The Investment Program Association

We are excited to announce the new client approved IPA Investor Guide, “Guide to Understanding Direct Investments” is now available for ordering! This Investor’s Guide is a perfect resource for advisors to use with clients they want more informed about direct investments. “Guide to Understanding Direct Investments” provides a clear overview of non-traded REITs, equipment [...]

Dear Valued Members: The Investment Program Association (IPA) staff and its committee members have been working behind the scenes to provide informative and educational materials to aid you in promoting direct investments as a viable and essential part of an investor’s asset allocation.  Over the next several weeks and months, the IPA will launch some [...]

If one were trying to find words to describe the direct investments and non-traded REIT market, Keith Allaire, managing director of Robert A. Stanger & Co., has the perfect adjective:  ”Resilient.”

The Investment Program Association (“IPA”) responds to the request of the Financial Industry Regulatory Authority, Inc. (“FINRA”).  Where the IPA commends FINRA in its efforts to ensure the highest qualifications and educational standards of certain Operations Professionals as more fully described and discussed in Regulatory Notice 10-25 (“RN 10-25”), dated May 2010.  Additionally, the IPA also provided their comments [...]

Commercial Real Estate: The Role of Global Listed Real Estate Equities in a Strategic Asset Allocation Commercial real estate equity has become an increasingly popular and accessible asset class for investment in the United States over the last 10 years, due in large part to the proliferation and success of real estate investment trusts (REITs). [...]