Events
November 16, 2017
Investment Bankers Say REIT Outlook Remains Healthy
There’s a current of concern drifting through some in the investment banking community over what they view as a maturing real estate market recovery. On the other hand, many bankers see more of the same in 2018 as gross domestic product continues its path of modest growth combined with low interest rates and open debt…
November 16, 2017
Banks Ask If The End Of The Cycle Is Upon Us
Lodging Conference panelists said hurricanes will escalate prices and there is already an inordinate amount of hotel supply in Houston; also money is cheap, but some are waiting until the political uncertainty passes.
November 16, 2017
The Huge Difference Between Traded and Non-Traded REITs
Unlike the traded variety that can be sold immediately on a public exchange, non-traded REITS have no public market if you want to liquidate the shares, making them much more illiquid.
Schwab IMPACT: SEC Should Consider B/D-Only Rules
Investment advisors prefer that the SEC leaves the Investment Adviser's Act fiduciary duty alone.
November 16, 2017
RIA Wholesaling Best Practices with Dennis Gallant
Total assets under management with RIAs is hard to pinpoint. But all can agree it is substantial enough that more and more firms are newly deploying or expanding their RIA sales teams.
November 16, 2017
SEC Filings Part 2: A Closer Look at Some Key Issues
SEC Filings Part 2: A Closer Look at Some Key Issues November 15, 2017 | by Beth Glavosek | Blue Vault The Securities and Exchange Commission (SEC) aims to make it as easy as possible for investors to fully research companies before they invest in them. You can use the SEC’s EDGAR database to find answers…
November 15, 2017
Interval Funds Explained
What is an “interval fund”? Interval funds are SEC-registered closed-end funds that provide continuous offerings of their securities. They usually price and sell their shares daily, but do not list them on an exchange. They redeem shares by making periodic repurchase (tender) offers at net asset value in compliance with Rule 23c-3(b) of the Investment…
November 15, 2017
Through June 30, 2017, how many Nontraded REITS, both open and closed, recorded total capital raise since inception of more than $1.0 billion?
Answer: 23 NTRs passed the $1.0 billion threshold, led by InvenTrust Properties at $8.325 billion.
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