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Monthly Archives: February 2023

Non-Traded REITs had “The Best of Times and the Worst of Times” in January

According to the latest industry report from Robert A. Stanger & Co., non-traded alternative investment fundraising reached $7.8 billion in January with non-traded REITs...

Regulatory Perspective: The Path Ahead for Alts in 2023

Following downturns in the stock and bond markets, financial professionals and Main Street investors are turning to alternative investments to further diversify in a...

KNPRE Acquires $24 Million Distribution Facility for DST Offering

Keystone National Properties, a sponsor of non-traded alternative investments, announced its acquisition of a FedEx Ground distribution facility for the company’s latest Delaware statutory...

Former Merrill Lynch Advisor Launches RIA Through LPL

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Thom Maher launched an independent practice, Maher Wealth Management, through affiliation with...

RealBlocks Launches Online Liquidity Platform for Alternative Investment Funds

RealBlocks, a company that provides access to alternative investments by digitizing shares of funds over a blockchain-enabled network, announced the launch of Queue Protection. The...

RREEF Property Trust Redemptions Reach Quarterly Limit

RREEF Property Trust Inc., (NASDAQ: ZRPTAX; ZRPTIX; ZRPTTX), a publicly registered daily net asset value real estate investment trust advised by DWS Group, announced...

LPL Hires Executive VP of Independent Advisor Services Relationship Management

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Julian Lopez has joined the firm as executive vice president of independent advisor services...

Croatan Launches $14.9 Million Indirect TIC Offering

Croatan Investments, a sponsor of Delaware statutory trust offerings and other private placements, announced the launch of a LLC offering, Croatan Midtown at Camp...

$206 Million Firm Joins Cetera

Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that the advisors of True Wealth Advisor Group have affiliated...

Pacific Oak REIT Recommends Shareholders Reject Mini-Tender Offer

The board of Pacific Oak Strategic Opportunity REIT Inc., a publicly registered non-traded real estate investment trust formerly known as KBS Strategic Opportunity REIT...

Blackwells Continues to Fire Broadsides at AR Global

Blackwells Capital LLC, an affiliate of Blackwells Onshore, announced the release of a presentation to Global Net Lease Inc. (NYSE: GNL) and The Necessity...

Ozy Media and CEO Charged with Securities Fraud

The Securities and Exchange Commission charged media and entertainment company Ozy Media Inc., its chief executive officer Carlos R. Watson Jr., its former chief...

RK Properties Fully Subscribes Louisiana DST Offering

RK Properties, a sponsor of private placements and 1031 exchange offerings, announced that the company fully subscribed its $33.6 million Delaware statutory trust offering...

Urban Catalyst Begins Construction on Hospitality Development in Silicon Valley Opportunity Zone

Urban Catalyst, a San Jose-based sponsor of qualified opportunity funds and other investment programs, announced the company started demolishing the site of its Keystone...
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ADISA Video: Why Allocating to Alts is a Growing Trend

After being limited to high-net-worth investors for decades, the alternative investment space has been on the rise in the last few years. “Just the word...

LPL Promotes Aneri Jambusaria to Lead Services Group

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Aneri Jambusaria has been promoted to managing director, LPL services group, and has joined...

Forum Capital Advisors Partners with Axos Advisor Services to Launch Forum Real Estate Income...

Axos Advisor Services, a hybrid custodian and financial services company, partnered with Forum Capital Advisors LLC, a Denver-based real estate investment and asset management...

Leitbox Hires Chief Operating Officer

Leitbox Storage Partners, a self-storage investment and development firm that sponsors Regulation D private placement offerings, announced that it has added Kevin Holst to...

Cove Capital Adds Missouri Starbucks to DST Fund Portfolio

Cove Capital Investments LLC, a private equity real estate firm and DST sponsor company, announced the acquisition of a newly constructed Starbucks in Marysville,...

Griffin Realty Trust Announces Plan to List on the NYSE

Griffin Realty Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Griffin Capital Essential Asset REIT, announced a plan to...