A new Commodity Futures Trading Commission rule to harmonize certain CFTC and SEC mandates that apply to mutual funds investing in commodities is drawing criticisms.
On Monday, management at the very popular Timberland REIT took an ax to the trust's stock, lowering the per share valuation by 35%. Here's why.
Frequent conversations with private clients reveal their desire to diversify into foreign currencies seeking to protect their purchasing power from a long-term decline in the value of the dollar. Yet, as a general rule, currencies as an asset class have not been embraced by private clients, and play no material role in their overall asset allocation. Why the disconnect? Samson Capital Advisors explores in this new white paper.
Agency wants funds using commodities to register with it.
Firms with alts like BlackRock, JPMorgan have muscle to seize the opportunity
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.
Median housing prices rise 6%; 'turned a corner'
Chance to invest in hard assets can lead to big returns, but rules are complex.
Portfolio manager says advisers ready for a wake-up call on new approach to risk.
With puny interest rates, structured notes gaining in popularity
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.
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.
Last week, Massachusetts sued LPL for its sales and marketing of a popular nontraded REIT. Expect the plaintiffs' bar to swoop in as well.
Private Advisors Alternative Strategies Master Fund invests directly in dozens of hedge funds
