Notable non-traded real estate investment trusts and funds that have recently seen steep devaluations.
Click column headers to sort fields
Name | Offering price, per share | Current estimated value | % decline per share |
---|---|---|---|
Behringer Harvard Opportunity REIT I | $10.00 | $4.12 | -58.80% |
Behringer Harvard REIT I | $10.00 | $4.64 | -53.60% |
Behringer Harvard Short-Term Opportunity Fund | $10.00 | $0.40 | -96% |
Cornerstone Core Properties REIT | $8.00 | $2.25 | -71.88% |
Inland Western Retail Real Estate Trust Inc. | $10.00 | $6.95 | -30.50% |
KBS Real Estate Investment Trust Inc. | $10.00 | $5.16 | -48.40% |
Source: SEC filings |
Jim Cahn, of Wealth Enhancement Group, lifts the lid on his firm's partnership model, his views on RIA M&A, and the widely slept-on reason why advisors are merging into larger organizations.
The fintech firm is cementing its status in the workplace savings space with its latest ESA offering, which employers can integrate into their existing benefits package.
Wealth managers offer unique ideas for couples to grow closer emotionally and financially.
Survey findings suggest increased sense of financial security and more optimistic 2025 outlook, while highlighting employers' role in ensuring retirement readiness.
Falling prices for some securities within the $4 trillion state and local government debt market spotlight how the push to shrink spending is sending shockwaves across the US.
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.