Alternatives

Displaying 4047 results
Thompson pitching nontraded REIT that's struggling with debt payments
ALTERNATIVES APR 12, 2013
Thompson pitching nontraded REIT that's struggling with debt payments

Tony Thompson is pitching a nontraded REIT to broker-dealers. Bruce Kelly reports that the property trust is currently negotiating forbearance agreements — and is paying old investors, in part, with money from new investors.

By Bruce Kelly
$1.5M arb judgment forces B-D to declare bankruptcy, deregister
ALTERNATIVES APR 11, 2013
$1.5M arb judgment forces B-D to declare bankruptcy, deregister

A Finra arbitration panel has ordered Cambridge Legacy Securities to pay an investor $1.5 million over private placements

By Bruce Kelly
ALTERNATIVES APR 10, 2013
BDC dumps distributor over financial issues

VII Peaks Capital actively looking for new wholesaler

By Bruce Kelly
ALTERNATIVES APR 09, 2013
Nontraded REIT and traded REIT seal deal

American Capital Properties REIT merger OK'd.

By Bruce Kelly
ALTERNATIVES APR 09, 2013
Janus jumps into alternatives game

By Jeff Benjamin
EQUITIES APR 07, 2013
Structured notes offer too-good-to-be true returns

Marketing hype makes structured notes sound like a sure thing. Read the fine print and you might come away with a slightly different conclusion.

By Gregory Crawford
ALTERNATIVES APR 05, 2013
ARC lights into Cole, may up bid again

Another day, another twist in the American Realty Capital/Cole III saga. On Tuesday, ARC questioned whether the board of the Cole REIT was considering a sweetened takeover offer or was simply playing for time.

By DJAMIESON
ALTERNATIVES APR 05, 2013
Game on: American Realty ups its bid for Cole III

The pitched battle for Cole III heated up Wednesday as American Realty Capital came back with an improved bid for the nontradeded REIT.

By DJAMIESON
ALTERNATIVES APR 05, 2013
REIT war erupts as Cole rejects unsolicited bid from ARC

A battle has broken out among real estate investment giants as Cole Properties turns down a $5.7B bid lodged by American Realty Capital.

By John Goff
Finra hammers David Lerner Associates, suspends 'Poppy'
ALTERNATIVES APR 05, 2013
Finra hammers David Lerner Associates, suspends 'Poppy'

Finra on Monday lowered the boom on David Lerner Associates and its high-profile CEO.

By Bruce Kelly
ALTERNATIVES APR 04, 2013
E&O underwriters screen alt products

Insurers that underwrite errors-and-omissions policies for broker-dealers are exercising greater authority in approving the alternative investments that their clients sell.

By Bruce Kelly
RETIREMENT PLANNING APR 03, 2013
REIT spurns rival's offer, pursues its own agenda

Cole turns down bid from rival American Realty Capital; minimizes the premium

By Bruce Kelly
ALTERNATIVES APR 02, 2013
New offer cools tussle over control of Cole III

Two sides in battle setting up meeting to discuss sweetened bid for nontraded REIT

By DJAMIESON
RETIREMENT PLANNING APR 02, 2013
Investors up in arms over Cole's quick kick of $5.7B offer

Advisers, investors looking for answers after REIT's management rejects generous bid from American Realty Capital

By Bruce Kelly
ALTERNATIVES MAR 31, 2013
Nontraded REIT to consider higher American Realty Capital offer

Cole III's special board committee to review bid but still prefers own plan.

By DJAMIESON
EQUITIES MAR 25, 2013
The Takeaway: Going nuts for global REITs

Investors chasing yield find it in real estate investment trusts

By Joshua Brown
ALTERNATIVES MAR 24, 2013
Housing recovery? That's old news

But tardy investors could still find some upside; bottom finally pinpointed

By Jeff Benjamin
RETIREMENT PLANNING MAR 21, 2013
Nontraded REIT Cole in deal with sponsor, manager

Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments

By Bruce Kelly
RETIREMENT PLANNING MAR 17, 2013
Shareholders dog top nontraded REIT

By Bruce Kelly
RETIREMENT PLANNING MAR 12, 2013
Real estate maven Tony Thompson falls on hard times

By Bruce Kelly