Alternatives

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INVESTING ALTERNATIVES JUN 11, 2012
The case for alternative alpha

Historically, the only path for an investor to gain exposure to hedge fund “alpha” was to invest directly with a hedge fund or a hedge fund-of-fund.

Nontraded REITs benefiting from scrutiny
INVESTING ALTERNATIVES JUN 10, 2012
Nontraded REITs benefiting from scrutiny

Press, attention had helped improve nontraded REIT's 'shareholder friendliness'

INVESTING RETIREMENT PLANNING JUN 05, 2012
DOL green lights exclusive hedge fund's retirement plan

The switch to Roth IRAs could yield an extraordinary payoff for workers at quantitative-trading specialist Renaissance, while the U.S. Treasury loses.

Morgan Keegan settles with DOL over revenue-sharing accusations
INVESTING ALTERNATIVES JUN 05, 2012
Morgan Keegan settles with DOL over revenue-sharing accusations

Firm found to have collected fees for recommending funds of hedge funds to retirement plans

INVESTING ALTERNATIVES JUN 04, 2012
Providers switch VA pitch to alternatives, taxes

INVESTING ALTERNATIVES JUN 03, 2012
David Lee: T. Rowe Price Real Estate Fund

INVESTING RETIREMENT PLANNING JUN 03, 2012
Glimmer of hope in real estate sector sparks handicapping of early leaders

INVESTING ALTERNATIVES JUN 03, 2012
SEC: Firm lied about execs' 'skin in game'

U.S. commercial-property investors predict a profitable 2012
INVESTING ALTERNATIVES MAY 31, 2012
U.S. commercial-property investors predict a profitable 2012

U.S. commercial-property investors are shedding their pessimism about 2012, with almost half expecting healthy profits this year, according to a survey by PricewaterhouseCoopers LLP

INVESTING ALTERNATIVES MAY 31, 2012
Another nontraded REIT to go public

INVESTING ALTERNATIVES MAY 30, 2012
DeWaay gets reprieve from Iowa court

INVESTING ALTERNATIVES MAY 23, 2012
Most post-IPO/merger nontraded REITs lag: Study

A new study shows that most post-IPO/merger nontraded REITs over the past two decades have badly lagged industry benchmarks. The reason? Hefty fees.

Jefferson National latest to add more alternatives to VA
INVESTING ALTERNATIVES MAY 23, 2012
Jefferson National latest to add more alternatives to VA

Jefferson National Life Insurance Co. has bolstered its roster of alternative-investment offerings

Finra amends complaint against David Lerner
INVESTING ALTERNATIVES MAY 23, 2012
Finra amends complaint against David Lerner

David Lerner has continued to improperly pitch nontraded REITs, according to an amended complaint filed last month by the self-regulator.

INVESTING ALTERNATIVES MAY 23, 2012
Non-traded REITs face tough scrutiny

After a year in which securities regulators cracked down on nontraded real estate investment trusts, REIT sponsors and the broker-dealers who sell them are focusing on compliance and whether sales of the products to investors are suitable.

GOP in a box after JPMorgan botch
INVESTING ALTERNATIVES MAY 22, 2012
GOP in a box after JPMorgan botch

Collateral damage from $2B hit could extend to self-regulation, hurt SRO bill

Shift on, as alt investments enter the mainstream
INVESTING ALTERNATIVES MAY 22, 2012
Shift on, as alt investments enter the mainstream

Remarkable growth in product offerings; 20% allocation coming, predicts research firm

Morningstar: REIT valuations are 'just nuts'
INVESTING ALTERNATIVES MAY 21, 2012
Morningstar: REIT valuations are 'just nuts'

In the search for income, investors are piling into dividend-paying REITs, driving up prices and poleaxing yields. How crowded is it in there? Said one Morningstar analyst: Property trust valuations are 'just nuts.'

Pimco housing bear says it's time to start buying
INVESTING ALTERNATIVES MAY 21, 2012
Pimco housing bear says it's time to start buying

Kiesel not calling the bottom, but sees a number of positive signs; 'ultimate inflation hedge if you buy cheap'

INVESTING ALTERNATIVES MAY 21, 2012
Nontraded REITs' B-D faces another probe