Trusts

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  1. Articles

    Donald Trump's investment portfolio a messy hodgepodge: advisers

    Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. (See the top five fund companies holding Mr. Trump's money.)

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    MLPs yield headaches for advisers who bought them for income

    Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

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    Portability is an area where investors need advice

    With final rules out just last month, portability is an area of tax planning in which wealthy clients need help from financial advisers.“Portability is a game-changer that has not fully seen the impact on planning,” said Dennis Belcher, a partner at McGuireWoods, at the AICPA Estate Planning

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    Royal Alliance to pay $1.4 million over nontraded REIT, VA sales

    Award is tied to string of cases brought by retirees who said a broker placed them in unsuitable investments.

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    BlackRock warns of stock-bond correlation, suggests illiquid real estate

    Chief investment strategist says liquid investments are being challenged to offer competitive returns.

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    Real estate crowdfunding trend presents new challenges, opportunities for financial advisers

    The proliferation of digital platforms puts added emphasis on due diligence.

  5. Articles

    No reason to assume REITs can't thrive when rates rise

    Rising rates might hurt REITs initially, but they could benefit from a strengthening economy. (Plus: Our Focus on REITs special report)

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    Specialty REITs offer something for everyone

    Most investors who are looking to diversify their portfolios with real estate know they can turn to real estate investment trusts for access to fairly standard holdings such as office buildings, multifamily homes or hotels. But beyond that is a second layer of publicly traded REITs focused

  7. Articles

    REITs ranked by one-year total return

    Company/Ticker symbolProperty focus/ # of propertiesOne-year total return*Dividend yield*Implied market capitalization ($M)*2014 funds from operations per share/growthDebt-to-total capitalization 2014/2013Fixed-charge coverage ratio (multiple) 2014/2013Associated Estates Realty Corp.

  8. Articles

    New York REIT names new nonexecutive chairman, sets stock buyback

    Director William Kahane, founding partner of Nicholas Schorsch's AR Capital, remains on the board.

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    Pimco's Income Fund becomes the firm's new star

    Breakfast with Benjamin: Pimco's Income Fund (PIMIX) is shining bright under Dan Ivascyn, raising the question: Bill Gross who?

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    Advisory firm calls for REIT to cut ties with Schorsch firm

    Says New York REIT has too much executive and board overlap with AR Capital.

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    Talent drain continues as Cole Capital CEO departs

    Michael Ezzell resigned on Thursday after months of turmoil at the REIT specialist. He is the latest in a number of Cole personnel to leave the firm.

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    Schorsch's American Realty Capital lists REIT on New York Stock Exchange

    REIT sponsor controlled by Nicholas Schorsch has its first liquidity event of the year, selling shares of Global Net Lease Inc. on the New York Stock Exchange.

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    Asset managers beat the bushes to woo reclusive family offices

    They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.