The marketplace for nontraded real estate investment trusts has exploded with new offerings over the past couple of years, but executives at independent broker-dealers are leery of opening their platforms to such products
Nearly 100 small to midsize independent broker-dealers find themselves in trouble over sales of tenant-in-common exchanges, a form of real estate ownership in which two or more parties hold fractional interests in a property
Nearly 100 smaller independent broker-dealers sold TICs -- a real estate investment vehicle -- from an Idaho-based distributor that went bust. Now, a bankruptcy court official is putting the bite on those firms.
Home prices in the second quarter fell nearly six percent from the previous year. That's bad news for clients looking to sell right now.
Homeownership rate now below 60%; opportunity for real estate investors?
New York tops the list, according to latest data; average cost up, Dodd-Frank blamed
Fund giant will slash management fee if property fund loses money; come-on could help firm raise funds in already crowded market
Contrary to all the doom and gloom coming out of the housing industry these days, the commercial real estate market is alive and well, and real estate investment trusts are enjoying a historic rally.
What is the cost in portfolio performance if an investor's retirement, education or other goals come before the market ultimately resumes its upward course?
With the exception of farmland, investors should keep their expectations for investment returns low for at least the next 10 years, according to Robert Shiller, an economics professor at Yale University
Hedging the risks of the stock market means taking the stock market out of the equation for Tom Florence, manager of the 361 Absolute Alpha Fund.
Entering mostly uncharted waters; 'not an easy place to be fishing for assets'
Traditional portfolio construction using just long-only stocks and bonds is yesterday's story and no longer enough to generate real diversification and sustained performance, said Ricardo Cortez, senior portfolio management specialist at Broadmark Asset Management LLC.
An SEC rule proposal that would raise the net-worth thresholds at which advisers would be allowed to charge performance-based fees would likely cut into the bottom lines of smaller hedge funds, private-equity firms and some registered investment advisers
The search for new sources of retirement income and exposure to investments that don't correlate with traditional asset classes has brought about new product innovations — many of them sparked by individual investors' wanting to invest like institutions
Retirees need some equities exposure, but they also must hedge their bets
More than three-quarters of retail advisers say they have put clients into nontraditional assets; 'huge opportunity'
Struggling B-D ordered to pay $578K over private-placement sale; brokerage down to $80K in net capital
As financial advisers' use of options becomes more routine, the unsurprising results of a survey showed that advisers managing the most assets are “significantly” more likely to use the derivatives than peers with smaller amounts
Survey finds that almost all advisers with sizeable AUMs now trade derivatives
