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Monthly Archives: March 2021

AIX Partners with Kalos Financial’s Independent Broker-Dealer

Alternative Investment Exchange (AIX), a financial technology services provider focused on non-traded alternative investments, has partnered with Kalos Financial’s independent broker-dealer to streamline its...

Wealth Enhancement Group Buys $1.75 Billion Boston-Based RIA

Wealth Enhancement Group, an independent wealth management firm, has purchased North American Management, an independent registered investment adviser based in Boston that has $1.75...

Griffin Capital Essential Asset REIT Completes Merger with Cole Office & Industrial REIT

Griffin Capital Essential Asset REIT Inc., a publicly registered non-traded real estate investment trust, has completed its merger with Cole Office & Industrial REIT...

Hines Global Income Trust General Counsel and Secretary to Resign

Hines Global Income Trust Inc., a publicly registered non-traded real estate investment trust, reported that Jason Maxwell will resign from his position as general...

CAI Investments Completes Latest DST Offering, Renames DST Platform

CAI Investments, LLC, a property manager/developer and private placement sponsor, has completed its latest Delaware statutory offering, CAI Investments Lake Forest Global HQ DST,...

Shopoff Names Senior Vice President to Lead Development Team

Shopoff Realty Investments, a manager of opportunistic and value-add real estate investments, has promoted James O’Malley to the role of senior vice president of...

SmartStop REIT CEO to Retire Next Month

SmartStop Self Storage REIT Inc., a publicly registered non-traded real estate investment trust, announced that Michael McClure will be retiring as chief executive officer,...

Guest Contributor: Oil & Gas 2021 – Are Better Times Ahead?

By: Bradford Updike, Lead Attorney on Oil & Gas and Conservation-Oriented Real Estate at Mick Law P.C., L.L.O. For those of you with clients who...

Owl Rock Core Income Corp BDC Adjusts Management Fee and Adds New Director

The adviser of Owl Rock Core Income Corp., a new non-traded business development company, has agreed to waive 100 percent of the management fee...

MCI-Funded Homebuilder to Develop $30 Million Subdivision Near Dallas

Megatel Homes, a Texas-based homebuilder that funds part of its operations through private placements offered by its capital markets division Megatel Capital Investment (MCI),...
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