REITs

These funds can affordably provide clients with REIT exposure.

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

The $814 billion Beijing-based investment firm has more than a third of its portfolio in alternative assets.

The magnate's fallen empire included RCS Capital, the onetime parent of Cetera Financial Group.

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

A handy guide for advisers, legislators and regulators to decode the jargon used to talk about issues important to the planning profession.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

A look at the new opportunities and restrictions that emerged over the course of the year, with an eye toward what clients can do before Dec. 31.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

An ex-American Realty Capital executive allegedly overstated a key accounting metric by roughly $13 million, according to the SEC and federal prosecutors.

American Growth Fund announces its first offering focused on the legalized marijuana business.

Specialty REITs, which can include a wide range of investments such as cell towers and college dorms, are on a tear this year. Check out the performance of other major categories.

Tax issues and controlling cash flow are just 2 qualities of these investments, says LPL's Thomas Zgliniec in this Q&A.

It’s about more than just location. Expenses, for instance, vary widely; hotels require ongoing maintenance, cell towers not so much, says contributor Peter Greenberger

Advisers and portfolio managers will soon need to pay more attention to real estate investing as it enters the mainstream.

"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.

These trusts are holding their value and merit an allocation.

Advisors may want to highlight the tax- savings strategies recently made permanent by Congress for investing in QSBS, REITs and more.

RCS Non-Executive Chairman Mark Auerbach says the decision to shut down its wholesale distribution business is "extremely difficult but necessary."