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January 18, 2017

DOL Fiduciary Rule Challenged Again

DOL Fiduciary Rule Challenged Again January 20, 2017 | by Beth Glavosek | Blue Vault The Department of Labor’s long-debated Fiduciary Rule is once again being challenged by a group of lawmakers who say that the regulation is burdensome and costly. Congressman Joe Wilson (R-SC) with support from several national organizations has introduced a new…

January 18, 2017

ADISA Announces 2017 President-Elect and Officers

ADISA Announces 2017 President-Elect and Officers INDIANAPOLIS—Jan. 17, 2017—At its first board meeting of the year, the new ADISA (the Alternative & Direct Investment Securities Association) board, elected by the membership in late 2016, selected its 2017 officers. John H. Grady of DLA Piper begins his term as the 2017 ADISA president (having been elected…

January 17, 2017

Sweeping Tax Reform Proposals Creating Suspense for CRE Investors

Sweeping Tax Reform Proposals Creating Suspense for CRE Investors Federal Tax Code Changes Ranging From Eliminating Long-Term Depreciation to Taxing Carried Interest at a Higher Rate Could Hold Dramatic Implications for CRE Industry January 11, 2017 | by Randyl Drummer | CoStar With President-elect Donald J. Trump preparing to take office next week and the Republican-controlled…

January 17, 2017

Forests Are a Treasure. But Are They Good Investments?

Forests Are a Treasure. But Are They Good Investments? January 13, 2017 | By TIM GRAY | The New York Times Trees don’t watch the stock market. Forests keep growing — and potentially increasing their value — even when inflation surges or the market swoons. Big investors, like university endowments and insurance companies, have long allocated…

January 17, 2017

REITs Stumble After S&P Debut

REITs Stumble After S&P Debut January 13, 2017 | By Beth Mattson-Teig | National Real Estate Investor REITs landed in a spotlight of their own last fall when they officially stepped out of the shadow of financials to headline their own real estate sector on the S&P 500. It was—and is—a big, long-awaited move. Industry observers anticipate…

January 12, 2017

Nontraded REIT Industry Review – LifeStage™ Summary

Nontraded REIT Industry Review - LifeStage™ Summary January 12, 2017 | by Laurie Brescia | Blue Vault In each quarter's Nontraded REIT Industry Review you will find... a host of Nontraded REIT Industry data and charts preceding the individual REIT pages. Some of the data is in the "LifeStage™ Summary". In the Q3 2016 Review: Five REITs were Emerging…

January 12, 2017

Foundation for Financial Planning Names New Chair, Appoints Three New Trustees (Trisha Miller)

Foundation for Financial Planning Names New Chair, Appoints Three New Trustees (Trisha Miller) Kenneth (Kacy) Gott, CFP®, Assumes Chair; Lazetta Rainey Braxton, MBA, CFP®, Ben Harrison, and Trisha Miller Join Its Board January 5, 2017, 10:11 ET | Foundation for Financial Planning WASHINGTON, Jan. 5, 2017 /PRNewswire-USNewswire/ -- The Foundation for Financial Planning, a 501(c)(3) nonprofit…

January 12, 2017

Former ARCP accounting officer Lisa McAlister expected to testify at ex-CFO Brian Block’s securities fraud trial

Former ARCP accounting officer Lisa McAlister expected to testify at ex-CFO Brian Block's securities fraud trial Both resigned in the wake of the accounting scandal that rocked Nicholas Schorsch's real estate empire January 11, 2017 @ 11:29 am | Bruce Kelly | InvestmentNews.com Lisa McAlister, the former chief accounting officer of a giant real estate investment trust once…

January 12, 2017

Chamber of Commerce calls on Trump to delay DOL fiduciary rule

Chamber of Commerce calls on Trump to delay DOL fiduciary rule The business interest group would like the new administration to halt and then replace the regulation that requires advisers act in the best interests of clients in retirement accounts January 11, 2017 @ 1:39 pm | Mark Schoeff Jr. | InvestmentNews.com One of the largest and most…