FINRA Bars Broker Accused of Referring Investors to Half-Brother’s Ponzi Schemes
The Financial Industry Regulatory Authority has barred former MML Investors Services broker, Gary Wayne Hammond, for allegedly participating in numerous private securities transactions and...
Oaktree REIT Declares New Monthly NAV Per Share
Oaktree Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust sponsored by alternative investment manager Oaktree Capital Management L.P., has...
Highlands REIT Appoints Chief Operating Officer
The board of Highlands REIT Inc., a publicly registered non-traded real estate investment trust, has appointed Robert Lange to serve as chief operating officer...
Investcorp Launches FinTech Investment Platform with iCapital
Investcorp, a provider and manager of alternative investment products, has launched Investcorp iPartners, a new investment platform developed with iCapital Network, a financial technology...
Atria to Buy Sixth Independent Broker-Dealer
Atria Wealth Solutions Inc., a wealth management holding company, has agreed to purchase SCF Securities Inc., an independent broker-dealer and registered investment advisor based...
KBS REIT Delays Liquidation Strategy Following “Significant” NAV Decline
KBS Growth & Income REIT Inc., a publicly registered non-traded real estate investment trust, sent a letter to shareholders detailing the “significant decrease” in...
RK Properties Fully Subscribes $41 Million DST Offering
RK Properties, a sponsor of private placements and 1031 exchange offerings, has fully subscribed its $41 million Delaware statutory trust offering for CODA Apartments,...
Black Creek Group Reports $1.5 Billion Equity Raise in 2020
Black Creek Group, a real estate investment management firm and sponsor of non-traded real estate investment trusts, has reported its 2020 activity highlights.
The Denver-based...
Capital Square Breaks Ground on Second Opportunity Zone Project in Richmond
The development division of Capital Square, a sponsor of tax-advantaged real estate investment offerings, and its construction partners broke ground on Scott’s Collection II,...
Former UBS Duo Launch Indie Practice with LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that former UBS financial advisors Brendan Biruk and Dan Rattigan joined the firm and launched...
Bluerock Total Income+ Reports Fourth Quarter Returns and Bullish Outlook for 2021
The Bluerock Total Income+ Real Estate Fund (Tickers: TIPRX, TIPPX, TIPWX, TIPLX), a closed-end interval fund, reported fourth quarter total returns of 2.57 percent...
Business Development Corporation of America Forms Joint Venture with Cliffwater
Business Development Corporation of America, a non-traded business development company affiliated with Benefit Street Partners, has formed a joint venture with an investment vehicle...
Red Oak Hires Vice President of Internal Sales
Red Oak Capital, a commercial real estate finance company, has hired Omar Limon to serve as vice president of internal sales.
In his new role,...
IGRE Capital Holdings Hires Senior Vice President of Distribution
IGRE Capital Holdings LLC, the general partner of Investment Grade R.E. Income Fund LP, a Regulation A+ Tier 2 investment fund, has hired Mindey...
Waypoint Reports Nearly $740 Million in Transactions For 2020
Waypoint Real Estate Investments, a real estate investment firm specializing in the rental housing sector, reported nearly $740 million of total acquisitions and property...
Blackstone REIT Buys Stake in $1.6 Billion LBA Industrial Portfolio
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX), has purchased a 60...
Black Creek Industrial REIT IV Declares Monthly NAV 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...
Lighthouse Life Names Chief Financial Officer
Lighthouse Life Solutions LLC, a U.S. life settlement company, has hired Jennifer Felice Breen to serve as chief financial officer of the company and...
CI Financial to Buy $23 Billion RIA/Asset Manager in Largest U.S. Deal to Date
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to purchase Segall Bryant &...
Trilogy Buys Two Michigan Multifamily Properties
Trilogy Real Estate Group, a sponsor of private placement investment offerings, has purchased two multifamily properties, both located in Ann Arbor, Michigan, for an...
