt holdings

The majority of institutional investors in the United States expect their alternatives holdings to perform worse this year…

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Institutions pessimistic about alternatives

But they are more bullish about equities, Natixis survey shows

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American Realty Capital strikes $2.2B deal for a traded REIT

American Realty Capital strikes a $2.2B deal for traded REIT CapLease as ARC CEO Nicholas Schorsch shakes off his recent Cole bid failure. Bruce Kelly has all the details.

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<b>The Takeaway:</b> Crashtastic!

Portfolio Stock and bond markets crash into the close. This is what the Fed means when it says…

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Five IBDs in $7M settlement over nontraded-REIT sales

Galvin's tally for investors this year tops $11M, fines reach $1.4M

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Cole Credit shareholders seek to block internal merger

The battle over Cole III has taken a new twist, as shareholders sued to block the REIT's internal merger. Meanwhile, suitor American Realty Capital waits in the wings.

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Nontraded REIT Cole in sweetheart deal with sponsor, manager

Nontraded REIT merger includes big upfront payout to management and company founder. Bruce Kelly has the details.

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Nontraded REIT halts fundraising, seeks new broker-dealer

United Realty Trust shelves IPO until it can replace struggling Allied Beacon

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Cole battle is over — here comes the war

Even though American Realty Capital Properties Inc. has withdrawn its bid to acquire Cole Credit Property Trust III, the controversy over the merger of the REIT with its manager is just getting going.

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Alternative bond funds get a C grade

Alternative bond funds passed their first real test last month. Barely. The funds, marketed to advisers as a way to avoid the drama of rising interest rates without ditching bonds, 'could have been a little more hedged' one analyst says.

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The Boglification of alternatives

Advisers, institutions view fees as the main reason to avoid alts, Morningstar/Barron's survey finds

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CEO vows B-D will maintain independence

Nicholas Schorsch, a dynamo in the nontraded-REIT business, is adamant that he will keep his hands off the…

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Former CFO of a Thompson REIT slapped for weak due diligence

A former chief financial officer of noted real estate investor Tony Thompson’s nontraded real estate investment trust has…

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Swinging for the fences, Berkowitz bets on Fannie, Freddie

Could be all-or-nothing for rebounding money manager.

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AIternative alterations

In regulatory cross hairs, broker-dealers are putting limits on products and revising policies.

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Treasure an art collection, but don’t count on its financial appreciation

Using art, collectibles for college or retirement no winning strategy, advisers, experts say.