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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2014
Humphrey & Wynne
Real Estate Nest Egg Self-directed IRAs provide a twofold opportunity for CRE pros. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
June 1, 2005
David Bodamer
Duck and Cover Concerns about REITs have some investors swearing off the sector. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
February 6, 2006
Toddi Gutner
Blaze Your Own IRA Trail With a self-directed account, your funds can seek out unconventional investments. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 8, 2009
Dan Caplinger
Why You Need a Self-Directed IRA Get more variety in your retirement accounts. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2006
Bruce W. Fraser
Have Your REITs Peaked Yet? A new wave of privatizations suggests the REIT market still has legs. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2006
Raymond Fazzi
REITs Strut Their Teflon Stuff Real estate investment trusts' resiliency reveals investors' broadening view of the asset class. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 24, 2011
Dan Caplinger
Watch Out for This IRA Trap Hidden danger lurks within some self-directed IRAs. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles