Alternatives

Displaying 3997 results
INVESTING ALTERNATIVES APR 01, 2015
SEC drops investigation of Inland American but giant REIT raises new questions over fees

The giant nontraded real estate investment trust, with $7.5 billion in total assets at the end of 2014, received a clean bill of health but joined a lawsuit against former business partners.

By Bruce Kelly
INVESTING EQUITIES APR 01, 2015
The surging dollar could crush unhedged global mutual funds

Simple ways to remove the currency risk are available but advisers need to find — and understand — them.

By Jeff Benjamin
INVESTING ALTERNATIVES MAR 31, 2015
Sales woes at Cole Capital lead to further exodus of talent

Two dozen wholesalers and account executives have left, with the lion's share joining a rival nontraded REIT wholesaler.

By Bruce Kelly
INVESTING EQUITIES MAR 31, 2015
Markets start to fret about higher rates

<i>Breakfast with Benjamin</i>: The first quarter ends with a thud, and now everybody can start worrying about a rate hike.

By Jeff Benjamin
INVESTING ALTERNATIVES MAR 31, 2015
Nontraded REIT specialist Inland plans to raise $1 billion for apartment company

Inland Residential Properties Trust Inc. would be the seventh REIT launched by real estate firm.

By Alby Gallun
Rising interest rates to test REIT strength even as investors seek diversification
INVESTING EQUITIES MAR 27, 2015
Rising interest rates to test REIT strength even as investors seek diversification

Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.

By Jeff Benjamin
INVESTING ALTERNATIVES MAR 25, 2015
Ready to invest in a bitcoin hedge fund?

New offering has buy-and-hold strategy for the intensely volatile virtual currency.

By CODONNELL
Stocks are looking more wobbly by the day
INVESTING EQUITIES MAR 24, 2015
Stocks are looking more wobbly by the day

<i>Breakfast with Benjamin</i>: As the equity markets start to wobble, analysts start to claim they saw it all coming.

By Jeff Benjamin
The looming threat of an increasingly powerful dollar
INVESTING EQUITIES MAR 20, 2015
The looming threat of an increasingly powerful dollar

<i>Breakfast with Benjamin</i>: It's important to understand the scary downside of an extremely strong U.S. dollar.

By Jeff Benjamin
INVESTING ALTERNATIVES MAR 17, 2015
The benefits of long/short credit exposure in today's market

Adopting a long/short approach before interest rates rise could be a good defense for investors

By Dorothy C. Weaver
Merrill Lynch tells its advisers to get some water
INVESTING EQUITIES MAR 17, 2015
Merrill Lynch tells its advisers to get some water

Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.

By Trevor Hunnicutt
INVESTING EQUITIES MAR 16, 2015
In contrast to wages, real estate prices are hitting the roof

<i>Breakfast with Benjamin:</i> Real estate prices climbing sharply and investors are taking the blame. Plus: Fed preps for the unfamiliar waters of a rate hike, biotech looks to be correcting, and which rock star investor are you?

By Jeff Benjamin
Can the REIT run weather a rate hike?
INVESTING 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
INVESTING 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
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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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