Alternative Investing

Step aside, 60/40. A new paradigm for portfolios is arising, centered on alternative strategies provided through the efficiency and transparency of ETFs. As inflation, geopolitics, and volatility challenge traditional portfolios, advisors are moving beyond the classic 60/40 mix—favoring tactical,...

Executives and supporters of Help for Children (HFC) pose for a photo at the 2023 Annual Gala held at the Plaza Hotel in New York City.  The non-profit organization Help for Children (HFC) recently held their 2023 Annual Gala at the Plaza Hotel in New York City. In attendance were leading...

The median home value declined in about half of opportunity zones targeted for economic redevelopment, according to a report from real estate data curator ATTOM. While the trend mostly matches the national market slowdown, one measure shows opportunity zones holding up slightly better than most...

Healthcare real estate investment reached an all-time high in 2022 at nearly $25 billion, with medical office building transactions representing 58% of the total healthcare activity last year, according to JLL.  Real estate investment trusts (REITs), despite rising interest rates, expanded...

Global financial markets started to panic last week after Silicon Valley Bank — SVB Financial Group (NASDAQ: SIVB) — the 16th largest bank in the U.S. with over $200 billion in assets under management, collapsed on Friday, March 10, 2023. It was the second-largest bank in history to...

The U.S. housing market had one of its worst second-half performances in more than a decade, leaving some areas of the country more vulnerable to declines, according to real estate data curator ATTOM’s Special Housing Risk Report. Inland California, Illinois, New Jersey and Delaware have the...

While many real estate investment trusts (REITs) are heading lower, there is at least this one that’s definitely heading higher. Gaming and Leisure Properties Inc. (NASDAQ: GLPI) continues to blast up to new 52-week highs after bottoming in late September and early October.  The company...

Many investors follow insider transaction news because buying or selling company shares often signals the future direction of a stock. After all, who knows more about a company’s prospects than a high-level executive of that firm?  But not all insider transactions are significant, and...

When the 50-day moving average crosses above the 200-day moving average, it’s considered bullish by technical analysts. The price has finally stopped going down over the short term and is headed back up enough to take it back above the long-term trend. Some analysts refer to this as a golden...

From time to time, companies partake in a secondary public offering of their stock to raise funds. The stock offering is set at a lower price to attract investor interest, and the funds derived may be used to pay down excessive debt, fund new acquisitions, invest in product development or cover an...

Over time, strong earnings will usually result in an increase in a company’s stock price. But stock prices can fluctuate greatly in the days following earnings reports and may even make large upside moves if the earnings are not only good but also top Wall Street’s estimates. Companies...

Interest rate watchers are preparing for the effects of the government’s consumer price index (CPI) report on long- and short-term bond yields. Inflation increases or decreases for January, as measured by the CPI, are being released on Feb. 14.  The January jobs report was strong enough...

All in all, it was a good week for price action in the rate-sensitive real estate investment trust (REIT) sector.  Worries that the Federal Reserve might take interest rates higher than expected evaporated when it announced a 0.25% hike rather than a 0.5% hike. The REIT exchange-traded funds (...

  Most dividend investors are familiar with the well-known subsectors of real estate investment trusts (REITs), such as office, hotel and healthcare. It’s pretty clear the type of properties these REITs invest in. But some REITs invest in properties that don’t fall into the usual...

Apple Hospitality REIT Inc. (NYSE: APLE) is a hotel and motel real estate investment trust hitting new highs this week.  On Feb. 2, following the Federal Reserve’s announcement that the funds rate would go up by 0.25% rather than 0.5%), the markets rallied, REITs rallied and so did Apple...