First Trust Retirement

New York REIT, Inc. (NYRT) is going public

You may have recently received communication from NYRT that describes certain steps it is taking to enhance value and offer investor liquidity. This information, while helpful, may prompt further questions for you about your IRA holding.

 

Starting on May 13, 2016, please use the mailing and contact instructions listed below for all requests on New York REIT, Inc. FTR IRA account(s).


Regular Mail Overnight

First Trust Retirement
Attn: FTR-Publicly Traded
PO Box 219261
Kansas City, MO 64121-9261

Mail Stop: FTR-Publicly Traded
430 West 7th Street
Suite 219261
Kansas City, MO 64105-1407


As always, we encourage you to seek the guidance of your professional financial representative and/or tax advisor when making these important investment decisions.

 

Please return to our Listings page for answers to additional questions you may have.

Press Release

03/31/14

New York, New York – American Realty Capital New York Recovery REIT, Inc. (the “Company”) announced today that, in accordance with previously announced plans, it has filed an application and has been cleared to list its common stock on the New York Stock Exchange (“NYSE”) under the symbol “NYRT.” The Company anticipates that its common stock will begin trading on the NYSE (the “Listing”) on April 15, 2014. Concurrent with the Listing, the Company intends to change its name to “New York REIT, Inc.” In addition, the Company announced its intention to commence a tender offer to purchase up to $250 million of its shares of common stock.

Following NYRT’s listing on a traded exchange, your available options are outlined below:

1

Do nothing.

You can keep your position and remain with First Trust Retirement. Enjoy the same benefits that you’ve always had.

2

Remain with First Trust Retirement, but select another alternative investment.

Please select from alternative investment sponsors listed below, complete the required paperwork, and enjoy the same great service at the same low cost.

3

Sell your shares and move to cash position remaining with First Trust Retirement.

You can call us, or utilize the ARC Liquidation Request Form by fax or mail to complete a sale order of your shares and move the proceeds to a cash position within First Trust Retirement.

4

Transfer shares to another custodian or brokerage account.

To send sale proceeds to a different account other than the First Trust Retirement IRA, submit completed transfer paperwork from the new financial institution by mail. Please consult your financial representative. There may be fees associated with this option.

2b

Alternative Investment Products Available

Stay with First Trust Retirement and move your IRA to another alternative investment. Complete the IRA Transfer/Rollover form, FTR IRA Application*, and the new Sponsor's subscription documentation. Sign all forms and mail to the appropriate address listed on the form.

*IRA Application only required if IRA account does not exist within Product Sponsor.