Alternatives

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INVESTING ALTERNATIVES SEP 29, 2011
A new breed of nontraded REITs

INVESTING ALTERNATIVES SEP 29, 2011
REITs could come into crosshairs of Obama tax hike

The REIT industry is guarding against a potential proposal from the Obama administration that would impose new taxes on partnerships and similar companies with more than $50 million in gross receipts that are currently exempt from corporate income tax.

Adding liquidity to locked-up nontraded REITs
INVESTING ALTERNATIVES SEP 29, 2011
Adding liquidity to locked-up nontraded REITs

For advisers whose clients may be invested in any of the some six dozen nontraded real estate investment trusts, here's something in the category of “it's about time”: liquidity

INVESTING ALTERNATIVES SEP 25, 2011
P-E flyers don't contain enough info, investors say

Survey reveals big disconnect between what investors want — and what fund managers think they want

INVESTING ALTERNATIVES SEP 21, 2011
Guide to understanding direct investments

This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.

INVESTING ALTERNATIVES SEP 21, 2011
ETF providers amend filings to assuage SEC's concerns

Firms set to offer active funds promise not to use derivatives

Which alternatives now? Webcast transcript
INVESTING ALTERNATIVES SEP 11, 2011
Which alternatives now? Webcast transcript

The following is an edited transcript of the Aug. 23 webcast “Which Alternatives Now.” It was moderated by deputy editor Evan Cooper and senior editor Jeff Benjamin.

Why the wealthy are still sticking with hedge funds
INVESTING ALTERNATIVES SEP 08, 2011
Why the wealthy are still sticking with hedge funds

Almost half of Leslie Quick's personal portfolio is dedicated to hedge funds, a position he's increased this year even as the lightly regulated asset pools have returned less than 4 percent.

INVESTING ALTERNATIVES SEP 05, 2011
Guide to understanding direct investments

This white paper from the Investment Program Association explores the use of non-traded REITS, oil and gas programs, equipment leasing, managed futures and other forms of direct investments that can help diversify your clients' portfolios.

Bearish hedge fund bets may send U.S. stocks lower: BofA analyst
INVESTING ALTERNATIVES SEP 04, 2011
Bearish hedge fund bets may send U.S. stocks lower: BofA analyst

U.S. stocks are likely to extend declines because hedge funds have leeway to boost bets against the world's largest equity market, according to Bank of America Corp.'s Mary Ann Bartels.

Nontraded REITs a hot property — but Finra warns investors
INVESTING ALTERNATIVES SEP 01, 2011
Nontraded REITs a hot property — but Finra warns investors

Regulator cites lack of liquidity and high fees; product sales remain brisk

Every adviser should be invested in alternatives: Investment experts
INVESTING ALTERNATIVES SEP 01, 2011
Every adviser should be invested in alternatives: Investment experts

Paramount to generate returns even in down markets; higher management costs worth it

Tough Finra proposal aims to bring nontraded-REIT pricing up to par
INVESTING ALTERNATIVES SEP 01, 2011
Tough Finra proposal aims to bring nontraded-REIT pricing up to par

Regulator wants commissions subtracted right away from value shown on statements; 'pendulum has swung too far'

Finra wants faster valuations of nontraded REITs
INVESTING ALTERNATIVES SEP 01, 2011
Finra wants faster valuations of nontraded REITs

Regulator prepares proposal after May complaint against David Lerner Associates; time it takes to get market valuations not up to par

Commonwealth, LPL could see fallout from Reg D deal they sold
INVESTING ALTERNATIVES SEP 01, 2011
Commonwealth, LPL could see fallout from Reg D deal they sold

After avoiding the pitfalls of disastrous Regulation D deals during the past decade, Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement that faces pressure from its creditors.

Share value of popular Wells REIT sinks
INVESTING ALTERNATIVES AUG 31, 2011
Share value of popular Wells REIT sinks

Wells II securities issued at $10 apiece, now worth an estimated $7.47; pricing of nontraded real estate trusts under the microscope

Lerner resorted to tricks to plump up Apple distributions: Suit
INVESTING ALTERNATIVES AUG 31, 2011
Lerner resorted to tricks to plump up Apple distributions: Suit

In the latest twist in the ongoing saga of Apple REITs sold by David Lerner Associates, plaintiffs claim the B-D used a line of credit and other sources to boost dividend payments beyond what was prudent. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110826&amp;Category=FREE&amp;ArtNo=826009999&amp;Ref=PH>Home prices still plunging in these states</a>

Time for clients to refi? Mortgage rates hit lowest on record
INVESTING RETIREMENT PLANNING AUG 31, 2011
Time for clients to refi? Mortgage rates hit lowest on record

Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'

INVESTING ALTERNATIVES AUG 31, 2011
Alternative investments: What advisers are using now

Advisers are steering clients into alternative investment strategies at a record clip. Why the sudden boom in alternatives? And where is the money heading? <i>InvestmentNews</i> offers exclusive insights.

Wealthy turn to auctions as mansions go unsold for years
INVESTING RETIREMENT PLANNING AUG 30, 2011
Wealthy turn to auctions as mansions go unsold for years

Owners seek a quick sale -- and pray a bidding war breaks out; $65M house, $22M minimum bid