Wikipedia talk:WikiProject Finance & Investment/Archive 1

Category:Behavioral and social facets of systemic risk

was Category:Systemic Risk - Behavioral & Social Facets

• I'm the original author of two category pages
  • Category:Systemic risk This has a related article page Systemic risk that I did not author but could use updating. There may also be key Wikipedia pages that could be tagged with this category. Help from ASIA would be really nice!!!
  • Category:Behavioral and social facets of systemic risk I did not write an article page on this but would participate in a group to write one. See the talk page for more. This is bleeding edge research - 10 toes over the front of the surfboard type stuff. However its very real and have found at least one initial survey article (top quality in a heavily refereed journal) so its undeniably legitimate. Would love help here!!!

Rick (talk)

Missing topics list

My list of missing topics related to stock market is updated - Skysmith (talk) 13:17, 8 January 2017 (UTC)

Buy term and invest the difference

Buy term and invest the difference has been listed for deletion at Wikipedia:Articles for deletion/Buy term and invest the difference. It has no project tags on its talk page, so I am just guessing that it falls within the purview of this project. Thanks. - BilCat (talk) 20:22, 11 January 2017 (UTC)

Broker-dealer

I'm new to both Wikipedia and the Finance project, but hope to start producing edits and articles in the coming weeks. I recently added comments on the Broker-dealer article Talk, but it appears that the original author didn't have a User name, and that others have not been involved for several years. No one has responded to my comments, so I'm trying to redirect to people currently active in the project. Thanks WikiDorset (talk) 02:00, 7 March 2017 (UTC) 8 March 2017

Popular pages report

We – Community Tech – are happy to announce that the Popular pages bot is back up-and-running (after a one year hiatus)! You're receiving this message because your WikiProject or task force is signed up to receive the popular pages report. Every month, Community Tech bot will post at Wikipedia:WikiProject Finance & Investment/Archive 1/Popular pages with a list of the most-viewed pages over the previous month that are within the scope of WikiProject Finance & Investment.

We've made some enhancements to the original report. Here's what's new:

• The pageview data includes both desktop and mobile data.
• The report will include a link to the pageviews tool for each article, to dig deeper into any surprises or anomalies.
• The report will include the total pageviews for the entire project (including redirects).

We're grateful to Mr.Z-man for his original Mr.Z-bot, and we wish his bot a happy robot retirement. Just as before, we hope the popular pages reports will aid you in understanding the reach of WikiProject Finance & Investment, and what articles may be deserving of more attention. If you have any questions or concerns please contact us at m:User talk:Community Tech bot.

Warm regards, the Community Tech Team 17:16, 17 May 2017 (UTC)

SMC Global Securities Limited

Would someone from this WikiProject mind taking a look at SMC Global Securities Limited and assessing it? I tried cleaning out some of the promotion stuff, but the sourcing is not very good and the company does not seem to meet WP:NORG. There may also be some COI editing involved by different IPs. -- Marchjuly (talk) 06:57, 7 June 2017 (UTC)

Had a quick look and tagged and rated it but agree that it could do with some better references. Sargdub (talk) 10:17, 7 June 2017 (UTC)

Thank you for taking a look Sargdub. -- Marchjuly (talk) 10:53, 7 June 2017 (UTC)

MetaQuotes Software

The article refers to TeamWox, and then to a "public commercial version of TeamWox", and then the introduction of MT5. Is MT4 the "public commercial version of TeamWox"? If not, when was MT4 first released?SvensKenR (talk) 17:00, 26 June 2017 (UTC)

Private Equity Real Estate

This article contains a number of inaccuracies and mistaatements.

Private equity real estate is NOT the same as institutional real estate.

Institutional real estate pertains to the owenrship of the asset -- i.e., when the asset is owned by a professional manager for the benefit of an institutional investor (pension fund, foundation, endowment, sovereign wealth fund, insurance company, bank holding company, real estate investment trust, etc.) Institutional real estate assets are managed by third parties for the benefit of others, vs. indnividual investing, where a single individual investor owns the asset. The term "institutional' has nothing to do with the type of real estate in which the institution is investing.

In fact, private equity real estate obviously can be held by both individuals or institutions. There's nothing specifically "institutional" about private equity real estate.

More specifically, private equity real estate is only one of the four quadrants of the real estate capital markets (private equity, public equity, private debt and public debt).

Private equity real estate refers to investing in real estate assets privately. Typically, this is done either through a fee simple interest or via some kind of holding company or entity that holds the fee simple title. It also includes derivative types of investments, such as investments in ground leases, air rights and other land holding rights associated with and sometimes stripped out of fee simple interests. Investors often will invest in a portfolio of assets through some kind of fund structure. Fund structures vary, from LLCs, Limited Partnerships, Private REITs, Collective Investment Trusts, Group Trusts, Insurance Company Separate Accounts, and several others. Investments can be made in pooled fund vehicles or in the securities of real estate operating companies, or venture capital operating companies.

The article suggests that debt funds are part of private equity real estate. Nonsense. Debt funds are part of the private debt real estate quadrant.

Public equity refers to investing in the traded equity securities of public companies that hold real estate assets, such as real estate investment trusts and publicly traded real estate operating companies.

Private debt refers to investing in whole loan commercial or residential mortgages, or partiipations in single or non-securitized or private securities of portfolios of whole loan commercial or residential mortgages. Investors also sometimes invest in the private (non-traded, non-listed) debt secruities isssued by both private and public real estate operating companies.

Public debt real estate refers to investing in securitized debt interests, including residential mortrgage backed securities, commercial mortgage backed secruities, and debt (bond) issuance from public or private real estate operating companies.

Some Institutional investors invest in all four quadrants, some only in private equity, some in two or three quadrants.

Furthermore, institutional investors invest in a host of different formats, not just closed-end funds. These include open-end funds, closed-end funds, individually managed (separate accounts), direct joint ventures, and club deals (organized by the investors rather than the investment manager, but sometimes organized by the investment manager).

The article also suggests that the term "institutional real estate" has been replaced by "private equity real estate." This simply is not true, for the reasons explained above.

Geoffrey Dohrmann President and CEO Institutional Real Estate, Inc. Since 1987, publishers for and Consultants to the institutional real estate investment community g.dohrmann@irei.com