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Publications

Kiplinger: Beware These 5 Problematic High-Yield Investments

When Pat Conway invested the majority of his life’s savings a few years ago in two non-traded real estate investments, he thought he had secured his retirement once and for all. Behringer Harvard Short-Term Opportunity Fund and Behringer Harvard REIT I yielded 3% and 7%, respectively. Moreover, his broker vowed that double-digit capital appreciation would surely follow…

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Publications

Association of Certified Financial Crime Specialists

Earlier this month, Illinois became the second state ever to be the target of a cease and desist order from the US Securities and Exchange Commission for fraud related to its state-backed securities…

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Publications

Phoenix Business Journal: Phoenix REITs

A Phoenix-based company is tangled in a Massachusetts securities investigation in which regulators slapped a large brokerage with a lawsuit last week, claiming dishonest and unethical business practices in dealing with real estate investment trusts…

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Publications

Financial Advisor Magazine

Cornerstone Real Estate Investment Funds sold through Pacific Cornerstone Capital Inc. have joined other REITs in experiencing a drastic drop in value in recent months. The White Law Firm in Chicago is investigating the broker-dealers who sold the Cornerstone shares…

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Publications

Financial Planning: Investing in TICs? Proceed with Caution

Advisors with clients who want to move money into real estate investments known as tenant-in-common offerings under section 1031 of the Internal Revenue Code need to be wary…

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Publications

Investment News: SIFMA, FINRA Clash Over Deadbeat Brokers

The Securities Industry and Financial Markets Association wants Finra to crack down on deadbeat brokers who have failed to pay back promissory notes…

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