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David Lerner Associates: Providing Lifetime Income with Immediate Annuities

David Lerner Associates: Providing Lifetime Income with Immediate Annuities

08/29/2014 - Immediate annuities offer a financial alternative to assist in meeting retirement income needs by offering a steady stream of income tailored to continue through retirement.

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David Lerner Associates News

David Lerner Associates: Misconceptions and Realities about Social SecurityDavid Lerner Associates: Misconceptions and Realities about Social Security

08/25/2014 - There's no doubt about it, Social Security is an essential source of retirement income for most Americans. More than nine out of ten people age 65 and older obtain Social Security advantages.

David Lerner Associates: Managing Periods of CrisisDavid Lerner Associates: Managing Periods of Crisis

08/22/2014 - Smart planning is the key to effectively handling periods of crisis. Whether you're planning ahead or dealing with a crisis now, take control. Here are some tips.

David Lerner Associates: How can I defend myself from identity theft?David Lerner Associates: How can I defend myself from identity theft?

08/20/2014 - The most effective way to protect yourself from identity fraud is to try to prevent it from happening in the first place. Here are some tips.

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Retirement Planning Information

Saving for retirement: How late is too late?Saving for retirement: How late is too late?

08/07/2014 - Ideally you should begin saving for retirement in your 20s. The more time you have to save the better your chances of having the kind of retirement lifestyle you desire.

Planning to Work During RetirementPlanning to Work During Retirement

07/24/2014 - As employees near retirement age, more and more plan to work at least some of the time during the course of their retirement years.

A 401(k) Primer - Answering 6 Common QuestionsA 401(k) Primer - Answering 6 Common Questions

06/19/2014 - 401(k)s have become one of the most popular retirement savings vehicles in America but many people aren't clear about how their plan really works. Here are 6 of the most common questions many people have about their plans.

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Financial Literacy Information

Your Lifestyle After RetirementYour Lifestyle After Retirement

08/13/2014 - Have you given any thought to how your lifestyle might change after retirement? You may be the kind of person who loves their lifestyle and would want it to remain the same once your working years have ended

How to Create a Family EndowmentHow to Create a Family Endowment

11/01/2013 - A family endowment is something that may benefit everyone in a family - including you. The goals of an endowment are simple. Accumulate enough assets to allow you to live comfortably off the income during retirement and to maintain and preserve the principle for your loved ones and future generations.

Investing Basics: What You Should KnowInvesting Basics: What You Should Know

09/26/2013 - This is the fourth in the series of articles discussing financial literacy and what this means for Americans in the 21st century. Once you have earned money there are four main things that you can do with it: Spend it, save it, invest it or give it away.

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REIT Investments

Apple Hospitality REIT, Inc. Recommends Rejection of Unsolicited, Opportunistic Tender Offer by Affiliates of MacKenzie Capital Management, LPApple Hospitality REIT, Inc. Recommends Rejection of Unsolicited, Opportunistic Tender Offer by Affiliates of MacKenzie Capital Management, LP

06/02/2014 - Apple Hospitality REIT, Inc. (“Apple Hospitality”) has been notified of an unsolicited tender offer by a group of entities affiliated with MacKenzie Capital Management, LP (collectively the “Bidders”) to purchase up to 19 million common shares (“Shares”) of Apple Hospitality at a price of $7.00 per Share

Apple REITs oppose firmApple REITs oppose firm's tender offer

09/24/2013 - Richmond-based Apple REIT Seven Inc. and Apple REIT Eight Inc. advised stockholders Monday to reject a tender offer made by a firm trying to buy up to about a 1.1 percent stake in each company.

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.

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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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