Alternatives

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ALTERNATIVES JUL 01, 2013
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.

By Bruce Kelly
ALTERNATIVES JUN 27, 2013
Three REITs set merger to create $3.5B portfolio

Apple REITs follow through on plan floated in June.

By Michael Shagrin
ALTERNATIVES JUN 27, 2013
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.

By Bruce Kelly
ALTERNATIVES JUN 27, 2013
Apple REIT Six OKs merger

Latest nontraded property trust to announce liquidity event

By Bruce Kelly
EQUITIES JUN 24, 2013
Institutions pessimistic on alt holdings

By JKEPHART
ALTERNATIVES JUN 24, 2013
Institutions pessimistic about alternatives

But they are more bullish about equities, Natixis survey shows

By JKEPHART
ALTERNATIVES JUN 21, 2013
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.

By Bruce Kelly
EQUITIES JUN 20, 2013
The Takeaway: Crashtastic!

By Joshua Brown
RETIREMENT PLANNING JUN 20, 2013
Five IBDs in $7M settlement over nontraded-REIT sales

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

By Bruce Kelly
ALTERNATIVES JUN 20, 2013
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.

By Gregory Crawford
ALTERNATIVES JUN 20, 2013
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.

By Bruce Kelly
ALTERNATIVES JUN 19, 2013
Nontraded REIT halts fundraising, seeks new broker-dealer

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

By Bruce Kelly
ALTERNATIVES JUN 19, 2013
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Even though American Realty Capital Properties Inc. has withdrawn its bid to acquire Cole Credit Property Trust III, the controversy over the merger of the REIT with its manager is just getting going.

By DJAMIESON
ALTERNATIVES JUN 17, 2013
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.

By JKEPHART
ALTERNATIVES JUN 16, 2013
The Boglification of alternatives

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

By JKEPHART
RETIREMENT PLANNING JUN 16, 2013
CEO vows B-D will maintain independence

By Bruce Kelly
RETIREMENT PLANNING JUN 16, 2013
Former CFO of a Thompson REIT slapped for weak due diligence

By Bruce Kelly
EQUITIES JUN 15, 2013
Swinging for the fences, Berkowitz bets on Fannie, Freddie

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

By AOSTERLAND
RETIREMENT PLANNING JUN 11, 2013
AIternative alterations

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

By Bruce Kelly
ALTERNATIVES JUN 10, 2013
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.

By Liz Skinner