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Closed nonlisted REITs still suffering financial crisis hangover
While certain recently closed nonlisted REITs, such as Industrial Income, Griffin-American Healthcare REIT II, Cole Credit Property Trust IV and Corporate Property Associates 17 Global have shown strong operating performance throughout their history, the majority of closed nonlisted REITs have seen
Nonlisted REITs ranked by 2Q invested assets
Company2Q invested assets ($M)Original share priceCurrent share value1Original distribution rateCurrent distribution rate2Q14 FFO 2 payout ratioInland American Real Estate Trust$10,128.5 $10 $6.94 6.20%5.00%75%Corporate Property Associates 17 Global$4,564.7 $10 $9.50 6.50%6.50%81%Apple ...
Vanguard urges caution on liquid alts
The fund company says performance of liquid alts has not been living up to the hype.
Ignore the bond bubble at your own risk
Breakfast wtih Benjamin: The case for reducing fixed income exposure gets more vivid, markets react to Pres. Obama's 'no strategy' remarks regarding ISIS, another perspective on income inequality, and more.
Smart beta, by any other name, is still smart
On today's Breakfast with Benjamin menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.
The Fed should raise rates, but it won't
Breakfast with Benjamin: The Fed should raise rates but... Plus: Financial advisers turn to options investing; the French government calls it quits; the SEC goes after asset-backed bonds; another Obamacare surprise; and what is really the most important meal of the day
Schorsch REIT board member recommends 30% alts exposure for retirees
Bob Froehlich says the industry needs to catch up with the pressing demands of a yield-starved world.
Warren Buffett's tax fairness doublespeak
In today's Breakfast with Benjamin, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.
Fed watchers are spinning over Janet Yellen's mixed messages
Breakfast with Benjamin brings you up to speed on reactions to Janet Yellen's mixed messages on the U.S. job market, gold's surge, and Russian mutual funds' fall.
MLP investors face prospect of new taxes after Kinder Morgan deal
New entity likely to benefit, though the firm's acquisition could leave MLP investors with an unexpected tax consequence.
Liquid alts to get their own benchmarks
New measures aim to combat challenge of assessing performance; investible products may not be far behind.
Private credit markets offer investors double-digit returns
Private credit markets offer investors double-digit returns. Seen as an alternative to bonds, one direct lending fund returned 12.7% last year.
Bill Gross disciple takes down the 'Bond King'
This edition of Breakfast with Benjamin covers Bill Gross getting beaten at his own game, the SEC's focus on liquid alt funds, Obama's attack on corporate inversions, and more.
Greenback rallies ahead of the Fed minutes
Breakfast with Benjamin: The dollar rallies ahead of Fed news. Plus: Stocks historically love the Fed's Jackson Hole meeting; Argentina's latest gambit; insurance companies create new asset management opportunities; and regretting not buying Google at the IPO.
Barclays rains on the equity market parade
Breakfast with Benjamin: Barclays warns on stocks. Plus: Gold finds some safe-haven love; how the Fed is off target; Argentina uses social media to attack creditors; Nasdaq's version of déjà vu; and what people buy when money is no object.