Alternatives

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Jefferson National latest to add more alternatives to VA
ALTERNATIVES MAY 23, 2012
Jefferson National latest to add more alternatives to VA

Jefferson National Life Insurance Co. has bolstered its roster of alternative-investment offerings

By Darla Mercado
Finra amends complaint against David Lerner
ALTERNATIVES MAY 23, 2012
Finra amends complaint against David Lerner

David Lerner has continued to improperly pitch nontraded REITs, according to an amended complaint filed last month by the self-regulator.

By Bloomberg
ALTERNATIVES MAY 23, 2012
Non-traded REITs face tough scrutiny

After a year in which securities regulators cracked down on nontraded real estate investment trusts, REIT sponsors and the broker-dealers who sell them are focusing on compliance and whether sales of the products to investors are suitable.

By Bruce Kelly
GOP in a box after JPMorgan botch
ALTERNATIVES MAY 22, 2012
GOP in a box after JPMorgan botch

Collateral damage from $2B hit could extend to self-regulation, hurt SRO bill

By Mark Schoeff Jr.
Shift on, as alt investments enter the mainstream
ALTERNATIVES MAY 22, 2012
Shift on, as alt investments enter the mainstream

Remarkable growth in product offerings; 20% allocation coming, predicts research firm

By Jeff Benjamin
Morningstar: REIT valuations are 'just nuts'
ALTERNATIVES MAY 21, 2012
Morningstar: REIT valuations are 'just nuts'

In the search for income, investors are piling into dividend-paying REITs, driving up prices and poleaxing yields. How crowded is it in there? Said one Morningstar analyst: Property trust valuations are 'just nuts.'

By JKEPHART
Pimco housing bear says it's time to start buying
ALTERNATIVES MAY 21, 2012
Pimco housing bear says it's time to start buying

Kiesel not calling the bottom, but sees a number of positive signs; 'ultimate inflation hedge if you buy cheap'

By John Goff
ALTERNATIVES MAY 21, 2012
Nontraded REITs' B-D faces another probe

By Bruce Kelly
ALTERNATIVES MAY 21, 2012
Nontraded REITs: A cautionary tale

By Bruce Kelly
It's a beautiful day: Facebook IPO makes Bono world's richest rock star
ALTERNATIVES MAY 18, 2012
It's a beautiful day: Facebook IPO makes Bono world's richest rock star

Plenty of early investors mde a lot of money off FaceBook's IPO. One of the biggest winners: U2's Bono, whose PE firm invested $90M in the company in 2009. The payback? $1.5 billion. | <a href=http://www.investmentnews.com/article/20120518/BLOG06/120519928>25 largest listed companies: Where Facebook ranks</a> &amp;raquo;

By Paul Menchaca
ALTERNATIVES MAY 17, 2012
OX gored as SEC goes after business bought by Schwab

Commission claims optionsXpress unit OX Trading operated as unregistered dealer; ex-CFO also named

By Bruce Kelly
ALTERNATIVES MAY 17, 2012
REIT's market debut a big dud

Nontraded REIT Retail Properties went public last week. But the offering price for Retail, whose tenants include Best Buy and Wal-Mart, was below what was expected. And a reverse stock split dramatically watered down the share price. Result? Investors who bought in a decade ago at $10 now own stock worth less than three bucks.

By Jeff Benjamin
An alternative to beta? Alternatives beta
ALTERNATIVES MAY 16, 2012
An alternative to beta? Alternatives beta

Investment in nontraditional assets can produce solid returns and help smooth volatility, says Fortigent's Welch

By Jeff Benjamin
ALTERNATIVES MAY 16, 2012
Traders go for gold as inflation defense

By Bloomberg
Foundation in place for housing revival, says Ginnie Mae boss
ALTERNATIVES MAY 14, 2012
Foundation in place for housing revival, says Ginnie Mae boss

Housing prices stablizing, and even rising in some areas, according to Tozer

By Mark Schoeff Jr.
RIA NEWS MAY 14, 2012
Advisers struggle with disputes over asset valuations

By Bruce Kelly
Largest nontraded REIT in SEC probe
ALTERNATIVES MAY 08, 2012
Largest nontraded REIT in SEC probe

More worries for REIT investors. Inland American, the largest nontraded property trust in the U.S., says the SEC is looking into, among other things, the trust's fees and administration.

By Bruce Kelly
EQUITIES MAY 08, 2012
A look at Litman Gregory's balanced portfolio

By Paul Menchaca
Institutions keen on activist hedges
ALTERNATIVES MAY 06, 2012
Institutions keen on activist hedges

Activist hedge funds have pulled in at least $2 billion in new assets from institutional investors over the past two years, with a marked acceleration in pace in the second half of 2011 and so far in 2012.

By Christine Williamson
ALTERNATIVES MAY 04, 2012
Berthel Fisher scores arbitration victory

2.6M claim involved DBSI TICs; significant exposure remains

By Bruce Kelly