Sentences with phrase «such real estate investment funds»

Also our attorneys are also active in advising real estate private equity funds in connection with their formation and operation, including preparing private placement memoranda, equity operating agreements, subscription agreements and investor questionnaires, and also in representing investors in such real estate investment funds.

Not exact matches

You may want to educate yourself about investment opportunities such as real estate, mutual funds and stocks.

REITs sell investment shares, which then get traded on exchanges the way stocks do; the funds that REITs raise get invested in real estate properties such as hotels and shopping malls.

And we omitted real - estate - investment trusts, oil - and - gas explorers, holding companies, financial institutions, closed - end funds, and foreign entities, on the grounds that including such anomalous structures scrambles data into an apples - and - oranges mà ‰ lange.

Growth is expected to come from wirehouses such as Morgan Stanley and Merrill Lynch that are starting to allocate more funds to the newer net asset value (NAV) non-traded REIT products on behalf of their clients, notes Kevin Gannon, president and managing director at Robert A. Stanger & Company Inc., a real estate investment banking firm based in Shrewsbury, N.J..

Other investors such as mutual funds, ETFs, foreign buyers, banks and real estate investment trusts (REITs) could keep the demand for MBS high.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Companies such as Mainstar allow investors to maintain «self - directed» individual retirement accounts where they can put money in alternative investments such as real estate, rather than more mainstream stocks and mutual funds.

Your account will comprise primarily exchange - traded funds (ETFs), but may contain other investment vehicles such as mutual funds.1 Diversification will be sought among common income sources like stocks and bonds, and lesser - known assets such as bank loans and real estate investment trusts (REITs).

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

Our Freedom Fund is comprised of all of our income - producing assets such as index - based investments, short - term reserves and a real estate property.

Alternative investments, such as hedge funds, private equity / private debt and private real estate funds, are speculative and involve a high degree of risk that is suitable only for those investors who have the financial sophistication and expertise to evaluate the merits and risks of an investment in a fund and for which the fund does not represent a complete investment program.

In its simplest terms, asset allocation is the practice of dividing resources among different categories such as stocks, bonds, mutual funds, investment partnerships, real estate, cash equivalents and private equity.

Alternative investments, such as hedge funds, private equity, private debt and private real estate funds are not suitable for all investors and are only open to «accredited» or «qualified» investors within the meaning of U.S. securities laws.

Those increases have drawn the notice of institutional investors, such as pension funds and insurance companies, which have turned to real estate as low interest rates have reduced returns from other steady investments, such as bonds.

Hybrid or multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

In order to enhance these effects the Bank of Japan also purchased risk assets such as commercial paper, corporate bonds, exchange - traded funds, and real estate investment trusts.

Examples are hedge funds (to some degree), real estate and aesthetic investments such as art and jewels.

To begin with the REIT Mutual Funds are really Real Estate Investment Trusts that deal mostly with the larger manufacturing sector such as nursing homes, schools, shopping malls, hotels, large conglomerate office buildings, apartment complexes, and industrial warehouses to name a few.

Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing levels of unemployment, underemployment and the volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the level of disposable income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness; volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.

Where an SWF is primarily a fund manager investing liquid financial assets of the state (e.g. Singapore's GIC), an NWF is akin to an investment company in charge of active corporate governance for the commercial, operational assets of the state such as state - owned enterprises, real estate, forests, infrastructure as a portfolio (e.g. Singapore's Temasek).

Assets in interval funds might include investments like commercial property, such as tracts of farmland or forestry land, hedge funds and other private equity funds, business loans, catastrophe bonds and real estate securities.

Your financial assets include the cash in your checking and savings accounts, certificates of deposit, life insurance cash value, retirement accounts, the value of your home and real estate investments, stocks, bonds, mutual funds, treasury bills, silver and gold bullion, and even personal property such as cars, jewelry, art, and collectibles.

You could move it all into cash, you could buy gold or real estate or for that matter you could even take an aggressive approach and try to capitalize on stocks» carnage by loading up on investments designed to rise when the market falls, such as bear market funds or put options.

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

There are numerous investments to add to your portfolio that can help you accumulate wealth such as investing in common stocks, bonds, dividend stocks, and alternative investments like cryptocurrencies, hedge funds, real estate's among others.

Asset An item of value, such as a family's home, business, and farm equity, real estate, stocks, bonds, mutual funds, cash, certificates of deposit (CDs), bank accounts, trust funds and other property and investments.

There are numerous investments that you can consider such as stocks, foreign exchange, mutual funds, real estate among others.

Particular winners of lower federal funds rates are dividend - paying sectors such as utilities and real estate investment trusts (REITs).

You can also obtain property income from real estate investments such as Real Estate Investment Trust Funds (REIreal estate investments such as Real Estate Investment Trust Funds (Restate investments such as Real Estate Investment Trust Funds (REIReal Estate Investment Trust Funds (REstate Investment Trust Funds (REITs).

The fund may invest in securities issued by domestic or foreign companies; in fixed - income securities that are investment grade and below investment grade, but limits its investments in below - investment - grade securities to no more than 10 % of its net assets; may include real estate investment trusts, investments that provide exposure to commodities (such as ETFs or natural resources companies), and derivatives, including futures and options.

Real estate, precious metals and «alternative investments» such as hedge funds and commodities can also be viewed as asset classes.

These net asset values became readily ascertainable insofar as the specific assets consisted of cash and equivalents; investments in marketable securities and performing loans; income - producing real estate; land suitable for development; and intangibles such as mutual fund assets under management.

Alternative investments include hedge funds, private equity, real estate, commodities such as gold and silver — and I would think that bitcoins fall into that category.

Asset classes such as value stocks and real estate investment trusts were largely ignored by the financial press at the time, despite their historically low valuations, and many mutual funds in those categories lost assets.

The Fund seeks to gain exposure to various asset classes principally through direct investments in securities, but the Fund also may use derivative instruments and investments in other investment companies, including exchange traded funds, and real estate investment trusts for such exposure.

Furthermore, Roth IRAs allow you to invest in many different investments such as Bonds, Stocks, Real Estate, Derivatives, Mutual Funds and more.

The Global Asset Management segment offers investment capabilities and styles across all major traditional and alternative asset classes such as equities, fixed income, currencies, hedge funds, real estate, infrastructure, and private equity that can also be combined into multi-asset strategies.

People with excess savings and cash flow have a wide range of investment options available to them such as real estate, stocks, bonds, managed mutual funds, ETFs and P2P lending.

That includes traditional investments made through a brokerage account such as stocks, bond and mutual funds, but it also includes real estate and cars.

Beyond the tax issue for active mutual funds, «taxpayers should beware that as IRAs increase in size, so does the potential for taxes on these accounts if they have investments in alternative assets such as hedge funds, private - equity funds, limited partnership, operating businesses and real - estate.»

Alternatives can include tangible assets, such as real estate and commodities, as well as investment vehicles such as hedge funds.

The Fund seeks to achieve the investment objective by investing primarily in CMBS and other commercial real estate related securities, such as REITs.

This fund usually invests in different securities such as stocks, bonds, real estate and other investments.

With SEI's U.S. Small / Mid Cap Strategy manager of managers fund, participants can select the one fund and get access to 10 underlying sub-funds — which include some that defined contribution plan sponsors would typically never offer to participants, such as an opportunistic value fund or a real estate investment trust (REIT).

Other investors such as mutual funds, ETFs, foreign buyers, banks and real estate investment trusts (REITs) could keep the demand for MBS high.

Investment statements for any non - real estate investment such as RRSPs, TFSAs, stocks, mutual funds or insuranceInvestment statements for any non - real estate investment such as RRSPs, TFSAs, stocks, mutual funds or insuranceinvestment such as RRSPs, TFSAs, stocks, mutual funds or insurance policies.

Zhang's China - based corporate practice covers transactions such as investment funds, foreign direct investment, mergers and acquisitions, private equity and venture capital, and real estate and distressed asset transactions.

The fundraising is believed to be the largest single investment in litigation funding to date and illustrates the maturing of a market that is now attracting corporate investors drawn to returns that are not correlated with asset classes such as equities or real estate.

We believe that this is the largest single investment ever raised in the litigation funding industry globally, and is an indication of a market that is now attracting corporate investors drawn to returns that are not correlated with asset classes such as equities or real estate.