Search found 2 matches

by MRM
Fri Mar 26, 2010 8:59 am
Forum: General Non-Traded REIT Questions & Discussions
Topic: Then how does one sell non-traded REITs?
Replies: 12
Views: 50861

Re: Then how does one sell non-traded REITs?

Thank you for the response. That was exactly the information I needed. Most of the individuals I speak with about this are BD's and they look at me in horror when I mention selling (getting out of) these products. First, I know they tend to sell these products, second I'm not sure they really know t...
by MRM
Thu Mar 25, 2010 12:21 pm
Forum: General Non-Traded REIT Questions & Discussions
Topic: Then how does one sell non-traded REITs?
Replies: 12
Views: 50861

Then how does one sell non-traded REITs?

I recently obtained a client that has both the Wells and Piedmont units. These came over from the clients previous advisor. However, because I am not a B/D (I am an RIA) these have been kept in a "house account" at Wells. I am currently in the process of having the now publicly traded Piedmont share...