This is even more so with private placements, especially Real Estate Investment Trusts (REITS) and Master Limited Partnerships (MLPs). This occurred to a group of our clients, all with the same broker who overconcentrated his clients in private REITs and ...

For example, the State of New Jersey investigated Ameriprise on the issue of improper sales of AIS or alternative investments which the state defined as Non-Traded REITs and BDCs. ... In recent years Ameriprise and/or its agents have recommended and ...

In a similar situation, a broker represented a product, a non-traded REIT, as a safe fixed income alternative.

Practice Areas Unsuitability Misrepresentations / Omissions Breach of Fiduciary Duty Breach of Contract Churning Failure to Supervise Products GPB Capital Stocks, Bonds/Fixed Income Private Placements REITs Annuities Please contact us directly so we can discuss your client's case.

In recent years many LPL advisors have been marketing and concentrating clients in privately traded investments such as REITs.

Today we’d like to talk about private REITs . An REIT is a trust, corporation, or association that owns income-producing real estate. Investors’ capital is pooled by REITs to buy a portfolio of properties. ... There is also another kind ...

Trouble is brewing with a number of nontraded real estate investment trusts (REITs) and now, investors are filing claims for their losses. One of the REITs, NorthStar Healthcare Income, Inc. , suspended distributions to investors on February 1. Closed to ...

REIT Investors around the world can now take advantage of a global property boom in commercial real estate. Whereas several years ago, only six other nations, including the United States, allowed investors to invest in real estate investment trusts, there ...

The Pennsylvania Department of Banking and Securities is looking into the sales of nontraded REITs by Securities America employees. ... Inc., which owns the broker-dealer and two other independent brokerage firms, said in its yearly report that the state regulator ...

In her Texas securities lawsuit , investor Lillian Hohenstein is suing Behringer Harvard REIT I, one of the biggest nontraded real estate investment trusts . ... Aisner and board members also are accused of making allegedly misleading and false statements ...