Posts belonging to Category REITs
Posted by Page PerryonNovember 9, 2011
Morningstar reportedly will begin covering nontraded real estate investment trusts (REITs) next year, according to InvestmentNews. Morningstar has not decided whether to use its star-ratings system, but said it is a “strong possibility.” The independent research giant for mutual funds is expected to bring some transparency to what it described as an opaque and chaotic […]
Categories: Alternative Investments, Brokerage Firms, Common Securities Broker Abuses, Investigations, Investment Advisers, Investor Alerts, Nontraded REITs, REITs, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools
Posted by Page PerryonNovember 7, 2011
Unfortunately, many investors are experiencing first hand the truism that hedge fund managers rarely outperform the market on consistent basis. John Paulson, the hedge fund manager who made a killing when Goldman Sachs let him select bad CDO assets, which he turned around and bet against, is having a tough time in 2011. His hedge […]
Categories: Alternative Funds, Alternative Investments, Bank of America, Brokerage Firms, CDOs, Citigroup Hedge Funds, Citigroup/Smith Barney, Derivatives, Goldman Sachs, Hedge Funds, Investigations, Investment Advisers, Investor Alerts, Mortgage Securities & Collateralized Debt Obligation Problems, Private Investments/Reg D, REITs, Reverse Convertibles, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools, Structured Notes
Posted by Page PerryonOctober 21, 2011
Many investors in alternative investments are in for unpleasant surprises. Alternative investments are very popular these days, as traditional stock and bond investments are not doing well. Alternative Investments include a wide variety of investments that fall outside the traditional stock and bond categories. Examples include structured products (such as principal protected notes and reverse […]
Categories: Alternative Funds, Alternative Investments, Asset Backed Securities, Brokerage Firms, CDOs, Common Securities Broker Abuses, Derivatives, Elder Abuses, Exchange-Traded Funds (ETFs), Hedge Funds, High Yield (Junk) Bonds, Investigations, Investment Advisers, Investor Alerts, Life Policies/Viatical Settlements, Nontraded REITs, Peer to Peer Loans, Preferred Stocks, REITs, Reverse Convertibles, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools, Structured Notes, Tenant-in-Common Interests
Posted by Page PerryonOctober 18, 2011
Recent evidence indicates that investors were misled about the “income” being generated by non-traded Apple REITs. Brokers at David Lerner Associates regularly represented to investors that the Apple REITs were safe, conservative investments that would protect savings from the volatility of the stock market and had produced steady, annualized returns in the neighborhood of 7% […]
Categories: Brokerage Firms, Common Securities Broker Abuses, Elder Abuses, Fairness/Just & Equitable Conduct, Investigations, Investment Advisers, Investment Malpractice, Investor Alerts, Misrepresentation/Omission, Nontraded REITs, Regulatory Developments, REITs, Securities, Securities/Commodities Arbitration, Securities/Commodities Litigation, Smart Investing Tools
