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February 14, 2013
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Advocating Direct Investments through Education

  Top Stories 
  • KBS Capital Advisors' Hall makes the case for nontraded REITs
    Source: Fox Business
    Nontraded real estate investment trusts that are public but not listed can be a good fit for retirement accounts, given the longer-term investment horizon typically associated with them, KBS Capital Advisors co-founder Keith Hall says. They have the further advantage of being the cheapest asset class on the market. Fox Business (2/13) LinkedInFacebookTwitterEmail this Story

  • Nontraded REITs innovate on fees and investor service
    Nontraded real estate investment trusts are moving on different fronts to improve transparency and align company interests with those of investors. Cincinnati's Phillips Edison-ARC Shopping Center REIT is eliminating cash payment of management fees in favor of giving the company's adviser class B-operating partnership units tied to performance goals. The setup means "we basically waive our asset-management fee unless we get our return to the investor," co-Chairman Jeff Edison said. National Real Estate Investor (2/2013) LinkedInFacebookTwitterEmail this Story
  Policy Update 
  • FINRA concedes RIAs will remain beyond its purview
    After repeated attempts, the Financial Industry Regulatory Authority has conceded that the House Financial Services Committee is not going to expand FINRA's powers to include oversight of registered investment advisers. "I'm not a big believer in beating a head against the wall. We'll focus on things we can impact," FINRA CEO Richard Ketchum said. Reuters (2/7) LinkedInFacebookTwitterEmail this Story
  • Fed warns of high-yield rally encouraged by monetary policy
    Federal Reserve Governor Jeremy Stein warned that the speculative-grade debt market, which has expanded rapidly largely in response to the central bank's monetary policy, is overheating. "We are seeing a fairly significant pattern of reaching-for-yield behavior emerging in corporate credit," he said. Bloomberg (2/11) LinkedInFacebookTwitterEmail this Story
  • Survey: 85% of Americans want to keep tax advantages for savings
    More than 4 in 5 Americans say lawmakers shouldn't eliminate the tax deferrals associated with 401(k) plans, IRAs and other products, according to research from the Investment Company Institute. That suggests that 401(k) plans are doing better than many people believe, said Paul Schott Stevens, the group's president. "We're trying to counter all of the doom and gloom about the 401(k) system being a failure. ... The participants don't feel that way," Stevens said. InvestmentNews (free registration) (2/6), Reuters (2/6) LinkedInFacebookTwitterEmail this Story
  Industry News 
  • LPL Financial is penalized in Mass. nontraded-REIT case
    In a Massachusetts case involving transactions between 2006 and 2009, independent broker-dealer LPL Financial has been ordered to pay $2 million to investors who bought shares of nontraded real estate investment trusts, in addition to a $500,000 administrative fine. The penalty relates to 36 trades made in violation of prospectus rules and limits on asset concentration, according to the Massachusetts Securities Division. AdvisorOne (2/7) LinkedInFacebookTwitterEmail this Story
  Income Planning 
  • Alternative investment funds are paying off, van Eyk says
    Alternative investments are paying off, creating healthier investor portfolios and enhancing prospects for long-run returns, according to research house van Eyk. "The alternative funds that van Eyk has recommended have been performing true to label," said Matthew Olsen, head of manager research and deputy chief investment officer. Olsen says the key to properly assessing these funds is looking at the longer term. Money Management (Australia) (2/12) LinkedInFacebookTwitterEmail this Story
  • Experts: 401(k)s still are tapped for loans too often
    The percentage of workers taking 401(k) loans or distributions appears to have decreased, but experts say the numbers are still too high. About $70 billion of the $294 billion deposited in 401(k)s each year is withdrawn for expenses such as mortgages or credit card bills, says Matt Fellowes of HelloWallet. Financial Advisor online (2/6) LinkedInFacebookTwitterEmail this Story
  • Report: Married baby boomers outpace singles in retirement savings
    Eight of 10 married baby boomers have accumulated retirement savings and more than half have set retirement goals with an adviser's help, compared with 66.6% and 40.8%, respectively, of their unmarried counterparts, according to the Insured Retirement Institute. Married boomers also are less likely than their single counterparts to rely on Social Security as a major source of retirement income, according to the group. Among couples, 47.1% are instead depending on a 401(k) plan, compared with 27.8% of unmarried boomers, the group says. (2/11) LinkedInFacebookTwitterEmail this Story
  Business Best Practices 
  • How to put your firm's performance in high gear
    Financial-planning firms can ramp up performance by crafting written succession and marketing plans and sticking to them, and by regularly considering which business model works best, says Mike Durbin of Fidelity Institutional Wealth Services. Those are among five attributes that a Fidelity survey identified as key to financial-planning firms' success. (2/7) LinkedInFacebookTwitterEmail this Story
  IPA Member Information 
  • Looking for the next big thing in REIT education?
    Learn how the IPA can help you deliver real estate investment trust education to home-office staff and advisers. The IPA Proficiency Certification Series is our newest educational tool and the most recent example of how we advocate direct investment through education.

    Education. Advocacy. Collaboration. It's all here in the IPA Proficiency Certification Series. Learn more. LinkedInFacebookTwitterEmail this Story
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We spend our time searching for security and hate it when we get it."
--John Steinbeck,
American author

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