Search for: "Reit Management & Research LLC"
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22 Apr 2024, 1:11 pm
Given the potential for the return of significant IPO activity, it is worth noting that IPO transactions entail certain risks, including in particular for the IPO companies’ private equity backers, as discussed in the following guest post written by Michelle Grimaldi, Assistant Vice President, Claims, Fair American Insurance and Reinsurance Company; Elan Kandel, Member, Bailey Cavalieri LLC; and James Talbert, Associate, Bailey Cavalieri LLC. [read post]
25 Jan 2024, 6:06 pm
” A real estate investment trust, or REIT, is a corporation, trust or association that owns and often manages income-producing real estate. [read post]
3 Jan 2024, 1:36 pm
Before investing in REITs, it’s crucial to conduct thorough research, understand the specific risks associated with the REIT’s portfolio, management, and market conditions, and consider consulting a financial advisor to evaluate how REITs align with your investment goals and risk tolerance. [read post]
16 Aug 2023, 8:31 am
Future Prospects: Research and analyze the investment’s future prospects. [read post]
28 Jul 2023, 1:02 pm
Woods of Livingston Group Asset Management Company d/b/a Southport Capital, and Horizon Private Equity, III, LLC was allegedly running an extensive ponzi scheme. [read post]
12 Apr 2023, 8:25 am
A lot of hedge funds have superior research capabilities, research departments, superstar portfolio managers, and they employ complex strategies to generate high returns. [read post]
30 Mar 2023, 6:52 am
Patatian was reportedly required to disgorge the commissions from his allegedly unsuitable recommendations, pay restitution to customers who sold their REITs at a loss, and offer rescission to the customers who have not sold their REITs, according to public records on FINRA’s website. [read post]
9 Feb 2023, 11:27 am
Alternative investments such as non-traded REITs or BDCs do not trade on a national securities exchange, and are therefore illiquid products that can be difficult to sell. [read post]
2 Feb 2023, 10:55 am
So, in an example, if a broker is recommending, say, a private equity investment or real estate investment, trust REIT, non-traded, nonpublic… an important factor there is that there’s no liquidity; you can’t sell that investment to anybody, you have to hold it. [read post]
8 Dec 2022, 12:20 pm
Most of this money was raised for the NRIA Portfolio Partners Fund I, LLC, which was a private, alternative investment real estate investment trust (REIT). [read post]
8 Dec 2022, 12:15 pm
The post Zamansky LLC Investigates Unsuitable Sales by Broker-Dealers and Investment Advisors of Alternative Investments appeared first on Zamansky LLC. [read post]
3 May 2022, 2:30 pm
BTIG, LLC was the sole book-running manager for the offering with Piper Sandler & Co., Compass Point Research & Trading, LLC, and Roth Capital Partners acting as co-lead managers. [read post]
27 Apr 2020, 3:00 am
REIT Management & Research, LLC, 2019 IL App (1st) 181164. [read post]
21 Apr 2020, 3:48 pm
The REIT’s offering was declared effective in January 2014 and suspended sales activities in November 2015 after raising $903 million in investor equity, according to Summit Investment Research. [read post]
1 Jul 2019, 7:03 am
According to BrokerCheck records financial advisor Mark Kolta (Kolta), currently employed by Worden Capital Management LLC (Worden Capital) has been subject to at least 14 customer complaints and one employment termination for cause. [read post]
5 Jun 2019, 8:41 pm
REITs typically manage large portfolios of properties, with the goal being longer-term holdings. [read post]
6 Sep 2018, 6:11 am
From July 1998 to July 1999, Schneider was registered with Prudential Investment Management Services LLC. [read post]
4 Jul 2018, 11:36 am
From August 2007 to July 2013, he was registered with Geneos Wealth Management, Inc. [read post]
12 Dec 2017, 9:02 pm
Managers Hire and train management personnel and employees, manage the day-to-day activities and decision-making and provide custom services[vii] Real Estate Investment Trusts (REITs) Own, operate or finance self-storage facilities. [read post]
26 Jul 2017, 7:39 am
The company replaced its current advisor and property manager with affiliates of Lightstone Group, a national real estate investor/developer and sponsor of non-traded REITs. [read post]
