Displaying 21 results
Poor REIT sales signal potential cuts in valuations
'The problem is, when an NAV gets shaved, advisors and investors get pissed off,' one executive says.
REIT sales tank, BDCs roll at start of 2024: Report
Financial advisors' clients are turning to business development companies for better yields.
Another trough coming in 2024 for boom-and-bust non-traded REITs
Non-traded real estate investment trusts face a well-documented set of challenges, including sharply rising interest rates and headlines about half-empty office buildings.
Nontraded REIT sales tank in 2023
'Ironically, I think the redemption issue is the best thing ever happen to nontraded REIT space,' says Kevin Gannon of Stanger.
Listed REITs offer buying opportunity, analyst says
'We are starting to pound the table a little bit about listed REITs,' says Rich Hill of Cohen & Steers.
Blackstone’s $69 billion real estate fund hits redemption limit
The firm's announcement that it will limit redemptions from the fund sent its stock falling as much as 10%.
Bad old habits die hard for nontraded REITs like Lightstone Group
The Lightstone REITs are asking shareholders to strip away their own rights without any clear plan to liquidity or upside, critics say.
Berthel Fischer sees sharp decline in commissions, turns to building RIA
Revenues have dropped sharply, by as much as 40%, at the broker-dealer over the past seven years as the industry moved away from commissions on alternative investments to recurring revenue from managed money products.
How much are nontraded REITs really worth?
Advisers don't like it when REIT valuations bounce all over the place
REIT sales tank during COVID-19, but one broker-dealer is still selling
Sales of nontraded REITs crashed in April, falling to just $310 million
Will B-Ds sidestep disaster by cutting real estate investments?
The economy is largely shut down, making it difficult to determine the value of commercial real estate
LPL hits the brakes on less-liquid investments
The IBD is taking real estate off the shelf until the dust settles from the COVID-19 economic fallout
It’s 2020, and the chase for big commissions is back
The financial advice industry is priming the pump to increase sales of high-commission products
Next Financial smacked with $475,000 in fines related to nontraded REIT
Massachusetts and New Hampshire cited the firm's sales practices and supervisory failures
Coming off a disastrous 2016, sales of nontraded REITs could bounce back in 2017
Newly designed products and Blackstone Group's entrance into the industry could pump up the market.
Blackstone jumps into nontraded REIT market
Wall Street alternative investment giant The Blackstone Group, with $356 billion in assets, is diving into the beleaguered…
Nontraded REIT sales fall off a cliff as industry struggles to adapt
Adapting to regulatory changes has been a struggle, meaning the nontraded REIT industry's worst fears have come true.
Raising the bar for nontraded REITs
Independent broker-dealers face a series of hurdles as they try to revive flagging REIT sales.
How to prepare clients for changes to their BDC and nontraded REIT investments
Advisers need to communicate that while upcoming account statements may look a bit different than before, the alternative investments in clients' portfolios remain fundamentally unaffected.
W.P. Carey completes acquisition of affiliated nontraded REIT
Acquisition of Corporate Property Associates 16 Global is industry's latest liquidity event.
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