Alternatives

Displaying 4065 results
Can the REIT run weather a rate hike?
ALTERNATIVES MAR 16, 2015
Can the REIT run weather a rate hike?

<i>Breakfast with Benjamin</i>: Will higher interest rates crush the real estate market, or is it supposed to be different this time?

By Jeff Benjamin
CNL Lifestyle Properties REIT suffers another sharp drop in value
ALTERNATIVES MAR 16, 2015
CNL Lifestyle Properties REIT suffers another sharp drop in value

The estimated per share valuation of CNL Lifestyle Properties, a large nontraded REIT that owns ski and mountain resorts, continues to sink despite the recent broad rally in commercial real estate.

By Bruce Kelly
At 85, Vanguard's John Bogle still fighting hard for index investing
EQUITIES MAR 12, 2015
At 85, Vanguard's John Bogle still fighting hard for index investing

Mutual fund elder statesman doesn't mince words when discussing active management, and he worries about ETFs.

By Bloomberg
ALTERNATIVES MAR 12, 2015
Schorsch's VSR to pony up in big case on illiquid alts

New acquisition by nontraded REIT czar costing him &amp;mdash; $3.74 million in Texas state court settlement over sale of DBSI notes.

By Bruce Kelly
ALTERNATIVES MAR 12, 2015
$2.7B nontraded REIT plans sale or listing

CNL Lifestyle CEO tells shareholders he's seeking 'attractive' exit for portfolio.

By Bruce Kelly
ALTERNATIVES MAR 10, 2015
ARCP insiders generated $900M in fees during buying binge: lawsuit

In an updated lawsuit, plaintiffs allege American Realty Capital Properties insiders artificially inflated a key metric to help it grow into a powerhouse with 4,400 properties and $21 billion in assets.

By Bruce Kelly
ARCP plans to pay a dividend
ALTERNATIVES MAR 10, 2015
ARCP plans to pay a dividend

Adjusted funds from operations slip as new CEO prepares to take the helm

By Bloomberg
Strong dollar is keeping the markets on edge
EQUITIES MAR 10, 2015
Strong dollar is keeping the markets on edge

<i>Breakfast with Benjamin</i>: The wicked-fast pace of the dollar's rise has markets on edge, with other currencies unable to adapt fast enough.

By Jeff Benjamin
ARCP reports "weakness" in financial reporting controls
ALTERNATIVES MAR 10, 2015
ARCP reports "weakness" in financial reporting controls

The audit committee for troubled traded REIT American Realty Capital Properties Inc. said it &#8220;found certain material weaknesses in the company's internal controls over financial reporting and its disclosure controls and procedures.&#8221;

By Bruce Kelly
Smart money moving to the sidelines as earnings signal flashes red
EQUITIES MAR 09, 2015
Smart money moving to the sidelines as earnings signal flashes red

<i>Breakfast with Benjamin:</i> Earnings signal flashing red, sending some investors to the sidelines, Gross sets a timeline, Bernanke wants the president to have more power, ETF investors hedge currencies and chase corporate bonds, and the first-year numbers behind Colorado's legal weed.

By Jeff Benjamin
ALTERNATIVES MAR 09, 2015
Sales plummet at Cole Capital

Huge hurdles for nontraded REIT sponsor in weeks ahead.

By Bruce Kelly
Financial adviser sentenced to 51 months for ripping off elderly clients
RIA NEWS MAR 09, 2015
Financial adviser sentenced to 51 months for ripping off elderly clients

Tuesday's <i>Breakfast with Benjamin</i> features an adviser sentenced to 51 months of jail time for stealing from elderly clients. Plus: Bill Gross doesn't see a rate hike till late in the year, the latest bet for oil, and a don't-miss webcast sets the stage for 2015.

By Jeff Benjamin
EQUITIES MAR 08, 2015
Green bonds climb as investors try to match their environmental goals

Issuance of green bonds hit $36.6 billion last year, more than six times the $6 billion issued in 2012

By Jeff Benjamin
Big banks are stressing over the Fed's stress tests
EQUITIES MAR 06, 2015
Big banks are stressing over the Fed's stress tests

<i>Breakfast with Benjamin</i>: The bar will keep rising for banks as mixed stress test results come in for some of the world's largest banks.

By Jeff Benjamin
Senator questions widespread tax dodges used by wealthy
ALTERNATIVES MAR 06, 2015
Senator questions widespread tax dodges used by wealthy

Calls for curb to 'egregious tax loopholes' that enable varying tax bills for investors with the same underlying assets.

By Mark Schoeff Jr.
Did Merrill Lynch's latest high-profile recruiting coup break the bank?
EQUITIES MAR 06, 2015
Did Merrill Lynch's latest high-profile recruiting coup break the bank?

<i>Breakfast with Benjamin</i> A record Merrill Lynch signing bonus might have pushed its monetary limit. Plus: Loving European stocks but hating the euro, taking a fresh look at gold, and protecting the nest egg from rising drug costs.

By Jeff Benjamin
Robert Moore joins executive board of Carson Institutional Alliance
ALTERNATIVES MAR 04, 2015
Robert Moore joins executive board of Carson Institutional Alliance

By Srividya Kalyanaraman
EQUITIES MAR 03, 2015
Oil-price slide is starting to get scary

<i>Breakfast with Benjamin:</i> Talk of an oil comeback is fading fast. Plus: Some good news for gold investors, bankers head for greener pastures, and a St. Patty's Day spelling bee

By Jeff Benjamin
Cash-heavy mutual funds take downside protection to the extreme
EQUITIES MAR 03, 2015
Cash-heavy mutual funds take downside protection to the extreme

<i>Breakfast with Benjamin:</i> Some funds using cash for protection. Lots of it. Plus: Adviser charged with stealing $1.3M from widows and church friends, up from the ashes arises a new subprime giant, and Wall Street courts millennials.

By Jeff Benjamin
EQUITIES MAR 03, 2015
Advisers slow to embrace socially responsible investments sought by clients

Despite being increasingly in-demand from clients like Bryan Wilson (pictured), advisers have been slow to embrace socially responsible investments. <b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150301/IMPACTINVEST&quot; target=&quot;_blank&quot;>Our full Impact Investing special report</a>)</b></i>

By Liz Skinner