The multifamily sector has long been the darling of commercial real estate. It’s got the strongest fundamentals and greatest returns. And it’s the sector with the most access to financing for acquisition and development.
NREI, WealthManagement.com's sister publication, spoke with American Realty Capital Chairman and CEO Nicholas Schorsch to find out some of the drivers behind the deal with Cole, what the new entity will look like going forward and how this could impact the broader REIT industry....More
The decline in REIT returns has been particularly noticeable because in 2013, the S&P 500 index delivered total returns of 32.4 percent. The gap between the S&P 500 returns and REIT returns turned out to be the largest since 1998....More
A cautionary tale for those thinking of investing in fringe New York City real estate using allegedly unconventional financing. A multifamily real estate developer was kidnapped and turned up dead in the wake of huge debts and ongoing foreclosure lawsuits.
For proponents of non-traded REITs, the fact that they are not traded is both a boon and a curse. It’s a boon as the lack of liquidity means the investment isn’t rocked by volatility, making it easier for managers to deploy the money effectively. The curse is the lack of liquidity makes it difficult for investors who shudder at the idea of locking up money in a real estate fund....More
In this special section, our editors take a deep dive into the state of real estate investing—by analyzing the current trends in commercial, residential and mortgage-backed REITs, and by examining what’s now going on in the non-traded REIT space....More
WealthManagement.com caught up with Larry Roth to talk about why he left Advisor Group to join Realty Capital, whether the move is a demotion, and about the elephant in the room—whether Schorsch's purchase of First Allied was to add shelf space for his alternative products....More
Office real estate investment trusts (REITs), the investment vehicle often used to access this type of commercial real estate, were on a nice run in the spring, but since then, they’ve suffered a bit of a hit....More
High-net-worth investors have to be patient if they want to invest directly in commercial real estate, admitted real estate managers during National Real Estate Investor’s annual conference this week, stressing savvy advisors should bet on the managers, not the buildings....More
Predictable cash flow for companies, sustainable dividends for investors. Those are just two of the potential benefits of the "razor and blades" business model that innovative companies around the world have been adopting....More
Despite recent political clashes and economic headwinds, our company-by-company global research efforts are uncovering long-term emerging markets opportunities. Join us for a look behind the headlines to gain a ground-level investment view with Noriko Chen, a portfolio manager for the American Funds Developing World Growth and Income FundSM, and Christopher Ryder, a Capital Group equity investment specialist....More
This article series focuses on advanced portfolio risk. Holding true to Investment Management Consultants Association®’s reputation as the provider of advanced financial education, these articles are a sample of the content found in IMCA’s Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) credentials, conferences, membership, and publications....More
When investors consider allocating to emerging markets, their primary objective typically is to capture the growth potential of these dynamic regions of the world. But investing in developing economies does not necessarily require a dedicated focus on growth-oriented or high-volatility companies....More
The Legg Mason Global Investment Survey 2014, one of the largest global surveys with 4,320 respondents worldwide, talked to investors to find out what is trending now in investor confidence, retirement, alternatives, investment opportunities and use of a financial advisor to guide in decision making....More