Real Estate Funds Defy Housing's Gravity
THE housing market may be facing a prolonged dip in prices, but for real estate mutual funds the problem is very different: prices that have climbed so much that they may not be sustainable. It may...
View ArticleDavid Lerner Associates Accused of Misleading Clients
The regulatory agency Finra said David Lerner Associates did not consider whether real estate investment trusts were suitable for unsophisticated customers.
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Statements Skip Over REIT’s Troubles - High & Low Finance
Apple REIT Eight, a real estate investment trust that owns hotels, issues comforting account statements, but its latest quarterly report contains some unsettling red flags.
View ArticleA Closer, and Skeptical, Look at Nontraded REITs
Last year, Cole Real Estate Investments of Phoenix, a sponsor of nontraded real estate investment trusts, refunded $3 million to the West Warwick, R.I., pension board, which had bought shares in one of...
View ArticleNontraded REITs Face Increased Scrutiny
Regulators are giving more scrutiny to real estate investment trusts that are not listed on exchanges but are sold by financial advisers, who get generous fees.
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Mike Kirby
Mr. Kirby is a founder and the chairman of Green Street Advisors, an independent research and consulting firm that tracks the commercial real estate industry.
View ArticleEmpire State Building on Track to Be Part of I.P.O.
The Malkin family, which controls the famed 102-story tower at Fifth Avenue and 34th Street, plans to create a publicly traded real estate company that will include the skyscraper.
View ArticlePlan Advances for Making the Empire State Building Part of an Investment Trust
8:36 p.m. | Updated Want to buy a piece of the Empire State Building? Interested investors are one step closer.
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Specialty Real Estate Investment Trusts Excel Beyond the Usual
Real estate investment trusts in nontraditional categories like cold storage warehouses and cellphone towers have been exceptionally solid despite the sluggish economy.
View ArticleDividend-Paying Stocks Have Become More Expensive
Fund investors are rediscovering stocks in dividend-rich sectors, but the popularity of these shares is also making them expensive. So advisers suggest doing some research before buying.
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In a Shift, Vornado Addresses Investor Concerns
Vornado’s wide-ranging portfolio, which analysts had viewed as unwieldy, is likely to be trimmed, according to remarks by the real estate investment trust’s chairman, Steven Roth.
View ArticleHow to Make Renewable Energy Competitive
Give clean energy technologies access to the same low-cost capital that coal and natural gas enjoy.
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Boston Properties Stays With a Winning Formula
With investments in five United States markets, the real estate investment trust led by Mortimer B. Zuckerman is sticking to a strategy summarized as “A buildings in A locations.”
View ArticleReal Estate Funds Are Helped by Hints of a Recovery
The real estate sector showed new signs of life in the spring, adding allure to REITs and the funds that focus on them. But some analysts worry that prices may be too expensive.
View ArticleSigns of Recovery In Real Estate Give a Lift to Funds
THERE was much for investors to worry about in the second quarter, but at least real estate was far down the list. Several reports hinted at a recovery in this long-suffering category, and that helped...
View ArticlePoppy Thumbs His Nose at Finra. Again.
Finra says it has banned David Lerner from the brokerage business for a year. The firm he founded says he'll just move over to its mutual fund operations, not regulated by Finra.
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Funds That Add Spices to the Stock-and-Bond Mix
Some investment advisers are suggesting core-plus mutual funds, which add ingredients like commodities or real estate investment trusts to their portfolios of stocks and bonds.
View ArticleRenewable Energy Industries Push for New Financing Options
With government approval, investment structures more commonly used by the oil, gas and real estate industries could make wind and solar companies more appealing to investors.
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Speculative Bets Prove Risky as Savers Chase Payoff
Brokers used to promote bad investments mainly to people trying to get rich quick, but with traditional portfolios losing value, more ordinary retirement savers are being duped.
View ArticleAlternative Investments
The president of the Investment Program Association disputes an article about investors taking great risks.
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