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Investment Advisor March 2006 Melanie Waddell |
Retirement Plan Advisor: Retirement.alt Thinking of putting alternatives in clients' IRAs? You've got plenty of help, and company.  |
Financial Advisor July 2007 Marla Brill |
IRAs That Are Outside The Box Self-directed IRAs allow clients to decide where they want their IRA money to play. But there is a down-side, too.  |
Commercial Investment Real Estate Jan/Feb 2007 Joan Owens |
IRA Investments Real estate transactions in IRAs are very detailed. However, well-informed investors looking to diversify their IRAs may find that investing in commercial real estate is a viable option.  |
Commercial Investment Real Estate Mar/Apr 2014 Humphrey & Wynne |
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros.  |
Investment Advisor November 2005 David J. Huber |
The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble.  |
Financial Planning May 1, 2006 Ed Slott |
Prohibition Laws Before you let your clients buy exotic investments for their IRAs, make sure they know what transactions could put their retirement accounts at risk.  |
The Motley Fool January 23, 2006 Mathew Emmert |
Redefining the "R" in IRA Think IRAs are just for stocks and bonds? Think again. A small but growing number of companies offer custodial services for truly self-directed IRAs -- ones that allow alternative investments in addition to all the traditional ones.  |
Commercial Investment Real Estate Jan/Feb 2007 Daniel Cordoba |
Considering Commercial Property Investments with an IRA Having a specialized knowledge of commercial real estate inventory possibilities and ideas for creatively funding investment projects can set you apart as a broker, financial planner, or lender.  |
Registered Rep. May 1, 2006 Jennifer Popovec |
All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents.  |
Financial Advisor March 2005 Marla Brill |
Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help.  |
The Motley Fool May 4, 2007 John Rosevear |
Waiter, There's a Hedge Fund in My IRA! Should you hold real estate or hedge funds in your IRA?  |
Financial Advisor June 2004 Raymond Fazzi |
The Flight From REITS What everyone said would happen sooner or later in real estate stocks has finally happened: The market fizzled. Real estate investors hunting for high yields or capital appreciation are selling off.  |
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.  |
Registered Rep. June 1, 2005 David Bodamer |
Duck and Cover Concerns about REITs have some investors swearing off the sector.  |
Real Estate Portfolio Jan/Feb 2003 |
For Diversification, It Isn't Home Sweet Home Jack Goodman provides economic and demographic research to the real estate industry through his firm, Hartrey Advisors. Goodman shared his thoughts on the diversification benefits of home ownership versus REITs.  |
Registered Rep. July 1, 2004 Susan L. Hirshman |
Rollover Advisor Man In some cases, better even than an IRA is a managed account, which lets clients benefit from a variety of special features not commonly available in 401(k) plans or traditional IRA rollover accounts.  |
BusinessWeek February 6, 2006 Toddi Gutner |
Blaze Your Own IRA Trail With a self-directed account, your funds can seek out unconventional investments.  |
National Real Estate Investor February 1, 2003 Mike Fickes |
Pension Funds Plan to Plow $14B into Real Estate in 2003 Occupancy may be down and sale prices high in many property types, but pension funds have big plans for buying commercial real estate in 2003.  |
Financial Advisor March 2005 Dorothy Hinchcliff |
A New Investment Frontier For financial advisors, international commercial real estate may be another way to diversity portfolios. REITs will broaden the shareholder base in global real estate and make it easier for smaller players to invest.  |
Financial Advisor March 2007 Gregory Bresiger |
Distribution Nightmare Ready to rollover a client's inherited nonspousal IRA? Look out, financial advisor! There's plenty of danger just around the corner, if one is not a tax specialist.  |
Financial Planning January 1, 2012 Ed Slott |
On Guard Even if a client has a self-directed IRA outside your purview, holding documented discussions of the perils could go a long way to protect you as well as your client. It's a good way to show your IRA expertise.  |
Financial Planning October 1, 2012 Warren Baker |
Mitt Romney's Huge IRA Raises Questions For Advisors Mitt Romney's huge IRA gives a wake up call to advisors to ensure their clients don't venture into the muddy waters of the prohibited-transaction rules.  |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
The Investment Landscape Martin Cohen of Cohen & Steers and Jim Keagy of Barclays Global Investors comment on the strong run the REIT equity market has been on and where REITs as an investment alternative are heading.  |
Investment Advisor November 2006 Elizabeth D. Festa |
Buy Local: Real Estate for Income While the overall real estate market has cooled a great deal in the past year, there are still many opportunities for investors.  |
The Motley Fool January 8, 2009 Dan Caplinger |
Why You Need a Self-Directed IRA Get more variety in your retirement accounts.  |
Real Estate Portfolio Nov/Dec 2004 Matthew Bechard |
Homeownership and REITs Jack Goodman shares his thoughts regarding the diversification benefits of home ownership versus REITs.  |
CFO October 1, 2006 Lori Calabro |
A Chance to Direct Self-directed IRAs offer a wide range of investments -- and an even wider list of rules.  |
Real Estate Portfolio Jan/Feb 2003 Christopher M. Wright |
Q&A with Jackson Hsieh We recently asked Jackson Hsieh, U.S. Managing Director of the Real Estate, Lodging & Leisure Group at UBS Warburg, to share his thoughts on the capital markets for publicly traded real estate and the economy as a whole.  |
Financial Advisor May 2005 Raymond Fazzi |
Is Real Estate For Real? The questions being whispered on Wall Street ask if real estate values have gone too far out of sight after five years of serving as a "safe" refuge for investors battered by the volatile equity market.  |
Real Estate Portfolio Mar/Apr 2003 Mike Fickes |
Imagination at Work GE Real Estate, a unit of General Electric, continues to make aggressive strides in expanding its global real estate portfolio. And while real estate may not be the company's signature business, GE Real Estate has amassed a portfolio valued at $27.4 billion and growing.  |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
A Defined Benefit Pension Plans Reap the Benefits of REITs... REITs Shine in Research Studies... Benefits of REIT Investing... True Diversification... etc.  |
The Motley Fool May 17, 2006 Selena Maranjian |
Real Estate Reality Check Should you pay down your mortgage or put that money in the market? If your investment horizon is long -- at least 10 years -- then the stock market is likely to be a great place for your money. Here are some ideas.  |
Financial Advisor September 2006 Bruce W. Fraser |
Have Your REITs Peaked Yet? A new wave of privatizations suggests the REIT market still has legs.  |
National Real Estate Investor September 10, 2002 Matt Valley |
Wealth of ideas: Symposium offers sound advice for high-net-worth investors Ask 10 commercial real estate experts the finer points of developing a successful investment strategy for these well-heeled clients typically worth $5 million or more and one word keeps popping up -- diversification.  |
The Motley Fool April 13, 2011 Dan Caplinger |
Get the Most From Your IRA You know you need one. Here's what to do with it.  |
Registered Rep. June 1, 2006 Lynn O'Shaughnessy |
Rolling Up the Rollovers Financial advisors who embrace IRA-distribution planning gain the wealth of a virtually untapped niche market. Here's how to get started.  |
Financial Advisor May 2006 Raymond Fazzi |
REITs Strut Their Teflon Stuff Real estate investment trusts' resiliency reveals investors' broadening view of the asset class.  |
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.  |
The Motley Fool October 24, 2011 Dan Caplinger |
Watch Out for This IRA Trap Hidden danger lurks within some self-directed IRAs.  |
Real Estate Portfolio Special Issue 2005 Todd A. Canter |
Real Estate Diversification on a Global Scale The dramatic growth of REITs around the globe has several implications for the real estate industry and for investors. For the industry, it is leading to improved liquidity and transparency. For investors, it creates more opportunities to access an attractive investment vehicle while mitigating many of the risks associated with this asset class.  |
Investment Advisor August 2007 Jaime J. Raskulinecz |
The Tax-Free Investing Opportunity When all is said and done, what makes the Roth IRA such a wonderful wealth accumulation device is not just the tax-free nature of accumulation and distributions. It has the potential to add additional decades of tax-free investing beyond what is offered by an ordinary IRA.  |
Real Estate Portfolio Nov/Dec 2003 Steve Bergsman |
REIT Rookies Why have a number of fund managers, plan sponsors and providers come off the bench to make a play for REITs?  |
The Motley Fool April 26, 2004 Selena Maranjian |
What Are REITs? The popularity of real estate investment trusts has increased in recent years, as people have discovered this way to invest in real estate without actually buying any.  |
Real Estate Portfolio Jan/Feb 2004 Christopher M. Wright |
Q&A with Tom Robinson The managing director and co-head of real estate investment banking at Legg Mason Wood Walker shares his thoughts on the capital markets and the real estate industry as a whole.  |
The Motley Fool June 10, 2004 |
What Your IRA Can Do You may be less limited than you think in how you can invest your IRA.  |
Registered Rep. November 1, 2002 Sam Jaffe |
The Aging REIT Craze Are we in the midst of a REIT bubble that, much like the dot-com bubble before it, is bound to pop?  |
Real Estate Portfolio Jul/Aug 2002 Anthony Carrick |
Q&A with Christopher Niehaus Christopher J. Niehaus, managing director and head of Morgan Stanley's North American Real Estate Investment Group, shares his thoughts on the capital markets for publicly traded real estate and the industry as a whole.  |
Inc. September 2004 Norm Brodsky |
Street Smarts: Hidden Assets When I realized my land was worth as much as my business, I really fell in love with real estate.  |
Commercial Investment Real Estate Mar/Apr 2003 Gretchen Pienta |
Building a Powerful Portfolio Learn which commercial real estate vehicle provides a strong foundation for your clients' investments.  |
Real Estate Portfolio Mar/Apr 2003 Christopher M. Wright |
Q&A with Mark Patterson Mark Patterson, Global Head of Real Estate Investment Banking at Salomon Smith Barney, shares his thoughts on the capital markets for publicly traded real estate and the economy as a whole.  |