David Lerner Associates News

David Lerner Associates: Six Vital Documents All Adults Should Possess

05/21/2013 - Part of being a "grown-up" is making sure that you have in your possession a variety of important documents.

David Lerner Associates Class Action Lawsuit Dismissed

05/09/2013 - David Lerner Associates, Inc. a privately-held securities broker/dealer based in Syosset, NY, announced today the complete dismissal of the class action lawsuit In re Apple REITs Litigation 11-cv-02919 (E.D.N.Y). The court dismissed all federal securities law claims as well as the state law claims against David Lerner Associates. Inc.

David Lerner Associates: Four Common Investing Mistakes to Avoid

05/08/2013 - As you formulate your investing strategies for the year, it might be helpful to think about some investing moves that you probably shouldn't make.

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Financial Literacy Information

Social 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 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."

Fixed vs Variable Annuities: Look Before You Leap

12/20/2012 - The potential for tax-deferred growth and a guaranteed stream of income can make annuities an attractive financial option for retirement. Investors fund an annuity with already-taxed dollars and that money then grows tax deferred until it is withdrawn.

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Retirement Planning Information

How Stay-at-home Moms Can Prepare for Retirement

05/10/2013 - Sacrificing this income can make it more difficult for stay-at-home moms to save for retirement — but it doesn’t make it impossible. It’s just as important for stay-at-home moms to plan for their retirement as it is for working moms.

Retirement Planning Strategies For Each Stage of Your Life

04/25/2013 - Retirement planning is not an isolated, one-time event—something that you do once in your life and then just put on cruise control. Instead, it should be an ongoing process that changes and evolves as you move through the various stages of your life.

Can You Live Off Interest During Retirement?

04/18/2013 - When it comes to retirement planning, the goal of some people is to build up a large enough nest egg so that they can live off of the interest earned by their investments and not have to withdraw their principal during retirement.

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REIT Investments

Positive 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 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 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

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 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 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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