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Monthly Archives: July 2020

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SEC Charges Former Georgia State Legislator with Defrauding Investors in Alleged Ponzi Scheme

The Securities and Exchange Commission has charged Clarence Dean Alford, a former Georgia state legislator and former member of the Georgia Board of Regents,...

FactRight Promotes Kevin Kirkeby to Manager

FactRight LLC, a provider of financial due diligence and risk management services for the alternative investment industry, has promoted Kevin Kirkeby to manager. In...

Shopoff Sells 320 Acres Near Chino Hills State Park for Permanent Conservation

Shopoff Realty Investments, a private placement sponsor and manager of opportunistic and value-add real estate investments, has sold 320 acres of land in Chino...

Strategic Wireless Buys Multi-State Tower Portfolio

Strategic Wireless Infrastructure Funds Management LLC, a private placement sponsor and the wireless infrastructure division of Strategic Capital Fund Management, has purchased a wireless...

Sponsored: The Pandemic – A View from Asset Management’s Seat

By: Cindy Daly, vice president of underwriting at Four Springs Capital TrustDuring the past few weeks and months as we’ve been adjusting to the...

Carter Validus Mission Critical REIT II to Internalize Management and Rebrand

Carter Validus Mission Critical REIT II Inc., a publicly registered non-traded real estate investment trust, has agreed to internalize management by purchasing all of...

AR Global’s New York City REIT to List on NYSE

The board of New York City REIT Inc., a publicly registered non-traded REIT sponsored by AR Global, has unanimously approved a plan to list...

GWG Expands Sales Team with Two New Hires

GWG Holdings Inc. (Nasdaq: GWGH), a financial services firm and sponsor of non-traded direct investment offerings, has hired Michele Drummond as vice president of...

LPL Nabs M&T Bank’s $20 Billion Retail Brokerage and Advisory Business

M&T Bank Corporation (NYSE: MTB) has chosen LPL Financial, the nation’s largest independent broker-dealer, to support its retail brokerage and advisory business. M&T, which...

CIM Income NAV Limits Share Redemptions

CIM Income NAV Inc., a publicly registered non-traded real estate investment trust formerly known as Cole Real Estate Income Strategy Inc., has limited the...

Inland’s Keith Lampi and Mountain Dell’s Taylor Garrett Discuss the Current 1031 Exchange Market

Keith Lampi, president, director and chief operating officer of Inland Private Capital Corporation, and Taylor Garrett, managing director of Mountain Dell Consulting, discuss the state...

SFA Partners Adds Four Wealth Management Firms to Platform

SFA Partners, a group of independent advisor-focused entities, has recruited four wealth management firms: Kolinsky Wealth Management, Lehner Carroll Shope Capital Management, OakPoint Investment...

ShopOne Hires Executive Vice President of Acquisitions

ShopOne Centers REIT Inc., a private real estate investment trust that invests in grocery-anchored shopping centers, has hired Chris Reed as executive vice president...

The DI Wire Welcomes Alternative Investment Exchange (AIX) as a New Directory Sponsor

The DI Wire is pleased to welcome Alternative Investment Exchange (AIX) as the newest member of our directory.

Hines Global REIT to Sell London Office Building to Hong Kong-Listed REIT for $482.6...

HGR Liquidating Trust, the liquidating trust of non-traded real estate investment trust Hines Global REIT Inc., has agreed to sell 25 Cabot Square, a...

Capital Square 1031 Fully Subscribes DST Offering of Georgia Medical Facility

Capital Square 1031, a sponsor of Delaware statutory trust offerings for Section 1031 exchange and other accredited investors, has fully subscribed its Regulation D...

Shopoff Receives Planning Commission Approval for Chula Vista Residential Project

Shopoff Realty Investments, a private placement sponsor and manager of opportunistic and value-add real estate investments, announced that its 141-unit Moss Street Townhomes project...

LPL Financial Adds $180 Million Financial Advisor

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Keith Boyd to its broker-dealer and hybrid registered investment advisor platforms, leveraging...

Watermark Lodging Trust Secures Financing from Ascendant and Oaktree Joint Venture

Watermark Lodging Trust, a non-traded real estate investment trust created by the merger of Carey Watermark Investors and Carey Watermark Investors 2 Inc., has...

Democrats Vow to Reverse SEC’s Regulation BI in Draft Party Platform

Without mentioning the regulation by name, Democrats took aim at Regulation BI, the Securities and Exchange Commission's broker advice rule in an early draft...