Griffin Capital Hires External Wholesaler for Southeastern Territory
Griffin Capital Company LLC, a private real estate investment manager and sponsor of opportunity zone funds, hired Ian McElreath to serve as a senior...
LODAS Markets Adds First Private Limited Partnerships to Marketplace
LODAS Markets, an operator of a web-based marketplace for the secondary trading of illiquid real estate and alternative investments formerly known as Realto Inc.,...
Former UnionBanc Advisor with $385 Million in Assets Joins LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Matthew Holbrook has joined LPL’s employee advisor channel, Linsco by LPL Financial,...
Montego Minerals Fully Subscribes $15.7 Million Oil & Gas Fund
Montego Minerals, an investor in oil and gas royalties and mineral rights, announced the close of its seventeenth portfolio, Permian Plains Properties LLC.
Montego says...
Guest Contributor: The Fund Audit Off-Season: Fall planning Meeting Checklist
You’ve just received the auditor’s opinion page for your financial statements. Your financials are finally complete and distributed to investors. You’ve officially made it...
KVCF Law Firm Absorbed by Williams Mullen
KVCF PLC (previously known as Kaplan Voekler Cunningham & Frank), one of the more prominent legal firms in the alternative investment space, is in...
CMG Partners Offer $8.50 Per Share of American Healthcare REIT Stock
The board of American Healthcare REIT Inc., a non-traded real estate investment trust focused on healthcare real estate assets, sent a letter to their...
DST Farmland Launches Washington DST Offering
DST Farmland, a Delaware statutory trust sponsor focused on investment in U.S. farmland, has formally launched Central Washington Farms DST through the AcreTrader platform.
The company...
Crescent Grove Advisors Establishes New Alternative Investment Firm
A new alternative investment firm, Barrett Upton Capital Partners LLC, has been established to “provide high-net-worth and institutional investors with turnkey access to a...
Ultimus Fund Solutions Appoints SVP of Business Development
Ultimus Fund Solutions, an independent provider of fund administration, accounting, and investor services, announced that Steve Scaringe was appointed as senior vice president, business...
Capital Square Secures Construction Financing for Virginia OZ Project
Capital Square, a sponsor of tax-advantaged real estate investments and developer of multifamily communities, announced that the firm has secured financing from United Bank...
Stratos Wealth Holdings Hires Former LPL Exec as Chief Operating Officer
Stratos Wealth Holdings, comprised of a number of registered investment advisory firms with nearly $52.9 billion in client assets under management, announced the appointment...
SEC Charges Unregistered Broker for Unlawful Sale of Securities to Retail Investors
The Securities and Exchange Commission announced charges against Blake Cathey for the unlawful sale of securities of Florida-based Accanito Equity LLC, Accanito Equity II...
Invesco REIT Reports Lower Monthly NAV Per Share
Invesco Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust, declared a portfolio update and monthly net asset value per...
Ex-Merrill Lynch Advisors with $325 Million in Assets Launch Practice via LPL Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Megan M. Stirrat and Tenley Y. Hardt have joined LPL Financial to...
BREIT Sells 22% of Bellagio Las Vegas Equity Interests
Blackstone Real Estate Income Trust Inc. and Realty Income Corporation (NYSE: O) jointly announced that Realty Income has signed a definitive agreement to invest...
Capital Square Fully Subscribes $56 Million Alabama DST Offering
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities, announced that its offering,...
SEC Fines Wells Fargo $35 Million for Overcharging Investment Accounts
The Securities and Exchange Commission charged Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC for overcharging more than 10,900 investment...
Greenbacker Acquires Colorado Solar Power Projects
Greenbacker Renewable Energy Company LLC, a climate-focused investment manager and independent power producer, announced the purchase, through a wholly owned subsidiary, of three solar...
Financial Firm with $85 Million in Assets Joins Berthel Fisher Companies
Berthel Fisher Companies, a Cedar Rapids, Iowa-based, full-service independent financial services firm, announced the recruitment of MP Butterworth & Associates, a Reading, Pennsylvania-based firm.
The...
