Alternatives

Displaying 4065 results
ALTERNATIVES JUN 12, 2014
Nice gain for hedge funds in '13 but they still fell way short

Hedge funds had a decent year in 2013, with an average gain of 7.4%. But they still fell short of the S&P 500's advance by 23 percentage points last year, the biggest gap since 2005.

By Gregory Crawford
ALTERNATIVES JUN 11, 2014
Tommy Belesis' hedge fund associate sues SEC

Houston radio host George Jarkesy charges the regulator denied him due process in a fraud case.

By Joyce Hanson
EQUITIES JUN 11, 2014
Reefer madness? Take a pass on marijuana stocks for now

It isn't crazy to consider the potential of marijuana stocks as investments. But as weed's legality remains in flux, investors might want to steer clear.

By Jeff Benjamin
Wintrob to join Oaktree Capital as CEO
ALTERNATIVES JUN 10, 2014
Wintrob to join Oaktree Capital as CEO

Former AIG Life and Retirement executive to oversee nonfinancial operations at alternative investment shop.

By Arleen Jacobius
EQUITIES JUN 10, 2014
Oil spikes to a three-month high as Iraq's stability crumbles

<i>Breakfast with Benjamin:</i>Oil spikes as Iraq's stability crumbles. Plus: Hedge funds bristle at Obama's latest executive order, the significance of the Dow at 17,000, how active managers are helping index investors, and quantitative analysis is being applied to golf scores.

By Jeff Benjamin
EQUITIES JUN 10, 2014
Buffett is ready to double down on his wind and solar energy bet

<i>Breakfast with Benjamin:</i> Buffett doubles down on green. Plus: ECB stimulus gains traction, Apple shares at less than $100, Alibaba IPO risks, when prostitutes become currency traders, and how to buy Scotch for your dad.

By Jeff Benjamin
EQUITIES JUN 10, 2014
How to spot the bear market in stocks, from LPL Financial's Kleintop

<i>Breakfast with Benjamin:</i> LPL's Jeffrey Kleintop on how to spot a bear. Plus: Challenges of a bond bull, being a hedgie, Millennials hate stocks, roads into solar panels and Chicago's airport nightmare.

By Jeff Benjamin
EQUITIES JUN 05, 2014
American Realty Capital Healthcare Trust being acquired by Ventas

Newly listed American Realty Capital Healthcare Trust being snapped up by giant health care REIT Ventas in a stock and cash deal valued at $2.6 billion.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
Schorsch's RCAP to raise $466 million in secondary offering

Broker-dealer using proceeds, in part, for pending acquisitions and possible new ones.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
KBS REIT II to offer dividend upon sale of Chicago office building

Firm to offer another way besides public listing for REIT sponsors to provide liquidity to investors.

By Bruce Kelly
ALTERNATIVES JUN 05, 2014
Giant Inland American REIT is focus of California inquiry

Regulator wants clarity about Inland American's share value in recent buyback

By Bruce Kelly
RETIREMENT PLANNING JUN 05, 2014
Nontraded REIT returns: Where to put cash now?

The independent broker-dealer industry fattened up last year on the sale of nontraded real estate investment trusts. The question hanging over IBDs now is whether advisers are prudently reallocating the money of clients who are invested in nontraded REITs, particularly as the trusts continue to perform well and return capital to investors through listings or mergers.

By Bruce Kelly
EQUITIES JUN 04, 2014
Talk of a recession is way overblown

For <i>Breakfast with Benjamin</i> today: Regis as a hedgie? Plus: No recession in sight; keeping it loose in Europe; debating monkey business; a Pimco PM hangs it up for a food truck and complaining about gas prices.

By Jeff Benjamin
ALTERNATIVES JUN 04, 2014
LPL hit with Finra fine for alternative investment sales

Products include nontraded REITs, oil and gas partnerships, BDCs, hedge funds and managed futures.

By Bruce Kelly
ALTERNATIVES JUN 04, 2014
TIC awards show brokers still grappling with real estate bubble fallout

Arbitration awards have been flat for two years but two big ones looming on the horizon show brokers still grappling with real estate bubble fallout.

By Bruce Kelly
EQUITIES JUN 03, 2014
Prepare for a rocky week in the markets

On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.

By Jeff Benjamin
ALTERNATIVES JUN 03, 2014
Opposition mounts to Inland merger

Union says shareholders will end up footing the bill for $45 million in transaction fees from merger with Kite Realty.

By Mason Braswell
ALTERNATIVES JUN 03, 2014
Schorsch spins off new listed REIT to squeeze out more value

American Realty Capital Centers will concentrate on multitenant shopping centers.

By Trevor Hunnicutt
Letters to the editor: Other views on bond laddering and strategic beta
ALTERNATIVES JUN 01, 2014
Letters to the editor: Other views on bond laddering and strategic beta

A reader disagrees with bond laddering as a safe strategy and another warns of too much 'sizzle' with strategic beta.

By Gregory Crawford
EQUITIES MAY 30, 2014
Schorsch plans liquidity events for two more REITs

Nicholas Schorsch, chief executive of American Realty Capital, this month plans to list shares of two more of the company's nontraded real estate investment trusts, saying the market is 'primed' for real estate offerings.

By Bruce Kelly