Non-Traded REITs

The dynamic Non-Traded REIT industry continues to rapidly evolve. Several Non-Traded REITs have gone full cycle and more exits are on the horizon with an unprecedented combined liquidity of around $40billion. A wire-house has entered the market for the first time, opening up a critical distribution...

Independent broker/dealer LPL Financial and Raymond James had a lackluster first quarter for recruiting advisors...

LPL Financial’s fourth quarter earnings were down slightly, but the news was overshadowed by an order to pay $2 million in restitution for improper sales of non-traded REITs...

In its annual year in review, FINRA pats itself on the back for the number of regulatory referrals to the SEC and other agencies. Is FINRA trying to say, ‘We can do your job better than you can’...

Several well-known and successful companies recently have announced plans to convert to a REIT. REITs trade at higher multiples. But just what constitutes real estate anyway? Office shelves...

Net lease REITs are luring yield seekers...

Public nonlisted REITs are the subject of persistent questions and scrutiny. And misconceptions abound about the track records of operators and how nonlisted REITs function on a day-to-day basis...

Broker-dealers are increasingly being selective about the non-traded REITs they include on their investment platforms today, and they’re subjecting those investments to greater scrutiny...

Non-traded REITs face difficult decisions for liquidity events...

The tougher realities facing financial advisors four years after the crash are taking a toll, new data from Cerulli Associates shows...