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REIT war erupts as Cole rejects unsolicited bid from ARC
A battle has broken out among real estate investment giants as Cole Properties turns down a $5.7B bid lodged by American Realty Capital.
Finra hammers David Lerner Associates, suspends ‘Poppy’
Finra on Monday lowered the boom on David Lerner Associates and its high-profile CEO.
E&O underwriters screen alt products
Insurers that underwrite errors-and-omissions policies for broker-dealers are exercising greater authority in approving the alternative investments that their clients sell.
REIT spurns rival’s offer, pursues its own agenda
Cole turns down bid from rival American Realty Capital; minimizes the premium
New offer cools tussle over control of Cole III
Two sides in battle setting up meeting to discuss sweetened bid for nontraded REIT
Investors up in arms over Cole’s quick kick of $5.7B offer
Advisers, investors looking for answers after REIT's management rejects generous bid from American Realty Capital
Nontraded REIT to consider higher American Realty Capital offer
Cole III's special board committee to review bid but still prefers own plan.
<b>The Takeaway:</b> Going nuts for global REITs
Investors chasing yield find it in real estate investment trusts
Housing recovery? That’s old news
But tardy investors could still find some upside; bottom finally pinpointed
Nontraded REIT Cole in deal with sponsor, manager
Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments
Shareholders dog top nontraded REIT
The largest nontraded real estate investment trust, the $10.8 billion Inland American Real Estate Trust Inc., last Wednesday…
Real estate maven Tony Thompson falls on hard times
Well-known real estate investor Tony Thompson is facing some bitter truths about the real estate holdings and note…
Gambler Buffett scores big with stock option bets
Berkshire 4Q profit up nearly 50% -- thanks in large part to chairman's wagers
Rethinking absolute return
Alternatives are gaining in popularity for advisers to use with investors. Absolute return, a type of alternative investment, should be considered as part of an investor's overall investment strategy to help address persistent volatility, according to this white paper from Brinker Capital.
Regulators bare their teeth on excessive fees
Moves this week by Finra and the SEC signal watchdogs are ready to pounce on anyone overcharging clients.
Volatile markets call for flexibility
A long-short approach can help navigate uncertainty but requires particular attention
Nontraded REIT group in tit-for-tat with NY Times
A group representing the nontraded-REIT industry has gotten into a war of words with The New York Times. Here's what the fuss is about.
Payoff in nontraded REIT deal
In a merger of popular REITs, Cole Credit Property Trust II is combining with publicly traded Spirit Realty Capital.
Private-equity jumping into annuities could be bad news for insurers
Private-equity firms have been jumping into the VA business like crazy. On Tuesday, Moody's weighed in on the subject. Advisers should take note.
In a wirehouse first, Merrill offers a nontraded REIT
Don't look now, but Merrill Lynch is hawking a nontraded REIT -- the first wirehouse to do so. Should broker-dealers be worried?
