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Monthly Archives: July 2021

LPL Reports $1.1 Trillion in Advisory and Brokerage Assets in 2Q21

LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, reported that total advisory and brokerage...

Cantor Fitzgerald REIT Secures Credit Facility, Buys California Office Complex Leased to Apple

Cantor Fitzgerald Income Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Rodin Global Property Trust, has secured a new...

KBS REIT II to Sell Denver Office Tower for $203.5 Million

KBS Real Estate Investment Trust II, a publicly registered non-traded REIT, plans to sell Granite Tower, a 31-story, 561,700-square-foot office building located in Denver...

Sponsored: Do UPREIT Exits for DST Programs Allow Investors to Avoid Capital Gains Tax...

By: Gail Schneck, Chief Executive Officer of FactRight, LLC  A growing number of non-traded real estate investment trusts are seeking to expand their funding sources...

Royal Alliance Super-OSJ Acquires $4.5 Billion Firm

GenXFinancial, a wealth management firm affiliated with Advisor Group subsidiary Royal Alliance, has acquired Boston Partners Financial Group, a New England-based financial advisory firm...

Congressman Introduces Bill to Expand Accredited Investor Qualification

On Wednesday, the Republican leader of the House Financial Services Committee, Patrick McHenry (R-NC), introduced the Equal Opportunity for All Investors Act of 2021...

Starwood REIT Urges Monmouth Shareholders to Reject Sale to Zell’s REIT After Losing Bid

Starwood Real Estate Income Trust Inc., a non-traded real estate investment trust sponsored by Starwood Capital Group, has filed a preliminary proxy statement urging...

Guest Contributor: The Math Is All Here on 1031s

By: John Harrison, Executive Director of The Alternative and Direct Investment Securities Association (ADISA) We now have the math on the table for both sides...

RK Properties Fully Subscribes Another DST Offering

RK Properties, a sponsor of alternative private placements and 1031 exchange offerings, has fully subscribed its $32.2 million Delaware statutory trust offering for Pointe...

CIM Income NAV Declares Monthly NAV Per Share

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...