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Cole III rejects latest offer from American Realty Capital
Cole Credit Property Trust III rejected the latest offer from American Realty Capital but CEO Nick Schorsch says he may bid again. Bruce Kelly explains the latest twist.
LPL ordered to pay $2M in restitution
Massachusetts Securities Division seeks payment to investors who bought shares of nontraded real estate investment trusts
Stocks, real estate made 2012 a banner year for the wealthy
North America overtakes Asia as home to most millionaires but crown not likely to stay.
Illiquid BDCs demand scrutiny
Along with potential for attractive yields, nontraded business development companies come with a number of risks that financial…
Google the new Apple of big investors’ eyes
Loss of institutional backing can grease the skids of a stock in decline.
LPL beefing up its compliance in wake of Massachusetts suit
In the aftermath of a suit filed by Massachussets, LPL has reined in sales of nontraditional mutual funds.
Pimco’s second act: Alternatives?
As debt yields shrink, bond giant looking at other avenues
Tax reform of financial products?
The idea may be theoretically interesting, but it is too complex and practically unworkable
Alpha bets for the masses a tough sell: Panel
Alternatives seen as crucial to portfolio constructions, but risk premium still a turn off for many
Do hedge funds deliver?
I love meeting with clients. Sharing insights and engaging in lively dialogue about their fears, concerns, wants and…
Size matters: Gundlach says DoubleLine will cap assets around $100 billion
Star fund manager says he doesn't want to resort to 'shadow markets' like derivatives.
Not so fast, American Realty Capital, Cole REIT board says
Takeover target is considering offer despite claims to the contrary from ARCP chief Schorsch.
Thompson pitching nontraded REIT that’s struggling with debt payments
Tony Thompson is pitching a nontraded REIT to broker-dealers. Bruce Kelly reports that the property trust is currently negotiating forbearance agreements — and is paying old investors, in part, with money from new investors.
$1.5M arb judgment forces B-D to declare bankruptcy, deregister
A Finra arbitration panel has ordered Cambridge Legacy Securities to pay an investor $1.5 million over private placements
BDC dumps distributor over financial issues
VII Peaks Capital actively looking for new wholesaler
Nontraded REIT and traded REIT seal deal
American Capital Properties REIT merger OK'd.
Janus jumps into alternatives game
It is safe to say that until recently, Janus Capital Group Inc. would have been considered woefully behind…
Structured notes offer too-good-to-be true returns
Marketing hype makes structured notes sound like a sure thing. Read the fine print and you might come away with a slightly different conclusion.
ARC lights into Cole, may up bid again
Another day, another twist in the American Realty Capital/Cole III saga. On Tuesday, ARC questioned whether the board of the Cole REIT was considering a sweetened takeover offer or was simply playing for time.
Game on: American Realty ups its bid for Cole III
The pitched battle for Cole III heated up Wednesday as American Realty Capital came back with an improved bid for the nontradeded REIT.
