Despite high prices for apartment properties, REITs are finding value in mergers that offer them efficiencies that put a strong hold on their markets. They are also looking at market and regions where property prices aren’t so high compared to the income from the properties....More
Retail assets, which have lagged the multifamily and office sectors in recovering from the downturn, have gradually gained favor with investors and retail REITs are taking advantage of the timing by either putting non-core centers on the market or snapping up value-add opportunities....More
National Real Estate Investor has compiled a list of the 10 retail chains most likely to leave your center in 2014, in ascending order, based on same-store sales results, debt loads and plain old common sense.
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
With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More
These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More
Research has shown that the attitudes, behaviors and circumstances of women’s financial lives are unique. In part one of a two-part series, we take a closer look at how women approach investing differently than men and how advisors can best meet their needs....More
Investors are attracted to international small cap stocks for their strong, long-term risk-adjusted returns. Yet, few investors fully appreciate the underlying return drivers inherent to the asset class....More