Anticipated Holding Period
Barron's Finance & Investment Dictionary:
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Anticipated Holding Period
time during which a limited partnership expects to hold onto an asset. In the prospectus for a real estate limited partnership, for instance, a sponsor will typically say that the anticipated holding period for a particular property is five to seven years.
At the end of that time the property is sold, and, usually, the capital received is returned to the limited partners in one distribution.
At the end of that time the property is sold, and, usually, the capital received is returned to the limited partners in one distribution.
| Annuity Starting Date, Annuity Certain | |
| Anticipation, Antidilutive |
Investopedia Financial Dictionary:
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Anticipated Holding Period
The time period for which a limited partnership expects to hold a specific asset. A firm will disclose its anticipated holding period on assets through its prospectus. After the specified time period, the partnership will typically sell the holding, and the capital invested will be repaid to investors through a lump-sum distribution.
Investopedia Says:
Before a broker recommends a potential investment to an individual, he or she should evaluate and disclose the selling firm’s anticipated holding periods on underlying assets. The anticipated holding period on assets can affect how investments are graded and therefore recommended to customers. For example, the anticipated holding period on underlying assets can affect mutual funds’ share classes.
FINRA – the Financial Industry Regulatory Agency – enforces rules governing broker-dealers, including that they must have “reasonable grounds” for believing that a recommended transaction/investment is suitable for a customer based on his or her financial situation, needs and investment objectives.
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Barron's Finance & Investment Dictionary
Dictionary of Finance and Investment Terms. Copyright © 2010 by Barron's Educational Series, Inc. All rights reserved.
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