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RCS Capital cuts due diligence team at Cetera Financial
Group focuses on mainstream and alternative investments such as nontraded REITs.
More distressing news for the 'Diva of Distressed' Lynn Tilton
Breakfast with Benjamin: Lynn Tilton is now being charged with 'grossly' mismanaging $100 million in investor assets, which she denies.
A weak outlook for earnings doesn't bode well for stocks
Breakfast with Benjamin: Corporate earnings are expected to decline 4.1%, and the stock market hunkers down for a rough earnings season.
Bearish real estate market creating opportunities for REITs, investors
Blackstone exec says expects more REITs to go private, asset sales, share buybacks, debt reduction.
Hedge fund marketers have independent advisers in their sights
Breakfast with Benjamin: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.
Activist investor calls for board revamp at New York REIT
Jonathan Litt says REIT, once a part of Nicholas Schorsch's real estate empire, suffering from lack of investor confidence due to legacy management structure.
Two Schorsch REITs cancel liquidity events
Two nontraded real estate investment trusts managed by Nicholas Schorsch's AR Capital have, at least for now, called off listing on a national stock exchange this quarter.The company pointed to market turbulence and the expected closing of AR Capital's sale to an affiliate of Apollo Global
Buyout spree looms as discounts in U.S. real estate stocks deepen
More takeovers may follow Strategic Hotels, BioMed deals as REIT shares offer 15% discount to buying individual buildings.
LPL to pay $1.4 million fine and return investor money for certain nontraded REIT sales
Broker-dealer agrees to a $1.4 million fine and will return investor money on approximately 2,000 sales of nontraded REITs. Firm also settles with states regarding leveraged ETFs.
When interest rates rise, alternative strategies have chance to shine for income, diversification
As clients clamor for more income, there are eight alternative assets that emerge as viable options
How Nick Schorsch lost his mojo
Nicholas Schorsch made hundreds of millions in real estate, but an accounting scandal devastated his business.
Pimco minus Bill Gross equals outflows
Breakfast with Benjamin Pimco finds itself in choppy waters without Bill Gross at the helm.
The next REIT privatization wave is underway
Breakfast with Benjamin: The swelling gap between public and private valuations is making REITs a sweet target.
Dynasty trust planning: a tax-efficient way to manage wealthy families' assets
It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.
Publicly traded home-rental firms suffer stock declines as investors grow impatient
Landlords backed by private equity shop Blackstone and others avoid capital markets.