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David Lerner Associates News

What You Should Know About ATM SkimmingWhat You Should Know About ATM Skimming

06/17/2013 - Using Automated Teller Machines has become commonplace among Americans today..

David Lerner Associates Welcomes Merger of Apple Six into BRE Select HotelsDavid Lerner Associates Welcomes Merger of Apple Six into BRE Select Hotels

06/08/2013 - David Lerner Associates Was Exclusive Broker-Dealer for the $1.2 Billion Offering.

David Lerner Associates: Common Money Management Mistakes to AvoidDavid Lerner Associates: Common Money Management Mistakes to Avoid

06/07/2013 - Most people try to avoid making major mistakes when it comes to managing their money. But we’re all human, and even the most savvy money managers and budgeters aren’t immune from making a few money management blunders.

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Financial Literacy Information

David Lerner Associates: Should Muni Bonds Be Held in Retirement Accounts?David Lerner Associates: Should Muni Bonds Be Held in Retirement Accounts?

05/30/2013 - When considering what kinds of investments should be held in their retirement portfolios, many people usually don't think about municipal bonds.

Social Security COLA Announced For Next YearSocial Security COLA Announced For Next Year

12/27/2012 - Remember the advertising campaign for 7-UP that referred to the soft drink as the "un-cola?" Some retirees may be saying the same thing about the Social Security cost-of-living adjustment for 2013 that was recently announced.

How Your Taxes Might Increase Next YearHow Your Taxes Might Increase Next Year

12/24/2012 - Unless Congress takes further action before the end of this year many Americans will be facing a tax increase beginning in 2013. Some pundits have referred to this pending tax increase as "the 2013 fiscal cliff."

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Retirement Planning Information

Americans’ Retirement Confidence at Record LowAmericans’ Retirement Confidence at Record Low

06/09/2013 - According to a report recently released by the Employee Benefit Research Institute (EBRI), the confidence level of Americans in their ability to save enough money to retire comfortably is essentially unchanged from two years ago -- when it was at a record low level.

David Lerner Associates: How Much Will Healthcare Cost in Retirement?David Lerner Associates: How Much Will Healthcare Cost in Retirement?

05/28/2013 - In a recent article, we discussed how fewer employers today are offering retiree health benefits, and that this number is expected to continue to decline in the future.

David Lerner Associates: Are We Facing a Retirement Crisis?David Lerner Associates: Are We Facing a Retirement Crisis?

05/24/2013 - Is America facing a "looming catastrophe" when it comes to retirement?

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REIT Investments

Positive Forecasts For Hotel Industry May Bode Well for REIT InvestorsPositive Forecasts For Hotel Industry May Bode Well for REIT Investors

01/12/2013 - Bright days may be ahead for the U.S. lodging industry, which is projected to enjoy gains in occupancy, average daily rate (ADR) and revenue per available room (RevPAR) this year and next, according to new forecasts from industry researchers.

Considering a REIT? Do Your Homework FirstConsidering a REIT? Do Your Homework First

01/06/2013 - One type of investment that can sometimes, though not guaranteed, provide distributions to investors is commercial real estate. This may include regional shopping malls, apartments, office buildings, shopping centers and hotels.

Apple REIT Six to Merge with Blackstone Affiliate in $1.2B DealApple REIT Six to Merge with Blackstone Affiliate in $1.2B Deal

12/03/2012 - Less than one month after rejecting an unsolicited tender offer by a group led by MacKenzie Capital Management L.P., Apple REIT Six Inc. has signed a deal to be acquired by BRE Select Hotels Corp., an affiliate of Blackstone Real Estate Partners VII.

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Media Coverage

Material contained in the below links is provided for information purposes only and is not intended to be used in connection with the evaluation of any investments offered by David Lerner Associates, Inc. (DLA). This material does not constitute an offer or recommendation to buy or sell securities and should not be considering in connection with the purchase or sale of securities.

Apple REIT Six OKs merger with Blackstone fund Apple REIT Six OKs merger with Blackstone fund

05/11/2013 - The nontraded-REIT party is getting ready to kick off as Apple REIT Six Inc. said yesterday that its shareholders had approved a definitive merger agreement with BRE Select Hotels Corp., an affiliate of Blackstone Real Estate Partners VII. The merger is expected to close May 14.

Apple REIT Six Shareholders Approve Definitive Merger Agreement with an Affiliate of Blackstone Real Estate Partners VIIApple REIT Six Shareholders Approve Definitive Merger Agreement with an Affiliate of Blackstone Real Estate Partners VII

05/10/2013 - Apple REIT Six, Inc. (the “Company” or “Apple Six”), a real estate investment trust (REIT), announced today that the definitive merger agreement to be acquired by BRE Select Hotels Corp, an affiliate of Blackstone Real Estate Partners VII, has been approved by the Company’s shareholders, with approximately 97 percent of the votes cast voting in favor of the transaction.

White Lodging Named the "Apple REIT Companies Management Company of the Year" for 2012White Lodging Named the "Apple REIT Companies Management Company of the Year" for 2012

04/23/2013 - White Lodging is pleased to announce it was awarded the "Apple REIT Companies Management Company of the Year" earlier this month. The award marks the second time White Lodging has won the recognition out of the three years the award has been presented. The previous win was in 2010.

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