Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2000-07-06
2008-10-14
Rosen, Nicholas D (Department: 3625)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S03600T
Reexamination Certificate
active
07437322
ABSTRACT:
A method for providing investor liquidity and portfolio growth includes (a) acquiring properties from investors through tax-preferred transactions, at least one of the properties being acquired from one of the investors in exchange for an interest in an investment entity; (b) disposing of at least one of the properties that falls outside of an investment profile; (c) enhancing the value of at least one of the properties by physical improvements; and (c) redeeming interests of investors by the investment entity.
REFERENCES:
patent: 5126936 (1992-06-01), Champion et al.
patent: 5689650 (1997-11-01), McClelland et al.
patent: 5950175 (1999-09-01), Austin
patent: 6292788 (2001-09-01), Roberts et al.
patent: 6941280 (2005-09-01), Gastineau et al.
patent: 2002/0143673 (2002-10-01), Hitchings et al.
“A REIT's Right Moves/Investment fad fuels growth of real estate firm” (Louis,Arthur. Jul. 8, 1997. San Francisco Chronicle).
“The REIT stuff” (Goodkin, Lewis. Dec. 1, 1999. Florida Trend).
“Real estate trusts advance as investors of large buildings” (Holusha, John. Feb. 13, 1998. Journal Record).
“Commercial Real Estate/Flood of Cash Boosts REIT Liquidity” (Wax, Alan. Apr. 21, 1997. Newsday).
“Real Estate Managers Sing Praises of New Financial Hybrid” (Galperin, Ron. Jun. 27, 1995. The Los Angeles Times).
“An Overview of Limited Liability Companies” (Ward, J Marc. Mar. 1993. The Practical Real Estate Lawyer).
“Whatever you do, there's a software for you” (Sinderman, Martin. Jan. 1998. National Real Estate Investor).
“New Form of Business Offers Advantages” (McDonough, Edward. Oct. 17, 1993. The Salt Lake Tribune).
“Limited Liability Companies” (Shangraw, Michael. Jan. 1991. The Tax Adviser).
“Choosing a Business Entity in the 1990s: From Sole Proprietorships to Limited Liability Companies, which is best for you?” (Blair, Larry S. Aug. 1995. Pennsylvania CPA Journal).
“A New Breed of Company” (Calderon, Jeanne. Jan./Feb. 1996. Financial Executive).
“A liability shield for entrepeneurs” (Hotch, Ripley. Aug. 1994. Nation's Business).
“Tools for boosting portfolio performance” (Feshbach, Dan et al. Oct. 1999. Mortgage Banking).
“Automating the Portfolio Manager” (Skelton, Jeffrey. Dec. 1987. Institutional Investor).
DeYoung, D., “REITs Change Landscape,” Minneapolis-St. Paul CityBusiness, vol. 15, No. 23, p. 1, Nov. 7, 1997.
Anon., “W.P. Carey Group Year-To-Date Acquisitions Exceed $300 Million; Acquisition Strategy Bolsters Strength and Diversit of Real Estate Portfolios,” PR Newswire, Jul. 31, 1998.
Nichols, P., “Fidelity Lauds Stratus' Faithful Computing” (Abstract only), Wall Street Computer Review, vol. 5, No. 2, pp. 52-58 Nov. 1987.
Radding, A., “Mutual Fund Accounting Software Tackles the Globe,” Wall Street Computer Review, vol. 8, No. 3, p. 55, Dec. 1990.
Anon., “Putnam Cos.: Putnam'sNew Average Cost Basis Statement to Make Shareholder Job Easier at Tax Time,” Business Wire, Apr. 2, 1991.
Schwartzman, S, “Fidelity's Formula: Technology Keeps Customers Happy,” Wall Street Computer Review, vol. 8, No. 10, p. 27, Jul. 1991.
Anon., “Your Money Total Return Is Better Gauge of Mutual fund Performance,” Atlanta Constitution, Business section, p. F/2, Feb. 5, 1993.
Burger, K., “On-line Offshore,” Wall Street & Technology, vol. 10, No. 11, pp. 16-24, Jun. 1993.
Anon., “Technology Review,” Pension World, vol. 29, No. 9, p. 37, Sep. 1993.
Moreau, D., “Quick Study: Total Return,” Kiplinger's Personal Finance Magazine, vol. 49, No. 1, p. 111.
Sutter, T., “Distribution of Mutual Fund 1099s Improved; More Cahnges Considered,” Trust & Investments, vol. 69, pp. 40-41, May/Jun. 1999.
Novack, J., “The Taming of the Code,” Forbes, p. 280, Jun. 12, 2000.
Anon., “Halifax Account Wrangle,” Financial Times, p. IV, Dec. 7, 1991.
Basara, T.S., et al., “Taking Care of No. 1: Financial Planning,” Drug Topics, vol. 139, No. 9, p. 68, May 8, 1995.
Anon., “ASA Knocks Instant Access,” Bank Marketing International, No. 90, p. 5, Mar. 1998.
Wolverton et al., “Real Estate Portfolio Risk Reduction Through Intracity Diversification,” Journal of Real Estate Portfolio Management, vol. 4, No. 1, pp. 35-41, 1998.
Ray A. Smith; Staff Reporter of The Wall Street Journal;Some Real-Estate Firms Launch Tenancy-in-Common Programs; From the Archives: Sep. 11, 2002, pp. 1-3.
Ray A. Smith, Staff Reporter of The Wall Street Journal,Private Commercial REITs Have Gotten into the Game, From the Archives, Feb. 19, 2003, pp. 1-4.
Ray A. Smith, “Investors Broaden Reach With 1031-721 Exchange”,The Wall Street Journal, (May 5, 2004).
McCracken Kurt C.
Ziegler Eric
Fish & Richardson P.C.
Prana Fund Manager, LLC
Rosen Nicholas D
LandOfFree
Managing investment assets does not yet have a rating. At this time, there are no reviews or comments for this patent.
If you have personal experience with Managing investment assets, we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and Managing investment assets will most certainly appreciate the feedback.
Profile ID: LFUS-PAI-O-3996248