Bruce Kelly

A former middle school and high school English teacher, Bruce Kelly started at InvestmentNews in 2000 as the brokerage reporter after a two-year stint at sister publication Pensions & Investments. He writes a bi-weekly, award winning column, On Advice, and covers the independent broker-dealer industry.

Bruce Kelly
Displaying 3235 results
Nontraded-REIT valuations holding steady at year-end
INVESTING ALTERNATIVES JAN 15, 2013
Nontraded-REIT valuations holding steady at year-end

It's been a rough stretch for nontraded REITs. But recent re-pricings suggest the valuations of the property trusts may have finally found a floor.

REIT deal seen as boon for acquirer
INVESTING ALTERNATIVES JAN 15, 2013
REIT deal seen as boon for acquirer

Ladenburg reiterates its 'buy' rating price target on American Realty Capital Properties after its purchase of a related REIT.

Finra opens arb system to RIAs
NEWS REGULATION AND LEGISLATION JAN 14, 2013
Finra opens arb system to RIAs

In a surprise move, B-D cop Finra will allow RIAs to use its arbitration system. Why?

RETIREMENT RETIREMENT PLANNING JAN 06, 2013
Real estate rebound taking hold

RETIREMENT RETIREMENT PLANNING JAN 06, 2013
In a wirehouse first, Merrill offers a nontraded REIT

INVESTING ALTERNATIVES DEC 26, 2012
Nontraded REIT deal good news for shareholders

In putting together a deal for Apple REIT Six, Blackstone has given a boost to the trust's shareholders — and stemmed the recent tide of bad news for David Lerner Associates.

Bank of America Merrill Lynch hit with $1.3 million arbitration order
NEWS WIREHOUSES DEC 20, 2012
Bank of America Merrill Lynch hit with $1.3 million arbitration order

Broker sold Fannie Mae preferred stock despite risk warnings

Nontraded REIT cuts fee to adviser
INVESTING ALTERNATIVES DEC 18, 2012
Nontraded REIT cuts fee to adviser

In what's stacking up as something of a trend, another nontraded REIT has decided to forgo the so-called 'internalization fee' paid to its adviser.

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.

NEWS INDUSTRY NEWS DEC 16, 2012
Securities America acquires firm