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Monthly Archives: November 2020

Capital Square 1031 Buys Florida Manufactured Housing Community for DST Offering

Capital Square 1031, a sponsor of Delaware statutory trust offerings, has purchased Whispering Pines, a 301-homesite manufactured housing community in Kissimmee, a city in...

NorthStar Healthcare Income Names New Chairman

The board of NorthStar Healthcare Income Inc., a publicly registered, non-traded real estate investment trust, has named Richard Welch as chairman, effective immediately. Welch...

SEC Bars Adviser for Recommending Clients Invest $3 Million in Ponzi Scheme

The Securities and Exchange Commission has barred adviser Craig Rumbaugh for recommending that eight of his clients invest more than $3 million in a...

Guest Contributor: It’s Time to Be Planning for End of Year Tax Moves

By: Jack Hollander, Executive Vice President of APX Energy It’s that time of year when advisors are working with clients reviewing their investments, rebalancing their...

FS/KKR Advisor to Merge Two Publicly Traded BDCs in $15 Billion Deal

FS/KKR Advisor LLC (FS/KKR), a partnership between FS Investments and KKR Credit Advisors, has agreed to merge two of its publicly traded business development...

Griffin-American Healthcare REIT IV Provides 3Q20 Update to Investors

Griffin-American Healthcare REIT IV Inc., a publicly registered non-traded real estate investment trust co-sponsored by American Healthcare Investors and Griffin Capital Company, recently filed...

CI Financial to Buy Majority Stake in $4.7 Billion RIA

CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase a majority interest...

Nuveen Global Cities REIT Declares Flat Net Asset Value Per Share

Nuveen Global Cities REIT Inc., a publicly registered non-traded real estate investment trust, has declared its net asset value per share as of October...

Black Creek Industrial REIT IV Declares Flat Monthly Net Asset Value Per Share

Black Creek Industrial REIT IV Inc., a publicly registered non-traded real estate investment trust, has updated the monthly per share net asset values for...

FINRA Charges Former RBC Analyst with Submitting Phony Expenses

The Financial Industry Regulatory Authority has started disciplinary proceedings against former RBC Capital Markets analyst, Ji Jun Yang, who is accused of charging approximately...