Posts in January, 2011

Jan 21 Financial Reform: SEC Needs to Make Sure Fiduciary Duty Applies to All Stockbrokers and Financial Advisors, Not Just Registered Investment Advisors

For decades, financial institutions have purposefully blurred the distinction between stockbrokers and investment advisors to the ...

Jan 17 Can I Sue a Non-Traded REIT?

Yes. There are a number of class-action lawsuits against certain non-traded REITs. If your investment is substantial, you may want ...

Jan 17 Can a Non-Traded REIT Be Frozen?

Yes. Although non-traded REITs often times have redemption policies in their offering documents, the REIT’s board of directors ...

Jan 17 Can Non-Traded REITs Use Investor’s Money to Pay Distributions?

For the most part, yes. Although non-traded REITs’ practices and procedures vary, most REITs have the ability to use new ...

Jan 17 Are Low Ball Non-Traded REIT Tender Offers Illegal?

Generally no. Often times, a firm (commonly referred to as a vulture firm) would acquire a list of the names of the investors of a ...

Jan 17 How Do I Get Out of a Non-Traded REIT?

Depending on the terms of the REIT, getting out of a non-traded REIT can be very difficult, and expensive. Most non-traded REITs ...