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Monthly Archives: November 2020

LPL Recruits $1 Billion Team from Securities America

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Verus Capital Partners, a large enterprise firm with approximately 30 financial advisors, to its...

Beacon Pointe Advisors Acquires CBD Wealth Management

Beacon Pointe Advisors, a registered investment adviser headquartered in Newport Beach, California, has purchased CBD Wealth Management, a wealth management firm with $690 million...

CIM Income NAV Declares Slightly Lower NAV Per Share for October

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

Sila Realty Trust Reports Third Quarter 2020 Results

Sila Realty Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Carter Validus Mission Critical REIT II, announced operating results...

Bluerock Residential Growth REIT to Partially Redeem Series A Preferred Stock

Bluerock Residential Growth REIT Inc., a publicly-traded real estate investment trust, plans to redeem nearly 2 million shares of its 8.250% Series A Cumulative...

Former RBC Trio Launch New Practice with LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors George Chardukian, Adam Goldstein, and Maria Peralta have launched their independent practice,...

Watermark Lodging Trust Declares Post-Merger NAV Per Share

Watermark Lodging Trust, a self-managed non-traded real estate investment trust created by the April 2020 merger of Carey Watermark Investors 1 and Carey Watermark...

Alternative Investment Exchange Hires Director of Sales

Alternative Investment Exchange (AIX), a financial technology services provider focused on non-traded alternative investments, has hired Michelle Browning as director of sales. In her...

JLL Income Property Trust Completes Financing for Multifamily DST Property Near Phoenix

JLL Income Property Trust, a daily net asset value real estate investment trust, has completed financing for a recently developed 273-unit apartment community in...

Nuveen Global Cities REIT Expands Property Portfolio with Three Acquisitions

Nuveen Global Cities REIT Inc., a publicly registered non-traded real estate investment trust, has purchased an industrial property near Boston and two medical office...
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