Trusts
Watch breaking news videos and read news updates about Trusts on investmentnews.com
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AIternative alterations
Amid increasing pressure from regulators, broker-dealers are making changes to how they sell some alternative investments.
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Apple REIT Six OKs mergerApple REIT Six Inc. said last Thursday that its shareholders had approved a definitive merger agreement with BRE Select Hotels Corp., an affiliate of Blackstone Real Estate Partners VII, which is expected to close tomorrow. Apple REIT Six, which has $741 million in assets, originally was sold to
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Hitting the bottom lineTax guru Natalie B. Choate is of counsel in the trusts and estates department of Nutter McClennen & Fish LLP. She's the author of “Life and Death Planning for Retirement Benefits” (Ataxplan Publications, 1996), a guidebook on estate planning around retirement accounts, and “The QPRT Manual: The
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Tax risk: Trust gains have additional levy
Experts are just getting their arms around a little-publicized wrinkle in the 2012 law.
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Apple REIT Six OKs merger with Blackstone fundLiquidity party kicks off for shareholders; Chambers Street Properties up next with planned IPO.
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Risky (tax) business: Trust income has additional levyTrust and estate planners are zeroing in on another potential tax risk for wealthy clients: income generated by a trust. The higher tax rates mandated by the American Taxpayer Relief Act of 2012 for individuals earning more than $200,000 a year and $250,000 for married couples filing jointly are
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IPA sets valuation guidelines
The Investment Program Association, the leading trade group for nontraded REITs, is addressing the thorny issue of how to place a value on nontraded real estate investment trusts.
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Nontraded-REIT party is about to commenceA half dozen nontraded REITs are planning 'liquidity events' that could float investors' boats. Bruce Kelly has the details.
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Nontraded REIT will list on NYSE
Another nontraded, triple-net-lease real estate investment trust intends to list on a stock exchange, making 2013 an impressive year for such investments.
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Finra: REIT information misleading
The Financial Industry Regulatory Authority Inc. has alerted broker-dealers to a number of shortcomings in how they communicate with investors about nontraded real estate investment trusts.
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Nontraded REIT will list on NYSE
Another nontraded, triple-net-lease real estate investment trust intends to list on a stock exchange, making 2013 an impressive year for such investments.
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Finra alerts broker-dealers to nontraded REIT info shortcomingsFinra warns broker-dealers on nontraded-REIT info shortcomings; sees misleading communications around distributions, risks.
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Nontraded REIT will list on NYSEChambers Street Properties is latest nontraded REIT to seek liquidity event by listing on a stock exchange.
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REIT trade group issues valuation guidelinesThe Investment Program Association issued guidelines today that addressed the thorny issue of how to place a value on nontraded real estate investment trusts.
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Finra plan could upend illiquid investment reportingSRO offers options on valuing vehicles like nontraded REITS on account statements.
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