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Registered Rep. June 1, 2012 Jennifer Popovec |
Protect the Environment: Invest in REITs Even REITs have gone green. As more investors focus on socially responsible investing, widely known as SRI, they've begun to question whether real estate investment trusts deserve a place in their portfolio. |
Financial Planning May 1, 2012 Scott Wenger |
New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye. |
Financial Planning May 1, 2012 Ann Marsh |
Real Estate's Rehabilitation Real estate as an asset class is rebuilding its image by providing much needed stability and diversity for investors. With low property prices, cheap financing and yields that are better than most bonds, the attractions are many, despite the inherent downsides. |
Financial Planning May 1, 2013 Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
Financial Planning May 1, 2013 Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
Registered Rep. May 27, 2015 Debbie Carlson |
REITs and Rates Some investors see the recent falloff in REITs -- down 1.43 percent year-to-date, and down 5.9 percent in April alone, according to the MSCI U.S. REIT index -- as a natural retrenchment. |
Financial Planning May 1, 2013 Jim Grote |
How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership. |
Financial Planning January 1, 2007 Donald Jay Korn |
Falling Star? Commercial real estate securities went through the roof last year. So will they follow their retail cousins by plunging back to earth in 2007? For planners concerned about investing in pricey real estate securities, diversification is a proven strategy for risk reduction. |
Financial Planning August 1, 2007 Suzanne McGee |
Green Investing Takes Root Forward-thinking investors, along with consumers, are starting to go green -- although no one is completely sure what that means. Alternative energy? No more plastic? Here's how to talk to your clients about this emerging sector. |
On Wall Street November 1, 2011 Elizabeth Wine |
The Best Game In Town? Experts say real estate, in the form of real estate investment trusts, could be the counterintuitive bright spot over the next year. |
Financial Planning April 1, 2007 Donald Jay Korn |
Healthcare Housing The REIT Rx: Investing in healthcare-related real estate could be a prescription for profitability. |
Financial Advisor November 2012 Tom Lydon |
It's Not Too Late For REIT ETFs The sector should continue to show strength, as long as job growth supports higher rents and tenant demand. |
BusinessWeek February 12, 2007 Christopher Palmeri |
Green Homes: The Price Still Isn't Right Buyers are declining environmentally friendly features. That may change. |
Financial Planning May 1, 2012 Ilana Polyak |
Property Power Over the last three years ending April 5, Neuberger Berman Real Estate returned an average 36.6% a year annualized, placing it in the top 21% of funds in the real estate category. |
Financial Planning May 1, 2013 Ilana Polyak |
Picking Baron Real Estate's Hot Properties Perfect timing helped Baron Real Estate s Jeff Kolitch launch the fund with a bang. The next steps are trickier. |
On Wall Street May 1, 2012 Dave Lindorff |
REITs: Looking Sweet on the Balance Sheet Amid the economic wreckage, many Real Estate Investment Trusts have managed to perform quite well, and in some cases have turned in stellar performances, particularly in the last two years. |
On Wall Street February 1, 2013 Elizabeth Wine |
REITs Perform Well Despite Housing Market Woes Experts are banking on continued strong performance and cash flows from real estate investment trusts. |
National Real Estate Investor October 1, 2006 Parke M. Chapman |
The New Power Players in Office Investing Undeterred by dizzying prices and unfettered by the demands of public shareholders obsessing over quarterly growth, partnerships like Blackstone Group and other private firms are outbidding REITs on marquee properties. |
Real Estate Portfolio Jul/Aug 2001 Deidra Darsa |
It's Easy Being Green Kermit the Frog may not have thought so, but real estate developers are finding that... |
Financial Planning September 1, 2011 Gary M. Stern |
Impact Investing The latest catchphrase in the socially responsible investing community is "impact investing," intended to appeal to institutional and high-net-worth investors focused on private equity or nonprofit projects rather than public stock |
Financial Advisor October 2006 Raymond Fazzi |
Embracing The Small Client The trend is to seek out big accounts, but many investment managers and planners continue to value relationships with small clients. |
Financial Advisor July 2012 Marla Brill |
Solid Ground Lower dividends and big premiums may not stop new investors from jumping on the REIT bandwagon. |
National Real Estate Investor March 1, 2006 Joe Gose |
Dispositions Dwindle REITs are less likely to be the net sellers they've been during the last few years when high demand for commercial real estate allowed office landlords to dump non-core assets or buildings in unfavorable markets. |
Investment Advisor November 2006 Bob Clark |
Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers. |
Commercial Investment Real Estate Sep/Oct 2007 Pontius et al. |
Office Romance Private Equity and Commercial Property Briefs: Private equity power... The REIT direction... New competitors... What's driving local markets?... Sector to watch: Medical Office... etc. |
Financial Planning June 1, 2012 Craig L. Israelsen |
Valuable Property It turns out that giving real estate a place in your overall portfolio is an essential step toward optimal diversification. |
Registered Rep. March 1, 2007 Stan Luxenberg |
Aging Bull Some advisors worry that the real estate rocket ship is due to crash. But there are good reasons to continue holding real estate funds. |
Financial Advisor December 2011 |
Frontline News Investors Can Change Irrational Behavior... Tax Changes for 2012... The Certified Financial Planner Board of Standards launched a four-year, $36 million public awareness marketing campaign... more... |
National Real Estate Investor April 1, 2006 Jennifer Popovec |
Leaving Their Comfort Zone Enticed by commercial real estate's healthy returns over the past several years, institutional investors continue to plow increasing sums of capital into an assortment of property markets, but with a new international twist. |
Financial Advisor August 2012 Eric Rasmussen |
Can REITs Keep Landing Punches? Global REITs have boasted excellent returns. So why are people wary? |
Registered Rep. March 28, 2012 Lena S. Rizkallah |
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. |
Fast Company March 15, 2007 Walecia Konrad |
Faultless Towers Sustainable construction is one of the fastest- growing segments of the already red-hot commercial-building industry. So how do individual investors get in on this latest real-estate boom? The easiest opportunities may lie in REITs. |
Real Estate Portfolio Mar/Apr 2006 Jennifer D. Duell |
Fund Raising This year, many industry experts are forecasting improved real estate fundamentals and yet another good year for REITs and real estate mutual funds. |
Commercial Investment Real Estate Jul/Aug 2011 Richard C. Mallory |
Greening Up Economic forces are moving buildings toward sustainable leases. |
Registered Rep. September 30, 2014 David Armstrong |
Editor's Letter: October 2014 The wealth inequality gap is not between rich and poor, it's between the high-net-worth households and everyone else, including the middle class, who have not seen a significant increase in their middling net worth in over a decade. |
Investment Advisor February 1, 2011 Andy Hyltin |
Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done. |
On Wall Street March 1, 2012 Dave Lindorff |
The Rich Rush to REITS One thing you can say about the 1%: They know a bargain when they see one. |
Investment Advisor June 1, 2011 Barnes & Welsh |
Why You Need to Build a Sustainable Business If clients want to put their money in socially responsible investments, wouldn't they want to invest with a socially responsible advisor, too? |
HBS Working Knowledge April 26, 2011 |
HBS Faculty Comment on Environmental Issues for Earth Day Companies are caught in an economic dilemma when it comes to being responsible stewards of the environment. Society wants them to be efficient in their use of natural resources and to do as little damage as possible to the environment. |
Financial Planning November 1, 2011 John F. Wasik |
Unlisted REITs: Caveat Emptor In an investment world awash with plain vanilla offerings and obscure flavors, unlisted REITs are among the most exotic choices. |
Financial Planning May 1, 2005 Donald Jay Korn |
Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds. |
Real Estate Portfolio Mar/Apr 2008 Allen Kenney |
Choices, Choices, Choices Investors have more ways to buy and sell real estate than ever before. Read on about some of these new choices. |
Financial Advisor July 2007 Robert Casey |
Shifting Into High Gear Think your advisory firm did well last year? Maybe so. But if assets grew by less than 25%, you fell behind the average of independent registered investment advisors participating in the second annual Top RIA Survey. |
The Motley Fool April 22, 2008 Rich Duprey |
Color Your New House Green Homebuilders embrace green practices. |
The Motley Fool October 24, 2011 Selena Maranjian |
You Can Beat the Privileged Rich In a study commissioned by NAREIT that looked at 20 years of data, Morningstar found that publicly traded stock REITs performed considerably better than private equity real estate funds. |
Financial Advisor November 2009 |
Frontline News Advisor News: Poll on advisor pay... Citi Embracing Fee-Only Model... RIAs Set Record For Repurchasing Their Firms... FINRA Expands Arbitration Pilot Program... SEC Expects To Examine 9% Of RIAs Annually... more... |
Real Estate Portfolio Sep/Oct 2005 |
Forty-Five @ 45 To commemorate the way REITs have changed the face of real estate investment, here are highlights of the milestones, key events and accomplishments that shaped the past 45 years and will help chart the course for the next 45. |
Commercial Investment Real Estate Sep/Oct 2013 Bryan Blasingame |
Modern Logistics The recession delivers a new industrial market. Sustained demand for very large distribution centers in the top logistics markets has been clearly established. |
Real Estate Portfolio Nov/Dec 2004 Michael Fickes |
State of the Industry The publicly traded real estate industry has weathered the first economic recession of the modern REIT era. |
Real Estate Portfolio Nov/Dec 2004 Courtney Darby |
Changing With the Times REITs have evolved successfully while staying true to their charter, and yet still are primed to grow in the future. |