REITs

At least two firms appear to be trolling for damaging information about RCS Capital, Nicholas Schorsch's embattled financial services company.

More trouble in the Schorsch empire as its advisory company issues a statement emphasizing that it and ARC are 'two separate and independent public corporations.'

LPL says it has indefinitely suspended sales of investment products sponsored by American Realty Capital and RCS Capital.

"In the middle of the night, we received a letter from RCS Capital Corporation purporting to terminate the equity purchase agreement [of Cole Capital]" - statement from American Realty Capital Properties

These funds may give clients access to well-priced properties in Asian and European real estate markets, plus a break from the U.S. interest rate cycle.

3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses

Student debt threatens safety net for elderly Americans; Accessing retirement income for small business owners; When stock and real estate bubbles collide

How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market

Kathleen Tarr says AT&T Inc. employees looked to her as “their de facto 401(k) expert.” Visiting their homes and offices, she advised them on their retirement plans as they called up balances on computer screens.

As his biggest IBD acquisition closes, Nicholas Schorsch predicts more big-ticket M&A deals during a Milken Institute session; another panelist warns of inflated price tags and bad behavior.

'There will be absolutely no pressure to sell any of our products,' says RCS chairman Nicholas Schorsch, who built a fortune on nontraded REITs but has recently been acquiring several big independent B-Ds.

A survey of 500 mass affluent investors by an industry association finds -- conveniently -- high awareness and use of nontraded REITs.

For RCS advisors and brokers, the sweet spot will be individuals and families with $300,000 to $3 million in investable assets, Schorsch says.

Real estate is currently making a comeback, but do REITs make sense for mass-affluent clients?

A new batch of nontraded REITs look eerily like disastrous limited partnerships of the late 1980s and early 1990s.

Breaking out of the traditional allocation model to include a much broader range of investment categories and using relative strength principals to reallocate frequently may be one way to achieve stronger results for clients.

Expected interest hasn't materialized for Merrill Lynch's offerings in the non-traded REITs asset class.

Larry Roth, former president and chief executive officer of Advisor Group, one of the country’s largest networks of independent broker-dealers, is joining Realty Capital Securities, a major broker-dealer and wholesaler of real estate investment trusts, as chief executive officer.

As real estate recovers, non-listed REITs are soaring, but they haven’t been much of a hit with customers of Merrill Lynch.

In TD 9626, the IRS issued final regulations under Section 337(d) of the Tax Code to provide guidance concerning certain transfers of property from a C corporation to a regulated investment company or a real estate investment trust.