Alternatives

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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
ALTERNATIVES MAY 29, 2014
An alternative way to go when searching for income

The financial services industry has a number of two-word combos that could use some scrutiny, like &quot;liquid alternative.&quot; Here are some things to think about when considering how to use a liquid alts fund for income.

By David Sand
ALTERNATIVES MAY 29, 2014
Schorsch's RCS Capital hires due-diligence analysts for alternatives, nontraded REITs

RCS Capital continues to expand its reach into financial services, hiring Todd Snyder and John Kearney, widely considered the top due-diligence analysts for alternative investments and nontraded REITs.

By Bruce Kelly
EQUITIES MAY 27, 2014
The Fed takes a long-term view of its record $4.3 trillion balance sheet

On today's <i>Breakfast with Benjamin</i> menu: Janet Yellen's Fed will sit on its record $4.3T balance sheet as the QE experiment continues. Plus: A top economist wants the Fed to raise rates now, stock buybacks push markets to the sky, beating short-sellers at their own game, and how not to get burned by pot stocks.

By Jeff Benjamin
EQUITIES MAY 27, 2014
Amid shifting rate policy, rising geopolitical risk, convertible securities could make sense

Some investors looking to reduce downside risk from exposure to the effects of the changing interest rate outlook on equities, bonds and foreign currencies turn to convertible securities. Can they work for you?

By Alan Muschott
EQUITIES MAY 27, 2014
When searching for investment advice, consumers are drawn to the alphabet soup of credentials

<i>Breakfast with Benjamin:</i> Consumers drawn by alphabet soup of adviser credentials. Plus: Job cuts continue at Barclays, pushing for nationwide fracking, a big retirement risk, commodity hedge funds take a beating, and another smidgen of bad news for the IRS.

By Jeff Benjamin
ALTERNATIVES MAY 23, 2014
REIT firm KBS battling Schorsch's American Realty Capital over claim of trade secret theft

Nicholas Schorsch's American Realty Capital Advisors and rival nontraded-REIT sponsor KBS Capital Advisors are locked in a legal battle over proprietary information and trade secrets. Bruce Kelly reports.

By Bruce Kelly
ALTERNATIVES MAY 23, 2014
Nontraded REIT Inland Diversified Real Estate Trust to merge with Kite Realty Group Trust

Inland Diversified Real Estate Trust has agreed to merge with a publicly traded REIT in a $2.1 billion all-stock deal. The transaction represents average annualized return of 8% for investors. Bruce Kelly reports.

By Bruce Kelly
EQUITIES MAY 22, 2014
European stocks hit six-year high on fifth day of rally

<i>Breakfast with Benjamin:</i> Euro stocks rally but for how long?. Plus: The China risk, big money managers are flush once again, the future of airplane seating, and 21 inspirational yearbook quotes.

By Jeff Benjamin
EQUITIES MAY 22, 2014
Ukraine's new resistance to Russia draws attention back to the macroeconomic fallout

<i>Friday's menu:</i> Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.

By Jeff Benjamin
ALTERNATIVES MAY 21, 2014
Schorsch snaps up Cetera for $1.15B

In a head-turning move, newcomer to the independent broker-dealer industry Nicholas Schorsch is pulling off the largest independent-broker-dealer acquisition in years, with a cash deal to buy Cetera Financial Group.

By Bruce Kelly
ALTERNATIVES MAY 20, 2014
The incredible shrinking hedge fund fees

Hedge fund fees have been trending downward for six years, but could they vanish completely? And what kind of impact could this have on the industry?

By Jeff Benjamin
ALTERNATIVES MAY 20, 2014
Five things you need to know before investing in liquid alternatives

Thinking of getting your clients into liquid alts? Read this first.

By Bloomberg
ALTERNATIVES MAY 20, 2014
Regulators have an uphill battle to bring transparency to illiquid investments

Bringing light and due diligence should be a priority for the investment advice industry.

By Bruce Kelly
EQUITIES MAY 19, 2014
Finra goes after algorithmic trading trickery

Today's <i>Breakfast with Benjamin</i> menu: Finra targets trading trickery. Plus: Credit Suisse pleads guilty to tax evasion, dealing with the Fed's giant balance sheet, Treasuries vs. gold and 10 great baseball movies to see this summer.

By Jeff Benjamin