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Former Behringer Harvard apartment REIT seeking listing
For former fundraising powerhouse that fell on hard times after the real estate crash, a share listing could be “good event.”
Adviser movement heats up the dog days of summer
This week's top InvestmentNews stories feature an LPL exec's exit, potential pitfalls for brokers changing jobs, a flurry of adviser moves and a high-profile lesson in trust planning.
Finra tacks on more time to REIT pricing change
Finra is continuing to tack on time to the widely anticipated rule change that would give investors a clearer picture of what it costs to buy shares of nontraded real estate investment trusts and other direct placement programs, an industry term widely used for private placements. The Financial
Publication of Robin Williams' trusts highlights privacy concerns
As outdated documents related to the actor's estate hit the tabloids, experts weigh in on how to keep your clients' plans confidential.
Schorsch picks up yet another midsize IBD
Nicholas Schorsch continues to add midsize independent broker-dealers to the Cetera Financial Group Network, and on Wednesday night announced plans to acquire Girard Securities Inc.
Integration of Schorsch BD empire gets underway
RCS Capital Corp. is beginning to tie together its nine disparate retail broker-dealers, and on Tuesday morning said it will offer services from one broker-dealer across the various platforms of the others. Included in those changes will be combining due diligence and research groups at the start
Giant Inland REIT to spin off lodging portfolio into separate company
Spinoff is part of REIT's long-term strategy to split holdings into categories, including multi-tenant retail and student housing.
REITs, RIA regulation, retirement planning and risk grab advisers' attention
InvestmentNews' four must-read stories of the week cover this ecclectic set of 'R' subjects.
W.P. Carey sets fundraising record in first half
$909 million raised is almost as much as the $1.04 billion the firm raised all of last year.
Northstar Realty pays $4B for nontraded REIT
In another liquidity event, Griffin-American Healthcare REIT II Inc. agrees to deal that includes stock, cash and debt.
Duration risk in nontraded REITs: Hiding in plain sight
As interest rates rise, triple-net lease nontraded REITs won't be able to sustain distributable cash, meaning asset values will drop.
Buckling in for market volatility
Breakfast with Benjamin: Market volatility headed your way. Plus: Hidden ETF risks, Buffett hoards cash, SEC whistleblowers come out of the woodwork, the upside of passive real estate investing, and how Millennials blow through their money.
Who's Finra protecting, anyway?
Once again, the Financial Industry Regulatory Authority Inc. has shown that it is more beholden to the industry it regulates than to the investing public it purports to protect.
This week's top stories for advisers
As the week comes to a close, it's time to catch up on the advice industry's biggest developments that grabbed readers' attention.
Onetime rival Cole now a selling machine for Schorsch
After getting broker-dealers like LPL Financial to sign selling agreements, asset manager Cole Capital expects to raise $3.1 billion this year for American Realty Capital Properties.