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Monthly Archives: January 2020

SEC Charges Former Broker with Defrauding Retail Investors

The Securities and Exchange Commission has charged Edward Matthes, a former Wisconsin-based registered representative and investment adviser, with defrauding 26 of his mostly elderly...
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Video: Fintech and Electronic Processing

At the most recent ADISA annual conference, The DI Wire sat down with Bill Robbins, chief executive officer of WealthForge, a financial technology firm...

Capital Square Appoints Vice President of Transactions and Senior Paralegal

Capital Square, an investment sponsor specializing in tax-advantaged real estate offerings, has promoted Melodie Bobko to vice president of transactions and senior paralegal. “Melodie is...

TP Flexible Income Fund Increases Distribution Rate

TP Flexible Income Fund Inc, a non-traded traded business development company created by the merger between Pathway Capital Opportunity Fund and Triton Pacific Investment...

Hines Global Income Trust Buys Multifamily Property Near Washington DC for $117 Million

Hines Global Income Trust, Inc., a publicly registered non-traded non-traded real estate investment trust, has purchased the Emerson, a newly constructed 355‐unit Class A...

Perigon Wealth Management and RLP Wealth Advisors Merge to Create $1.8 Billion RIA

Perigon Wealth Management, a registered investment advisory firm headquartered in San Francisco, has merged with RLP Wealth Advisors, a registered investment advisory firm with...

Pacific Oak Expands Executive Team with Latest Hires

Pacific Oak Capital Advisors LLC, a sponsor of commercial real estate-focused alternative investments programs, has expanded its executive management team to include Brian Ragsdale,...

SharesPost Hires New Sales and Distribution Team from CR Capital Distributors

SharesPost, a platform for secondary transactions and digital securities, has hired a new in-house sales and distribution team to expand access to its investment...

Nelson Partners Buys Student Housing Asset for Nearly $200 Million

Nelson Partners, a real estate investment firm that sponsors Delaware statutory trust and tenant-in-common 1031 exchange offerings, has purchased Sol y Luna, a 14-story,...

KBS Growth & Income REIT Sells California Office Building to Private Investor

KBS Growth & Income REIT Inc., a publicly registered non-traded REIT, has sold Von Karman Tech Center, a 101,200-square-foot multi-tenant office building located in...
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