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Monthly Archives: February 2021

Capital Square 1031 Adds Industrial Asset Class to its DST Offerings Portfolio

Capital Square 1031, a sponsor of Delaware statutory trust offerings, has purchased a two-building, 115,627-square-foot research and development industrial campus in Fort Collins, Colorado....

Shopoff Sells 45 Acres of Land in Riverside County California

Shopoff Realty Investments, a manager of opportunistic and value-add real estate investments, has sold 45 acres of raw land in Riverside County to Pulte...

U.S. Energy Invests in Oil Development Project in Permian Basin Opportunity Zone

U.S. Energy Development Corporation, an exploration and production firm and sponsor of direct oil and natural gas investments, has purchased $7 million in interests...

Good Life Companies Appoints Chief Operating Officer

Good Life Companies (Good Life), an independent hybrid registered investment advisor, has appointed Rachel Bashore as chief operating officer to oversee all aspects of...

FINRA Fines Securities America for Violating Customer Privacy

The Financial Industry Regulatory Authority has fined Securities America $125,000 for purportedly helping 12 recruited brokers take nonpublic personal customer information from their former...

JLL Income Property Trust Buys New Jersey Life Sciences Facility

JLL Income Property Trust, a non-traded daily net asset value real estate investment trust, has purchased 170 Park Avenue, a 147,000-square-foot life sciences building...

Resolute Capital Partners Hires President of Energy

Private equity firm Resolute Capital Partners has hired Casey Minshew as president of energy. In this newly created position, Minshew will provide leadership and...

LPL Financial Adds $675 Million Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added WWK Investments to its broker-dealer, corporate registered investment advisor and custodial platforms. The family...

Advisor Group Launches National Advisory Board

Advisor Group, a network of independent wealth management firms, has launched its new National Advisory Board (NAB), consisting of 12 advisors from across its...

InvenTrust Announces CEO Succession Plan

InvenTrust Properties Corp., a publicly registered non-traded real estate investment trust, announced that Thomas McGuinness, president and chief executive officer, will be retiring from...