Alternatives

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INVESTING ALTERNATIVES APR 09, 2015
Real liquidity: Why investors care about water

Investors should understand the water risks in their portfolios, even if the companies don't.

Activists expected to push REIT mergers this year
INVESTING ALTERNATIVES APR 07, 2015
Activists expected to push REIT mergers this year

Analyst forecasts four or five deals a year, up from the one a year pace since the financial crisis.

The case for incorporating private equity in client portfolios
INVESTING ALTERNATIVES APR 07, 2015
The case for incorporating private equity in client portfolios

As advisers search for yield and new asset classes, PE is making inroads into the retail market

SEC puts emphasis on retirement savers in 2015 exam priorities
INVESTING RIAS APR 07, 2015
SEC puts emphasis on retirement savers in 2015 exam priorities

This year, the regulator says it will explore risks associated with increasingly popular alternative investments designed to generate high yields amid low interest rates “as investors are more dependent than ever on their own investments for retirement.”

More companies than ever avoid paying taxes
INVESTING ALTERNATIVES APR 03, 2015
More companies than ever avoid paying taxes

A record 54 companies in the S&P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.

INVESTING ALTERNATIVES APR 02, 2015
Tony "The Truth" Thompson's TNP launches bid to stave off bankruptcy

Thompson National Properties wants investors to exchange dead-in-the-water high-yield notes for stock, but are they getting a good deal?

INVESTING ALTERNATIVES APR 01, 2015
SEC drops investigation of Inland American but giant REIT raises new questions over fees

The giant nontraded real estate investment trust, with $7.5 billion in total assets at the end of 2014, received a clean bill of health but joined a lawsuit against former business partners.

INVESTING EQUITIES APR 01, 2015
The surging dollar could crush unhedged global mutual funds

Simple ways to remove the currency risk are available but advisers need to find — and understand — them.

INVESTING ALTERNATIVES MAR 31, 2015
Sales woes at Cole Capital lead to further exodus of talent

Two dozen wholesalers and account executives have left, with the lion's share joining a rival nontraded REIT wholesaler.

INVESTING EQUITIES MAR 31, 2015
Markets start to fret about higher rates

<i>Breakfast with Benjamin</i>: The first quarter ends with a thud, and now everybody can start worrying about a rate hike.

INVESTING ALTERNATIVES MAR 31, 2015
Nontraded REIT specialist Inland plans to raise $1 billion for apartment company

Inland Residential Properties Trust Inc. would be the seventh REIT launched by real estate firm.

Rising interest rates to test REIT strength even as investors seek diversification
INVESTING EQUITIES MAR 27, 2015
Rising interest rates to test REIT strength even as investors seek diversification

Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.

INVESTING ALTERNATIVES MAR 25, 2015
Ready to invest in a bitcoin hedge fund?

New offering has buy-and-hold strategy for the intensely volatile virtual currency.

Stocks are looking more wobbly by the day
INVESTING EQUITIES MAR 24, 2015
Stocks are looking more wobbly by the day

<i>Breakfast with Benjamin</i>: As the equity markets start to wobble, analysts start to claim they saw it all coming.

The looming threat of an increasingly powerful dollar
INVESTING EQUITIES MAR 20, 2015
The looming threat of an increasingly powerful dollar

<i>Breakfast with Benjamin</i>: It's important to understand the scary downside of an extremely strong U.S. dollar.

INVESTING ALTERNATIVES MAR 17, 2015
The benefits of long/short credit exposure in today's market

Adopting a long/short approach before interest rates rise could be a good defense for investors

Merrill Lynch tells its advisers to get some water
INVESTING EQUITIES MAR 17, 2015
Merrill Lynch tells its advisers to get some water

Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.

INVESTING EQUITIES MAR 16, 2015
In contrast to wages, real estate prices are hitting the roof

<i>Breakfast with Benjamin:</i> Real estate prices climbing sharply and investors are taking the blame. Plus: Fed preps for the unfamiliar waters of a rate hike, biotech looks to be correcting, and which rock star investor are you?

Can the REIT run weather a rate hike?
INVESTING ALTERNATIVES MAR 16, 2015
Can the REIT run weather a rate hike?

<i>Breakfast with Benjamin</i>: Will higher interest rates crush the real estate market, or is it supposed to be different this time?

CNL Lifestyle Properties REIT suffers another sharp drop in value
INVESTING ALTERNATIVES MAR 16, 2015
CNL Lifestyle Properties REIT suffers another sharp drop in value

The estimated per share valuation of CNL Lifestyle Properties, a large nontraded REIT that owns ski and mountain resorts, continues to sink despite the recent broad rally in commercial real estate.