Watch breaking news videos and read news updates about Trusts on investmentnews.com
Nontraded Schorsch REIT soon to list on public exchange
The $1.7 billion American Realty Capital Healthcare Trust Inc., headed by REIT mogul Nicholas Schorsch, will list its common stock on a national stock exchange in one of the first of what one analyst expects to be up to $20 billion of liquidity events of nontraded REITs over the next two years.
The ghost of private placements past
As the year comes to a close, it's evident that independent broker-dealers are racking up a bonanza from the sale of alternative investment products, namely nontraded REITs. Question is, have firms learned from past mistakes?
Portability election emerges as new locus of estate planning
With the estate tax exclusion being set at $5.25 million per person, it's easy for affluent clients whose estates don't quite hit that level to write off creating estate plans or building trusts.
Nontraded REIT assets for 2013 look to double, industry experts say
Nontraded REITS are estimated to bring in about $20 billion in retail investor capital flows by the end of this year, compared with $10.3 billion in 2012.
Mountain of money in nontraded REITs continues to hold Wall Street's attention
Wall Street continues to intensify its loving gaze on the domain of independent broker-dealers and the alternative investments they're selling. This time, the Street's sights are on nontraded REITs.
Nontraded-REIT managers have little skin in the game
Insiders of nontraded REITs typically own far fewer company shares than executives of publicly traded REITS, and that's beginning to influence how B-Ds sell, or don't, their shares. (Plus: Look inside the ownership of 11 big nontraded REITs)
SEC examiners 'are gunning for you'
The SEC has hired more and better professional examiners and any new registrants or any adviser who hasn't been vetted in the last 10 years "will be getting a visit this year," securities lawyer Thomas Giachetti said Monday at the Schwab Impact Conference..
The often-overlooked benefits of a trust protector
The use of trust protectors is likely to increase as financial advisers recognize their potential benefits. A standard feature in offshore asset protection trusts, they're found less frequently in the domestic variety but could be a smart move for clients who want more oversight and flexibility.
Real estate investor Tony Thompson fights back as proxy battle looms
Noted real estate investor Tony Thompson, enmeshed in a proxy fight for control over a nontraded real estate investment trust he launched in 2009 but was ousted from in August, is fighting back.
Schorsch snares the brass ring he missed the first time with Cole deal
Nicholas Schorsch finally got his prize Wednesday when American Realty Capital Properties Inc. said it had acquired rival Cole Real Estate Investments Inc. in a deal valued at $11.2 billion.
Schorsch's American Realty to acquire Cole Real Estate in $6.85B deal
Even though a March bid was spurned, Nicholas Schorsch and his American Realty Capital have struck a $6.85 billion deal to acquire Cole Real Estate Investments.
Columbia Property Trust IPO stings investors
Investors in Columbia Property Trust got some bad news this month when the REIT went public, in another sign that despite the real estate market's post-2008 recovery, older nontraded real estate investment trusts are still struggling with the hangover of the financial crisis. The $5.7 billion REIT,
Columbia Property Trust IPO stings investors
The IPO of Columbia Property Trust wasn't exactly a happy occasion for long-time investors, as the value had dropped sharply since the boom times in a sign that the financial crisis hangover is still here.
Schorsch's American Realty Capital trims offer price for related nontraded REIT
American Realty Capital Properties Inc. on Monday said it had tweaked the terms of its offer for American Realty Capital Trust IV Inc., a related nontraded real estate investment trust, trimming its value on ARC IV to $3 billion, from $3.1 billion, due to a “challenging” market environment. A
Schorsch continues to expand horizons with liquid alts firm
Nicholas Schorsch's RCS Capital acquires liquid alts firm Hatteras Funds, giving the real estate mogul the potential to widen the distribution of his growing lineup of investment products.
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
Explore your opportunities and be informed for your next move.
Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly