Real Estate
Learn how real estate investing can diversify portfolio risk and enhance portfolio performance, along with the latest news and developments in this most popular alternative investment.
Roth Leaves Advisor Group; Moves to Real Estate Group
By Janet LevauxNews that Larry Roth, who led the advisor Group of 6,000 independent reps for the past six years, is now CEO of Nicholas Schorsch’s Realty Capital…
September 18, 2013
Citi to Pay $3.1M for Florida Real Estate DebacleThe clients of a former Smith Barney advisor may also get up to $10 million for related expenses.
September 09, 2013
Born Out of the U.S.A.? Welcome to the Federal Gift and Estate TaxIgnorance of U.S. gift and estate tax rules can be detrimental to a foreign persons financial health. Part one of a series on multinational planning issues for advisors and their clients.
August 29, 2013
Two ways to change a will ... without involving an attorneyYour clients might be able to update their wills without the expensive legal fees.
August 29, 2013
Two ways to change a will ... without involving an attorneyYour clients might be able to update their wills without the expensive legal fees.
August 26, 2013
Attractive InvestmentsThe FTSE NAREIT All-Equity REITs Index has produced total returns of 8.30% through July 31, and its components have been sharing 4%-plus dividends with…
August 26, 2013
Fitting Real Estate into a Portfolio: Picket Fences or REITS?“My clients own their own homes. Many of them own vacation houses, too. Doesn’t that give them all the real estate they need in their portfolios?”That’s…