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Monthly Archives: November 2017

SmartStop Asset Management Names Chief Operations Officer of Self Storage

SmartStop Asset Management LLC, a sponsor of non-traded REITs and other direct investment offerings, has promoted Ken Morrison to chief operations officer of self...

The Strategic Financial Alliance Expands Senior Leadership Team

The Strategic Financial Alliance (SFA), a privately-owned independent broker-dealer and registered investment adviser, has expanded its senior leadership team in newly created functions with...

CNL’s Corporate Capital Trust Prepares for NYSE Listing

Corporate Capital Trust, a non-traded business development company sponsored by CNL Financial Group and KKR & Co., has begun the final steps to prepare...

$2B Tenacity Advisory Group Latest NPH Affiliate to Jump Ship Following LPL Merger Announcement

Woodbury Financial Services, an independent broker-dealer member of Advisor Group with more than 1,200 advisors across the country, recently revealed that the Wisconsin-based Office...

KBS Capital Markets Group Adds Three External Wholesalers

Newport Beach, CA-based KBS Capital Markets Group, a distributor of alternative investment products, has hired Christopher Cannata and David DiDonato as regional vice presidents....

Four Springs Capital Trust Appoints Michael Dana to Board

Lake Como, NJ-based Four Springs Capital Trust, a private real estate investment trust that invests in single-tenant net lease real estate, has revealed that...

LPL Ordered to Pay $1 Million Fine for Improper REIT and BDC Sales

  The New Jersey Bureau of Securities has ordered LPL Financial LLC, the nation’s largest independent broker-dealer, to pay a $950,000 fine and an additional...

Black Creek Fund Sells Two Properties, Repays $75 Million Mortgage Note

Black Creek Diversified Property Fund Inc., a daily NAV REIT formerly known as Dividend Capital Diversified Property Fund, has sold two properties for a...

Colony NorthStar Nixes Consulting Agreement with Indicted Former Trump Aide

Colony NorthStar Inc. (NYSE: CLNS), a publicly-traded equity REIT and sponsor of non-traded direct investment programs, has ended a consulting agreement with Rick Gates,...

Carter Validus II Acquires Data Centers in Pennsylvania and Arizona

Carter Validus Mission Critical REIT II, Inc., a publicly registered non-traded real estate investment trust that acquires data center and healthcare real estate assets,...