Alternatives

Displaying 3990 results
INVESTING ALTERNATIVES DEC 18, 2012
Another nontraded REIT goes public

On Friday, Corporate Property Associates 15 Inc. closed a merger with its parent, the publicly traded real estate manager W.P. Carey & Co LLC. The new company, which is now a publicly traded REIT called W.P. Carey Inc., began trading Monday morning and will retain the symbol WPC.

By Bruce Kelly
INVESTING RETIREMENT PLANNING DEC 16, 2012
Galvin's LPL suit a boon to plaintiffs

Last week, Massachusetts sued LPL for its sales and marketing of a popular nontraded REIT. Expect the plaintiffs' bar to swoop in as well.

By Bruce Kelly
INVESTING ALTERNATIVES DEC 09, 2012
What exactly are managed futures?

By Jon Sundt
INVESTING RETIREMENT PLANNING DEC 09, 2012
Finra on to B-Ds that sold VAs with hedge funds

By Bruce Kelly
INVESTING ALTERNATIVES DEC 03, 2012
Embracing liquid alternatives for investors at all levels

By Jeff Benjamin
INVESTING ALTERNATIVES DEC 03, 2012
Shift to alts: Fund offers wealthy clients easy access to hedgies

Private Advisors Alternative Strategies Master Fund invests directly in dozens of hedge funds

By Jeff Benjamin
Damn the torpedoes, Guggenheim launches hedge fund platform for RIAs
INVESTING ALTERNATIVES DEC 03, 2012
Damn the torpedoes, Guggenheim launches hedge fund platform for RIAs

By JKEPHART
INVESTING RETIREMENT PLANNING DEC 02, 2012
Self-directed IRAs complex, but they can be profitable

By Bloomberg
INVESTING ALTERNATIVES DEC 02, 2012
Private-equity set does tax tango

By Bloomberg
Nontraded REITs: The bigger they are, the harder they fall?
INVESTING ALTERNATIVES NOV 30, 2012
Nontraded REITs: The bigger they are, the harder they fall?

Eight of the largest nontraded REITs have lost 37% of their equity value over the past seven years, according to an analysis conducted on behalf of <i>InvestmentNews</i>.

By Bruce Kelly
Why nontraded REITs are in Finra's cross hairs
INVESTING ALTERNATIVES NOV 28, 2012
Why nontraded REITs are in Finra's cross hairs

Finra's Susan Axelrod cites lack of 'reasonable diligence' by sellers of nontraded REITs

By Bruce Kelly
Large nontraded REIT set to make splash with 'liquidity event'
INVESTING ALTERNATIVES NOV 28, 2012
Large nontraded REIT set to make splash with 'liquidity event'

Industry eyes are on Cole Credit Property Trust II, the latest nontraded REIT to look into going public.

By Bruce Kelly
Asness: Be choosy where you pay fees
INVESTING EQUITIES NOV 21, 2012
Asness: Be choosy where you pay fees

By JKEPHART
LPL stock rocked by investor's plan to cut stake
INVESTING ALTERNATIVES NOV 20, 2012
LPL stock rocked by investor's plan to cut stake

By Bruce Kelly
Giving up possible upside but getting more-predictable income
INVESTING EQUITIES NOV 19, 2012
Giving up possible upside but getting more-predictable income

By Jeff Benjamin
INVESTING ALTERNATIVES NOV 19, 2012
Institutional specialist launches retail alts fund

Taylor Investment Advisors joins growing ranks of money management firms offering easy access to alternatives; non-correlation big selling point

By Jeff Benjamin
INVESTING RETIREMENT PLANNING NOV 18, 2012
Ducking default, nontraded REIT sponsor cuts interest payments

By Bruce Kelly
Managed futures fund finds a way to hide some fees
INVESTING ALTERNATIVES NOV 12, 2012
Managed futures fund finds a way to hide some fees

Operational shift allows managed futures fund to stop disclosing some fees and show lower expense ratio.

By JKEPHART
INVESTING ALTERNATIVES NOV 12, 2012
Behringer Harvard hit with suit

One of the largest nontraded REITs has been sued by an investor in a potential class action, with the investor alleging negligence and a breach of fiduciary duty.

By Bruce Kelly
INVESTING ALTERNATIVES NOV 12, 2012
Behringer Harvard REIT I seeking strategic opportunities

Behringer Harvard REIT I Inc. has taken a telltale step toward a liquidity event by internalizing the management team, according to a filing with the SEC.

By Jeff Benjamin