House Committee Votes to Expand Accredited Investor Definition
Several bills broadening retail investors’ access to unregistered securities and private placements were passed this week by the House Financial Services Committee expanding the...
LPL Financial Reports $339 Million Net Income in First Quarter of 2023
LPL Financial Holdings Inc., the nation’s largest independent broker-dealer, announced results for the first quarter ended March 31, 2023, reporting net income of $339...
SEC Issues Risk Alert to Safeguard Client Information
The Securities and Exchange Commission Division of Examinations has issued a risk alert to highlight the importance of establishing written policies and procedures for...
DST to UPREIT: Unlocking Greater Value & Optionality for Investors
In this webinar, Louis Rogers, co-chief executive officer of Capital Square focuses on 721 UPREIT transactions, where real estate owners can contribute their property...
Advisor Group to Rebrand into a Single Entity
Advisor Group, an independent wealth management firm, announced it is moving its multi-brand network to a single, rebranded entity.
The firm says it will unify...
RREEF Property Trust Redemptions Reach Quarterly Limit Again
RREEF Property Trust Inc., a publicly registered daily net asset value real estate investment trust advised by DWS Group, announced that redemption requests exceeded...
Apollo Debt Solutions BDC Reports Monthly NAV Per Share
Apollo Debt Solutions BDC, a non-traded perpetual-life business development company sponsored by affiliates of Apollo Global Management, has declared its monthly net asset value...
FINRA Fines and Suspends Former Fidelity Advisor
Drake Uplinger, a former Fidelity Brokerage Services advisor, was suspended and fined by the Financial Industry Regulatory Authority for opening or continuing to maintain...
Keystone National Properties Hires Real Estate Counsel
Keystone National Properties, a sponsor of non-traded alternative investments, and other tax-advantaged and impact-focused investments, has hired Zach Grabill as real estate counsel.
Grabill will...
Ares Management Launches Non-Traded BDC with $1.5 Billion of Investible Capital
Ares Management Corporation, a global alternative investment manager, announced the launch of Ares Strategic Income Fund, a perpetual capital, continuously offered, non-traded business development...
Former Cetera Advisor Joins LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, announced today that financial advisor Dustin Mac Brown has joined LPL Financials’ broker-dealer, registered investment advisor...
JLL Income Property Trust Acquires $82 Million Logistics Center
JLL Income Property Trust, a daily net asset value non-traded real estate investment trust, announced the acquisition of Louisville Logistics Center, a one-million-square-foot, newly...
Cantor Fitzgerald REIT Reports Lower Monthly NAV Per Share
Cantor Fitzgerald Income Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Rodin Global Property Trust, has declared estimated net...
Former Raymond James Advisors Join LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors James Sheehan and Shawn Tighe have joined LPL Financial’s broker-dealer, registered investment...
StratCap Acquires $35 Million in Data Centers and Cell Towers
StratCap LLC, a privately held alternative investment management platform, announced that its wireless infrastructure division, StratCap Wireless, has completed the acquisition of more than...
CRC Closes Continental Realty Opportunistic Retail Fund I LP
Continental Realty Corporation, a Baltimore-based real estate investment and management company with $3.5 billion of assets under management, has announced the final closing of...
SEC Settles Case Against Convicted California Fraudster
The Securities and Exchange Commission announced that the U.S. District Court for the Southern District of New York entered a final judgment against Donald...
Brookfield REIT Updates Monthly NAV Per Share
Brookfield Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Oaktree Real Estate Income Trust, has declared...
ADISA Video: Real Estate Investing in Life Sciences
In an interview with ADISA board member Greg Mausz, Nexpoint’s chief financial officer and executive vice president of finance, Brian Mitts, provides insight on...
Non-Traded REIT Fundraising Bounces Back in March
Non-Traded REITs fundraising bounced back in March with $1.2 billion of investor capital raised, a 156% percent increase over February levels and 11 out...
