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- CIM Interval Fund Increases Annual Dividend Rate by Nearly 17%
- KKR Adds Senior Exec to Expand Focus on Retail Investors and Advisors
- 506(c) Offerings: Practical Guidance for Broker-Dealers and Registered Investment Advisers
- Apollo Realty Income Solutions Reports Monthly NAV Per Share
- Sponsored: Madison Capital Group Launches 1031 Exchange Affiliate
- FS Credit REIT Reports Slight Increase in Monthly NAV; Raises Distribution Rate
- Starwood REIT Reports Lower Aggregate Monthly NAV, Higher Per Share NAV
- LPL Financial Adds Former Cetera Advisory Firm with $250 Million in Assets
- Webinar Video: Recession-Resilient Alternative Assets & Sponsors’ Underwriting Standards
- SmartStop Self Storage Recommends Shareholders Reject Unsolicited Tender Offer
- BREIT Begins Trading on LODAS Markets
- J.P. Morgan REIT Reports Monthly NAV Per Share
- SmartStop REIT Reinstates DRIP and Partially Reinstates Share Redemptions
- Opinion: A Fundamental Right Denied
- Former Griffin REIT Announces “Board Refreshment” in Anticipation of NYSE Listing
- Blackstone REIT Updates Monthly NAV
- Fidelity Private Credit Fund Breaks Escrow
- Ares Industrial REIT Reports Further Decline in NAV
- American Healthcare REIT Slashes NAV and Distributions
- Capital Square Launches Property Management Affiliate
- Nuveen Global Cities REIT Reports Lower NAV and Acquisition of Colorado Self-Storage Facility
- SPONSORED: Cox Capital Partners Provides Direct Secondary Liquidity for Nontraded Alts
- Silver Star Properties REIT Investigating Alleged Fiduciary Violations by Founder
- Ares REIT Updates Monthly NAV Per Share
- Cion Investments Announce Increase in Regular Distribution
- SEC Charges Darius Karpavicius with $4 Million Fraud
- Walton Global Launches DST 1031 Exchange Platform Focused on Land-Based Investments
- Cottonwood Communities NAV Declines 3% in February
- Former Edward Jones Advisors Join LPL to Launch Zion Capital Wealth Management
- Strategic Storage Growth Trust III Acquires Florida Self-Storage Facility
- Former UBS Advisor Jumps to LaSalle St.
- FINRA Survey: New Investors More Likely to Seek Financial Advice
- Report Finds Private Investments Outperformed Public Markets in 2022
- Guest Contributor: As Rates Stabilize, Self-Storage Remains Hot
- SEC Charges Self-Proclaimed California Entrepreneur with Fraud
- Griffin Realty Trust Changes Name Prior to Intended NYSE Listing
- Former Edward Jones Advisor Joins LPL to Launch Independent Practice
- Comrit Lowers Tender Offer Price for CNL Healthcare Shares
- SEC Obtains Judgement Against Perpetrator of Multi-Million Dollar Securities Fraud
- SEC Petitions Supreme Court to Decide Authority of Administrative Law Courts
- FINRA’s Number of Disciplinary Actions Declines for Third Year in a Row
- Eagle Point Institutional Income Fund Declares Monthly Distribution With 8.5% Annualized Rate
- ADISA Video: Applying Senior Secured Loans (CLOs) to Portfolios
- Biden’s Budget Proposal Again Seeks to Eliminate 1031 Exchanges
- JLL Income Property Trust Increases Quarterly Dividend
- CNL Healthcare REIT Decreases NAV Per Share
- Financial Advisor Joins LPL From Wells Fargo to Form Independent Practice
- Silver Star Properties REIT Seeks “Complete Separation” from Hartman
- MacKenzie Realty Capital Continues to Increase Quarterly Dividend After Pandemic
- Wealth Advisory Firm with $250 Million in Assets Under Administration Joins Cetera
- Sila Realty Recommends Shareholders Reject CMG’s Unsolicited Tender Offer
- CION Ares Diversified Credit Fund Continues to Increase Monthly Investor Distributions
- Griffin Capital Hires Director of Strategic Partnerships
- Shopoff Enters Joint Venture to Acquire California Property
- Inland Real Estate Income Trust Declares Annual NAV Per Share
- KBS REIT III Encourages Shareholders to Reject Mini Tender Offer
- Ares REITs Continue to Meet Redemption Requests
- Capital Square Acquires Build-For-Rent Community in North Carolina
- LPL Acquires Newly Launched $1.45 Billion RIA
- SmartStop REIT Reports 16.5% Same Store NOI Growth in 2022
- Cove Capital Buys California Pharmacy for DST Offering
- SEC Charges Former Girardi Adviser with Running Ponzi Scheme
- Former Merrill Lynch Advisors Charged with Defrauding Investors of $5 Million
- ADISA Video: Vacation Homes are Now Institutional
- ExchangeRight Fully Subscribes $40.75 Million Value-Add DST Offering
- Cantor Silverstein Opportunity Zone Trust Secures $165 Million Construction Loan
- RREEF Property Trust Updates Daily NAVs for February 2023
- Former AIG Advisor Jumps to LPL Financial
- Sponsored: Versity Invest Owners Renewed Focus on Investor-Centric Real Estate Investments
- BREIT Reports Lower Redemptions in February, But Still Too Many
- JLL Income Property Trust NAV Continues to Decline, Redemptions Remain Within Limits
- Former Merrill Lynch Advisor Joins LPL
- SEC Charges Advisor for Defrauding Nearly a Dozen Clients
- Sponsored: Altidar Empowers Financial Advisors with Free Independent Research on Alternative Investments
- VineBrook Names Brian Mitts President
- Cetera Recruits Two Advisors with $218 Million in Assets Under Administration
- Passco Adds Vice President of Marketing
- Stockbroker Uses Invesco as Cover for Fraud
- Comrit to Launch Unsolicited Tender Offers for CNL Healthcare and CIM Real Estate Finance Trust
- Non-Traded REITs had “The Best of Times and the Worst of Times” in January
- Regulatory Perspective: The Path Ahead for Alts in 2023
- KNPRE Acquires $24 Million Distribution Facility for DST Offering
- Former Merrill Lynch Advisor Launches RIA Through LPL
- RealBlocks Launches Online Liquidity Platform for Alternative Investment Funds
- RREEF Property Trust Redemptions Reach Quarterly Limit
- LPL Hires Executive VP of Independent Advisor Services Relationship Management
- Croatan Launches $14.9 Million Indirect TIC Offering
- $206 Million Firm Joins Cetera
- Pacific Oak REIT Recommends Shareholders Reject Mini-Tender Offer
- Blackwells Continues to Fire Broadsides at AR Global
- Ozy Media and CEO Charged with Securities Fraud
- RK Properties Fully Subscribes Louisiana DST Offering
- Urban Catalyst Begins Construction on Hospitality Development in Silicon Valley Opportunity Zone
- ADISA Video: Why Allocating to Alts is a Growing Trend
- LPL Promotes Aneri Jambusaria to Lead Services Group
- Forum Capital Advisors Partners with Axos Advisor Services to Launch Forum Real Estate Income Fund
- Leitbox Hires Chief Operating Officer
- Cove Capital Adds Missouri Starbucks to DST Fund Portfolio
- Griffin Realty Trust Announces Plan to List on the NYSE
- BREIT Reports Lower Monthly NAV in January
- Mormon Church Settles SEC Charges for $5 Million
- Aphorio Carter Fund Management Acquires $55 Million Data Center
- Bain Capital Launches $2 Billion Non-Traded BDC
- Starwood REIT Reports Lower Monthly NAV Per Share, Limits Share Redemptions in January
- Semerjian Out at LPL in Leadership Shake-Up
- NBA Hall of Famer Fined by the SEC for Misleading Crypto Endorsements
- Three Firms Managing More Than $600 Million Join Cetera
- KBS Growth & Income REIT Defaults on Commonwealth Building Loan
- Ares Industrial REIT Per Share NAV Dips in January; All Redemption Requests Satisfied
- NewStar Exchange Fully Subscribes Florida DST Offering
- Skyway Capital Markets Expands Capital Markets Team
- Ares Industrial REIT Announces Leadership Changes
- SEC Proposes Significant Change to Adviser Custody Rule
- Cottonwood REIT Reports Updated NAV, Sells First Shares in Private Preferred Stock Offering
- Red Oak Provides Bridge Loan on Chicago Industrial Property
- Owl Rock Core Income Corp. Announces Special Distribution
- Ares REIT Reports Slightly Lower Monthly NAV Per Share
- FINRA Suspends and Fines Former LPL Rep for Falsifying Client Signatures
- Cove Capital Fully Subscribes Nevada DST Offering
- Prospect BDC Issues Going Concern Warning
- FS Credit REIT Reports Slight increase in Estimated NAV; Expects to Increase Distributions
- MHP Adds Five Southeastern Manufactured Housing Communities to Portfolio
- ADISA Video: Using Alternatives in Up and Down Markets
- Invesco REIT Commences DST Program
- House Hearing Debates Changes to the SEC’s Definition of Accredited Investor
- LPL Financial Launches Partial Book Sales Program
- Lodging Fund REIT III Acquires Texas Hotel by UPREIT Transaction
- USG Realty Capital to Develop Seattle-Area OZ Project
- SEC Charges Former Investment Advisor with $200 Million Fraud
- Cetera Makes Strategic Investment in $1.7 Billion Prosperity Advisors
- Report Finds Significant Decrease in ESG Investments Among Advisors
- Convicted Ponzi Architect to Pay $24 Million to Settle SEC Charges
- Triton Pacific Expands QSR Portfolio with Kentucky Acquisition
- UDF Case Reaches Federal Appeals Court
- Hartman vREIT XXI Suspends Investor Distributions
- SEC 2023 Exam Priorities Include Marketing Rule, Reg BI and Private Fund Advisers
- Opportunity Zone Funds Raised Nearly $10 Billion in 2022, But Cooled in 4Q22
- StratCap Exploring Sale of Wireless Infrastructure Fund
- Starwood REIT Begins Trading on LODAS Markets
- Inland Acquires Minnesota Office Tower for Multifamily Redevelopment
- SEC Settles Charges with Centaurus Financial for “Unsuitable Recommendations”
- Inland Securities Corporation Adds Four New Hires
- KBS Growth & Income REIT Encourages Stockholders to Approve Liquidation
- Gentry Mills Sells Two New York Real Estate Assets
- InPoint Suspends Offering and SRP; Strategic Alternatives Being Evaluated
- LPL Grows Advisor Count to 21,275 in 2022; Earning Per Share Up 85%
- Former SEI Investments Exec Named President of Ulitmus LeverPoint Private Fund Solutions
- Leitbox Sells Alabama Shopping Center
- FS Investments Acquires Portfolio Advisors to Form a $73 Billion Alts Firm
- Griffin Capital Qualified Opportunity Zone Fund Completes Construction of Maryland Apartment Community
- LPL Financial Acquires $40 Billion RIA Branch Office
- SEC Bars Former Advisor for Fraud
- Strategic Storage Trust VI Acquires Two Canadian Self-Storage Facilities
- Blackstone REIT Limits Redemptions Again in January
- JLL Income Property Trust Announces Updated NAV and Redemption Status
- Cetera Reports Record Recruitment in 2022, Adds $13 Billion in Assets Under Advisement
- Cove Capital Investments Fully Subscribes DST Offering in Kansas
- e2Companies Collaborates with Kroger to Support Distribution Center
- Shopoff Sells California Logistics Development for Big Profit
- Former UBS Rep is barred by FINRA and Sued for $17 Million
- Capital Square Acquires $22.5 Million Build-For-Rent Community in Georgia
- Former Ameriprise Advisor Joins LPL Financial
- Strategic Student & Senior Housing Trust Reports Updated NAV of Common Stock
- NAV REITs Post Five-Year Cumulative Total Return of 66%
- Ashford Hires Wholesaler for Southeast Region
- MacKenzie Realty Capital Sells $46.75 Million Property
- Montego Minerals Closes 14th O&G Fund
- 1031 Crowdfunding Acquires Two Utah Assisted Living Facilities
- Capital Square Launches Eighth Opportunity Zone Fund
- FINRA Censures Three Advisor Group Firms and Orders Restitution of $515K
- ExchangeRight Reports Investor Returns of 6.67% to 11.25% on 10 Full-Cycle in 2022
- LPL Financial Expands with Two Teams of Financial Advisors
- JVM Acquires Apartment Community in Chicago
- University of California Adds Another $500 Million to BREIT Investment
- Inland Private Raises $1.45 Billion, Grows AUM to $12.2 Billion in 2022
- JLL Income Property Trust Reports Strong 2022 Despite Economic Headwinds
- Croatan Adds SVP of Portfolio Management
- Unregistered Investment Advisor Uses KPMG as Cover for Fraud Scheme
- ADISA Announces 2023 Officers
- FINRA Fines Former LPL Broker for Impersonating a Client
- Carter Multifamily Buys 200-Unit Garden-Style Multifamily Property in Georgia
- Sponsored: Altigo 2022 Year in Review
- LPL Expands Investor and Investment Solutions Leadership Team with Two New Hires
- FSI Adds Five Directors to Board
- Cove Capital Investments Buys $15.4 Million Value-Add Retail Center in Texas for DST Offering
- SEC Charges Broker for Defrauding Elderly Clients
- Hines Global Income Trust Reports Monthly NAV Per Share
- Apollo Debt Solutions BDC Announces Special Distribution
- Capital Square Launches $22 Million Offering to Fund Development of Dallas Build-For-Rent Community
- Inland Real Estate Acquisitions Buys $1.2 Billion of Multifamily Properties in 2022
- Preferred Capital Securities Reaches $4 Billion Capital Raise Milestone
- KKR REIT Latest to Limit Redemptions
- KBS REIT III Cuts Distribution and Suspends Ordinary Redemptions
- HPS Corporate Lending Fund Increases Monthly Distributions
- Kingsbarn Raises $420 Million for DST Program
- Cantor Fitzgerald Income Trust Reports Net Asset Value Per Share
- SEC Seeks Candidates for Small Business Capital Formation Advisory Committee
- Non-Traded Alternative Investments Raised Record $104 Billion in 2022
- Croatan Investments Expands Portfolio Management Team
- Cantor Fitzgerald Sells Nashville Apartments for Total Return of 137%
- FS Credit REIT Reports Slightly Lower Estimated NAV
- StratCap Acquires Ten Cell Towers for Nearly $20 Million
- FSI Study “Confirms Our Worst Fears” About DOL’s Independent Contractor Proposal
- Research Reveals High-Net-Worth Investors Are Increasing Alts Allocation
- Capital Square Raises $1 Billion, Completes $2.3 Billion in Acquisitions During 2022
- CMG Launches Unsolicited Tender Offer for Griffin Realty Trust Shares
- Nuveen Global Cities REIT Reports NAV Per Share
- Bluerock Raises Record $4 Billion of Investor Capital in 2022
- MacKenzie Realty Capital Increases Quarterly Dividend Again
- Cerity Completes Third RIA Acquisition in January, Adding $8.6 Billion in AUM
- LPL Financial Expands Board of Directors with Addition of Albert Ko
- Sponsored: Ashford Securities Announces Closing Date for Braemar Preferred Offering
- Steady Stream of SEC Departures Continue with Resignation of Director of Corporation Finance
- Trilogy Real Estate Group Expands External Sales Team
- iCapital to Expand Tech Team with 100 New Hires
- Leitbox Acquires Self-Storage Facility in North Carolina
- Legacy Partners and Griffin Capital Acquire OZ Property in Florida
- Cetera Financial Recruits $2.5 Billion RIA
- Lodging Fund REIT III Updates NAV and Announces New Acquisition
- ADISA Video: Has ESG Been Politicized?
- American Healthcare REIT Expands Board as it Preps for NYSE Listing
- Inland Private Completes New Jersey Self-Storage Redevelopment
- BDP Holdings Names Mike Marmis President and Principal
- DFPG Adds $1.25 Billion in AUM During 4th Quarter
- Fidelity Investments Announces Launch of New BDC
- Blackstone Private Credit Fund Announces Co-CEOs
- Cottonwood Hires SVP of Capital Markets
- RK Properties Sells Multifamily Property for $56.5 Million
- Investors File Lawsuit Against National Realty Investment Advisors for “Ponzi-Like Fraud”
- CION Ares Diversified Credit Fund Increases Investor Distributions Again
- Forum Investment Group Hires Former DWS Portfolio Manager as Chief Investment Officer
- Apollo Realty Income Solutions Completes First Acquisition
- Advisor Vows to Fight FINRA Charges of Inappropriate REIT Sales
- KBS REIT II’s $155 Million L.A. Office Sale Delayed Again
- Focus Financial Partner’s Affiliate Merges with Origin Holding Company
- Sponsored: Resource Royalty Announces Record Year with Three Closed Offerings in 2022
- JLL Income Property Trust Reports Updated NAV and Redemption Status
- Cove Net Lease Income Fund 18 Acquires Kansas Property
- Walton Global Sells 80 Acres in Maryland
- RREEF Property Trust Reports Daily NAVs for December 2022
- Inland Private Opens OZ Self-Storage Development in Pennsylvania
- FS Credit Fulfills Fourth Quarter 2022 Repurchase Requests in Excess of Limits
- Four Springs Acquires Detroit Cold-Storage Facility for DST Offering
- Opinion: Are Celebrities to Blame for the Fall of FTX?
- University of California Invests $4 Billion in BREIT
- Bluerock High Income Institutional Credit Fund Announces Special Distribution
- Capital Square Acquires Miami Multifamily Community for DST Offering
- ExchangeRight Fully Subscribes $71 Million DST Portfolio
- CIM Real Estate Finance Trust to Sell 185 Net Lease Properties for $894 Million to Realty Income Corp.
- Capital Square Promotes Industry Vet to Executive Vice President
- Center Street Latest Broker-Dealer Fined by FINRA for Improper GPB Private Placement Sales
- HPS Corporate Lending Fund Announces Special Distribution
- The DI Wire’s Top 10 Stories of 2022
- SECURE 2.0 Act Becomes Law
- Top Ten Reasons New Sponsors Fail
- Former Registered Rep Sentenced to 20 Years for $115.5 Million Ponzi Scheme
- Four Springs Capital Trust Withdraws Registration Statement
- Keystone Buys $32.5 Million Orlando Property for DST Offering
- Griffin Realty Trust Completes Sale of Office Properties to Workspace Property Trust
- FINRA Fines Another Broker-Dealer for Improper GPB Private Placement Sales
- Larry Roth to Lead Binah Capital Following Merger of Wentworth and Kingswood
- FINRA Fines Broker-Dealer for Improper GPB Private Placement Sales
- SEC Obtains Final Judgement Against Arizona Man for Defrauding Elderly Investors
- FINRA Bars Former LPL Rep
- Blackstone Private Credit Fund Updates Monthly NAV
- $600 Million Kansas RIA Joins LPL
- Passco and Greystone Acquire Tennessee Independent Living Community
- Strategic Student & Senior Housing Trust Provides 3Q Update
- AR Global’s GNL Files Countersuit Against Blackwells
- Cantor Fitzgerald Takes Nashville Multifamily DST Full-Cycle, Delivers 15% IRR
- Strategic Storage Trust VI Inc. Acquires 930-Unit Canadian Storage Facility
- ADISA Video: Compliant Use of Alternative Investments
- Alternative Investment Fundraising on Pace to Top $100 Billion in 2022
- CION Investments Declares Special Distribution to Stockholders
- KBS Growth & Income REIT Board of Directors Encourages Liquidation
- American Healthcare REIT Responds to Multiple Unsolicited Tender Offers
- Blackwells Files Lawsuit Against AR Global
- Carter Funds Expands National Accounts Team
- GWG Secures Debtor-In-Possession Loan
- Hartman Short Term Income Properties XX Changes Name
- RREEF Property Trust Redemptions Gated in Fourth Quarter
- Ares Industrial REIT Reports Monthly NAV Per Share
- Apollo Debt Solutions BDC Reports Monthly NAV Per Share
- StratCap Forms Joint Venture with DataCom
- Capital Square Acquires Las Vegas Raiders’ Training Facility for DST Offering
- Blackstone REIT Updates Monthly NAV Per Share and Repurchase Plan
- GWG Holdings Appoints New CFO
- ADISA Video: The New 1031 Best Practices
- Industry Trade Groups Submit Comment Letters Criticizing DOL’s Proposed Independent Contractor Rule
- Lightstone REITs Adjourn Annual Meetings to Solicit Additional Votes to Amend Charters to Eliminate Shareholder Rights
- Inland Venture Partners Completes $160 Million Capital Raise for Second Manufactured Housing Offering
- Ares REIT Reports Monthly NAV Per Share
- Mobile Infrastructure Corporation (The Parking REIT) to Merge and List on NYSE
- SEC Charges Eight Social Media Influencers for Promoting Crypto in Stock Manipulation Scheme
- ADISA Video: Implementing 506(c) Offerings in a Historically 506(b) World
- FS Credit Expands Board with Addition of David Schiff
- Bipartisan US Senate Bill Calls for Greater Federal Reserve and SEC Transparency
- Blackwells Continues Proxy War with AR Global Over The Necessity Retail REIT Inc.
- Inland Private Delivers 192% Total Return to Investors with Latest Full-Cycle DST Program
- ExchangeRight Fully Subscribes $58.95 Million DST Portfolio
- RREEF Property Trust Inc. Modifies Redemption Policy
- NexPoint Acquires 29 Self-Storage Properties
- FINRA Fines LPL $150K for Failure to Supervise Representative Who Conducted a Ponzi Scheme
- Choreo Acquires $275 Million RIA
- Belpointe PREP LLC Acquires OZ Property for $16.2 Million
- ADISA Executive Director Announces Retirement
- Inland Private Completes Opportunity Zone Self-Storage Development
- StratCap Hires SVP from Adobe Inc.
- Pacific Oak Strategic Opportunity REIT Declares New Estimated Value Per Share
- Ares Industrial REIT and Ares REIT Announce All Redemptions Have Been Satisfied
- Blackstone CEO Counters Concerns Over Sudden Rise in BREIT Redemptions
- Kardashian and Other Celebrity Crypto Endorsers Beat Investor Suit
- Another Broker-Dealer Selects Altigo for Alternatives Platform
- CAI Investments Fully Subscribes DST Industrial Property
- Advisor Group BDs Settle FINRA Charges Over Sales of GPB Offering
- SmartStop Updates NAV Per Share
- Guest Contributor: The Path Ahead for Alts in the Lame Duck and 118th Congress
- ADISA Video: Real Estate Investing in a Turbulent Economy
- Gentry Mills Takes Offering Full-Cycle, Delivers 16% Annualized Return
- Pacific Oak Hires New Head of Pacific NW Sales
- Webinar Video: DST Best Practices for 1031 Exchanges
- Kingsbarn Names Chief Investment Officer
- Los Angeles RIA Affiliated with LPL Acquires $860 Million RIA
- Starwood REIT Joins Blackstone REIT in Limiting Redemptions
- Blackstone BDC Increases Regular Monthly Distributions
- Owl Rock Core Income Group Declares Special Distribution to Stockholders
- GWG Former President and CEO Resigns from Board
- Hartman vREIT XXI Suspends Share Redemption Program
- Blackwells Continues Proxy War with AR Global Over Global Net Lease, Inc.
- SEC Files Charges in $57 Million Office Space Investment Scheme
- Red Oak Originates Loan to Refi Multifamily Property in Washington, D.C. Opportunity Zone
- RREEF Completes $30.9 Million Multifamily Credit Investment
- Blackstone REIT Limits Redemptions
- Mercer Acquires $5 Billion RIA
- Vestech Selects Altigo to Support its Alternative Investment Program
- Urban Catalyst Receives Approval from City Council for OZ Development
- Blackstone REIT Sells Stake in Las Vegas Resorts for $1.27 Billion
- ADISA Publishes Best Practices for DST 1031 Exchanges
- Advocacy Group Charges SEC with Withholding Docs Related to Internal Information Breaches
- Atria Taps Former LPL Managing Director to Lead Independent Channel
- ExchangeRight Takes $45.7 Million DST Offering Full Cycle
- Sponsored: Three Strategies for Value-Add Real Estate Investing
- Hartman vREIT XXI Issues “Going Concern” Warning
- Owl Rock Core Income Corp. Reports Monthly NAV Per Share
- Perigon Wealth Management Acquires $330 Million RIA and Adds Financial Advisor
- Greenbacker Closes on $150 Million Credit Facility
- Schorsch-Related SPAC to Liquidate
- Griffin Capital Adds Another Industry Vet to Sales Team
- Blackstone Updates Monthly NAV Per Share and Total Return
- Commonwealth Adds $750 Million Minnesota RIA
- Blackstone REIT Redemptions Soar While Equity Raise Stumbles
- Apollo’s $5 Billion Non-Traded REIT Now Effective
- Carter Multifamily Buys Alabama Apartments for $36.6 Million
- Invesco REIT Declares Monthly Net Asset Value Per Share and Portfolio Update
- GWG Directors Jump Ship
- Labor Dept. Publishes Final ESG Rule for Retirement Investments
- Ares Industrial REIT Updates Monthly NAV Per Share
- Leitbox Sells Michigan Self-Storage Facility for $20.5 Million
- Griffin Capital Adds Industry Veteran to Distribution Team
- Ares REIT Updates Monthly NAV Per Share
- Caliber Acquires Land for OZ Development
- JVM Acquires Apartment Community in Chicago
- Non-Traded REIT Fundraising Continues to Slow While Redemptions Rise
- GWG’s Board Suspended by Bankruptcy Court
- Apollo BDC Increases Monthly Distribution Per Share
- JLL REIT Expands Partnership with Amherst to Acquire $500 Million of Single-Family Rentals
- SEC Charges Unregistered Brokers That Facilitated $1.2 Billion in Securities Trades
- Capital Square Monetizes Second OZ Fund
- Inland Securities Adds Four to Sales Team
- BDP Acquires Sabre Corporation Headquarters Near Dallas
- FS Credit REIT Updates NAV Per Share
- Sponsored: Why Invest in Alternatives
- ADISA Video: Investing in Real Estate Through all Market Cycles
- American Healthcare REIT Provides 3Q22 Update
- Brookfield REIT Updates NAV Per Share
- Carter Funds Expands Sales Distribution Team
- Southwestern Group Names President of New Capital Markets Division
- SEC Enforcement Actions Increase 9% in 2022, Record Monetary Penalties Issued
- FINRA Announces Targeted Exam on Member’s Crypto Communications
- Hines Global Income Trust Updates Monthly NAV Per Share
- Greenbacker Acquires Three New York Solar Projects
- GWG Senior Execs Resign Amidst Bankruptcy
- Former Morgan Stanley Rep Joins Linsco by LPL
- RealSource Properties Raises NAV
- SEC Files Settled Action Over NAV Overvaluation Scheme
- KBS REIT Warns It May Not Be Able To Continue as a “Going Concern”
- Former LPL Rep Receives Final Judgement for Client Theft
- Urban Catalyst Launches First DST
- Report: Opportunity Zone Home Price Trends Outpace U.S. Housing Market in Third Quarter
- IRS Loses Conservation Easement Battle in U.S. Tax Court
- ExchangeRight DST Reaches 129.54% to 137.89% Total Returns
- Trilogy Names National Sales Manager to Expand RIA and Family Office Relationships
- Gladstone Land Corp. Files 5% Preferred Stock Offering
- Capital Square Breaks Ground on Multifamily Development in Colorado Resort Community
- CrowdStreet Hires Former Black Creek Sales Director to Expand into Advisor Channels
- Wildermuth Fund Loses RIC Qualification
- Sponsored: Altigo Adds 46 New Sponsors to the Platform in 2022
- SCOTUS Appears Sympathetic to SEC Challenges
- Priority Income Fund Inc. Revises Liquidity Strategy
- DFPG Expands with $340 Million Pennsylvania Office
- USG Realty Capital Expands Independent Advisory Board
- SEC Loses Legal Battle Against Tennessee RIA
- CFP Imposes an Interim Suspension for Fraud of $23 Million
- Artiea Capital Management Joins LPL from Wells Fargo Financial Advisors Network
- Pinnacle Capital Group Expands Distribution Team
- FS Credit REIT Intends to Increase Distributions
- Capital Square Reports 200% Total Return to DST Investors on Georgia Multifamily Sale
- SEC Charges Creator and Promoters of Crypto Ponzi Scheme with $295 Million Fraud
- Inland REIT Recommends Shareholders Reject Unsolicited Tender Offer
- InPoint’s $2.2 Billion Follow-On Offering Declared Effective
- ExchangeRight Fully Subscribes $132 Million DST Offering
- SEC Adopts Rules to Enhance Proxy Voting Disclosure by Registered Funds
- Greenbacker Invests in Utah Solar Plant
- ADISA Announces 2023 Board of Directors
- Urban Catalyst Receives Planning Commission Green Light for Upcoming OZ Developments
- RREEF Property Trust Announces Board Resignation and Replacement
- Sponsored: What the Future of 721 UPREIT Products Means for Real Estate Investing
- Stanger: NAV REITs Post a Cumulative 71% Total Return Over Past 5 Years
- CIM and KBS REITs Recommend Shareholders Reject Unsolicited Tender Offer
- ExchangeRight Takes 22-Property DST Offering Full Cycle
- HPS Corporate Lending Fund Updates Monthly NAV Per Share
- SEC “Gag Orders” Blasted by Federal Judge
- NorthStar Healthcare REIT Terminates Advisor and Internalizes Management
- Comrit Launches Tender Offers for Shares of CIM REIT and Inland REIT
- SEC Charges Six Individuals with Defrauding Multiple Broker-Dealers
- Invesco REIT Updates Monthly Net Asset Value Per Share
- Pinnacle Partners Announces Plans for New Denver Opportunity Zone Development
- Opinion: SEC Uses Kardashian As An Example Of Enforcement
- Owl Rock Technology Income Corp. Updates Monthly NAV Report
- Hartman Short Term Income Properties XX Hires Raymond James to Pursue Strategic Alternatives
- $500 Million RIA Joins DFPG Investments
- Flatirons Asset Management Acquires 33 Self-Storage Properties
- Croatan Acquires 291-unit Washington, D.C. Apartment Community
- Owl Rock Core Income BDC Reports Monthly NAV Per Share and Portfolio Update
- AR Global Charged with “Corporate Piracy” by Activist Investor
- Cove Capital Takes Montana DST Offering Full Cycle
- Manufactured Housing Properties Refinances 42 Communities with Fannie Mae and Expands North Carolina Portfolio
- Priority Income Fund Joins Schwab Alternative Investment OneSource Platform
- Fifth Circuit Declines Request to Reconsider Constitutionality of SEC In-House Courts
- Broadridge Survey Reveals Use of Alts Surging as Advisors Seek Diversification
- SEC Obtains Final Judgement Against Cetera Advisors and Cetera Advisor Networks for Defrauding Advisory Clients
- Financial Services Institute Requests that DOL Extend Comment Period on Independent Contractor Proposal
- Non-Traded REIT Equity Raise Showing Signs of Fatigue but Remains on Record Setting Annual Pace
- Lightstone REITs Seek Approval to Eliminate Shareholder Rights
- Blackstone Private Credit Fund Reports Lower Monthly NAV Per Share
- Urban Catalyst Expands “Strategic Partnerships” Team
- Opportunity Zone Funds Raise $2.2 billion in Q3, on Pace for $10 Billion in 2022
- Ares REIT Updates Monthly NAV Per Share
- MacKenzie Realty Capital Increases Quarterly Dividend
- Madison Capital Files Form D
- Chip Marcus Wealth Management Launches through LPL Financial
- ExchangeRight Takes DST Offering Full-Cycle, Achieves 145.82% to 150.87% Total Returns
- Greenbacker Purchases Portfolio of Nine Pre-Operational Solar Projects in Vermont
- Astra Wealth Advisors Joins LPL from Wells Fargo Financial Advisors Network
- Brookfield REIT Reports NAV Per Share and Recent Acquisitions
- Inland Private Refinances Multifamily OZ Development and Declares Special Distribution
- Blackstone REIT Reports Monthly NAV Per Share and Total Return
- ExchangeRight Fully Subscribes $220 Million DST Portfolio
- Capital Square Acquires Multifamily Community in Alabama for DST Offering
- Facing Headwinds, Hartman REIT Names New CEO
- Starwood REIT Updates NAV Per Share
- CIM REIT Increases Fourth Quarter Distributions by 11%
- Moody National Companies Sells Two Multifamily DST Properties in Texas
- Nuveen Global Cities REIT Updates NAV Per Share
- SEC Reaches $400,000 Settlement with Former Investment Advisor
- Wealth Enhancement Group and CAIS Enter Partnership
- Griffin Capital OZ Fund Breaks Ground on Colorado Multifamily Community
- Montego Minerals Closes Thirteenth Portfolio for $11.7 Million
- IGRE Adds Industry Veteran Bill Cerelli to Sales Team
- Ares Industrial REIT Updates Monthly NAV Per Share
- Sponsored: Peachtree Joins the Alternative Investment Exchange Platform
- SEC Charges National Realty Investment Advisors with $600 Million “Ponzi-Like Fraud”
- Croatan Expands Executive Team with New Head of Capital Markets
- AIX Announces Integration with Infinity Financial Services
- Sponsored: Self-Storage Continues Trend of Strong Performance in Today’s CRE Market
- SEC Sanctions “Fraud Guarantee” Principal for Fraud
- Cetera Financial Attracts Record $6.3 Billion in Assets via Third Quarter Recruiting
- Grubb Properties Adds 672 Units across Five Properties in Opportunity Zones
- Sageview to Acquire Former LPL Affiliate with $415 Million in Client Assets
- American Healthcare REIT Adds Head of IR as it Pursues NYSE Listing
- Griffin Capital Qualified Opportunity Zone Fund II Breaks Ground on Houston Apartment Development
- Former Raymond James Advisors Launch Independent Practice through LPL
- Greenbacker Buys Renewable Energy Project in Virginia
- Department of Labor Proposes Rule to Restrict Classification of IBD Reps as Independent Contractors
- Cove Capital Takes Industrial DST Offering Full Cycle
- SEC Accepts Offer of Settlement from Former Merrill Lynch Advisor
- Syndicated Equities Buys 100% Net Leased Property in Oklahoma City for DST Offering
- Prospect Capital Corporation Adds to Non-Traded Preferred Stock Offering
- ADISA Names 2022 Winners of its ACE, Distinguished Service and President’s Awards
- SEC Obtains Final Judgment Against Edward Jones Advisor
- CORE Pacific Advisors Buys $150 Million Multifamily Property
- Multiple False Personas and Millions in Fraud
- Capital Square Purchases Louisville Multifamily Community for DST Offering
- Comrit Intends to Commence Tender Offer for Shares of CIM REIT
- FINRA Issues Member Alert Regarding ACATS Fraud
- Bluerock Homes Trust Begins Trading on NYSE American
- Whitehall-Parker Securities CEO Passes Away at Age 65
- Comrit Intends to Launch Unsolicited Tender Offer for Shares of Inland REIT
- Former Merrill Lynch Advisor Launches Independent Practice through LPL
- Hines Global REIT Liquidating Trust Declares Final Distribution
- SEC Charges Florida Man and French National with $40 Million Securities Fraud
- Cove Capital Buys 100% Leased Distribution Facility for DST Offering
- MHC Capital Fully Subscribes Manufactured Housing DST Offering
- BSP Launches New Interval Fund
- 506(c) Offerings: No Loss of Exemption if Reasonable Steps Fail to Find Nonaccredited Investors
- RREEF Property Trust Reports Daily NAVs for September 2022
- Mercer Advisors Acquires RIA with AUM of $1 Billion
- Cove Capital Expands Acquisition Team
- SEC Fines Kim Kardashian for Unlawful Crypto Promotion
- Resource Royalty Names New CEO
- Guest Contributor: Launching a Private Fund for Conversion to a Registered Fund
- Bodnar Financial Advisors Joins LPL from Cambridge
- Jones Lang LaSalle Income Property Trust Inc. Changes Name
- Senate Bill Would Boost Alts in Defined Contribution Plans
- SEC Charges Former LPL Rep with Defrauding Elderly Client
- Opinion: Where is the SEC?
- Leitbox Acquires Self-Storage Facility in Georgia
- FINRA’s National Adjudicatory Council Revises Sanction Guidelines
- Owl Rock Core Income Corp. Declares Special Distribution to Stockholders
- FINRA Permanently Bars Morgan Stanley Broker
- A new golden age for fast food?
- SEC’s Electronic Messaging Sweep is a Warning Shot for Broker-Dealers and Investment Advisors
- EP Wealth Advisors Expands to East Coast with Acquisition of $1.1 Billion RIA
- Cantor Fitzgerald Income Trust Updates Net Asset Value Per Share
- IGRE Acquires Coterra Energy Facility
- Lodging Fund REIT Receives Wells Notice
- Cottonwood Completes Merger with Reg A+ REIT Affiliate
- SEC Bars Former Ameriprise Financial Investment Advisor
- LPL Financial Adds Former Altruist Executive to Management Team
- Blackstone REIT Updates Monthly NAV Per Share and Total Return
- Vero Wealth Management Joins Linsco by LPL Financial
- Sponsored: Advantages of Betting on Single Family Build-to-Rent
- Caliber Selected for a Hilton Development Award
- Sales of Non-Traded Alts Continue Record-Setting Pace
- Blackstone BDC Declares Net Asset Value Per Share
- Apollo Debt Solutions BDC Updates Monthly NAV Per Share
- Red Oak Capital Fund V Fully Subscribed
- CION Ares Diversified Credit Fund Increases Investor Distributions
- SEC Charges Former Advisor with Misappropriation of Client Funds
- Bluerock Celebrates 20 Year Anniversary with Gift of 20,000 Trees
- Bonaventure Acquires Two Multifamily Properties in UPREIT Transactions
- Strategic Storage Trust VI, Inc. Acquires Florida Storage Facility
- Cantor Silverstein Opportunity Zone Trust Secures $176 Million Construction Loan
- Hines Global Income Trust Updates Monthly NAV Per Share
- Capital Square Buys Augusta Multifamily Community for DST Offering
- Shopoff Realty Investments Acquires 270 Acres of Land
- Apollo Registers $5 Billion Non-Traded REIT Offering
- Hines Announces Launch of Tax-Advantaged Platform
- SEC Fines Morgan Stanley $35 Million for Mishandling of Customer Data
- Greenbacker Acquires 54-Megawatt Wind Farm
- IGRE LP Names New National Sales Director
- SEC Charges Real Estate Investment Firm with $100 Million Fraud
- Capital Square Launches Private Equity Group
- Nuveen Global Cities REIT Reports NAV Per Share
- Investors Choice OZ Fund Breaks Ground on Milwaukee Multifamily Development
- StratCap Buys 14 Cell Towers in Oklahoma and Kansas
- American Healthcare REIT Files S-11 in Pursuit of NYSE Listing
- IPA Names New President and CEO
- Starwood REIT Declares NAV Per Share
- Madison Communities Breaks Ground on Multifamily Development Near Nashville
- Sponsored: Why the Trend Toward Debt-Free DSTs is Not Going Away Anytime Soon
- NexPoint Seeks Injunction Against UDF IV Execs Who Used $65 Million of Shareholder Funds to Pay Legal Fees
- Capital Square Buys Virginia Multifamily Property for DST Offering
- Former LPL Broker Pleads Guilty to Fraud and Witness Tampering
- EJF Capital JV Breaks Ground on Multifamily Property in Jacksonville Opportunity Zone
- NASAA REIT Proposal Garners Objections from Industry Advocates
- Griffin Capital Qualified Opportunity Zone Fund Declares Special Distribution to Investors
- Cove Capital Buys Value-Add Multifamily Community Near Dallas for DST Offering
- Legendary Capital Sponsors Acquisition of Two Hilton Garden Inn Hotels
- SEC Bars Bellatorum CEO Facing 20 Years in Federal Prison for $30 Million Fraud
- ExchangeRight Fully Subscribes its Largest DST Offering to Date
- Inland Private Reports 204% Total Return in TIC/DST Retail Property Sale
- Red Oak Capital Fund III Reports Early Redemption of Series A Bonds
- Sponsored: Three Myths about Secondary Market Liquidity
- Bluerock Interval Fund Eclipses $7 Billion in Net Assets
- Watermark Lodging Trust Shareholders Approve Brookfield Acquisition
- SEC Charges Hudson Advisors and Lone Star Global Over Fund Fees
- Wealth Enhancement Group Adds Hybrid RIA with $663 Million in Client Assets
- Capital Square Names Co-Chief Executive Officer
- Megatel Homes Closes Out of Single-Family Residential Development Near Dallas
- Eagle Point Institutional Income Fund Declares First Monthly Distribution
- Moody National REIT II CEO Discusses Financial Condition in Statement
- Sponsored: A Case for Office REITs and Suburban Investments
- Nuveen Global Cities REIT Buys Medical Office Portfolio for $300 Million
- Capital Square Buys Multifamily Portfolio in Asheville, North Carolina for DST Offering
- ExchangeRight Expands Broker-Dealer and RIA Relations Team with SVP Hire
- ADISA Executive Director Previews Association’s Annual Conference
- Perigon Merges with PM Wealth Management, Forms Strategic Alliance with Prager Metis
- Blackstone Private Credit Fund Increases Regular Monthly Distribution
- MacKenzie Launches Unsolicited Tender Offer for Griffin Realty Trust Shares
- Greenbacker Renewable Energy Company Increases Monthly Share Value
- iCapital and Ares Wealth Management Solutions Expand Partnership
- FINRA Fines Another Broker-Dealer over GPB Private Placement Sales
- Cetera Recruits $140 Million Team from Commonwealth
- RREEF Property Trust Reports Daily NAVs for August 2022
- Phillips Edison & Company Increases Monthly Distribution Rate
- PGIM’s 1940 Act REIT Declared Effective By SEC
- CMG Launches Unsolicited Tender Offer for Griffin Realty Trust Shares
- SEC Begins Administrative Proceedings Against Broker Serving 7.5 Years in Federal Prison
- Mobile Infrastructure Corporation Reports Net Asset Value Per Share
- Sponsored: Mohammed Ali Rashid Launching an Opportunity Zone Fund In New York City
- FINRA Fines and Suspends Former SagePoint Broker
- Oaktree BDC Declares Monthly Net Asset Value Per Share
- JLL Income Property Trust Reports Daily NAVs Per Share and Share Repurchases
- Atria’s Cadaret Grant Adds Former UBS Team with $600 Million in Client Assets
- SEC Charges Advisory Firm and Executives with $75 Million Fraud
- American Healthcare REIT Appoints Former Welltower Chief Financial Officer to Board
- Opinion: The Supreme Court Misses its Chance to Do Right
- Cove Capital Takes Industrial DST Offering Full Cycle, Reports 126.7% Total Return
- Triton Affiliate Tasty Brands Reports Portfolio Performance for 2Q22
- Hines Global Income Trust Buys Luxury Multifamily Property in Miami for $430 Million
- Blackstone Private Credit Fund Appoints Interim CFO
- HPS Corporate Lending Fund Posts Monthly NAV Per Share
- Legendary Capital Acquires Interest in Hilton Garden Inn El Paso University
- Advisor Group’s SagePoint Financial Recruits Team with $203 Million in Client Assets
- Griffin Realty Trust Sells $1.13 Billion Office Portfolio
- Griffin Capital Qualified OZ Fund II Breaks Ground on Maryland Multifamily Property
- Triton Pacific Securities Expands RIA Capital Markets Team with New SVP Hire
- Shopoff Realty Investments Buys 12 Additional Acres of Southern California Mall for $49 Million
- Capital Square OZ Fund Issues Special Investor Distribution
- Bluerock Residential Growth REIT Reports Closing Date of Blackstone Acquisition and Spin-Off
- SEC Amends Whistleblower Rules to Incentivize Tips
- Cove Capital Appoints Vice President of Multifamily Acquisitions
- Walton Global Sells 681 Acres in Austin-San Antonio Corridor
- Blackstone BDC Declares Net Asset Value Per Share
- FINRA Fines Broker-Dealer over GPB Fund Sales
- ExchangeRight Takes 17-Property DST Offering Full-Cycle
- Cottonwood Communities Declares Net Asset Value Per Share
- American Healthcare REIT Provides Second Quarter 2022 Financial Update to Investors
- Griffin Capital Adds Another Senior Vice President to Wealth Solutions Team
- Apollo Debt Solutions BDC Declares Monthly NAV Per Share
- Cove Capital Buys CVS Pharmacy in Downtown Miami Beach for DST Offering
- Non-Traded Alts Raise $69.3 Billion Through July, On Pace to Reach $120 Billion by Year-End
- iCapital to Buy UBS’s $7 Billion Alternative Investment Feeder Fund Platform
- Cantor Fitzgerald Joint Venture Buys Kansas Multifamily Property
- Invesco REIT Reports Monthly Net Asset Value Per Share
- Bluerock Value Exchange Takes Five DSTs Full-Cycle
- Peachtree Appoints President to Head Newly Launched 1031 Exchange DST Program
- Griffin Capital Expands Wealth Solutions Team with Hire of Senior Vice President
- Capital Square Buys Multifamily Property Near Washington, D.C. for DST Offering
- NexPoint Sues UDF IV Advisors and Executives over “Massive Multi-Year Deception”
- Nuveen Global Cities REIT Reports NAV Per Share
- Caliber Hires Senior Vice President of Corporate Development
- CAI Investments Buys Industrial Property in Illinois for DST Offering
- Blackstone REIT Reports Monthly NAV Per Share and Total Return
- Ares Industrial REIT Reports Monthly NAV Per Share
- Peachtree Hotel Group’s Principals Form New Company to Lead Investment Portfolio
- Massachusetts Fines MassMutual Subsidiary $250,000 for Failing to Supervise Broker
- StratCap Buys Milwaukee Data Center in Off-Market Transaction
- Caliber Launches Second Opportunity Zone Fund
- Starwood REIT Declares NAV Per Share
- Hines Global Income Trust Updates Monthly NAV Per Share
- SEC Sues Fund Manager and Investment Adviser for $30 Million Mineral Rights Fraud
- Webinar: Alts Industry Mid-Year Update & 2022 Forecast
- ExchangeRight Adds SVP to Broker-Dealer and RIA Relations Team
- NexPoint Expands Distribution Team with Four New Hires
- SmartStop Reports Increased Net Income and Revenues in 2Q22
- Cove Capital Buys FedEx Distribution Center for Debt-Free DST Offering
- JLL Income Property Trust Expands Board and Appoints Two New Directors
- Starwood REIT Closes on $1.4 Billion in Transactions
- Ares REIT Declares Monthly Net Asset Value Per Share
- Cantor Fitzgerald Mourns Death of President Anshu Jain
- Legendary Capital Sponsors Residence Inn Fort Collins in UPREIT Acquisition
- SEC Declares Starwood REIT’s $18 Billion Follow-On Offering Effective
- FINRA Fines LPL Financial $300,000 for Customer Reserve Violations
- Griffin Realty Trust Reports Higher Revenues and Net Loss for 2Q22
- Strategic Storage Growth Trust III Completes First Acquisition
- UMH Buys Manufactured Housing Community Through New Opportunity Zone Fund
- Opportunity Zone Funds Exceed $30 Billion in Fundraising
- Vinebrook to Buy Nearly 3,000 Single-Family Rental Homes for $820 Million
- SFA Partners Hires Director of Business Development
- JVM Realty Buys Apartment Community near Milwaukee
- Sponsored: Net Lease Real Estate vs. Inflation and Interest Rates
- SEC Charges Broker-Dealer and Two Senior Executives over Unauthorized Securities Transactions
- ExchangeRight Fully Subscribes its Largest DST Offering to Date
- LPL Financial Hires EVP of Corporate Strategy and New Ventures
- Sila Realty Trust Reports Second Quarter 2022 Results
- Blackstone REIT Completes $13 Billion Acquisition of American Campus Communities
- Flatirons Asset Management Names Chief Executive Officer
- Preferred Capital Securities Hires Vice President of Due Diligence
- JLL Income Property Trust Buys Grocery-Anchored Retail Center in Las Vegas
- J.P. Morgan Enters Non-Traded REIT Space with $5 Billion Offering
- Skyway Capital Markets Expands Broker-Dealer Team with Senior Hire
- HASTA DST Ventures Subscribes DST Offering of Multifamily Property Near Washington, D.C.
- StratCap Adds New Executive to Data Center Team
- Griffin Realty Trust to Spin Off Portfolio, Updates Net Asset Value Per Share
- Northstar Healthcare Reports Resignation of CEO, President and Vice Chairman
- Keystone 1031 Fully Subscribes Latest Net-Leased DST Offering
- Skyway Capital Expands Investment Banking Team with Managing Director Hire
- RREEF Property Trust Reports Daily NAVs for July 2022
- NASAA Extends Comment Period on Proposed Non-Traded REIT Policy Revisions
- NAV REITs Post a Cumulative 71% Total Return Over Past 5 Years
- American Healthcare REIT Appoints New General Counsel
- American Campus Communities Stockholders Approve Blackstone REIT Acquisition
- Non-Traded Alts Raise $62 Billion Through June, Stanger Again Lowers REIT/BDC Sales Projections
- LPL Financial Reports 2Q22 Results, Decrease in Advisory and Brokerage Assets
- GTIS Joint Venture to Develop Two Industrial Projects in S.C. Opportunity Zone
- Apollo Debt Solutions BDC Appoints Chief Legal Officer and Corporate Secretary
- W. P. Carey Exits Non-Traded REIT Business After Completing $2.7 Billion Merger
- Cove Capital Names Vice President and Head of Wholesale Distribution
- iCapital Completes Acquisition of SIMON Markets
- HPS Corporate Lending Fund Declares NAV Per Share
- KBS REIT III Withdraws Pre-Effective Registration Statement for NAV REIT Conversion
- Guest Contributor: Are 721 OP Exchange Transactions the New Section 1031 Exchange?
- JLL Income Property Trust Reports Daily NAVs and Monthly Acquisitions for July 2022
- Terravet Launches Private REIT to Invest in Veterinary Real Estate
- Greenbacker’s Largest Solar Plant Reaches Operation, Delivers Power to Facebook Data Center
- National Securities Closes Down
- FS Credit REIT Posts NAV Per Share, Completes First Real Property Acquisition
- Skyway Capital Markets Creates New IT Leadership Role
- Kingsbarn Buys Las Vegas Office Building for DST Offering
- Brookfield REIT Reports NAV Per Share and Recent Acquisitions
- Blackstone Non-Traded BDC Appoints Interim Chief Accounting Officer and Treasurer
- Syndicated Equities Sells Shopping Center for $32.5 Million
- Hartman Launches New Capital Fund to Finance DST Offerings
- CPA:18 Shareholders Approve Merger with W. P. Carey
- Hines Global Income Trust Buys Houston Office Tower for $145 Million
- Opinion: SEC & Regulatory Overreach – Nondelegation Doctrine
- Cottonwood Communities Declares Net Asset Value Per Share
- Captrust to Buy $4 Billion Midwest RIA
- FINRA Suspends and Fines Former Schwab Broker for Failing to Disclose Felony Charges
- Carson Group Hires Former LPL Exec as Chief Market Strategist
- Ares Industrial REIT Reports Monthly NAV Per Share
- JLL Income Property Trust Buys Medical Office-Anchored Retail Center in North Carolina
- Inland Securities Hires Senior Vice President of Sales
- Proxy Advisory Firms Weigh in on Blackstone REIT’s Deal with American Campus Communities
- Participant Capital Names Managing Director and Head of U.S. Investor Relations
- Forum Capital Advisors Arranges $66 Million for Florida Multifamily Development
- Sponsored: Altigo Surpasses $2 Billion in Transactions
- Blackstone REIT Reports Monthly NAV Per Share and Total Return, NOI Growth
- KBS REIT II Inks Another Deal to Sell Los Angeles Office Tower
- Greenbacker Appoints Two Senior Executives Following CFO Resignation
- Starboard Buys Louisiana Multifamily Property, Sells California Retail Property
- Blackstone BDC Declares NAV Per Share, Increases Special Dividend
- ExchangeRight Takes 16-Property DST Offering Full Cycle
- Cove Capital Buys FedEx Logistics Facility Near Idaho Falls for DST Offering
- Equitable Financial to Pay $50 Million to Settle SEC’s Fraud Charges
- Starwood REIT Closes on $1.8 Billion in Transactions
- InvestX Hires Industry Veteran as EVP of Sales and Business Development
- Capital Square Breaks Ground on Apartment Hotel in Charleston Opportunity Zone
- Ares REIT Declares Monthly Net Asset Value Per Share
- Invesco REIT Increases Net Asset Value Per Share
- Capital Square Buys Richmond Multifamily Community for DST Offering
- Mariner to Buy $26 Billion LPL Affiliate
- Guest Contributor: Yield-Enhancement Strategies for DSTs – My Top 10 List
- Nuveen Global Cities REIT Reports NAV Per Share
- Croatan Investments Hires SVP to Lead Build-for-Rent Platform
- American Healthcare REIT Names Chief Operating Officer, Co-Founder to Step
- Starwood REIT Reports Monthly Net Asset Value Per Share
- Legion Capital Expands Preferred Stock Offering
- Jaime Lizárraga Sworn in as SEC Commissioner
- Megatel Closes Out of Residential Townhome Development Near Dallas
- Skyway Capital Markets Hires Chief Operating Officer and Senior Managing Director
- FINRA Bars Two Individuals for Cheating on Online Qualification Exams
- Baker Tilly Fully Subscribes First Delaware Statutory Trust Offering
- Hines Global Income Trust Declares Monthly NAV Per Share
- Inland Private Monetizes First Zero-Coupon DST Offerings, Reports 265% Total Returns
- SEC Obtains Judgment Against Attorney Charged with Multi-Million Dollar Offering Fraud
- Welton Hires Senior Managing Director to Lead New Wealth Management Group
- Sageview Hires Former Goldman Exec as Chief Operating Officer
- Cottonwood to Acquire Reg A+ REIT Affiliate in Stock-for-Stock Merger Transaction
- ExchangeRight Surpasses $5 Billion in Assets Under Management
- Four Springs Capital Markets Fully Subscribes All-Cash DST Offering
- Leitbox Expands Development Team with Three New Hires
- StratCap Buys Florida Data Center, Surpasses $150 Million in Digital Infrastructure Acquisitions
- NASAA Seeks Public Comment on Proposed Non-Traded REIT Policy Revisions
- Hines Global Income Trust Buys $102 Million Self-Storage Portfolio
- Shopoff JV Holds Groundbreaking Ceremony for Dream Las Vegas Hotel and Casino
- 1031 Crowdfunding Buys Memory Care and Assisted Living Portfolio for DST Offering
- CIM REIT Completes $1.3 Billion Retail Sale to AR Global REIT
- Sila Realty Trust Appoints REIT Veteran as Chief Accounting Officer Ahead of Potential Listing
- Sponsored Video: Student Housing’s Rapid Evolution and Contributing Factors
- Tocqueville and CapZone Invest in Veteran Housing Opportunity Zone Project
- Syndicated Equities Sells Michigan Multifamily Property for $71.5 Million
- LPL Financial to Buy $5 Billion Firm
- W.P. Carey REIT Sells 11 Student Housing Properties to Brookfield for $404 Million
- Invesco REIT Buys Two Self-Storage Portfolios
- CAI Investments Fully Subscribes DST Offering of NC Industrial Property
- Mill Green Partners Reports Sale of Georgia Multifamily Development Property
- Cantor Fitzgerald Interval Fund Declared Effective by SEC
- ExchangeRight Launches Value-Add Platform with Latest DST Subscription
- HPS Corporate Lending Fund Declares NAV Per Share, Secures $925 Million Credit Facility
- Shopoff Realty Investments Buys 14 Acres of Westminster Mall for $46.3 Million
- Inland Private Sells 29 Pharmacy Properties on Behalf of 1031 Investors
- Capital Square Buys North Carolina Multifamily Property for DST Offering
- E2 Companies Fully Subscribes Initial $100 Million Private Placement Bond Offering
- JLL Income Property Trust Reports Daily NAVs and Monthly Acquisitions for June 2022
- Bluerock Capital Markets Hires Industry Veteran as Senior Regional Vice President
- Pacific Oak Capital Markets Names New Chief Executive Officer
- 90-Year-Old Morgan Stanley Broker Arrested for Shooting Business Partner Inside Office
- StratCap Expands its Wireless Team with Two Key Hires
- Sponsored Video: Inland Private Capital Corporation’s 2021 Achievements
- SEC Charges Former LPL Broker with Stealing $1.7 Million from Retail Investors
- CNL Healthcare Properties Reports COO Resignation and New Appointments
- RREEF Property Trust Changes Distribution Policy
- Triton Pacific Affiliate Buys Portfolio of 27 Pizza Hut Restaurants
- Bluerock Launches New Interval Fund
- Mark Uyeda Sworn in as SEC Commissioner
- Capital Square Partners with Esusu to Offer Rent Reporting and Rent Relief Loan Programs
- RK Properties Buys Newly Constructed Baton Rouge Apartment Community
- CFP Board Suspends Broker Accused of Violating Reg BI with Improper GWG Bond Sales
- Guest Contributor: A Guide to Understanding Proposed Changes to the QOZ Program
- Versity Invest Expands Sales Team with New Hire and Promotions
- Wealth Enhancement Group to Buy $574 Million RIA
- SmartStop Self Storage REIT Buys Self Storage Facility Near Denver
- GTIS Partners Launches Second Opportunity Zone Fund
- SEC Fines Ernst & Young $100 Million After Auditors Cheat on Ethics Exams, Mislead Investigation
- CORE Pacific Advisors Fully Subscribes DST Offering of Oklahoma Multifamily Property
- 1031 Crowdfunding Fully Subscribes Senior Housing DST Portfolio
- UDF Executives Facing 20 Years in Prison Lose Bid to Remain Free Pending Appeal
- Blackstone BDC Declares NAV Per Share and Special Dividend
- Versity Reports 86.5% Total Return with TIC Student Housing Property Sale
- NewStar Asset Management Expands Executive Team with New Hire
- Non-Traded Alts Raise $52 Billion Through May, Stanger Lowers REIT/BDC Sales Projections
- FINRA Fines United Planners over GPB Fund Sales
- KBS REIT II Discloses Termination of $165 Million Union Bank Plaza Sale
- DOL Proposes Revised Definition of “Fiduciary”
- Blackstone REIT Completes $5.8 Billion Acquisition of Preferred Apartment Communities
- FINRA Orders National Securities to Pay $9 Million for Multiple Violations, Including GPB Sales
- iCapital Secures Strategic Investment from Bank of America
- CAI Investments Fully Subscribes DST Offering of Cincinnati Industrial Property
- Sponsored: RK Properties Hires Jessica King as Executive Assistant
- Advisor Group to Buy $40 Billion Independent Broker-Dealer
- Ares Industrial REIT Reports Monthly NAV Per Share
- NewStar Exchange Buys Florida Residential Community for DST Offering
- Nuveen Global Cities REIT Updates Net Asset Value Per Share
- Pacific Oak Closes First Opportunity Zone Fund
- CORE Pacific Advisors Sells Legacy TIC Multifamily Property for $129 Million
- Cottonwood Communities Declares Net Asset Value Per Share
- Sponsored: Urban Catalyst Surpasses $100 Million in Fundraising for its Opportunity Zone Fund II
- Cameron Property Company Expands Portfolio with Two 7-Eleven Acquisitions
- Preferred Apartment Communities Stockholders Approve Acquisition by Blackstone REIT
- Inspired Healthcare Capital Fully Subscribes Senior Housing DST Offering
- Hines Global Income Trust Buys Whole Foods-Anchored Retail Property in North Carolina
- LPL Financial Recruits Ex-Wells Fargo Team
- Blackstone REIT Reports Monthly NAV Per Share
- Ares REIT Declares Monthly Net Asset Value Per Share
- Forum Investment Group Hires Industry Veteran to Lead Buildout of Broker-Dealer Platform
- Skyway Capital Markets Hires New SVP of National Accounts
- Sponsored: The True Cost of Not Taking Your Real Estate Investment Management Digital
- SEC Alleges Western and Five Brokers Violated Reg BI with Improper GWG Bond Sales
- Capital Square Buys 12th Multifamily Community Near Richmond for DST Offering
- Keystone National Properties Expands Capital Markets Team with Latest Hire
- Coldstream Hires Former Charles Schwab Director as Chief Revenue Officer
- Sponsored: Management Matters, Especially in Private Equity
- Starwood REIT Reports Monthly Net Asset Value Per Share
- Hines Global Income Trust Declares Higher NAV Per Share
- Megatel Homes Breaks Ground on $2 Billion Houston Lagoon Community
- LPL Financial Launches New Program to Serve Affluent Market
- SEC Charges Three Advisers for Recommending Multi-Million-Dollar Ponzi to Clients
- American Healthcare REIT Recommends Shareholders Reject CMG Tender Offer
- Manufactured Housing Properties Hires Executive Vice President of Capital Markets
- Lighthouse Life Capital Expands Sales Team with Two New External Wholesalers
- Schwab Subsidiaries to Pay $187 Million for Misleading Robo-Adviser Clients
- Walton Forms $300 Million Joint Venture with Rockpoint to Develop SFR Communities
- EJF Capital JV to Build Industrial Property in Phoenix Opportunity Zone
- Starwood Capital Appoints Managing Director in Acquisitions
- Bluerock Capital Markets Breaks Another Monthly Record with $480 Million Raised in May
- Cottonwood Communities and Reg A+ REIT Affiliate Disclose Consideration for Potential Merger
- RREEF Property Trust Reports Daily NAVs for May 2022
- Cameron Property Company Expands Portfolio with Convenience Store Purchase
- Sponsored: Ashford Securities Surpasses $100 Million Capital Raise Milestone for First Investment Product
- Capital Square Breaks Ground on Mixed-Use Apartment Tower in Raleigh Opportunity Zone
- Prospect Capital Increases Size of Non-Traded Preferred Stock Offering
- Ultimus Hires SVP of Retail Alternative Fund Services Amid Demand for Alts
- Another Proxy Advisory Firm Recommends PAC Shareholders Vote “For” Blackstone REIT Deal
- Cottonwood Hires SVP of Capital Markets for its Southeast Territory
- BDP Holdings Hires National Sales Director
- Grove Point Hires Former Cetera Exec as Senior Vice President of Advisor Solutions
- StratCap Buys Cleveland Data Center
- Preferred Apartment Communities in Search of Votes to Complete Blackstone REIT Sale
- Ashford Securities Adds Two Veteran Wholesalers to Sales Team
- Opinion: The SEC’s Tyrannical Gag Orders
- Syndicated Equities Buys Missouri Medical Office for DST Offering
- Advisor Group’s SagePoint Adds $800 Million Team
- Griffin Capital Opportunity Zone Fund Opens Second Phase of Colorado Multifamily Property
- Capital Square Buys Knoxville Multifamily Community for DST Offering
- Urban Catalyst Expands “Strategic Partnerships” Team
- Former Broker Sentenced to Six Years in Prison for Embezzling Millions from Pension Plan
- Ashford Securities Names National Sales Manager and Sales Desk Manager
- Merrill Lynch to Pay $15 Million in Restitution to Settle FINRA Charges
- JLL Income Property Trust Reports Daily NAVs for May
- Syndicated Equities Buys Midtown Manhattan Parking Garage with Centerpark Realty
- Bluerock Interval Fund Eclipses $6 Billion in Net AUM; Reports Record Return
- Mobile Infrastructure Corporation to Merge with Mobile Infrastructure Trust
- Capital Square Names SVP of Acquisitions and VP of Acquisitions
- Starboard Fully Subscribes DST Offerings of Two Fort Worth Multifamily Properties
- Cresset Closes Logistics Fund and Opportunity Zone Fund, Launches Two Follow-on Funds
- SmartStop Self Storage REIT Completes Merger with Private REIT Affiliate
- Bourne Financial Adds New Hires to Capital Markets Team
- Inland Private Reports Grand Opening of Class A Multifamily Property in Downtown St. Paul
- American Healthcare REIT Provides First Quarter 2022 Financial Update to Investors
- Proxy Firms Weigh in on Blackstone REIT’s Deal with Preferred Apartment Communities
- Peak Capital Solutions Hires Senior Vice President, External Wholesaler
- CIM REIT Sells $175 Million San Jose Retail Property to AR Global REIT
- Capital Square Achieves Lease Up of First Opportunity Zone Development
- Sila Realty Trust Terminates Chief Accounting Officer
- Inspired Healthcare Announces New Capital Markets Hire and Internal Promotion
- PTM Partners and DoveHill Secure Construction Loan for Florida Opportunity Zone Project
- Shopoff Joint Venture Sells Leasehold Interest in Santa Barbara County Office Building
- iCapital Inks Deal to Buy SIMON Markets
- SEC Charges EIA All Weather Alpha Fund with Fraud
- Red Oak Hires New Chief Financial Officer
- SEC Proposes Enhancing Investment Company Act “Names Rule”
- Mill Green Partners Sells Winter Garde, Florida Multifamily Development
- Inland Private Capital Partners with Core Spaces to Target Student Housing Opportunities
- Bourne Financial Group Announces Changes to Capital Markets Team
- Second Proxy Firm Recommends Addition of Dissident Director to AR Global’s New York City REIT Board
- Baker Tilly Hires Seasoned Asset Management Executive
- Invesco REIT and Skylight Real Estate Purchase New Jersey Multifamily Property
- Greenbacker Renewable Energy Company Internalizes Management
- Capital Square Launches $300 Million Multifamily Development Fund I
- It’s Like Déjà Vu All Over Again – Biden’s Recycled Attack on 1031 Exchanges
- Gentry Mills Readies to Close $50 Million “After COVID” Fund
- JVM Buys Eighth Kansas Multifamily Property
- UDF Executives Sentenced to a Combined 20 Years
- e2 Companies Affiliate Acquires BTM Portfolio from NRG Energy
- Lighthouse Life Capital Establishes Capital Markets Team
- Inland REIT Closes on $278.2 Million Retail Property Portfolio Acquisition
- SEC Obtains Final Judgement Against Former RIA Exec Who Pled Guilty to Stealing from Firm
- Non-Traded Alts Raise $43 Billion Through April 2022
- NexPoint Launches New Single-Family Rental REIT
- SEC Charges Wells Fargo Advisors with Anti-Money Laundering Violations
- Invesco REIT Increases April Net Asset Value Per Share
- Blackstone REIT Completes $3.7 Billion Acquisition of Resource REIT
- Advisor Group to Buy $30 Billion Broker-Dealer
- FS Credit REIT Posts Monthly NAV Per Share
- Kingsbarn Buys Two Fleet Farm Retail Centers for DST Offering
- ISS Recommends New York City REIT Stockholders Vote for Dissident Director
- Blackstone REIT Increases Monthly NAV Per Share
- Four Springs Capital Markets Fully Subscribes Industrial DST Offering
- Capital Square Names SVP of Construction/Development and VP of Acquisition/Development
- Kayne Anderson Hires Former FS Investments Exec to Expand Presence in Wealth Management Channel
- Hines Global Income Trust Declares Increased NAV Per Share
- Resource REIT Shareholders Approve Merger with Blackstone REIT
- Griffin Realty Trust Reports First Quarter 2022 Results
- DOL Appeals District Court Ruling on Independent Contractor Rule
- Starwood REIT Reports Higher Monthly Net Asset Value Per Share
- Flat Rock Opportunity Fund Declares Special Distribution
- Hartman Expands Sales Team with External Wholesaler Hire
- Sponsored: S2K Platform Expansion
- American Healthcare REIT Expands Senior Management Team with Key Hires
- Ares Industrial REIT Reports Increased Monthly NAV Per Share
- SEC Bars Adviser Accused of Defrauding Elderly Client
- Passco Buys Two Multifamily Properties in Louisiana
- Parsonex Capital Partners Breaks Ground on Second Qualified Opportunity Zone Project
- ExchangeRight Fully Subscribes 26-Property Delaware Statutory Trust Offering
- Cantor Silverstein Opportunity Zone Trust to Develop Apartment Tower in Downtown Tampa
- Cetera Recruits $300 Million Team from Mass Mutual
- Hamilton Point Investments Hires Director of Investor Relations
- Strategic Storage Trust VI to Buy Phoenix-Area Self-Storage Facility
- Investment Fund Manager Sentenced to Nine Years for $100 Million Securities Fraud
- SmartStop Asset Management Changes Name
- CNL Strategic Capital Buys Majority Stake in Hydraulic Clamp Manufacturer
- RREEF Property Trust Reports Slight Increase in Daily NAVs for April 2022
- Cottonwood Communities Mulls Merger Transaction with Reg A+ REIT Affiliate
- InPoint Registers $2.2 Billion Follow-On Offering
- Inland REIT to Buy $278.2 Million Retail Property Portfolio from Affiliate
- Advisor Group Continues Growth with Hire of Two Industry Executives
- Watermark Lodging Trust to be Acquired by Brookfield in $3.8 Billion All-Cash Transaction
- SEC Obtains Judgment Against Adviser Accused of Defrauding Elderly Client
- Greenbacker Buys New York Wind Farm from BlackRock Fund
- Capital Square Names Vice President of Marketing
- ExchangeRight Fully Subscribes 24-Property Net-Leased DST Offering
- JLL Income Property Trust Increases and Extends $1 Billion Credit Facility
- USG Realty Appoints Managing Broker-Dealer, Breaks Ground on Opportunity Zone Project
- Preferred Capital Securities Hires SVP of Customer Experience
- Sponsored: Supply Chain, Inflation, The Housing Market, and Interest Rates – A Multifamily Developers Perspective
- Capital Square Buys Houston Multifamily Property for DST Offering
- JLL Income Property Trust Reports Daily NAVs for April
- Secondary Trading Platform Realto Closes Latest Funding Round
- Greenbacker Buys Three New York Solar Projects
- FS Credit REIT Registers Second $2.75 Billion Follow-On Offering
- CION Ares Interval Fund Reports Record Quarterly Raise and Managed Assets of $3.1 Billion
- CIM REIT Completes Additional Tranches of $1.3 Billion Retail Sale to AR Global REIT
- Shopoff Sells Shopping Center in Nevada for $18 Million
- Apollo Completes Acquisition of Griffin Capital, Renames Griffin Interval Funds
- Inland Appoints IPA President and CEO as Chief Financial Officer
- Hines Global Income Trust Buys Wells Fargo Center Near Portland
- Passco Appoints National Sales Manager
- Blue Owl Non-Traded BDC Breaks Escrow with $534 Million in Net Equity Proceeds
- NewStar Exchange Launches 1031 DST Program, Buys First Property
- Invesco REIT Buys Self-Storage Property
- Leitbox Buys Self-Storage Facility in Raleigh
- LPL Reports First Quarter 2022 Results, Broker Count Exceeds 20,000
- Blackstone BDC Declares NAV Per Share
- Mackenzie Realty Capital Increases Quarterly Dividend
- Sponsored: About Your NTR And BDC Investor Servicing Costs
- CAI Investments Buys North Carolina Industrial Property for DST Offering
- Medley and Taube Brothers to Pay $10 Million for Misleading Investors and Clients
- Hines Launches $900 Million Industrial and Logistics Development Venture in Mexico
- Capital Square Names SVP of Investment Programs and VP of National Accounts
- JLL Income Property Trust Buys Northeast Atlanta Industrial Property
- Montego Minerals Closes Seventh Investment Fund
- Non-Traded NAV REITs Post 70% Total Return Over Past Five Years
- 1031 Capital Solutions Expands Team with Three New Appointments
- Lighthouse Life Hires Managing Director and Head of Capital Markets
- RealSource Opens Investment Opportunities to Accredited Investors Through New Multifamily REIT
- ADISA Reports Highlights from 2022 Spring Conference in Orlando
- Non-Traded REITs and BDCs Break Quarterly Fundraising Records
- Eagle OZ Launches Second Opportunity Zone Fund, Partners with Peak Capital Solutions
- SmartStop REIT Receives Investment Grade Rating, Closes $150 Million Private Placement Notes
- Kingsbarn Buys South Carolina Retail Property for DST Offering
- Hines Global Income Trust Buys Land in Madrid for Future Logistics Development
- SmartStop Self Storage REIT Registers Underwritten Public Offering Ahead of NYSE Listing
- Cottonwood Communities Declares Net Asset Value Per Share
- Southwestern Asset Management Adds Partner and VP of Operations
- Hartman Hires Central Regional Sales Director
- MacKenzie Realty Capital and Wiseman Enter into $20 Million Acquisition Agreement
- SEC Charges Dually Registered Broker with Operating Ponzi Scheme
- Keystone National Properties Hires Chief Financial Officer
- Shopoff Sells Remaining Parcel of Southern California Shopping Center
- LPL Financial Recruits $120 Million Father-Daughter Team
- Manufactured Housing Properties Reports Changes to Senior Leadership Team
- DWS Makes Strategic Investment in Alts Distribution Platform to Target Retail Investors
- Blackstone REIT Declares Monthly NAV Per Share
- Capital Square Appoints Chief Communications Officer
- SFA Partners Names EVP and Chief Operating Officer
- JLL Income Property Trust Buys Multifamily Property Near Orlando for $154 Million
- GWG Files for Chapter 11 Bankruptcy
- RK Properties Sells TIC/Fund Multifamily Property for $55.3 Million, Reports Hefty Return
- Video: Raising Capital from Retail Investors
- Forum Partners Hires National Sales Director
- Skyway Capital Markets Promotes Two in Wholesaling Division
- Blackstone REIT and Affiliates to Buy Student Housing REIT in $13 Billion Deal
- ExchangeRight Fully Subscribes 30-Property DST Offering
- Capital Square Launches Seventh Opportunity Zone Fund
- Guest Contributor: Everyday Retirement Savers Need Access to Alternative Investments Amid Roaring Inflation
- Hines Global Income Trust Declares NAV Per Share
- FINRA Fines Broker-Dealer $45,000 over GPB Private Placement Sales
- Ares REIT Updates Monthly Net Asset Value Per Share
- RK Properties Buys Myrtle Beach Multifamily Community for DST Offering
- Parsonex Capital Partners Hires Senior Vice President of Capital Markets
- 1031 Crowdfunding Buys Georgia Memory Care and Assisted Living Portfolio for DST Offering
- Starwood REIT Declares Monthly Net Asset Value Per Share
- JLL Income Property Trust Buys South San Diego Distribution Center in UPREIT Transaction
- Inland Securities Corporation Reports Promotions and New Territory Assignments
- Ares Industrial REIT Updates Monthly NAV Per Share
- Ares REIT to Purchase Texas Multifamily Portfolio for $448 Million
- ExchangeRight Takes DST Offering Full Cycle, Reports 160% to 163% Returns
- Invesco REIT Declares Monthly Net Asset Value Per Share
- Institute for Portfolio Alternatives Adds Three New Board Members
- Blackstone Acquisition Approved by Bluerock Residential Growth REIT Stockholders
- Capital Square Hires Chief Financial Officer
- MacKenzie Hires Director of Internal Wholesaling and National Accounts
- Strategic Storage Trust VI to Buy Two Self-Storage Properties
- Starwood REIT Buys Phoenix Affordable Housing Portfolio for $345 Million
- Capital Square Buys Value-Add Multifamily Community in Virginia for DST Offering
- JLL Income Property Trust Buys Suburban Houston Medical Office Building
- Caliber Breaks Ground on Multifamily Property in Texas Opportunity Zone
- FINRA Bars Ex-Cetera Broker for Stealing Funds to Buy Mutual Fund Shares for Relative
- Advisor Group’s Triad Recruits Gallagher’s $6 Billion Retirement Consulting Practice
- Cove Capital Buys Blinds.com Corporate Headquarters for Delaware Statutory Trust Offering
- Realto Hires Two Sales Directors
- Bipartisan Legislation Seeks to Reform and Extend Opportunity Zone Tax Incentive
- JLL Income Property Trust Reports Daily NAVs for March and First Quarter Equity Raise
- Caliber Sells Redeveloped Class A Multifamily Property in Phoenix
- TruAmerica Multifamily Hires Chief Financial Officer
- GWG Receives Waiver of Default under Credit Facility and Non-Compliance Nasdaq Notice
- ExchangeRight Affiliate Telos Capital Reports 19.5% Net Annual IRR with Value-Add Sale
- IPA Hires Former LPL Executive as VP of Government Affairs and Associate General Counsel
- CI Financial Plans IPO to Take U.S. Wealth Business Public
- Guest Contributor: Good Tech Decisions Will Inspire Investor Loyalty
- Ares Launches Non-Traded Closed-End Fund to Invest in Private Equity on Secondary Market
- Carter Multifamily Buys Alabama Multifamily Portfolio for $121 Million
- Hines Global Income Trust Buys U.K. Logistics Property
- Former LPL CIO Joins Carson Group as Managing Partner and Chief Strategy Officer
- Bluerock Interval Fund Reports Record Monthly Raise, Surpasses $5 Billion in Net Assets
- Keystone 1031 Fully Subscribes Net-Leased DST Offering
- Trilogy Hires Regional Vice President of Internal Sales
- Legendary Capital Sponsors UPREIT Acquisition of Fairfield Inn & Suites Near Denver
- GWG Reportedly Preparing for Chapter 11 Bankruptcy Protection
- Capital Square Buys Newly Built Multifamily Property in Louisville for DST Offering
- Guest Contributor: Net Worth – A Poor Measurement for Accredited Investor Thresholds
- Shopoff Hires Director of Strategic Programs
- UBS, Envestnet and iCapital Launch Alternatives Exchange Platform
- AR Global’s Healthcare Trust Declares Annual NAV Per Share
- Shopoff Realty Investments Hires New Chief Financial Officer
- Strategic Capital Consolidates Brands Under New Name
- Strategic Storage Trust VI Buys Two Storage Facilities Near Portland
- Morgan Stanley to Sell $15 Billion Eaton Vance RIA Business to CI Financial and Pathstone
- Daughter of Imprisoned Former Securities America Broker Pleads Guilty to Federal Charges
- SmartStop Self Storage REIT Changes Distribution Policy
- Red Oak Arranges Financing for Mixed-Use Building in San Diego
- American Healthcare REIT Provides Fourth Quarter and Year-End 2021 Update to Investors
- Opinion: Regulatory Overreach – Elon Musk and the SEC
- CORE Pacific Advisors Fully Subscribes DST Offering of Charlotte Multifamily Property
- JLL Income Property Trust Buys Kansas City Medical Office Portfolio
- Biden’s New Budget Proposes Limiting 1031 Exchanges
- SmartStop Self Storage REIT Reports Same-Store Revenue and NOI Growth in Fourth Quarter 2021
- American Healthcare REIT Changes Distribution Policy
- Watermark Lodging Trust Declares NAV Per Share
- Geneos to Pay $400,000 to Settle FINRA Charges Involving GPB and “Risky” Alternative Mutual Fund
- Capital Square Hires Executive Vice President of Finance and Revenue
- Croatan Investments Buys Houston Multifamily Property
- Sila Realty Trust Buys Oklahoma Medical Office Building
- American Healthcare REIT Declares Net Asset Value Per Share
- Nuveen Global Cities REIT Updates Net Asset Value Per Share
- Kingsbarn Breaks Ground on Multifamily Project in Carson City Opportunity Zone
- FINRA Fines Two Broker-Dealers $115,000 over GPB Private Placement Sales
- Blackstone BDC Declares NAV Per Share, Prices Notes Offering
- ARCTRUST Appoints Managing Director of Equity Markets
- Shopoff Sells 2.8-Acre Hotel Parcel in La Quinta, California
- ExchangeRight Takes DST Offering Full Cycle, Reports 134% to 143% Returns
- Capital Square Names Chief Development Officer
- SEC Obtains Judgment Against Former Transamerica Broker Accused of Defrauding Investors
- Avantax Recruits $200 Million Veteran Advisor from LPL
- CNL Healthcare Declares Annual NAV Per Share and Reduces Quarterly Distribution
- Hines Global Income Trust Declares NAV Per Share
- Nuveen Global Cities REIT Names New Co-President
- Red Oak Appoints New President and Chief Operating Officer
- Sponsored: Market Volatility – How Alternative Investments May Help Lower the Cost of Investing
- Delaware Statutory Trust Offerings on Pace for Record-Setting Year
- Strategic Storage Trust VI’s $1 Billion Initial Public Offering Declared Effective by SEC
- CNL Financial Group Hires Industry Veteran as Senior Managing Director
- Leitbox Adds Two Rhode Island Storage Facilities to Portfolio
- Non-traded Alts Raise a Record $11.5 Billion in February
- Cantor Fitzgerald Income Trust Buys Cold Storage Industrial Facility from 1031 Sponsor
- Ares REIT Updates Monthly Net Asset Value Per Share
- SEC Orders Fund Manager to Pay $12 Million to Settle Fraud Charges
- The DI Wire Welcomes Foreside as New Directory Sponsor
- Hines Global REIT Liquidating Trust Sells Final Property, Issues Special Distribution
- Ares Industrial REIT Updates Monthly NAV Per Share
- Capital Square Appoints Chief Sales Officer
- Invesco REIT Declares Monthly Net Asset Value Per Share
- Blackstone REIT Declares Monthly NAV Per Share
- JLL Income Property Trust Buys Reno Medical Office Property
- Cottonwood Communities Reports Monthly NAV Per Share
- AKRU Appoints Former Cincinnati Mayor as Chair of the Board of Advisors
- SEC Charges Former LPL/Wells Fargo Broker with Stealing $680,000 from Clients
- Starwood REIT Declares Monthly Net Asset Value Per Share
- Allison Herren Lee to Step Down as SEC Commissioner
- 1031 Crowdfunding Closes Senior Living DST Portfolio
- Opinion: The Ukraine Conflict – The Greenest Energy Policy is One That Puts America First
- Comrit Nominates Dissident Director to AR Global’s NYC REIT Board
- MSC Income Fund Increases Quarterly Dividend and Announces Share Repurchase Offer
- RREEF Property Trust Reports Daily NAVs for February 2022
- Sila Realty Trust Recommends Shareholders Reject Latest Unsolicited Tender Offer
- FINRA Fines Crown Capital Securities over Commission Payments
- SmartStop Self Storage REIT Suspends Distribution Reinvestment Plan and Share Redemptions
- EJF Capital JV to Develop Multifamily Property in Jacksonville Opportunity Zone
- Shopoff Joint Venture Buys Office Building in Charlotte, North Carolina
- Cantor Fitzgerald and Silverstein Properties Close Third Qualified Opportunity Zone Fund
- iCapital to Buy Stifel Feeder Fund Platform
- JVM Realty Hires Chief Operating Officer
- PTM Partners Hires Vice President of Development
- NorthStar Healthcare Changes Sponsor, Names New Chairman and CFO
- SEC Charges Siblings in $124 Million Crypto Fraud Operation
- FS Global Credit Opportunities Fund Plans to List on NYSE
- The True Life Companies Sells Mixed-Use Parcel in San Francisco Bay Area
- FINRA Sanctions Ex-LPL Broker Accused of Raising $815,000 for Fraudulent Tequila Company
- Preferred Capital Securities Partners with WhiteHawk Energy to Fund Latest Acquisition
- Greenbacker Capital Closes Debut Private Equity Fund
- Independent Financial Group Hires SVP of National Sales and Marketing
- Griffin Realty Trust Provides Update on Strategic Review, NAV, and Financial Performance
- Inland Real Estate Income Trust Declares Annual Net Asset Value Per Share
- RK Properties Fully Subscribes Latest DST Offering
- Comrit Launches Unsolicited Tender Offer for Shares of CNL Healthcare
- The DI Wire Welcomes Ashford Securities as New Directory Sponsor
- Bluerock Capital Markets Reports Record $365 Million of New Equity in February
- City National Rochdale to Pay $30 Million to Settle SEC Charges over Undisclosed Conflicts
- Carter Multifamily Buys Georgia Multifamily Property for $41.1 Million
- Greenbacker Buys Solar and Energy Storage Portfolios Across Illinois, Maine, and New York
- SEC Charges Ex-Broker Accused of Stealing $1.2 Million from Elderly Investors
- JLL Income Property Trust Reports Daily NAVs and Share Repurchase Update
- Sierra Income Corporation Completes Merger with Publicly Traded BDC
- Triton Affiliate Tasty Brands Reports 4Q21 Portfolio Performance Update
- The AmeriFlex Group Adds Three Wealth Management Practices Overseeing $721 Million
- Apollo Completes Acquisition of Griffin Capital’s Global Wealth Distribution Business
- SEC Charges Cambridge with Failing to Disclose Conflicts over Mutual Fund Selection
- Hines Global Income Trust Buys Studio Space in Burbank, California
- Rowe Capital Targets Millennials with Launch of First Fund
- Greenbacker Capital Expands Investments Team with Senior Hire
- Griffin Capital Reports 23.9% Annualized Return on Las Vegas DST Multifamily Sale
- SmartStop Asset Management Reports 141% Return Following DST Property Sale
- JLL Income Property Trust Increases Quarterly Dividend
- BDP Holdings Buys Office Building Near NYC Leased to Pitney Bowes
- W. P. Carey to Merge with Affiliated Non-Traded REIT in $2.7 Billion Transaction
- Inland Reports “Strong” 2021 with Substantial Increases in Distributions and Capital Raise
- Megatel Expands Capital Markets Team with Two Vice President Hires
- Croatan Investments Reports First Full-Cycle DST Offering
- Bluerock Interval Fund Reports Record Capital Raise in January 2022
- Blackstone BDC Declares NAV Per Share, Announces One-Year Anniversary
- Video: Impact vs. ESG Investing
- Gentry Mills Adds $80 Million in Hospitality Assets to Portfolio
- Non-Traded Alts on Pace to Raise $120 Billion in 2022 Following Record-Breaking January
- SmartStop Self Storage REIT to Merge with Affiliated Private REIT
- ExchangeRight Takes Delaware Statutory Trust Offering Full Cycle
- Time Equities Closes Fifth Income & Opportunity Fund
- The DI Wire Welcomes Legion Capital as New Directory Sponsor
- SEC Signals Changes to Accredited Investor Definition
- Ares REIT Updates Monthly Net Asset Value Per Share
- Invesco REIT Buys Industrial and Grocery-Anchored Retail Properties
- Advisor Group Adds Three Industry Executives to Team
- Veteran Securities Attorney Robert Kaplan Jr. Joins Whiteford in Richmond
- Opinion: Regulatory Overreach – The SEC vs. XRP
- Hines Global Income Trust Buys Chicago Office Property in 1031 Exchange Transaction
- Urban Catalyst Funds Hires “Partnership Emissary” for East Coast
- CI Financial to Acquire $5 Billion Wealth Management Firm
- Blackstone REIT Joint Venture Buys Student Housing Portfolio
- Legendary Capital Sponsors UPREIT Acquisition of El Paso Courtyard Hotel
- LPL Financial Recruits $1 Billion Team from Wells Fargo
- Invesco REIT Updates Monthly Net Asset Value Per Share
- Massachusetts Charges Purshe Kaplan with Failing to Supervise Dually-Registered Agents
- Capital Square Opportunity Zone Fund Completes Equity Offering in Record Time
- GTIS Reports Equity Raise for Qualified Opportunity Zone Fund
- Ares Industrial REIT Updates Monthly NAV Per Share
- Blackstone REIT to Buy Preferred Apartment Communities in $5.8 Billion Deal
- Opportunity Zone Fundraising Jumps $7 Billion in the Second Half of 2021
- Capital Square 1031 Buys Amazon Distribution Facility for DST Offering
- VineBrook Homes Trust Buys Portfolio of 3000 Single-Family Rental Homes
- Blackstone REIT Declares Monthly NAV Per Share
- SEC Charges and Fines 12 More Firms for Failing to Meet Form CRS Obligations
- CIM Real Estate Finance Trust Completes First Tranche of $1.3 Billion Retail Sale to AR Global REIT
- ADISA Announces 2022 President-Elect and Officers
- Sponsored: Two Risks Hurting Your Investment Management Business
- Blackstone REIT’s $60 Billion Follow-On Offering Declared Effective by SEC
- Inland Private Fully Subscribes Single-Family Rental-Focused Delaware Statutory Trust
- Hines Global Income Trust Declares NAV Per Share
- Capital Square Names Chief Legal Officer
- FINRA Report Highlights Compliance Deficiencies of Regulation Best Interest and Form CRS
- Starwood REIT Declares Monthly Net Asset Value Per Share
- Black Creek Industrial REIT IV Changes Name
- SEC Proposes Big Changes to ’40 Act Fund Advisers
- Sponsored Video: Inland Private Capital Corp. Monetizes More Than $1.5 Billion In Real Estate in 2021
- Inland Private Closes Two Self-Storage Conversion Opportunity Zone Funds
- Capital Square Buys 10th Manufactured Housing Community in Florida for DST Offering
- Walton Launches Capital Markets Business Line with Two New Land Funds
- Modiv Launches Underwritten Public Offering
- Starwood REIT Registers $18 Billion Follow-On Offering
- CAI Investments Takes Delaware Statutory Trust Offering Full Cycle
- SmartStop Self Storage REIT Buys Facility in the Chicago Metro Area
- LPL Recruits Father/Son Advisor Team from Raymond James
- Capital Square 1031 Buys MOB and Surgery Center in Arizona for DST Offering
- ExchangeRight Reports New Capital Raise Record in 2021
- Carter Multifamily Hires Former Cetera Exec to Lead Strategic Development
- Greenbacker Buys Pre-Operational Solar Portfolio in Washington
- Starwood Hires Managing Director and Head of Hotel Acquisitions for the Americas
- Participant Capital Appoints Industry Veteran as President
- Trilogy Reg A+ Fund Buys Chicago Multifamily Property
- FINRA Bars Former Transamerica Broker
- Annuities Trade Group Sues DOL Over Fiduciary Rule
- Video: Impact Investing
- Blackstone Private Credit Fund Appoints Interim CAO and Treasurer
- RREEF Property Trust Reports Daily NAVs for January 2022
- LPL Reports $1.21 Trillion in Advisory and Brokerage Assets in 4Q21
- JLL Income Property Trust Buys Duke Medical Plaza in Durham, North Carolina
- Strategic Capital Fund Management Buys Data Center Near Atlanta for $80 Million
- Keystone 1031 Buys Eight Net-Leased Retail Properties for DST Offering
- Charges Added Against Former LPL Rep Accused of Stealing $1.4 Million from Elderly Clients
- Peak Capital Solutions Hires Senior Vice President, External Wholesaler
- Greenbacker Buys Massachusetts Rooftop Solar Portfolio
- CIM Real Estate Finance Trust Recommends Shareholders Reject Unsolicited Tender Offer
- Bluerock Interval Fund Reports Record Quarterly and Year-End Returns, Surpasses $4 Billion in AUM
- JLL Income Property Trust Reports Daily NAVs and Share Repurchase Update
- SEC Charges Adviser with Running Precious Metals Scheme Targeting Retail Investors
- Advisor Group Recruits Four Advisors with $232 Million in Client Assets
- The DI Wire Welcomes Gentry Mills Capital as a New Directory Sponsor
- Blackstone BDC Declares Monthly NAV Per Share, Receives Third Investment Grade Rating
- Cetera Advisor Networks Appoints New President
- Legion Capital Increases Size of Reg A+ Offering Following Sellout
- Shopoff Sells Three Manufactured Housing Communities in North Central Illinois
- Blackstone REIT Doubles Size of Pre-Effective Follow-On Offering
- Video: Self-Storage Investing
- NAV REITs Post Cumulative 64% Total Return Over Past 5 Years
- KBS Appoints New Chief Executive Officer and Chief Financial Officer
- SEC Charges Former UBS Advisor with Stealing $5.8 Million from Client
- Hines Global Income Trust Buys San Diego Office Campus for $120 Million
- Vinebrook Homes Trust Declares Monthly NAV Per Share
- Greenbacker Buys Pre-Operational Solar Project in Vermont
- Securitized 1031 Exchanges Raise a Record $7.4 Billion in 2021
- Inland Private Sells Two Home Depot Stores in Latest DST Full-Cycle Transaction
- KKR Appoints Global Head of Private Wealth
- Legendary Capital Sponsors Acquisition of Hampton Inn & Suites in Fargo
- Sales of Illiquid Alternatives Break Records in 2021
- Carter Multifamily Internalizes Sales Team and Makes Leadership Appointments
- Capital Square 1031 Buys Mixed-Use Multifamily Property in Jacksonville for DST Offering
- Grubb Properties Closes Opportunity Zone Fund Ahead of REIT Consolidation
- JVM Realty Buys Multifamily Property in Illinois
- Four UDF Executives Convicted of Fraud
- Blackstone REIT to Buy Resource REIT in $3.7 Billion Deal
- Griffin Interval Fund Reports Record Performance in 2021, Surpasses $5 Billion in AUM
- Advisor Group Adds Three Financial Advisors with $481 Million in Client Assets
- Capital Square 1031 Buys Multifamily Property Near Kansas City for DST Offering
- Four Springs Capital Trust Postpones Initial Public Offering
- Hines Global Income Trust Buys Remaining Buildings in Chicago Mixed-Use Campus
- Cottonwood Communities Reports Monthly NAV Per Share
- Financial Services Institute Names 2022 Board and Executive Committee Members
- ExchangeRight Fully Subscribes Net-Leased DST Offering
- Capital Square Reports Record Equity Raise, Acquisitions, and Dispositions in 2021
- Integris Real Estate Investments Launches Opportunity Zone Fund
- ARCTRUST Receives Investment Grade Rating from Egan-Jones
- Starwood REIT Declares Monthly Net Asset Value Per Share
- Benefit Street Partners and Non-Traded BDCs Report Record Originations in 2021
- CAI Subscribes DST Offering of Reno Retail Property
- Triton Pacific Affiliate Buys Portfolio of KFC and Taco Bell Restaurants
- LPL Financial Recruits Former Lincoln Financial Team
- Inland Private Sells Wholesale Club Portfolio, Reports 154% Total Return to Investors
- Blackstone REIT Declares Monthly NAV Per Share
- Black Creek Industrial REIT IV Updates Monthly NAV Per Share
- Greystone and Passco Form DST Investment Partnership
- Sponsored: Moving Beyond 60/40 with Private Equity
- Hines Global Income Trust Declares NAV Per Share
- Invesco REIT Updates Monthly Net Asset Value Per Share
- Video: Dynamics of the 721 Exchange
- Montego Minerals Closes Sixth Investment Fund
- SEC Bars Former Raymond James Adviser Accused of Defrauding 100 Clients
- PTM Partners Closes Second Qualified Opportunity Zone Fund
- JLL Income Property Trust Buys Suburban Chicago Distribution Center
- Prospect Flexible Income Fund Changes Name, Repositions as an ESG-Focused Fund
- Sponsored Video: Self-Directed IRAs
- Griffin Capital Closes Second Qualified Opportunity Zone Fund
- Inland Private Reports 192% Total Return with Industrial DST Property Sale
- CIM Interval Fund Buys Multifamily Property in Los Angeles
- SmartStop Asset Management REIT Sells Florida Student Housing Property to Blackstone Affiliate
- Kingswood Recruits Seven Independent Financial Advisors and Practices
- Apollo Launches Non-Traded BDC with More Than $1 Billion in AUM
- Griffin Capital Reports 427% Total Net Return in TIC/DST Property Sale
- JLL Income Property Trust Buys South Louisville Distribution Center
- Inland Venture Partners Reports Annual Return of 52% with Manufactured Housing Sale
- Strategic Wireless Buys Multiple Cell Towers Throughout U.S.
- Bluerock Capital Markets Reports Record $2.1 Billion in Annual Capital Raise in 2021
- RK Properties Sells TIC/Fund Multifamily Property for $77 Million, Reports Hefty Return
- Hines Global REIT Liquidating Trust Declares Special Distribution
- Four Springs Capital Trust Launches Initial Public Offering
- Cantor Fitzgerald and Capital Innovations to Launch Sustainable Infrastructure Interval Fund
- DWS’s RREEF Property Trust Extends Offering
- HC Government Realty Trust Names Chief Operating Officer and President
- Keystone Hires Real Estate Analyst
- ExchangeRight Takes DST Offering Full Cycle, Reports 157% to 163% Returns
- LPL Recruits $1 Billion Team from Securities America
- Summit Healthcare REIT Buys Eight Skilled Nursing Facilities in Georgia
- Preferred Capital Securities Reports Total Capital Raise of $3 Billion
- Inland Private Sells Eight-Property Walgreens DST Portfolio
- Capital Square 1031 Buys New Multifamily Community in Georgia
- Video: Single-Family Rental Investing
- Starwood REIT and Morningstar Properties Form Self-Storage Focused Joint Venture
- Comrit Sends Public Letter to NYC REIT Stockholders Urging Boardroom Change
- Business Development Corporation of America Changes Name
- Invesco REIT Buys Student Housing Property Near Arizona State University
- CI Financial Completes Six Acquisitions, Increases U.S. Assets to $115 Billion
- FINRA Fines Advisor Group’s Triad for “Risky” Alternative Mutual Fund Sales
- RK Properties Fully Subscribes Latest DST Offering
- Strategic Storage Trust VI Buys Two Recently Constructed Properties in Florida
- Pacific Oak Strategic Opportunity REIT Declares Special Dividend
- Invesco REIT to Buy Arizona Student Housing Property for $163 Million
- Strategic Wireless Buys Indiana Cell Tower Portfolio
- 1031 Crowdfunding Buys Memory Care Portfolio for DST Offering
- The DI Wire’s Top 5 Stories of 2021
- SmartStop Reports 143% Total Return to DST Investors with Student Housing Property Sale
- Cottonwood Communities Reports Monthly NAV Per Share
- RK Properties Buys Florida Multifamily Property for DST Offering
- Sponsored Video: Crowdfunding to Raise Capital
- Inland Private Reports 287% Total Return to Investors in Latest DST Property Sale
- Cantor Fitzgerald Income Trust Updates Net Asset Value Per Share
- SmartStop Self Storage REIT Recommends Shareholders Reject Comrit Tender Offer
- Sponsored: It’s That Time of Year…
- Non-Traded REITs Raise $4.6 Billion In November, Alts Now Expected to Top $80 Billion
- Blackstone BDC Declares Monthly NAV Per Share
- Capital Square 1031 Buys Multifamily Community Near Richmond for DST Offering
- Hines Global Income Trust Buys Rhode Island Multifamily Property
- Capital Square 1031 Buys Fifth Multifamily Property in Chattanooga for DST Portfolio
- Pacific Oak Strategic Opportunity REIT Declares New Estimated Value Per Share
- Cove Capital Reg D Fund Buys Two Medical Facilities
- BDP Holdings Buys Belcan Headquarters Building Near Cincinnati
- FINRA Orders Multiple Firms to Pay $11.1 Million in Restitution for 529 Plan Violations
- Video: The New World of Non-Traded REITs
- Brookfield REIT Buys $570 Million in Real Estate, Including Dreamworks Campus
- Nuveen Global Cities REIT Updates Net Asset Value Per Share
- CIM Real Estate Finance Trust to Sell 81 Retail Properties to AR Global REIT for $1.32 Billion
- Blackstone to Buy Bluerock Residential Growth REIT in $3.6 Billion Deal
- Hines Global Income Trust Declares NAV Per Share
- Gladstone Land Buys Farmland in Florida
- J.P. Morgan Securities to Pay $200 Million for “Widespread” Recordkeeping Failures
- Blackstone REIT Buys AIG’s Affordable Housing Portfolio for $5.1 Billion
- Ares REIT Updates Net Asset Value Per Share
- Vinebrook Homes Trust Updates Monthly NAV Per Share
- The DI Wire Welcomes 1031 Crowdfunding as a New Directory Sponsor
- CIM Real Estate Finance Trust Completes Merger with Affiliated Non-Traded REIT
- Starwood REIT Reports Monthly NAV Per Share and Acquisition Pipeline Update
- Ashford Securities Hires Head of Due Diligence
- Watermark Lodging Trust Reports Changes to Management Team
- Blackstone REIT Declares Monthly NAV Per Share, Reports $2.1 Billion Multifamily Acquisition
- Black Creek Industrial REIT IV Updates Monthly NAV Per Share
- Video: All About Crypto
- Legendary Sponsors Acquisition of Sheraton Hotel in Chicago Using UPREIT Transaction
- FINRA Seeks Sanctions Against Broker Accused of Murdering His Client
- Invesco REIT Declares Monthly Net Asset Value Per Share
- Keystone Hires Director of Sales
- JLL Income Property Trust Buys Medical Office Building in Florida
- Steadfast Apartment REIT Stockholders Approve Merger with Independence Realty Trust
- ExchangeRight Takes DST Offering Full Cycle and Exits Multifamily Market
- Guest Contributor: Fiduciary Standard Fray – Keeping Track of the Latest Developments and Industry Impact
- Hines Global Income Trust Buys Office Property Near Los Angeles
- Prospera Financial Services Buys $1.4 Billion Firm
- Bluerock Capital Markets Reports Record $334 Million of New Equity in November
- Resource REIT Reportedly Exploring $2 Billion Sale
- W.P. Carey-Sponsored REIT Declares Quarterly NAV Per Share and Special Cash Distribution
- CNL Strategic Capital Buys Majority Stake in Clarion Safety Systems
- Prospect Capital Reports First Year Capital Raise for Preferred Stock Offering
- Inland Private Reports 203% Return with the Sale of Two Multifamily DST Properties
- DWS’s RREEF Property Trust Names New CEO
- Red Oak Fund Receives Investment Grade Rating from Egan-Jones
- ADISA Names 2022 Board of Directors
- Sponsored: Finding Leverage Through Technology
- Inland REIT Shareholders Approve Charter Amendments Geared Towards Public Listing
- RREEF Property Trust Reports Daily NAVs for November 2021
- Gladstone Land Buys Pistachio Orchard in California
- Realto Launches Platform for Secondary Trading of Alternative Securities
- Shopoff Buys Nearly 1,500 Acres of Land for Development in Southern California
- Former Merrill Lynch Broker Sentenced to Seven Years for Defrauding Investors
- Opinion: PRO Act Eliminates Essential Freedoms for Independent Advisors and Main Street Investors
- NorthStar Healthcare Sells 14 Properties to Welltower for $580 Million
- JLL Income Property Trust Buys Four-Building Distribution Center Near Atlanta
- JLL Income Property Trust Reports Daily NAVs and Share Repurchase Update
- FINRA Fines Former Aegis Broker for Accepting Cash Gift from Client
- Advisor Group’s Securities America Recruits Two Financial Advisors
- CI Financial to Buy $6 Billion RIA
- Sponsored: New Report Sheds Light on Digital Infrastructure Market Trends
- Black Creek Diversified Property Fund Changes Name, Amends Share Redemption Program
- Video: An Update on Opportunity Zones with Baker Tilly’s Michael Fitzpatrick
- GTIS Partners Opportunity Zone REIT to Close at Year End
- Hines Global Income Trust Buys WGN-TV Studios in Chicago
- Apollo to Buy Griffin Capital’s $5 Billion Wealth and Asset Management Business
- AR Global’s Healthcare Trust Names New CFO, Secretary, and Treasurer
- Keystone 1031 Buys Six Net-Leased Retail Properties for DST Portfolio
- Strategic Storage Trust VI Buys Self-Storage Facility in Phoenix
- Sponsored: ExchangeRight Surpasses $4 Billion in AUM with All Portfolios Meeting/Exceeding Projections
- Comrit Issues Scathing Letter to AR Global’s NYC REIT, Plans to Nominate Director
- CION Investments Forms Joint Venture with Man Group
- Triton Affiliate Tasty Brands Reports 3Q21 Portfolio Performance Update
- CI Financial Buys $615 Million Chicago-Based RIA
- Blackstone REIT Buys Logistics Portfolio from Cabot for $2.3 Billion
- Opinion: Regulatory Overreach –The SEC Racket
- AIX Announces Integration with UMB Fund Services’ Systems
- LPL Financial Adds $500 Million Clearview Wealth Partners
- Exclusive: Investors Choice OZ Fund to Develop Connecticut Senior Housing Facility
- Blackstone’s BDC Declares Monthly NAV Per Share
- Mobile Infrastructure Corporation CFO Resigns from Firm
- Gladstone Land Buys 165 Acres of Farmland in Oregon
- Non-Traded REIT Sales Reach $3.5 Billion In October, Alts on Pace to Raise $75 Billion
- Capital Square 1031 Buys Florida Manufactured Housing Community
- SEC Charges Former Longtime Broker with Stealing Nearly $1 Million from Clients
- Red Oak Completes Four Loans in Georgia, Ohio, and Louisiana
- Sponsored: Investing in an Inflated Economy – Diversification Through Alternative Investment
- ExchangeRight Takes DST Offering Full Cycle, Reports Annualized Returns from 6.54% to 7.99%
- KBS REIT II Sells Silicon Valley Office Building for $35 Million
- FS Investments Hires Head of Wealth Solutions
- PTM and Kushner JV to Develop Multifamily Tower in Miami Opportunity Zone
- Sponsored: The San Jose Office Market – Inquiring Minds Want to Know
- Capital Square Reports 191.72% Total Return to Investors in DST Property Sale
- DWS’s RREEF Property Trust Buys Multifamily Property Near Denver for $128.5 Million
- Hines Global Income Trust to Buy WGN-TV Studios in Chicago
- Cottonwood Communities Reports Monthly NAV Per Share
- FINRA Bars Ex-Broker Accused of Taking Money from Children’s Cancer Charity
- Nuveen Global Cities REIT Updates Net Asset Value Per Share
- Carter Multifamily Sells Two Value-Add Apartment Communities for $73.3 Million
- Invesco REIT Declares Monthly Net Asset Value Per Share
- SEC Reports Record-Breaking Year for Whistleblowers, Increase in New Enforcement Actions
- Greenbacker Reports Revenue and Production Growth in 3Q21
- DAI Securities Hires Chief Investment Officer
- Cantor Fitzgerald Income Trust Updates Net Asset Value Per Share
- Opportunity Zone Fund Manager Charged with Securities Fraud
- Black Creek Diversified Updates Net Asset Value Per Share
- Hines Global Income Trust Buys Chicago Mixed-Use Campus
- Buttonwood Due Diligence Hires Vice President of National Accounts
- Blackstone’s Non-Traded BDC Declares Special Distribution
- Starwood REIT Reports Monthly NAV Per Share and Acquisition Pipeline Update
- Black Creek Industrial REIT IV Updates Monthly NAV Per Share
- Vinebrook Homes Trust Updates Monthly NAV Per Share
- Blackstone REIT Declares Monthly NAV Per Share
- Inland Private Reports 143% Return for Latest DST Property Sale
- Hines Global Income Trust Declares NAV Per Share
- Sponsored: Over $1 Billion Transacted on Altigo
- Cantor Fitzgerald JV Completes Second Full-Cycle DST Transaction of 2021
- The Parking REIT Changes Name
- Lightstone Value Plus REIT V Declares Net Asset Value Per Share
- Cove Capital Takes DST Offering Full Cycle with Data Center Property Sale
- Bluerock Capital Markets Reports Record $240 Million of New Capital in October
- Starwood REIT Buys 62-Property Multifamily Portfolio from Strata
- Modiv to Seek Listing in 2022, Declares NAV Per Share
- Greenbacker Buys Pair of Community Solar Projects in Maine
- Opportunity Zone Funds Invested $29 Billion Through 2019
- Griffin Realty Trust Reports Third Quarter 2021 Results
- SmartStop Self Storage REIT Recommends Shareholders Reject CMG Tender Offer
- LPL Financial Recruits $400 Million Financial Advisor
- Capital Square Buys Multifamily Property in Metro Atlanta for DST Offering
- RREEF Property Trust Reports Daily NAVs for October 2021
- Greenbacker Buys Solar Project in Minnesota
- Cetera Recruits More Than $2.4 Billion in New Assets In 3Q21
- Oaktree REIT Changes Name Following Brookfield Adviser Transition
- SmartStop Self Storage REIT Reports Same-Store Revenue and NOI Growth During 3Q21
- Madison Capital Group Closes Private REIT Offering
- Strategic Wireless Expands Portfolio with Purchase of Multiple Cell Towers and Easements
- The DI Wire Welcomes Buttonwood Due Diligence as a New Directory Sponsor
- NorthStar Healthcare to Sell 14 Properties to Welltower for $580 Million
- SEC Charges Adviser with Defrauding Elderly Client
- Shopoff JV Buys Former Nordstrom Building in Downtown Santa Barbara
- Advisor Group’s Securities America Recruits Two California-Based Financial Advisors
- Inland Private Sells 34-Property Self-Storage DST Portfolio for $265 Million
- Capital Square Buys Multifamily Community in Florida for DST Offering
- Greenbacker Buys 15-Project New England Solar Portfolio
- LPL Financial Recruits Former Cetera Team
- Sponsored: Oil Prices are Heading Higher in 2022
- Securitized 1031 Exchanges Now on Pace to Raise a Record $6 Billion in 2021
- ExchangeRight Adds SVP/External Wholesaler to Sales Team
- Ares Begins Construction on Logistics Center in Dallas
- Urban Catalyst Hires Two “Partnership Advocates” to Raise Money for OZ Funds
- NAV REITs Post Record Return in Third Quarter of 2021
- CNL Strategic Capital Launches $1.1 Billion Follow-On Offering
- FS Investments Hires Former BofA Exec as Chief Integration Officer
- Private Equity Firms Complete Acquisition and Rebrand of Wells Fargo Asset Management
- LPL Reports $1.13 Trillion in Advisory and Brokerage Assets in 3Q21
- Trilogy Real Estate Group Subscribes DST Offering of Multifamily Property Near Chicago
- FINRA Bars Merrill Lynch Broker Accused of Converting State Unemployment Funds
- JLL Income Property Trust Reports Daily NAVs and Share Repurchase Update
- Proposal to Prohibit Alternatives in IRAs Removed from Build Back Better Framework
- Bluerock Reports 165% Total Return Following Sale of Florida Multifamily DST Property
- Comrit Completes Unsolicited Tender Offer for Shares of CIM Real Estate Finance Trust
- SEC Obtains Final Judgment Against Sentenced Merrill Lynch Advisor
- Blackstone REIT and Kimco to Jointly Own Six Sunbelt Shopping Centers
- SEC Charges Adviser with Stealing $3 Million to Pay Off Credit Cards, Buy Gold Coins
- ExchangeRight Affiliate Telos Reports 11% Annual IRR with RV Resort Development
- Greenbacker Buys Pair of Operational Wind Assets in Minnesota
- Department of Labor Delays Fiduciary Rule Enforcement
- JLL Income Property Trust Buys Another Denver-Area Multifamily Property from Inland Private
- Hartman Income REIT Management Hires Regional Sales Director
- RK Properties Buys South Carolina Multifamily Property for DST Offering
- Inland Private Reports 219% Return with DST Multifamily Portfolio Sale
- Capital Square 1031 Buys Virginia Multifamily Property for DST Offering
- Hines Global Income Trust Buys Industrial Property in Prague
- Comrit Launches Unsolicited Tender Offer for Shares of CNL Healthcare
- Blackstone’s BDC Declares Monthly NAV Per Share
- Invesco REIT Declares Monthly Net Asset Value Per Share
- Core Pacific Advisors Fully Subscribes DST Offering of Texas Multifamily Property
- SmartStop Self Storage REIT Buys Self Storage Facility Near Denver
- Four UDF REIT Executives Charged with Fraud
- Non-Traded REIT Sales Exceed $3 Billion for Fourth Month in a Row
- Cottonwood Communities Reports Monthly NAV Per Share
- CAI Investments Buys Retail Property Near Reno for DST Offering
- Nuveen Global Cities REIT Updates Net Asset Value Per Share
- Franklin BSP Realty Trust and Capstead Complete Merger
- JLL Income Property Trust Buys Multifamily Property in Suburban Denver
- Shopoff JV Secures Entitlements for Casino and Resort on Las Vegas Strip
- Blackstone REIT Completes Purchase of WPT Industrial REIT in $3.2 Billion Deal
- SmartStop Self Storage REIT Declares Net Asset Value Per Share
- Vinebrook Homes Trust Updates Monthly NAV Per Share
- Urban Catalyst Secures Approvals for Student Housing Tower in Downtown San Jose OZ
- Black Creek Diversified Updates Net Asset Value Per Share
- Cantor Fitzgerald Income Trust Declares Net Asset Value Per Share
- Versity Buys Multifamily Property Near Disney World for DST Offering
- FS Investments Hires Chief Market Strategist
- Starwood REIT Reports Monthly NAV Per Share and Acquisitions Update
- Black Creek Industrial REIT IV Updates Monthly NAV Per Share
- Montego Minerals Closes Fifth Investment Fund
- Former Merrill Lynch Advisor Launches Practice with LPL Financial
- Blackstone REIT Declares Monthly NAV Per Share, Reports $2.3 Billion Deal with Cabot
- Hines Global Income Trust Reports Monthly NAV Per Share
- American Hospitality Properties REIT Declares Special Dividend
- Syndicated Equities Buys Alabama Retail Property for DST Offering
- WPT Industrial REIT Receives Court Approval for $3.1 Billion Sale to Blackstone REIT
- ExchangeRight Fully Subscribes DST Offering of 21 Net-Leased Properties
- Captrust Buys Texas-Based RIA with $2.6 Billion in Client Assets
- Former Wells Fargo Financial Advisor Joins LPL Financial
- Benefit Street REIT Reports Final Exchange Ratio for Capstead Merger and Reverse Stock Split
- Industry Groups Oppose Proposal to Prohibit Alternatives in IRAs
- Opinion: SEC Whistleblower Program Invites Abuse
- Lightstone Value Plus REIT V Buys Houston Multifamily Property
- SEC Obtains Final Judgment Against Longtime Broker Sentenced to 170 Months in Prison
- JLL Income Property Trust Buys Two Life Sciences Properties in North Carolina
- InvenTrust Lists on the NYSE and Rings Closing Bell
- Captrust Appoints Former Raymond James Exec as Chief Financial Officer
- Inland Private Reports 166% Total Return with DST Multifamily Portfolio Sale
- LPL Financial Recruits Former Morgan Stanley Advisor
- UMB Launches Automated Subscription and Tender Processing for Closed-End Funds
- How Multifamily Investments Can Potentially Offer a Hedge Against Inflation
- Blackstone REIT Registers $30 Billion Follow-On Offering
- Inland REIT to Pursue Possible Listing, Declares Quarterly Distribution
- CNL Strategic Capital Buys Majority Stake in Sanitizing Equipment Manufacturer
- SmartStop Self Storage REIT Increases Credit Facility
- IPA Elects New Board Members for 2022
- SEC Committee Recommends Retail Investors Have “Wider Access” to Private Funds
- VineBrook to Buy Portfolio of 3,000 Single-Family Rental Homes
- Capital Square Buys Florida Manufactured Housing Property for DST Offering
- Greenbacker Capital Management Names Chief Investment Officer
- InvenTrust Receives Authorization to List on NYSE
- JLL Income Property Trust Reports Daily NAVs and Offering Overview
- JVM Buys Wisconsin Multifamily Property
- LPL Financial Recruits Adviser Managing $260 Million
- Griffin Realty Trust Suspends NAV Publication, SRP and DRP to Pursue Strategic Initiatives
- SEC Chairman Discusses Commitment to Regulation BI in House Committee Meeting
- ADISA Names Award Winners at 2021 Annual Conference in Las Vegas
- Strategic Capital Fund Management Expands Wireless Infrastructure Team
- Bluerock’s Interval Fund Reports $3 Billion in AUM, New Record Equity Raise for September
- CNL and Sprott Launch Fund to Invest in Gold-Related Assets
- BDCA Increases Quarterly Distribution, Declares Special Dividend
- Greenbacker Buys Two Solar Projects at Denver Airport
- Griffin-American Healthcare REITs Complete Merger and Create $4.2 Billion REIT
- NASAA Reports Increased Enforcement Actions Tied to Commodities, Digital Assets
- CAI Investments Subscribes DST Offering of Kansas City Retail Establishment
- Grantchester Expands Management Team
- CION to Ring Closing Bell at the NYSE to Commemorate Listing
- SEC Charges Managing Director Who Bankrupted IFS Securities
- KBS REIT II Sells Arizona Office Property, Declares Fourth Liquidating Distribution
- Megatel to Develop 700 Prefab Homes Near Dallas Via New Product Line
- Wealth Enhancement Group to Surpass $50 Billion in Client Assets with Latest Acquisition
- SEC Charges Former Adviser with Stealing $1 Million from Three Elderly Clients
- GTIS Opportunity Zone JV to Develop Charlotte Multifamily Property
- Sierra Income Corporation Suspends Distribution Reinvestment Plan
- Advisor Group’s SagePoint Recruits Three Hybrids
- Blackstone’s BDC Declares Monthly NAV Per Share
- Vinebrook Homes Trust Names Interim President
- JVM Realty Buys Multifamily Property Near Indianapolis
- Capital Square Expands Development Team with Senior Hire
- Phillips Edison & Company Increases Monthly Distribution
- Blackstone REIT to Buy The Cosmopolitan of Las Vegas
- Invesco REIT Surpasses Half a Billion Dollars in Assets with Latest Acquisitions
- Carter Multifamily Sells 16 Multifamily Properties for $394 Million
- Comrit Extends Tender Offer Expiration Date Following CIM REIT Merger Announcement
- The DI Wire Welcomes KNPRE 1031 as a New Directory Sponsor
- SEC Charges Former Raymond James Investment Advisor with Defrauding 100 Clients
- Hines Global REIT Liquidating Trust Declares Special Distribution
- Benefit Street Partners Realty Trust Increases Quarterly Distribution
- NexPoint-Advised Private REIT Updates Monthly Net Asset Value Per Share
- Non-Traded REITs Now Projected to Raise $35 Billion in 2021 After Record-Breaking Month
- Capital Square 1031 Buys Chattanooga Multifamily Property for New DST Offering
- Nuveen Global Cities REIT Expands Property Portfolio
- Oaktree REIT Declares Monthly NAV Per Share
- Two CIM Non-Traded REITs Plan to Merge and Create $6 Billion REIT
- Cottonwood Communities Reports Monthly NAV Per Share
- CION Investment Corporation Releases NYSE Listing Date, Completes Reverse Stock Split
- Coldstream to Merge with $463 Million Wealth Management Firm
- Sierra Income Corporation to Merge with Publicly Traded BDC
- Black Creek Diversified Updates NAV Per Share
- Cantor Fitzgerald Income Trust Declares Net Asset Value Per Share
- iCapital to Buy Axio Financial
- The DI Wire Welcomes Urban Catalyst as a New Directory Sponsor
- InvenTrust to Pursue a Listing on the New York Stock Exchange
- Capital Square Launches Sixth Opportunity Zone Fund
- Hines Global Income Trust Declares Monthly NAV Per Share
- RK Properties Fully Subscribes DST Offering
- CI Financial to Buy $5.2 Billion Silicon Valley Wealth Manager
- Nuveen Global Cities REIT Updates Net Asset Value Per Share
- SC Distributors Hires Vice President of National Accounts
- CION Declares Special Distribution, 2-to-1 Reverse Stock Split, and Share Repurchase Policy
- The True Life Companies Sells Mixed-Use Parcel for Northern California Development
- Sponsored: Why Texas Should be Your Next Investment
- Black Creek Industrial REIT IV Updates Monthly NAV Per Share
- JLL Income Property Trust Buys Virginia Medical Office Building
- Red Oak Hires Vice President of Capital Markets for Southeast Region
- Massachusetts Fines/Orders Overhaul of MML’s Social Media Policies after GameStop Frenzy
- Triton Affiliate Tasty Brands Reports 2Q21 Portfolio Performance Update
- The DI Wire Welcomes CORE Pacific Advisors as a New Directory Sponsor
- Blackstone REIT Declares Monthly Net Asset Value Per Share
- Starwood REIT Reports Monthly NAV Per Share and Acquisitions Update
- The Budget Reconciliation Process: Where Are We and Where Are We Going?
- InPoint Upsizes and Prices $87.5 Million Series A Preferred Stock Offering
- Invesco REIT Declares Net Asset Value Per Share for August 2021
- FINRA Bars Former Cambridge Broker for Allegedly Stealing Trust Funds
- Megatel Homes to Build $800 Million Lagoon Community Near Dallas
- Wealth Enhancement Group to Acquire $4.7 Billion RIA in Largest Transaction to Date
- Preferred Capital Securities CEO and President Purchase Firm from Founders
- iCapital and Grayscale Partner on Cryptocurrency Access
- CMG Launches Unsolicited Tender Offer for Griffin Realty Trust Shares
- Modiv Crowdfunded REIT to Launch Preferred Stock Offering
- Bluerock Capital Markets Reports Third Consecutive Month of Record Equity Inflows
- Preferred Apartment Communities Sells Two Office Properties, Redeems Series A Preferred Stock
- Waveland Energy Partners Expands Sales Team with Two New Hires
- LPL Financial Recruits Another Texas-Based Team
- Griffin Capital Multifamily Development Fund Goes Full Cycle with Final Property Sale
- Blackstone BDCs Appoint President and Chief Operating Officer
- Greenbacker Buys 41-Megawatt Solar Project in Michigan
- Capital Square Promotes Two Accounting Executives
- Strategic Capital Forms $1.5 Billion Data Center Investment Platform
- CION Shareholders Approve Listing-Related Proposals, BDC Provides Listing Details
- Veteran REIT Attorney Joins MMM Real Estate Capital Markets Group
- KBS REIT II Sells Denver Office Tower for $203.5 Million
- SEC Bars Adviser Accused of Defrauding Clients and Pro Athletes
- PIMCO to Buy Listed Office REIT in $3.9 Billion Deal
- Carter Multifamily Sells Georgia Value-Add Property for $36 Million
- InPoint Temporarily Suspends Primary Offering and SRP in Connection with Preferred Offering
- Strategic Student & Senior Housing Trust Details “Concerns” in Shareholder Letter
- Lightstone Value Plus REIT V Appoints New Chairman
- Cetera Adds $100 Million Investment, Tax, Estate and Medicare Practice
- ExchangeRight Affiliate Telos Capital Takes Industrial Fund Full Cycle
- Griffin-American Healthcare REIT IV Reports Second Quarter 2021 Results
- JLL Income Property Trust Buys Multifamily Property Near Denver from Inland Private
- RREEF Property Trust Reports Daily NAVs for August 2021
- Sierra Income Corporation Suspends Share Repurchases in Light of Strategic Review Process
- Griffin-American Healthcare REIT III Reports Second Quarter 2021 Results
- SEC Obtains Final Judgment Against Adviser Accused of Defrauding Clients and Pro Athletes
- Blackstone REIT Completes $10 Billion Purchase of QTS
- LPL Financial Recruits $625 Million Texas-Based Team
- Monmouth Shareholders Reject EQC Merger Following Competing Offer from Starwood REIT
- Regulatory Overreach – Pushing Back Against the SEC and FINRA
- W.P. Carey-Sponsored REIT to Explore Liquidity Options
- Hines Global Income Trust Reduces Distribution and Stockholder Servicing Fee
- Owl Rock Core Income BDC Reports Monthly NAV Per Share and Portfolio Update
- SEC Sanctions Eight Broker-Dealers/RIAs for Deficient Cybersecurity Protection
- Capital Square 1031 Buys Florida Manufactured Housing Community for DST Offering
- The Parking REIT Sells Majority Stake to Bombe Asset Management
- Comrit Launches Unsolicited Tender Offer for Griffin Realty Trust Shares
- Non-Traded REIT Sales Exceed $3 Billion in July, Alts on Pace to Raise $65 Billion
- QTS Stockholders Approve Acquisition by Blackstone REIT and Affiliated Funds
- Strategic Storage Trust VI Buys Self Storage Facility Near Phoenix
- EJF Capital JV to Develop Multifamily Property in Jacksonville Opportunity Zone
- SEC Chair Adds CFA Director of Investor Protection to Senior Staff
- Blackstone’s BDC Declares Monthly NAV Per Share
- Flat Rock Opportunity Fund Announces Distribution Increase
- Lasalle St. Recruits $100 Million Husband-and-Wife Advisor Team from Cetera
- Inland Private Reports 167% Total Return with DST Multifamily Property Sale
- Vinebrook Reports Resignation of CEO and President
- Greenbacker Capital Expands Investment in Hydroelectric Power Firm
- Comrit Launches Another Tender Offer for CIM Real Estate Finance Trust Shares
- NexPoint-Advised Private SRF REIT Declares Monthly NAV Per Share
- Urban Catalyst Secures Construction Financing for Downtown San Jose Mixed-Use Project
- Invesco REIT Declares Net Asset Value Per Share for July 2021
- Buttonwood Due Diligence’s Longest Tenured Employees Purchase Company
- SmartStop Self Storage REIT Reports Increased Revenues and FFO During 2Q21
- FS Credit REIT Posts Monthly NAV Per Share, Surpasses $2 Billion in Assets in July
- Steadfast Apartment REIT Recommends Shareholders Reject CMG Tender Offer
- LPL Managing Director and Chief Investment Officer to Retire in Early 2022
- Blackstone REIT and Landmark Partner in $784 Million Student Housing Joint Venture
- CIM Income NAV Declares Monthly NAV Per Share
- Nuveen Global Cities REIT Declares Monthly NAV Per Share
- FINRA Bars Broker Accused of Stealing from Elderly Client
- Sponsored: Inland Congratulates Inland Private Capital Corporation on its 20th Anniversary
- Cantor Fitzgerald Income Trust Declares Net Asset Value Per Share for July 2021
- ExchangeRight Fully Subscribes DST Offering of 12 Net-Leased Properties
- Starwood REIT Increases Offer to Buy Monmouth
- Modiv Converts to Regulation A REIT
- Sponsored: An Option for Streamlined Settlement of Private Placement Bonds
- Greenbacker Reports Significant Year-Over-Year NAV Growth in 2Q21
- Cottonwood Communities Declares Monthly NAV Per Share
- Pacific Oak Hires Chief Compliance Officer
- Former Oppenheimer Team Launches New Practice with LPL
- Former Merrill Lynch Adviser Sentenced to Prison for Defrauding Clients
- Bluerock Capital Markets Reports Record Month of Equity Inflows in July
- Black Creek Diversified Declares NAV Per Share for July 2021
- Hines Global Income Trust Declares Monthly NAV Per Share
- Black Creek Industrial REIT IV Declares Monthly NAV Per Share
- Starwood REIT Appoints New Sub-Advisor for Securities Portfolio
- Pacific Oak Capital Markets Hires Senior Regional Vice President to Lead Sales in Ohio Valley
- Legendary Capital Sponsors Houston Hilton Hotel Acquisition in UPREIT Transaction
- Blackstone REIT Declares July 2021 Net Asset Value Per Share
- Starwood REIT Reports Monthly NAV Per Share and Acquisitions Update
- Urban Catalyst OZ Fund to Develop San Jose Marriott Near Google’s Planned Mega-Campus
- FINRA Alerts Firms to New Phishing Campaign Using Fraudulent Domain Names
- Griffin Realty Trust Reports Second Quarter 2021 Results
- Capital Square 1031 Buys Virginia Multifamily Property for DST Offering
- Greenbacker Renewable Energy Company Buys Two New York Solar Projects
- Wealth Enhancement Group to Buy Miami-Based RIA with $1.1 Billion in Client Assets
- Senate Passes Budget Resolution, Adopts Non-Binding 1031 Exchange Amendment
- JLL Income Property Trust Invests in $1.2 Billion Single-Family Rental Portfolio
- Braemar Hotels & Resorts Buys Mr. C Beverly Hills Hotel for $77.9 Million
- LPL Financial Recruits Former Wells Fargo Team
- ISS Recommends Monmouth Investors Vote Against EQC Deal in Light of Starwood REIT Offer
- Pacific Oak Strategic Opportunity REIT Sells SoCal Office Tower for $150.5 Million
- Strategic Wireless Expands Telecom Infrastructure Portfolio with Latest Acquisition
- CI Financial to Buy $3.4 Billion Ohio-Based Registered Investment Advisor
- Blackstone REIT to Buy Listed Canadian Industrial REIT in $3.1 Billion Deal
- Comrit Plans to Launch Another Tender Offer for CIM Real Estate Finance Trust Shares
- Hartman Fully Subscribes Third DST Offering
- Securities America Recruits Advisors with $376 Million, Advisor Group Provides AUM Update
- SEC Bars Former PIMCO CEO for College Admissions Bribery Scandal
- Capital Square Reports $565 Million of Real Estate Acquisitions During First Half of 2021
- Procaccianti REIT Buys Michigan Beachfront Hotel
- RREEF Property Trust Reports Daily NAVs for July 2021
- Sponsored: The Breakout Reg A+ Offering
- Bluerock Interval Fund Reports Record-Setting Monthly Return for July 2021
- Capital Square 1031 Reports Second-Highest Total Return Following DST Property Sale
- InvenTrust to Evaluate Liquidity Alternatives, Effects Reverse Stock Split, and Increases Dividend
- Wealth Enhancement Group Buys Hybrid with $853 Million in Client Assets
- NexPoint-Advised Private Single-Family Rental REIT Rumored to be Exploring IPO
- Modiv Crowdfunded REIT Declares Quarterly Net Asset Value Per Share
- Red Oak Hires Vice President of Sales for Western Region
- Blucora’s Avantax to Buy $1.1 Billion New Jersey-Based RIA
- Sponsored: Now That Oil Has Moved Above the “Right Price,” How Much Higher Can It Go?
- Griffin Capital’s Interval Fund Reports Record-Breaking Monthly Return
- Capital Square 1031 Buys Phoenix Medical Office Building for DST Offering
- Shopoff Sells Final Phase of 200-Acre Arizona Residential Project
- FINRA Suspends Fired Merrill Lynch Broker Accused of “Improperly Applying” for SBA Loan
- Trilogy Real Estate Group Buys Multifamily Property Near Chicago
- Non-Traded NAV REITs Post Highest Quarterly Return in Five Years
- Republican Representatives Introduce Legislation to Extend Opportunity Zone Expiration
- Pacific Oak Capital Advisors Buys Suburban Houston Residential Portfolio
- Preferred Apartment Communities Announces Redemption of Series A Preferred Stock
- The Parking REIT CEO Plans to Fight SEC Fraud Charges
- CION BDC Suspends Share Repurchase Program, Anticipates Special Cash Distribution
- iCapital Completes Latest Round of Fundraising
- Guest Contributor: Our Industry’s Role in the Coalition Fighting to Preserve Section 1031
- LPL Reports $1.1 Trillion in Advisory and Brokerage Assets in 2Q21
- Cantor Fitzgerald REIT Secures Credit Facility, Buys California Office Complex Leased to Apple
- KBS REIT II to Sell Denver Office Tower for $203.5 Million
- Sponsored: Do UPREIT Exits for DST Programs Allow Investors to Avoid Capital Gains Tax Indefinitely?
- Royal Alliance Super-OSJ Acquires $4.5 Billion Firm
- Congressman Introduces Bill to Expand Accredited Investor Qualification
- Starwood REIT Urges Monmouth Shareholders to Reject Sale to Zell’s REIT After Losing Bid
- Guest Contributor: The Math Is All Here on 1031s
- RK Properties Fully Subscribes Another DST Offering
- CIM Income NAV Declares Monthly NAV Per Share
- CION Interval Fund Reports Highest Quarterly Capital Raise
- SEC Fines Dozens of Financial Firms for Missing Form CRS Filing Deadlines
- Urban Catalyst Submits Permits for Mixed-Use Property in San Jose Opportunity Zone
- Steadfast Apartment REIT to Merge with Listed Multifamily REIT
- Benefit Street Partners Realty Trust to Merge with Publicly Traded REIT
- Guest Contributor: Private Equity Can Fill the Oil & Gas investment Gap
- Wells Fargo Asset Management Rebrands and Names New CEO
- Non-Traded REITs Now on Pace to Raise $30 Billion in 2021 After Record-Breaking June
- Sila Realty Trust Sells 29 Data Centers for $1.3 Billion, Declares NAV and Special Distribution
- ARCTRUST Hires Two Vice Presidents of Institutional Equity Capital
- Black Creek Group to Build 575,000 SF Industrial Park in New Jersey
- Blackstone’s BDC Declares Monthly NAV Per Share
- Invesco REIT Declares Net Asset Value Per Share for June 2021
- Mackenzie Increases Quarterly Distribution
- LPL Financial Recruits Former Cetera Team
- SEC Bars Former First Capital REIT Chairman and CEO After Obtaining $7 Million Judgement
- Griffin Realty Trust Declares Quarterly NAV Per Share
- Cantor Fitzgerald Income Trust Declares Nav Per Share for June 2021
- Cottonwood Communities Completes Mergers with Final Two Affiliated REITs
- Gideon Affiliates with The Leaders Group, Appoints Partner and Head of Family Office Group
- Capital Square 1031 Buys Tennessee Multifamily Property for DST Offering
- Hines Global Income Trust Declares Monthly NAV Per Share
- Black Creek Diversified Declares NAV Per Share for June 2021
- FS Credit REIT Posts Monthly NAV Per Share and Portfolio Update
- Exclusive: USG/OZI Opportunity Zone Fund to Develop Multifamily Property in Milwaukee
- Black Creek Industrial REIT IV Declares Monthly NAV Per Share
- Nuveen Global Cities REIT Declares Monthly NAV Per Share
- CNB Custody Now Offers Cryptocurrency in IRAs
- Sponsored: ErisX Enables Crypto Investing for Self-Directed IRAs
- Blackstone REIT Declares June 2021 Net Asset Value Per Share
- Starwood REIT Reports Monthly NAV Per Share
- Mackenzie Appoints New Chief Financial Officer
- Wealth Enhancement Group Buys Houston-Based Practice with $513 Million in Client Assets
- Canyon Partners JV to Develop Student Housing Property in Reno Opportunity Zone
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- RREEF Property Trust Posts Daily NAVs for June 2021 and Rent Collections Update
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- Comrit Completes Unsolicited Tender Offer for Shares of Benefit Street Partners Realty Trust
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- Phillips Edison Announces Launch of Public Offering Ahead of Listing
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- Phillips Edison Executes One-for-Three Reverse Stock Split, Secures $980 Million Credit Facility
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- Hartman Short Term Income Properties XX Increases Distributions
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- Oaktree REIT Posts Monthly NAV Per Share for May 2021
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- Gladstone Securities Hires Northeast Region Wholesaler, Completing External Sales Team
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- Griffin Capital to Build 335-Unit Multifamily Property in Arizona Opportunity Zone
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- Megatel Homes Reports Record-Breaking Sales in May 2021
- Black Creek Diversified Declares NAV Per Share for May 2021
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- Blackstone REIT Declares May 2021 Net Asset Value Per Share, Acquisition Update
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- iCapital and Allfunds Partner to “Improve” Global Client Access to Private Markets
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- JLL Income Property Trust Sells Seattle Warehouse Portfolio at Record Price
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- Black Creek Industrial REIT IV to Buy $920 Million Portfolio from Prologis Fund
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- LPL Financial Recruits Former First Allied Team
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- Non-Traded REITs Post Record Fundraising in April, Stanger Increases 2021 Sales Projection
- Owl Rock and Dyal Complete Merger, Form $53 Billion Blue Owl Capital
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- Hines Global Income Trust Declares Monthly NAV Per Share
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- Phillips Edison to Pursue Public Offering in Conjunction with Listing
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- Cetera Recruits $2.4 Billion Texas-Based Team
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- Oaktree REIT Posts Monthly NAV Per Share for March 2021
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- Black Creek Industrial REIT IV Declares Monthly NAV Per Share
- Griffin Capital to Build 375-Unit Multifamily Property in Maryland Opportunity Zone
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- ExchangeRight Takes Two Delaware Statutory Trusts Full Cycle
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- Phillips Edison Proposes Charter Amendment to Facilitate Listing
- Griffin Capital Essential Asset REIT Recommends Shareholders Reject CMG’s Tender Offer
- LPL Financial Recruits Former Concorde Duo
- Atria’s Acquisition of SCF Securities Increases AUA to $95 Billion
- CION Investment Corporation Plans to List Shares
- RREEF Property Trust Posts Daily NAVs for March 2021 and Rent Update
- Advisor Group’s SagePoint Recruits $583 Million Team
- Shopoff Buys 14-Acre Shopping Center in Southern California
- Capital Square 1031 Buys Sixth Age-Restricted Manufactured Housing Community in Florida
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- RK Properties Hires Regional Sales Director
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- Hospitality Investors Trust Mulls Bankruptcy
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- Comrit Launches Unsolicited Tender Offer for Shares of Benefit Street Partners Realty Trust
- LPL Financial Adds $110 Million Team to Platform
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- Prospect Flexible Income Fund Shareholders Approve New Advisory Agreement
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- Hartman REITs’ COO and General Counsel to Resign
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- Good Life Companies Appoints Chief Operating Officer
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- Guest Contributor: Alts Industry Biden Administration Outlook – What to Expect from New Faces in Key Posts
- Blackstone REIT Declares Monthly Net Asset Value Per Share
- DOL Fiduciary Rule Takes Effect Today
- ExchangeRight Delaware Statutory Trust Offering Goes Full Cycle
- Guest Contributor: The Burbs Are Back, Baby
- Hines Global Income Trust Declares NAV Per Share for January 2021
- Capital Square 1031 Buys Data Center in Los Angeles Area for DST Offering
- JLL Income Property Trust Buys 1 Million SF Louisville Distribution Center
- Stratos-Backed Brown Wealth Management Increases Client Assets to $1.2 Billion with Latest Acquisition
- Blackstone REIT’s Second Follow-On Offering Declared Effective
- Former GPB Capital CEO Pleads Not Guilty in $1.8 Billion Fraud Case
- FINRA Fines Triad Advisors Over Supervisory Failures
- Megatel Reports Record-Breaking Sales in January 2021
- Advisor Group Names President and CEO Of SagePoint Financial
- SEC Charges Former Adviser with Fraud for Allegedly Stealing $2.3 Million from Clients
- SmartStop Self Storage REIT Responds to Comrit Tender Offer
- CNL Healthcare Schedules 2020 Share Valuation
- Cetera to Buy Assets of Voya’s Independent Financial Planning Channel
- Stanger Adds Former Stifel Exec to Research Team, Releases First Equity Research Reports
- NASAA Details State Enforcement Actions Against GPB Capital
- LPL Financial Adds Former Hilltop Financial Advisor
- Hospitality Investors Trust Enters Forbearance Agreement for Atlanta Hotel Property
- Four Springs Capital Markets Hires Senior Vice President of Sales
- Resource Reinstates Distributions, DRP, and Completes $500 Million of Financings
- Cove Capital Buys New Orleans Dialysis Facility for DST Offering
- SEC Charges GPB With Running “Ponzi-Like Scheme,” Violating Whistleblower Laws
- Four Springs Capital Trust Reports Significant Industrial Acquisition Activity
- Sila Realty Trust Recommends Shareholders Reject Comrit Tender Offer
- Sponsored: ExchangeRight Lifetime Charitable Donations Surpass $41 Million, Contributing Over $16 Million in 2020
- Advisor Group Appoints Industry Veteran to Lead New Advisor Engagement Team
- SmartStop Self Storage Hires Director of Acquisitions
- The True Life Companies Buys Land in Denver for Townhome Development
- LPL Financial Adds Former Stifel, Nicolaus Financial Advisor
- Hartman XX Declares New NAV Per Share and Monthly Distribution Amount
- Bluerock Capital Markets Reports $986 Million of New Equity Capital Inflows in 2020
- BDP Holdings Buys Historic New Jersey Development Site
- Carter Multifamily Buys Mississippi Apartment Community for $26.6 Million
- Greenbacker Declares New Quarterly Net Asset Value Per Share
- Red Oak Hires Texas Regional Manager
- Cottonwood Communities to Merge with Affiliates to Create $1.5 Billion Multifamily REIT
- Capital Square Announces Two New Executive Promotions
- Megatel Completes Single-Family Residential Development Near Dallas
- Hilltop Securities Independent Network Changes Name
- Three Resource REITs Merge to Create $3 Billion REIT
- ExchangeRight Fully Subscribes Latest DST Offering
- Modiv’s Crowdfunded REIT Reports NAV Per Share Following Reverse Stock Split
- Cantor Fitzgerald REITs Name New CFO, Treasurer, and Director
- FINRA Bars Broker Accused of Referring Investors to Half-Brother’s Ponzi Schemes
- Oaktree REIT Declares New Monthly NAV Per Share
- Highlands REIT Appoints Chief Operating Officer
- Investcorp Launches FinTech Investment Platform with iCapital
- Atria to Buy Sixth Independent Broker-Dealer
- KBS REIT Delays Liquidation Strategy Following “Significant” NAV Decline
- RK Properties Fully Subscribes $41 Million DST Offering
- Black Creek Group Reports $1.5 Billion Equity Raise in 2020
- Capital Square Breaks Ground on Second Opportunity Zone Project in Richmond
- Former UBS Duo Launch Indie Practice with LPL Financial
- Bluerock Total Income+ Reports Fourth Quarter Returns and Bullish Outlook for 2021
- Business Development Corporation of America Forms Joint Venture with Cliffwater
- Red Oak Hires Vice President of Internal Sales
- IGRE Capital Holdings Hires Senior Vice President of Distribution
- Waypoint Reports Nearly $740 Million in Transactions For 2020
- Blackstone REIT Buys Stake in $1.6 Billion LBA Industrial Portfolio
- Black Creek Industrial REIT IV Declares Monthly NAV Per Share
- Lighthouse Life Names Chief Financial Officer
- CI Financial to Buy $23 Billion RIA/Asset Manager in Largest U.S. Deal to Date
- Trilogy Buys Two Michigan Multifamily Properties
- Griffin Capital Essential Asset REIT Updates Quarterly NAV Per Share
- CIM Income NAV Updates Monthly NAV Per Share
- ExchangeRight Reports Record-Breaking Year in 2020
- RK Properties Hires Regional Sales Director
- Biden Names Acting Chair of the SEC
- iCapital Network to Buy AI Insight
- Griffin-American Healthcare REIT III Recommends Shareholders Reject Comrit Tender Offer
- FS Credit REIT Updates Monthly NAV Per Share, Provides Portfolio Update
- RW Holdings NNN REIT Rebrands and Changes Name
- Altigo Completes Third-Party Data Security Audit
- Phillips Edison Amends Share Repurchases, Approves Distributions for January 2021
- Starwood REIT’s NAV Per Share Jumps in December 2020
- Lighthouse Life Capital Launches $50 Million Regulation A+ Bond Offering
- Inland Real Estate Acquisitions Buys $1.3 Billion of Commercial Real Estate in 2020
- KBS REIT III Sells Phoenix Office Complex for $103.5 Million
- Waypoint Real Estate Closes First Preferred Equity Investment
- Rastegar Launches Private REIT to Acquire ‘Vintage’ Apartments
- Non-Traded REIT Sales Top $10.8 Billion in 2020
- Capital Square Hires VP of Private Offerings and National Accounts Manager
- Hines Global REIT Liquidating Trust to Sell San Antonio Retail Center for $220 Million
- Starwood REIT Names President and Expands Board
- Four Springs Capital Trust Secures Investment from Goldman Sachs’ Vintage Funds
- Greenbacker Fund Invests in Hydroelectric Firm
- Blackstone REIT Declares Monthly Net Asset Value Per Share, Adds Two New Directors
- Nuveen Global Cities REIT Registers Follow-On Offering
- Guest Contributor: Biden Tax Plan What Happened to Section 1031?
- Black Creek Diversified Declares Monthly NAV Per Share
- Cresset Diversified JV to Develop Two Seattle OZ Projects
- IPA Hires Director of Strategic Partnerships
- Steadfast Apartment REIT Limits Share Repurchases and Lowers Distribution Rate
- The Parking REIT to Sell Majority Stake to Bombe
- ExchangeRight Fully Subscribes $121.4 Million DST Offering
- JLL Income Property Trust Fully Subscribes Second DST Offering
- Urban Catalyst OZ Fund Concludes First Round of Fundraising
- Capital Square 1031 Buys Virginia Multifamily Community for DST Offering
- Bow River Closes Third Opportunity Zone Fund with SLC Multifamily Investment
- Guest Contributor: The Future of Oil and Gas Direct Investments in a Majority Blue Government
- Canyon Partners JV Invests in Austin OZ Multifamily Project
- MacKenzie Withdraws BDC Designation, Continues Distribution Suspension
- Biden to Name MIT Professor and Former CFTC Chairman to Head SEC
- RK Properties Reports Big Return for 1031/TIC and Fund Investors in Latest Multifamily Sale
- ADISA Names 2021 President, President-Elect and Officers
- IPA Elects RREEF Property Trust Executive as 2021 Chair-Elect
- CAI Investments Buys Nevada Office Property Leased to Harley Davidson
- SmartStop Self Storage REIT Hires Public Company Exec to Lead Investor Relations
- Mercer Buys Two RIAs with a Combined $1.6 Billion AUM
- UMB Fund Services Provides Administration to Bow River Interval Fund
- Megatel Begins Final Stage of Single-Family Residential Development Near Dallas
- SEC Obtains Asset Freeze Against California Couple to Stop Alleged Investment Fraud
- NB Private Capital Changes Name and Expands National Sales Team
- Alts Custodian Names New President
- Carter Multifamily Buys Apartment Community Near Jackson, Mississippi
- Shopoff Reports Nearly $350 Million of Transactions in 2020
- SEC Charges Utah Company, its Principals, and Two Recidivists with Securities Fraud
- Capital Square Reports Record-Breaking Year in 2020
- Flat Rock Opportunity Fund Increases Monthly Distribution
- Red Oak Provides Financing for Detroit Riverfront Building Purchase
- Captrust Expands into Southwest Market with Latest RIA Purchase
- Scaramucci’s SkyBridge Enters Bitcoin Market with Latest Fund
- JLL Income Property Trust Buys Atlanta Multifamily Property Using UPREIT Structure
- RW Holdings NNN REIT Details Upcoming Company Changes
- LPL Financial Recruits Former Kestra Team
- Capital Square and Greystar Buy Land for OZ Multifamily Development
- Griffin Capital Essential Asset REIT Sells California Office Building Leased to BofA
- Shopoff JV Buys California Office Campus
- SEC Obtains Judgment Against Adviser Who Stole Millions from Clients
- FINRA Fines LPL $6.5 Million for “Supervisory Deficiencies”
- Griffin Capital Essential Asset REIT’s Chief Legal Officer and Secretary Resigns
- Hightower Completes Largest RIA Purchase in 12-Year History
- Hines Global Income Trust Buys UK Industrial Warehouse in Off-Market Deal
- “Liquidity Dilemma” Forces Hospitality Investors Trust to Amend Agreement with Brookfield
- Owl Rock and Dyal Capital to Merge and List on NYSE
- Phillips Edison & Company Releases Preliminary Results of Tender Offer
- SEC Charges New York Man with Defrauding Police and Firefighters in Ponzi Scheme
- The DI Wire’s Top 10 Stories of 2020
- FINRA Fines and Suspends Former Broker for Falsifying and Forging Business Document
- The Parking REIT Provides Share Valuation Update
- Shopoff Sells Southern California Retail Center
- Transamerica to Pay $8.8 Million to Settle FINRA Charges
- New York City REIT Launches Defensive Tender Offer to Deter MacKenzie
- Sponsored: FS Investments’ Commercial Real Estate Predictions for 2021
- JLL Income Property Trust Buys Dallas/Fort Worth Industrial Distribution Center
- Griffin-American Healthcare REIT III Releases NAV Per Share Valuation Deadline
- MacKenzie Launches Tender Offer for Class B Shares of New York City REIT
- KBS REIT II Sells San Jose Office Property, Authorizes Liquidating Distribution
- Strategic Data Center Buys Baltimore Data Center
- Voya to Pay $23 Million to Settle SEC Charges
- The Beneficient Company Hires Two Managing Directors
- Comrit Completes Tender Offer for Shares of Benefit Street Partners Realty Trust
- LPL Financial Recruits Financial Advisor from J.P. Morgan Securities
- NorthStar Healthcare NAV Plummets
- CIM Real Estate Finance Trust Completes Mergers with Two Affiliated Non-Traded REITs
- Cottonwood Communities Mulls Potential Merger, Suspends DRIP and SRP
- SEC Adopts Modernized Marketing Rule for RIAs
- Sponsored: Why Student Housing Now?
- CION Investment Corporation Declares Special Distribution
- Pacific Oak Capital Markets Group Appoints Industry Veteran as Senior Regional Vice President
- Concorde Investment Services Hires Due Diligence Officer
- InvenTrust Updates NAV Per Share and Distribution Rate
- Blackstone REIT Completes Purchase of Simply Self Storage
- CIM Income NAV Declares NAV Per Share for November
- PTM Partners Names VP of Acquisitions and Capital Markets
- Guest Contributor: What the Alts Industry Can Expect from Washington in 2021
- FINRA Fines Three Cetera Firms for “Supervisory Deficiencies”
- Starwood REIT Updates Net Asset Value Per Share
- Capital Square 1031 Buys Fifth Florida Manufactured Housing Property for DST Offering
- JLL Income Property Trust Continues to Ramp Up Industrial Portfolio
- The DI Wire Welcomes The True Life Companies as a New Directory Sponsor
- Blackstone REIT Declares Monthly Net Asset Value Per Share
- Hines Global Income Trust Updates NAV Per Share
- Virtua Partners Breaks Ground on Multifamily Development in Arizona Opportunity Zone
- JVM Buys Multifamily Community Near Indianapolis
- Department of Labor Issues Final Fiduciary Rule
- Black Creek Diversified Declares Monthly NAV Per Share
- The True Life Companies Buys Land in Denver for Duplex Development
- Wealth Enhancement Group Continues RIA Buying Spree
- Nuveen Global Cities REIT Declares Monthly Net Asset Value Per Share
- Pacific Oak Capital Markets Group Expands Sales Team
- Hines Global Income Trust Buys Amazon Fulfillment Center
- Sponsored: ExchangeRight Surpasses $3 Billion in AUM and 100 Months of Uninterrupted Distributions
- Non-Traded REIT Sales Continue to Rebound in November
- Blackstone REIT Marks Major Fundraising Milestone in November
- Megatel Homes to Build Major Residential Development Near Dallas
- FINRA Suspends and Fines Former Broker for Borrowing Money from Client
- Raymond James to Buy $35 Billion Retirement Plan Administrator
- Priority Income Fund Declares New NAV Per Share
- LPL Financial Recruits Advisor from Wells Fargo
- Greenbacker Invests in Hydroelectric Company, Gains Seat on Board
- Madison Capital Group Buys Multifamily Property in Downtown Charleston
- W.P. Carey-Sponsored REIT Issues Revised Net Asset Value Per Share
- Skyway Capital Markets Expands Wholesaling Team
- Wealth Enhancement Group to Buy $3.2 Billion RIA
- FINRA Bars Longtime Broker for Selling Illegitimate Investments
- Sila Realty Trust Increases Net Asset Value Per Share
- NexPoint Launches Self-Storage Investment Platform
- ExchangeRight Fully Subscribes $100 Million Delaware Statutory Trust
- Securities America Recruits Wealth Management Team from Ameriprise
- Hines Global Income Trust Registers $2 Billion Follow-On Offering
- Pacific Oak Capital Markets Group Adds Two to Sales Team
- ADISA Names 2021 Board of Directors
- LPL Recruits $900 Million Team from Cambridge
- Blackstone REIT Buys Industrial Portfolio for $358 Million in Sale-Leaseback
- First Eagle Launches $2 Billion Alternative Credit Interval Fund
- Cottonwood Communities Secures Preferred Equity Investment in West Sacramento Multifamily Project
- Elevation Closes Reg D Fund After Raising $130 Million, Launches Eighth Fund
- Guest Contributor: ICI Report on Operational Headaches for Interval Fund Sponsors Highlights Areas Where Help Is Needed
- Cantor Fitzgerald and Silverstein to Develop Life Science Project in Philly Opportunity Zone
- SEC Updates Fund Valuation Practices
- Pacific Oak Consolidates and Rebrands Single-Family Rental Subsidiaries
- Strategic Student & Senior Housing Trust Names CFO and Treasurer
- Ultimus Hires Industry Veteran to Lead Client Relationship Management for Private Fund Administration
- Bluerock Total Income+ NAV Jumps 2.1%
- LPL Financial to Buy Waddell & Reed’s Wealth Management Business
- Thrivent Hires Former LPL Exec as Senior Business Development Officer
- RK Properties Buys North Carolina Multifamily Property for Delaware Statutory Trust
- Cantor Fitzgerald Income Trust Declares Higher October NAV Per Share
- FINRA Fines and Suspends Former NYLife Broker for Forging Client Signatures
- Focus Financial Adds $680 Million RIA
- NASAA Members Adopt Model Rule to Require Continuing Education by Investment Adviser Representatives
- Griffin-American Healthcare REIT III Provides Third Quarter 2020 Update to Investors
- Black Creek Diversified Declares Flat NAV Per Share for October
- Former Cetera Team Returns to LPL Financial
- FINRA Warns of Fake Phishing Emails
- Capital Square 1031 Buys Florida Manufactured Housing Community for DST Offering
- NorthStar Healthcare Income Names New Chairman
- SEC Bars Adviser for Recommending Clients Invest $3 Million in Ponzi Scheme
- Guest Contributor: It’s Time to Be Planning for End of Year Tax Moves
- FS/KKR Advisor to Merge Two Publicly Traded BDCs in $15 Billion Deal
- Griffin-American Healthcare REIT IV Provides 3Q20 Update to Investors
- CI Financial to Buy Majority Stake in $4.7 Billion RIA
- Nuveen Global Cities REIT Declares Flat Net Asset Value Per Share
- Black Creek Industrial REIT IV Declares Flat Monthly Net Asset Value Per Share
- FINRA Charges Former RBC Analyst with Submitting Phony Expenses
- LPL Recruits $1 Billion Team from Securities America
- Beacon Pointe Advisors Acquires CBD Wealth Management
- CIM Income NAV Declares Slightly Lower NAV Per Share for October
- Sila Realty Trust Reports Third Quarter 2020 Results
- Bluerock Residential Growth REIT to Partially Redeem Series A Preferred Stock
- Former RBC Trio Launch New Practice with LPL Financial
- Watermark Lodging Trust Declares Post-Merger NAV Per Share
- Alternative Investment Exchange Hires Director of Sales
- JLL Income Property Trust Completes Financing for Multifamily DST Property Near Phoenix
- Nuveen Global Cities REIT Expands Property Portfolio with Three Acquisitions
- LaSalle St. Recruits $225 Million Hybrid from LPL Financial
- Private Advisor Group Appoints Robert Moore as Chief Executive Officer
- Feds Arrest Alleged Ponzi Schemer Who Fled in Underwater Submersible Device
- Red Oak Provides Nearly $5.5 Million in Financing for Multifamily Complex in Kansas
- CI Financial Begins Trading on NYSE, Completes Another RIA Acquisition
- Starwood REIT Declares Slightly Lower NAV Per Share for October
- American Healthcare Investors Hires EVP of Asset Management
- Advisor Group’s Sagepoint Recruits $503 Million Team from LPL Financial
- JLL Income Property Trust Sells L.A. Industrial Property to Current Tenant
- Blackstone REIT Increases Monthly Net Asset Value Per Share
- SEC Charges Fugitive Atlanta Adviser with Fraudulent Securities Offering
- Strategic Student & Senior Housing Trust CFO to Resign
- PTM Partners Launches Second Qualified Opportunity Zone Fund
- Strategic Wireless Buys Multiple Tower Portfolios in Louisiana and Wisconsin
- Non-Traded REIT Sales Continue Upward Trend in October 2020
- Capital Square 1031 Latest Property Sale Realizes 9% Return for DST Investors
- SEC Charges RIAs and Broker-Dealers over Improper ETP Sales
- LPL Financial Adds Two Financial Advisors with $350 Million in Client Assets
- FINRA Seeks to Review Private Placement Marketing Communication
- Starwood REIT Appoints New Chief Financial Officer and Treasurer
- Bowman Law Adds Two Due Diligence Attorneys to Focus on Private Placements
- Flat Rock Capital Corp. Receives Shareholder Approval to Convert to an Interval Fund
- Guest Contributor: Are You Prepared for the Second Wave? The QSR Sector Could Benefit Investors
- SmartStop Self Storage REIT to Merge with Affiliated REIT in $370 Million Transaction
- CI Financial to Buy $2.7 Billion New York-Based RIA
- IPA Elects New Board Members for 2021
- Altigo Automates Custodian Documents for Alternative Investments
- Phillips Edison to Conduct Reverse Stock Split and Reinstates Monthly Distributions
- ExchangeRight Takes Another DST Offering Full Cycle
- Investcorp Sells Eight Multifamily Properties for $900 Million
- Hartman Names CEO to Succeed Allen Hartman
- Strategic Data Center Adds New Lender to Syndicated Credit Facility
- SEC Obtains Final Judgment Against Former Apollo Partner Who Defrauded Fund Clients
- Guest Contributor: So What Happened? Will 1031 Exchanges Survive the Biden Presidency?
- Two More Hartman Non-Traded REITs to Merge
- NexPoint Completes Acquisition of Listed REIT Jernigan Capital
- RW Holdings NNN REIT Buys Another Online Real Estate Crowdfunding Platform
- Cantor Fitzgerald and CAF Close on Texas Multifamily Acquisition
- FINRA Charges Former BofA Analyst with Spending $21,000 on Corporate Card at “Adult Venue”
- EJF Capital JV to Buy Two Opportunity Zone Properties in Washington for $62.5 Million
- LPL Financial Recruits $200 Million Family Team from Wells Fargo
- Sponsored: Five Virtual Events and Six Planning Tips to Make Your Client Touchpoints Memorable
- The DI Wire Welcomes NuView Trust as a New Directory Sponsor
- Inland Venture Partners Fully Subscribes Manufactured Housing Offering
- CIM Provides Updates on Non-Traded REIT Plans
- CI Financial Applies for NYSE Listing
- HC Government Realty Trust Buys Two Properties
- Shopoff Launches First Qualified Opportunity Zone Fund to Develop Las Vegas Hotel
- Lodging Fund REIT III Appoints Chief Financial Officer
- FactRight’s Senior Management Team Buys Company, Names Chief Executive Officer
- Strategic Storage Growth Trust II Buys Las Vegas Storage Facility
- CIM Real Estate Finance Trust Moving Forward with Other Two Mergers
- Starwood REIT Buys Three Real Estate Portfolios for $809 Million
- Advisor Group’s Royal Alliance Recruits $975 Million Super OSJ
- iCapital Hires Two Industry Veterans to Lead International Growth Strategy
- The DI Wire Welcomes Spring Hills Holdings as a New Directory Sponsor
- Griffin Essential Asset REIT to Acquire Cole Office & Industrial REIT in $1.2 Billion Stock Deal
- Non-traded NAV REITs Reportedly Outperforming Traded Counterparts
- Guest Contributor: Can Section 1031 Exchanges Survive a Biden Presidency (Part Three)?
- Shopoff Scores Big Payday with California Land Sale
- Starwood REIT Registers $5 Billion Follow-On Offering
- MacKenzie Shareholders Approve BDC De-Registration
- FINRA Adopts Rule to Limit Brokers from Being Named Customers’ Beneficiary
- FBI Seeks Help Locating Fugitive Wealth Advisor
- Griffin Capital Launches Second Qualified Opportunity Zone Fund
- ExchangeRight Fully Subscribes $97 Million DST Offering
- Guest Contributor: Can Section 1031 Exchanges Survive a Biden Presidency (Part Two)?
- Shareholders Approve Hines’ Exit from HMS Income Fund
- Cresset Diversified Real Estate Hires Director of Investments to Focus on OZ Real Estate
- LPL Buys FinTech Firm for $12 Million
- SEC Adopts Rule for Derivatives Use by Registered Funds and BDCs
- Investcorp Buys 32 Industrial Properties for $280 Million
- Sierra Income Corporation Reinstates Monthly Distributions
- Non-traded Alternative Fundraising Down, But Rebounding Despite Headwinds
- Guest column: Can Section 1031 Exchanges Survive a Biden Presidency? (Part One)
- Ways and Means Leaders Introduce Bipartisan Legislation to Increase Required Minimum Distribution Age
- ProEquities Names Kim Davis VP of Business Development
- Blackstone REIT to Acquire Simply Self Storage for $1.2 Billion
- Capital Square 1031 Launches Multifamily DST Offering in Chattanooga, Tenn.
- TriLinc Global Impact Fund Adds New Sub-Advisor
- Sponsored: Don’t Let Escrow Account Delays Hold Up Your Offering Launch
- Gladstone Lists Series B Preferred Stock on NASDAQ
- Starwood REIT Amends DRIP and Share Repurchase Plan
- InvenTrust Chief Operating Officer to Step Down Next Month
- Sponsored: Inland Investments Adds Altigo to Support Electronic Processing of Alternative Investment Products
- Capital Square 1031 Nabs Big Return for DST Investors
- ExchangeRight Hires VP of Broker-Dealer and RIA Relations
- SEC Obtains Final Judgment Against California Adviser Who Defrauded Senior Citizens
- FS Credit REIT Provides Portfolio Update and Revised NAV
- Croatan Investments Makes Preferred Equity Investment in Memphis Multifamily Property
- Eliminating 1031 Exchanges Would Negatively Impact U.S. GDP by $12 Billion Annually
- Griffin Capital Essential Asset REIT Increases Quarterly NAV Per Share
- LPL Recruits Father-Son Advisors from Advisor Group’s KMS Financial
- CAI Investments Buys Illinois Office Property for DST Offering
- Webinar: Can 1031 Exchanges Escape the Chopping Block?
- Black Creek Industrial REIT IV Increases Monthly NAV Per Share
- Guest Contributor: 2020 Foresight
- CIM Income NAV Declares NAV Per Share for September
- Hilltop Securities Promotes Two Managing Directors in Wealth Management Division
- Capital Square 1031 Launches DST Offering of New Multifamily Property Near Atlanta
- LPL Financial Recruits $1 Billion Hybrid from Cetera
- Inland Real Estate Acquisitions Buys Beachfront Multifamily Property in New York
- Oaktree REIT Increases Monthly Net Asset Value Per Share
- Starwood REIT Increases Monthly NAV Per Share
- Hines Global Income Trust Lowers NAV Per Share for September
- SEC and FINRA to Host Online Forum on Regulation Best Interest Implementation
- Guest Contributor: COVID-19 and its Effect on Multifamily Real Estate
- Blackstone REIT Posts Increased Net Asset Value Per Share for September
- Black Creek Diversified Increases NAV Per Share for September
- Advisor Group’s Royal Alliance Recruits Former ProEquities Team
- Guest Contributor: Embracing Technology in a Legacy World
- SEC Charges Unlicensed Adviser with Orchestrating $3 Million Offering Fraud
- Greenbacker Expands into California Energy Storage Sector with Latest Purchase
- Former Wells Fargo Advisor Goes Indie with Move to LPL
- SmartStop’s Student Housing Portfolio Reaches 98% Occupancy
- Non-Traded REIT Sales Jump Nearly 50% in the Third Quarter 2020
- Cresset Diversified/Hines JV Breaks Ground on Denver Multifamily OZ Property
- Guest Contributor: It’s Not Political…Opportunity Zones Are Here to Stay
- Apella Capital Expands West Coast Presence with Addition of $489 Million RIA
- Biden Proposal Calls for Elimination of 1031 Exchanges
- Inland Private Sells Grocery-Anchored Shopping Center in Latest DST Transaction
- XY Planning Nixes Supreme Court Challenge of Reg BI, Plans to Take Fiduciary Fight to States
- LPL Financial Hires Former Bank of America Exec as EVP and Chief Risk Officer
- SEC Proposes Exemption for Unregistered “Finders” Assisting Small Businesses with Capital Raising
- Capital Square 1031 Buys Metro Atlanta Multifamily Property for $65.8 Million
- Pacific Oak Capital Markets Group Expands Sales Team
- RK Properties Buys Orlando Multifamily Property for Delaware Statutory Trust
- Sponsored: An Interview with David Gladstone, Founder of The Gladstone Companies.
- Capital Square Expands Sales Team with Latest Hire
- LPL Financial Adds $350 Million Credit Union Team
- Wealth Enhancement Group Buys RIA with Nearly $1 Billion in Client Assets
- Sponsored: Bad Odds – Wire Transfer and Other Fraud Risks Intensify for Alts Managers
- Shopoff Names Executive Vice President of Real Estate and Senior Development Manager
- California State Teachers’ Retirement System Allocates $1 Billion to Owl Rock Capital
- DST Farms Launches First Farmland Delaware Statutory Trust Offering
- Advisor Group’s SagePoint Recruits Two Longtime Advisors from LPL Financial
- FINRA Fines and Suspends Former NYLife Broker for Selling Unapproved Securities
- ExchangeRight Nabs Big Returns for Investors with Another Full Cycle DST Offering
- Clir Capital Hires Director of National Accounts
- Capital Square Secures Construction Loan for Second OZ Fund Development
- CAI Investments Completes Purchase of Harrah’s Reno Hotel and Casino
- Pacific Oak Strategic Opportunity REITs Complete Merger
- Capital Square 1031 Launches Third Offering of Florida Manufactured Housing Community
- SEC Charges John McAfee and Bodyguard with Fraudulently Touting ICOs
- LPL Financial Recruits $200 Million Team from Blucora
- SEC Bars Former Commonwealth Broker Who Pled Guilty to Stealing $3.7 Million from Clients
- Procaccianti Hotel REIT Updates Shareholders on Outstanding Mortgage Debt Status
- Focus Financial to Buy $1.6 Billion Ohio-Based RIA
- Guest Contributor: Overturning “Caveat Emptor” – How to Diminish Risk in a DST Acquisition
- ExchangeRight Fully Subscribes $54.5 Million DST Offering
- Cardone Capital Launches Reg D Fund Targeting Opportunistic Multifamily Investments
- KBS REIT II Sells Another San Jose Office Building for $38 Million
- CNL Healthcare Provides COVID-Related Update
- Griffin Capital Fully Subscribes Delaware Statutory Trust Offering
- Carter Validus Mission Critical REIT II Completes Internalization and Changes Name
- Four CIM REITs Return to Updating NAVs on Annual Basis
- Student & Senior Housing Trust Declares NAV Per Share and COVID-Related Update
- SEC Charges Recidivist Advisor in Alleged $1 Million Investment Fraud
- Strategic Storage Trust IV Adopts New Investor Distribution Policy
- Spring Hills Hires Senior Vice President of Business Development
- LPL Financial Recruits Team from Advisor Group’s Securities Service Network
- Capital Square Seeks to Target Institutional Investors with Latest Hire
- SmartStop Self Storage REIT Changes Distribution Authorization Frequency
- SEC and FINRA to Hold Roundtable on Regulation Best Interest and Form CRS
- Ameriprise Recruits $500 Million Team from LPL Financial
- The DI Wire Welcomes Greenbacker as a New Directory Sponsor
- Blackstone REIT Registers Second Follow-On Offering
- Colony Capital to Exit Hospitality Business with $2.8 Billion Portfolio Sale Agreement
- NEF and Fifth Third Close $25 Million Opportunity Zones Fund Focused on Low-Income Rentals
- Former Wells Fargo Advisors Join LPL and Launch Indie Firm
- Guest Contributor: Is the Oil Sector in the Recovery Phase, and is Now the Time to Invest?
- Hines Global Income Trust Declares NAV Per Share for August, Provides Rent Collection Update
- Nuveen Global Cities REIT Declares Slightly Increased Net Asset Value Per Share
- SEC Charges Former Broker with $4 Million Offering Fraud
- Good Life Recruits $200 Million Team
- FINRA Suspends Former Purshe Kaplan Broker over Reg D Offerings He Managed
- Black Creek Ramps Up Industrial Leasing and Development as E-Commerce Demand Grows
- Comrit Completes Tender Offer for CNL Healthcare Shares
- Hotel Equities Forms Strategic Alliance with Hotel Investment Firm
- RW Holdings NNN REIT Buys Online Investment Platform with Two Reg A+ Offerings
- Capital Square 1031 Launches DST Offering of Virginia Apartment Community
- ExchangeRight Fully Subscribes $39 Million DST Offering
- Bluerock Residential Growth REIT to Partially Redeem Series A Preferred Stock
- Black Creek Diversified Declares Flat Net Asset Value Per Share for August
- Trilogy Buys Multifamily Property Near Columbus, Ohio
- CI Financial to Buy $450 Million Cincinnati-Based RIA
- Securities America Recruits Another Credit Union Program from LPL Financial
- Highlands REIT Names Treasurer
- CNB Custody Now Offers Direct Real Estate in Self-Directed IRAs
- SEC Charges Former Transamerica Broker with Defrauding Retail Investors
- Oaktree REIT Declares Slightly Lower Net Asset Value Per Share for August
- Cardone Capital Buys Florida Multifamily Property Following Crowdfunding Campaign
- KBS Names Regional President of the Western Region
- ExchangeRight Fully Subscribes $44.5 Million Offering
- Greenbacker Adds Two Senior Hires to Business Development Team
- LPL Financial Recruits $1 Billion Team from Securian
- Starwood REIT Declares Slightly Higher NAV Per Share for August
- U.S. Energy Invests $8.5 Million in Permian Basin Development Project
- Blackstone REIT Posts Increased Net Asset Value Per Share in August 2020
- ADISA Co-Sponsored Study Finds Real Estate Reliance on Section 1031 Exchanges
- Starwood REIT Buys Light Industrial Property Near Nashville Airport for $62 Million
- Former Members of Evolv Capital Launch Boutique Investment Banking Firm
- Private Equity-Backed Wealth Enhancement Group Expands Leadership Team and Board
- Non-Traded REIT Sales Remain Flat in August, Stanger Lowers 2020 Fundraising Forecast
- Four Springs Capital Trust Hires Industry Veteran as SVP of Capital Markets
- Black Creek Industrial REIT IV Increases Monthly NAV Per Share
- ADISA Now Accepting Board Nominations
- Hines Global REIT Liquidating Trust Declares Special Distribution
- Capital Square 1031 Fully Subscribes DST Offering of Virginia Multifamily Property
- Guest Contributor: Securities, Retirement and Tax Policy Update – The 2020 Changes Driving Industry Transformation
- Shopoff Hires Director of Construction
- Resource Real Estate Discloses Shareholder Consideration for REIT Mergers
- FS Credit REIT Increases NAV Per Share for August 2020, Increases Distributions to Shareholders
- Prospect Flexible Income Fund Increases Monthly Cash Distributions and NAV Per Share
- SEC Charges Rapper T.I., Film Producer and Others for Promoting Fraudulent ICOs
- Capital Square Hires First Vice President of Southeast Sales and Internal Wholesaler
- ExchangeRight Fully Subscribes Another DST Offering
- Strategic Data Center Buys Data Center Property in Northern Virginia
- Former Wells Fargo Team Launches $500 Million Hybrid Practice with LPL
- Resource to Merge Three Non-Traded REITs to Create $3 Billion Self-Managed REIT
- Inland Private and Devon Self Storage Create Opportunity Zone Investment Partnership
- Altegris Co-Founder and Continuum Capital to Purchase Altegris from Artivest
- FINRA to Temporarily Allow OHO and NAC Hearings by Video Conference
- Former SEC Examiner/GPB Executive Pleads Guilty to Misdemeanor Theft of Government Property
- ExchangeRight’s Telos Capital Takes Offering Full Cycle
- Golden State Hires Former LPL Vice President to Oversee Business Development
- Strategic Data Center Secures Credit Facility of up to $200 Million
- Capital Square Launches Second Manufactured Housing Investment Offering
- Focus Financial to Buy $676 Million RIA
- LPL Recruits Father/Son Duo from Cadaret Grant
- Madison Capital Group Hires Head of Investor Relations
- Guest Contributor: Opportunity Zone Investing in the Age of COVID-19
- Sealy Investment Securities Expands Distribution Team with Three Hires
- Carter Multifamily Buys $26.7 Million Property Near Birmingham
- RevOZ/Argosy JV Closes Opportunity Zone Investment in Downtown Sacramento
- Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet
- Sponsored: Cell Towers – An Ideal Complement (or Alternative) To Traditional Real Estate
- SEC Charges Former LPL Adviser with Stealing $330,000 from Retired Client
- Strategic Capital Fund Management Hires Chief Financial Officer
- HC Government Realty Trust Raises $90 Million of Preferred Equity
- Private Equity-Backed Wealth Enhancement Group Buys $446 Million Hybrid RIA
- Steadfast Apartment REIT Internalizes Management
- W.P. Carey-Sponsored REIT Increases Quarterly Net Asset Value Per Share
- MacKenzie to Deregister as a BDC to Shift Investment Focus
- Go Store It Buys Vacant Sam’s Club in South Carolina OZ for Self-Storage Conversion
- Four CIM REITs Plan to Merge to Create $5.9 Billion REIT
- Capital Square Expands Executive Team with Two New Hires
- Hines Global Income Trust Buys California Industrial R&D Campus for $107 Million
- Rockspring Hires National Director of Sales
- Blackstone REIT-Led Syndicate Makes $300 Million Investment in Tricon Residential
- RK Properties Nabs Big Profit in Latest Multifamily Property Sale
- Guggenheim Investments Hires Regional Vice President for Intermediary Distribution Division
- Advisor Group’s Royal Alliance Recruits $120 Million Former Ameriprise Team
- Guest Contributor: Key Questions to Ask Before Investing in Opportunity Zone Funds
- Priority Income Fund Reinstates Quarterly Cash Bonus Distribution
- Leitbox Hires Laurie Levassar as Capital Markets Director and SVP of National Accounts
- ExchangeRight Fully Subscribes Latest DST Offering
- Lasalle St. Recruits $625 Million Retirement Services Group
- SEC Expands Definition of Accredited Investor
- Red Oak Launches Another Regulation A+ Real Estate Bond Offering
- SEC Charges Adviser with Fraud for Stealing More Than $2.2 Million from Retail Investors
- Shopoff JV Signs Management Agreement for Los Angeles Sports Entertainment Development
- White House Report Reveals Opportunity Zones Attracted $75 Billion in Private Capital
- Hightower Invests in $1.3 Billion Stearns Financial Group
- LPL Financial Recruits $375 Million Firm from Wells Fargo
- Citymark Capital’s Second Reg D Fund Raises $150 Million
- SEC Charges Former Brokers with Illegally Selling Securities in Multi-Million Dollar Fraud
- SmartStop Self Storage REIT Partially Reinstates Share Redemption Program
- Hines Founder and Chairman Passes at Age 95
- MacKenzie Launches Unsolicited Tender Offer for InvenTrust Shares
- LPL Acquires $1.5 Billion Lucia Securities
- Starwood REIT Buys Atlanta Multifamily Property for $82 Million
- Owl Rock Capital Corporation II Reports Total Return Since Inception and New Share Price
- CIM Income NAV Lowers Net Asset Value Per Share
- Sponsored: Strategic Capital Fund Management Explains The Widespread Appeal of Digital Infrastructure
- Griffin-American Healthcare REIT IV Provides 2Q20 Update to Investors
- Cole Office & Industrial REIT (CCIT II) Increases Quarterly NAV Per Share
- SEC Bars Former Broker for Concealing Assets in Bankruptcy Case
- Good Life Companies Adds $150 Million In Client Assets with Latest Recruits
- SmartStop Self Storage REIT Provides Quarterly Update for 2Q20
- Carter Validus Mission Critical REIT II Releases 2Q20 Financial Results
- Cole Credit Property Trust V Increases Quarterly NAV Per Share
- Baker Tilly Capital Launches First Opportunity Zone Investment Fund
- Blackstone REIT Posts Higher Net Asset Value Per Share for July 2020
- FINRA Bars Former Guggenheim Broker for Stealing Investment Funds from Relative
- Black Creek Diversified Declares Monthly Net Asset Value Per Share
- Kestra’s Bluespring Hires Industry Veteran as VP of Business Consulting
- Sponsored: Capital Square First Half 2020 Update
- AR Global’s Healthcare Trust Changes Distribution Policy and Suspends Repurchases
- Cole Office & Industrial REIT (CCIT III) Increases Net Asset Value Per Share
- Capital Square Breaks Ground on Opportunity Zone Project in Richmond, Virginia
- Greenbacker Declares Quarterly NAV Per Share
- LPL Financial Recruits $300 Million Advisor Team
- CIM Real Estate Finance Trust Raises Quarterly Net Asset Value Per Share
- Starwood REIT Declares Slightly Increased NAV Per Share for July
- Black Creek Industrial REIT IV Appoints Chief Financial Officer
- Going Virtual with ADISA Executive Director John Harrison
- SEC Revokes Registrations of Three UDF Funds
- AR Global’s New York City REIT Confirms NYSE Listing Date
- Urban Catalyst Opportunity Zone Fund Receives Planning Approval for San Jose Project
- LPL Financial Recruits $800 Million Team from Securities America
- Non-Traded REIT Sales Plateau in July 2020
- Griffin Capital Essential Asset REIT Reports Strong Leasing and Rent Collections in 2Q20
- FS Credit REIT Increases NAV Per Share for July 2020
- FINRA Alerts Member Firms of Fake FINRA Domain Name
- SEC Charges Former RIA Principal with Data Manipulation and Valuation Fraud
- ADISA Reschedules Annual Conference & Trade Show
- The DI Wire Q&A with Tony Chereso, President and CEO of the Institute for Portfolio Alternatives
- Hartman XX Explores NAV REIT Conversion, Provides Timeframe for Merger Close
- Canyon Partners JV to Develop Multifamily Property in Oregon Opportunity Zone
- KBS Growth & Income REIT Terminates Distribution Reinvestment Plan and Private Offering
- TP Flexible Income Fund Changes Name, Increases Sales Commissions
- HomeBound Resources Makes Investment in Texas’ Midland Basin
- Strategic Capital Hires Vice President of Acquisitions and Asset Management
- The DI Wire Welcomes Wealthforge as a New Directory Sponsor
- SEC Fines Rialto $350,000 for Misallocating Costs Related to Two Private Equity Funds
- SmartStop Self Storage REIT Launches South Carolina Solar Project
- Hartman vREIT XXI Adds Two New Share Classes
- LPL Financial Adds Two Advisors from Northwestern Mutual
- Gladstone Investment Corporation Launches Public Notes Offering
- LPL Expands Employee Advisor Model, Discloses Payout Range
- Lodging Fund REIT III Hotel Acquisition Hits Snag
- Mercer Advisors Buys Colorado RIA in Latest Acquisition
- NAV REITs Continue to Outperform Traded Counterparts
- Triton Pacific Affiliate to Buy Five Burger King Restaurants
- Rodin Global Property Trust Changes Name and Redesignates Share Classes
- Cresset Asset Management Names Chief Operating Officer
- Inland Securities Hires New External Wholesaler
- Comrit Launches Unsolicited Tender Offer for Shares of CNL Healthcare
- Sierra Income Corporation Provides Update on Monthly Distribution Suspension
- LPL Financial Recruits $670 Million Firm from Kestra
- Prospect Capital Corporation Launches $1 Billion Perpetual Preferred Stock Offering
- NexPoint Advisors Affiliate to Buy Listed REIT in Transaction Valued at $900 Million
- Capital Square 1031 Launches DST Offering of Georgia Multifamily Property
- Red Oak Capital Group Names Chief Executive Officer
- Cottonwood Makes Preferred Equity Investment in NYC Multifamily Project
- FS Credit REIT Registers Follow-On Offering
- SEC Charges Former Broker Using SEC Letterhead with Defrauding First Responders and Others
- KBS Growth & Income REIT Adjusts Distribution Policy
- Securities America Recruits $150 Million Team
- Sponsored: Altigo’s Success Continues with 4 New Broker-Dealer Partnerships
- SEC Charges Former Georgia State Legislator with Defrauding Investors in Alleged Ponzi Scheme
- FactRight Promotes Kevin Kirkeby to Manager
- Shopoff Sells 320 Acres Near Chino Hills State Park for Permanent Conservation
- Strategic Wireless Buys Multi-State Tower Portfolio
- Sponsored: The Pandemic – A View from Asset Management’s Seat
- Carter Validus Mission Critical REIT II to Internalize Management and Rebrand
- AR Global’s New York City REIT to List on NYSE
- GWG Expands Sales Team with Two New Hires
- LPL Nabs M&T Bank’s $20 Billion Retail Brokerage and Advisory Business
- CIM Income NAV Limits Share Redemptions
- Inland’s Keith Lampi and Mountain Dell’s Taylor Garrett Discuss the Current 1031 Exchange Market
- SFA Partners Adds Four Wealth Management Firms to Platform
- ShopOne Hires Executive Vice President of Acquisitions
- The DI Wire Welcomes Alternative Investment Exchange (AIX) as a New Directory Sponsor
- Hines Global REIT to Sell London Office Building to Hong Kong-Listed REIT for $482.6 Million
- Capital Square 1031 Fully Subscribes DST Offering of Georgia Medical Facility
- Shopoff Receives Planning Commission Approval for Chula Vista Residential Project
- LPL Financial Adds $180 Million Financial Advisor
- Watermark Lodging Trust Secures Financing from Ascendant and Oaktree Joint Venture
- Democrats Vow to Reverse SEC’s Regulation BI in Draft Party Platform
- Triad Recruits $130 Million Hybrid
- Guest Contributor: Brace Yourself for a Slow Economic Recovery—What RIAs Need to Know
- UDF IV Responds to NexPoint, Expresses “Serious Concerns” with Connection to Kyle Bass
- SEC Charges Former Morgan Stanley Advisor with Fraud
- CNL Strategic Capital Secures Majority Stake in Diabetes-Focused Healthcare Company
- LPL Financial Recruits Former First Allied Team
- Industrial Property Trust Announces Final Liquidating Distribution
- Pacific Oak Residential Trust Buys Portfolio of 196 Single-Family Rental Homes in Illinois
- Buttonwood Due Diligence Names Former FactRight Manager as General Counsel
- Greenbacker Buys 5.9-Megawatt Solar Portfolio
- Black Creek Industrial REIT IV Buys JV Interests from Industrial Property Trust for $301 Million
- Kestra Financial Names Former eMoney Exec as President
- Shopoff Expands Real Estate Development Team, Court Approves SoCal Industrial Project
- Massachusetts Charges Former Next Financial Rep Over Improper REIT Sales
- SEC Files Fraud Charges Against Co-Founder of IIG
- Capital Square Launches Medical Office DST Offering
- CORE Realty Takes Reg D TIC Offering Full-Cycle
- NexPoint Sends Letter to UDF IV Board Expressing Interest in Managing the Company
- Tweed Settles SEC Fraud Charges, Accepts Five-Year Banishment
- Black Creek Diversified Issues Revised NAV
- SmartStop Self Storage REIT Hires Senior Financial Analyst
- SEC Revokes Registration of Connecticut-Based Investment Advisory Firm
- Starwood REIT Increases Monthly NAV Per Share
- Black Creek Industrial REIT IV Declares Flat NAV Per Share for June 2020
- LPL Financial Recruits Father/Son Duo from Voya Financial
- Blackstone REIT Posts Higher Net Asset Value Per Share for June 2020
- Hines Global REIT Liquidating Trust Approves Special Distribution, Declares New NAV Per Share
- Bridge Raises $1.3 Billion for Opportunity Zone Strategy
- CORE Pacific Advisors Fully Subscribes DST Offering of Indianapolis Industrial Facility
- The DI Wire Welcomes GWG as a New Directory Sponsor
- Griffin Capital Closes Fourth of Nine Land Acquisitions in Qualified Opportunity Zones
- Resolute Capital Partners Expands Sales Team with Two New Hires
- FS Credit REIT Increases NAV Per Share for June 2020
- Creative Planning Buys $600 Million RIA Focused on Oversees Clients
- Non-Traded REIT Sales Show Early Signs of Recovery During the Second Quarter
- Capital Square 1031 Launches DST Offering of 55+ Manufactured Housing Community in Florida
- Cresset Appoints Interim CEO Following Resignation of Michael Cole
- American Hospitality Properties REIT Declares Special Cash Dividend
- Inland Real Estate Income Trust Provides COVID-19-Related Business Update
- SEC Obtains Judgment Against Investment Adviser Managers Charged with Misleading Clients
- Baxon Capital to Launch Southwest Florida-Focused Opportunity Zone Fund
- JVM Realty Buys Luxury Multifamily Community Near St. Louis
- The DI Wire Welcomes Gladstone as a New Directory Sponsor
- Capital Square 1031 to Buy 55+ Manufactured Housing Communities in Coastal Florida
- Sortis Income Fund Reports 10.2% Annualized Return During 2Q20, Launches New Fund
- Watermark Lodging Trust Provides Update on Distributions and SRP Suspensions
- Mercer Advisors Continues Buying Spree with $910 Million RIA Acquisition
- Griffin Capital Essential Asset REIT Sells California Office Building, Provides Rent Update
- Brookstone Capital and FormulaFolios Merge to Create $6.5 Billion RIA
- Pacific Oak Strategic Opportunity REIT Acquires Private REIT
- Securities America CEO Nominated for Second Term on FINRA Board
- Procaccianti REIT Resumes Offering, DRIP and SRP Following Temporary Suspension Due to COVID-19
- FINRA Fines Cadaret Grant $200,000 Over Rep’s Alleged Ponzi Scheme
- ProEquities Names New President
- Securities America Recruits Credit Union Team from LPL
- The DI Wire Welcomes APX Energy as a New Directory Sponsor
- GWG Holdings Launches $2 Billion L Bond Offering
- Primark Registers Closed-End Interval Fund
- Hines Global Income Trust Buys UK Logistics Property
- LPL Financial Recruits Former Wells Fargo Team
- EJF Capital Joint Venture to Develop Mixed-Use Project in Washington Opportunity Zone
- AR Global’s Healthcare Trust Changes Common Stock Dividend Policy
- Cardone Capital Closes Two Funds, Launches New Opportunity Fund
- FS Energy and Power Fund Appoints Chief Operating Officer
- Hines Seeks to Exit HMS Income Fund and Appoint Main Street as Sole Advisor
- State Regulators Propose Establishing Restitution Fund for Victims of Securities Law Violations
- Mercer Advisors Buys $660 Million RIA
- LPL Financial Recruits $210 Million Team from Wells Fargo
- Cetera Hires Head of Business Development to Bolster Recruiting Efforts
- KBS REIT II Sells Two San Jose Office Buildings for $95.2 Million
- Strategic Storage Trust IV Declares Flat Net Asset Value Per Share
- Mercer Advisors Buys Los Angeles-Based RIA
- Department of Labor Unveils Proposed Exemption for Investment Advice Fiduciaries
- XY Planning Network Considers Further Legal Challenges to SEC’s Regulation Best Interest
- Capital Square Closes on Construction Loan for Project-Specific Opportunity Zone Fund
- LPL Financial Recruits $530 Million Hybrid
- SEC Bars Former LPL Advisor Over Fake African Charity
- BDCA Reinstates Distribution Reinvestment Program, Amends Share Repurchases
- Urban Catalyst Opportunity Zone Fund Hires New Projects Director
- Advisor Group Adds Reg BI Compliance Tools to Account Management Platform
- SEC Accepts VEREIT Settlement Over Schorsch-Era Accounting Scandal
- Hartman Further Expands Sales Team with New Managing Director of Institutional Sales
- Inland Investments Expands Online Education Platform with COVID-19-Related Resources
- LPL Financial Recruits Financial Advisor with $120 Million in Client Assets
- FINRA Expels Broker-Dealer Sandlapper Securities Following NAC Appeal
- Hartman Names Managing Director of Eastern Sales Division
- Cary Street Partners to Buy RIA Waypoint Advisors
- LPL Financial Recruits Former Securities America Team
- Capital Square Appoints EVP of Capital Markets and Director of Due Diligence
- W.P. Carey-Sponsored REIT Decreases Quarterly Net Asset Value Per Share
- Altigo Launches Digital Marketplace for RIAs to Source Alternative Investments
- Resolute Capital Invests in Firm Focused on Technological Innovations
- Guest Contributor: Now What? Understanding, Navigating and Adapting to Market Volatility
- CIM Income NAV Increases Net Asset Value Per Share
- Hines Global Income Trust Buys Office and Industrial Complex in Madrid
- Strategic Storage Trust IV Buys Self Storage Facility in Southwest Florida
- SEC Halts Brothers’ Alleged Cryptocurrency Offering Fraud
- Black Creek Group Sees Continued Demand for Industrial Space in California’s Inland Empire
- Griffin Capital Opportunity Zone Fund Reaches $370 Million in Fundraising
- Oaktree REIT Raises Net Asset Value Per Share for May
- Non-Traded REIT Presidio Property Trust to List Shares on Nasdaq
- iCapital Network to Buy Wells Fargo Alternative Investments Feeder Fund Platform
- FS KKR Capital Corp. II BDC Lists on NYSE
- Greenbacker Expands into Energy Storage Market with Latest Acquisition
- LPL Recruits Father/Daughter Team
- The DI Wire Welcomes FactRight as a New Directory Sponsor
- Ray Lucia Settles with SEC, Ending Nearly Decade-Long Saga
- JLL Income Property Trust Fully Subscribes First DST Offering
- Cresset Asset Management Buys $2.3 Billion RIA PagnatoKarp
- Guest Contributor: 5 Tips to Build a COVID-Proof Real Estate Investment Portfolio
- Black Creek Industrial REIT IV Declares Slightly Lower Net Asset Value Per Share for May
- Advisor Group’s Royal Alliance Recruits Longtime HSBC Financial Advisor
- WealthForge Expands Altigo Sales Team with Two New Hires
- SEC Bars Former RIA Executive Who Plead Guilty to Stealing from Firm
- Blackstone REIT Posts Higher Net Asset Value Per Share for May 2020
- Hospitality Investors Trust Enters Forbearance Agreements with Certain Lenders
- Sovereign Partners Hires Vice President of Capital Markets
- Megatel Homes to Build $40 Million Residential Development Near Dallas
- Non-Traded REIT Sales Drop to $250 Million in May 2020
- SEC Charges Former Raymond James Broker for Allegedly Stealing $1 Million from Seniors
- Starwood REIT Increases Monthly NAV Per Share
- InvenTrust Suspends Share Repurchases and Distribution Reinvestment Plan
- FINRA Orders SagePoint to Pay $1.6 Million for Alleged Unit Investment Trust Violations
- Capital Square Appoints VP of Asset Management and Senior Asset Manager
- Shopoff Secures Approval for Anaheim Residential Project
- Sponsored: Digital Infrastructure Continues to Shine
- FS Credit REIT Increases NAV Per Share for May 2020
- RREEF Property Trust Posts 1.8% NAV Per Share Decline in May 2020
- Captrust Buys $1.6 Billion Lakeside Wealth Management
- MacKenzie Signals Strategic Shift with Purchase of Office Campus
- ExchangeRight Fully Subscribes All-Cash DST Offering
- Carter Validus Mission Critical REIT II Urges Shareholders to Reject Comrit Tender Offer, Provides COVID-Related Rent Update
- FS Credit REIT Postpones 2020 Annual Meeting of Stockholders
- Croatan Hires Former CIM Exec as New Chief Administrative Officer and Head of Portfolio Management
- SEC Obtains Judgment Against Investment Adviser Charged with Fraud
- Hartman vREIT XXI Lowers Net Asset Value Per Share
- FS KKR Capital Corp. II BDC Retains Lead Advisors for Upcoming NYSE Listing
- LPL Financial Adds $370 Million Former Wirehouse Team
- Investment Fund Manager Indicted in Alleged $68 Million Securities Fraud
- Steadfast Apartment REIT Appoints New CFO and Treasurer
- IRS Provides Additional Pandemic-Related Relief for Opportunity Zones
- Caliber Appoints Senior Vice President of Private Client
- Sponsored: Capital Square Collects 99% of Multifamily Rent in May Despite COVID-19 Pandemic
- Griffin-American Healthcare REIT III Suspends Distributions and Repurchases, Partially Defers Asset Management Fee
- Capital Square Appoints Chief Strategy and Investment Officer
- Sealy Buys $108 Million of Industrial Properties
- Private Equity Firm Resolute Capital Invests in Healthcare Tech Company
- DOL Allows 401(k) Savers to Invest in Private Equity
- Cole Office & Industrial REIT (CCIT II) Lowers NAV Per Share
- SEC Bars Former LPL Broker
- NexPoint Capital BDC Suspends Monthly Distributions
- DOL Takes Another Step Towards Revised Fiduciary Rule
- Capital Square 1031 Fully Subscribes DST Offering of Texas Medical Portfolio
- Captrust Secures Private Equity Funding from GTCR
- LPL Financial Recruits $400 Million Team from Securities America
- Cole Office & Industrial REIT (CCIT III) Increases Net Asset Value Per Share
- Inland Securities Appoints External Wholesaler of Northern California Territory
- LaSalle St. Recruits $600 Million Hybrid from Cambridge
- TriLinc Global Impact Fund Invests in Packaging Manufacturer in Ecuador
- The DI Wire Welcomes FS Investments as a New Directory Sponsor
- CIM Real Estate Finance Trust Lowers Quarterly Net Asset Value Per Share
- RW Holdings NNN REIT Reopens Offering, Warns of Possible Tenant Bankruptcy
- GK Real Estate Fully Subscribes Reg D Offering of Luxury Condo Development in Sarasota
- FINRA Orders Stifel to Pay $3.6 Million for Alleged Unit Investment Trust Violations
- Griffin-American Healthcare REIT IV Reports First Quarter 2020 Financials
- ARCP CFO Brian Block Ordered to Report to Federal Prison
- JVM Securities Appoints Industry Veteran as New President
- LPL Financial to Buy $2 Billion Hybrid with 35 Advisors
- FS KKR Capital Corp. II to List on the NYSE Next Month, Announces Reverse Stock Split
- Massachusetts Securities Division Charges GPB for Allegedly Defrauding Investors
- Inland Real Estate Income Trust Suspends Distributions, Rescinds 1Q20 Distribution
- FINRA Amends Rules to Incentivize Payment of Arbitration Awards
- Private Equity Firm Ares Management to Pay $1 Million to Settle SEC Charges
- Griffin Capital Opportunity Zone Fund Surpasses $360 Million in Fundraising
- MacKenzie Launches Tender Offer for Shares of Pacific Oak Strategic Opportunity REIT
- LPL Financial Recruits Father/Son Duo from Morgan Stanley
- RW Holdings NNN REIT Reduces NAV Per Share and Distribution Rate
- Capital Square 1031 Fully Subscribes DST Offering of Multifamily Community in Virginia Beach
- SEC Charges Three Former KPMG Audit Partners for Exam Sharing Misconduct
- Ameriprise Advisor With $143 Million in Assets Rejoins Company After 26 Years
- FS KKR Capital Corp. II BDC to Give Update on Public Listing
- Hearing Panel Rejects FINRA Allegations Against Shopoff Securities and Officers
- Atria Wealth Solutions Buys Broker-Dealer with $11 Billion AUA
- The Parking REIT Delays Calculating Net Asset Value Per Share
- Smarsh Acquires Cybersecurity and Compliance Software Firm
- Blackstone REIT Increases Monthly Net Asset Value Per Share
- Griffin Capital Essential Asset REIT Reports 2020 First Quarter Results
- Watermark Lodging Trust Delays Filing 1Q20 Financials, Provides COVID-19 Update
- Greenbacker Declares Increased NAV Per Share
- Advisor Group Hires Former United Capital Exec as Chief Financial Officer
- Sortis Launches $50 Million Distressed Real Estate Fund Amid Pandemic
- ExchangeRight Names New National Sales Director
- Inland Securities Appoints Senior Vice President of Institutional Relations
- Capital Square 1031 Fully Subscribes DST Offering of Fresenius Dialysis Clinic Near Chicago
- KBS REIT III Sells Salt Lake City Multifamily Development in Off-Market Transaction
- SEC Charges Three Texans for Offering and Selling Fraudulent Oil and Gas Investments
- LPL Recruits $305 Million Team from Wells Fargo Advisors
- Black Creek Industrial REIT IV Declares Slightly Lower Net Asset Value Per Share
- Rodin Global Property Trust Lowers Net Asset Value Per Share
- Woodbury Recruits Two Brokers in Succession Plan Merger Transaction
- The DI Wire Q&A with John Harrison, Executive Director of ADISA
- FINRA Fines Merrill Lynch for Allowing Unregistered Executive to Act as Principal
- Goldman Sachs to Buy Wealth Management Custodian Folio Financial
- Starwood REIT Increases Monthly NAV Per Share
- MacKenzie Suspends Share Repurchases Amid Pandemic
- Guest Contributor: What I Have Learned So Far – Covid-19 and its Impact, to Date, on the Net Lease Sector
- Phillips Edison & Company Lowers Net Asset Value Per Share
- iCapital to Buy Rival Alternative Investment Platform Artivest
- Wedbush Hires Compliance Veteran as SVP and Chief Compliance Officer
- LPL to Open Technology Hub in Austin
- Sponsored: ExchangeRight Announces Performance Update in Response to Recent Market Events
- Non-Traded REIT Fundraising Plummets to $310 Million in April 2020
- Court Fines Ponzi Scheme Operators $1.8 Million
- FS Credit REIT Declares Increased NAV Per Share for April 2020
- Inland Private Promotes Seven Senior-Level Employees
- Advisor Group to Consolidate Three Former Ladenburg Broker-Dealers
- Windmill Capital Launches $250 Million Clean Energy DST Investment Offering
- MacKenzie Launches Unsolicited Tender Offer for Shares of Cole Office & Industrial REIT
- FSK II BDC Further Postpones 2020 Annual Stockholders Meeting
- The DI Wire Welcomes Sovereign Partners as a New Directory Sponsor
- Destra Interval Fund Seeks Listing on National Exchange
- The DI Wire Q&A with Louis Rogers, Founder and CEO of Capital Square
- RW Holdings NNN REIT Suspends Primary Offering, Plans to Revise NAV this Month
- LPL Recruits Another Team from Securities America
- FINRA Suspends and Fines Former LPL Broker for Improper REIT Sales
- Rodin Global Property Trust Names New President
- Great Lakes Fund Solutions Hires Managing Director of Business Development
- NexPoint Expands Sales Team with Latest Hires
- Starwood REIT Lowers Monthly NAV Per Share
- Franklin Templeton Buys FinTech Firm AdvisorEngine
- Inspired Healthcare Expands Team with Nine Hires
- Madison Capital Expands Sales Team with Two New Hires
- Waddell & Reed Adds Four Financial Advisors to Network
- CIM Launches $1 Billion Interval Fund
- Sierra Income Corporation Terminates Mergers with Two Affiliated Companies
- ShopOne Centers REIT Appoints Chief Operating Officer and SVP of Property Management
- FINRA Warns of Fake Phishing Emails Purporting to be from FINRA Officers
- Capital Square Expands Development Team with Latest Hire
- LPL Recruits $3 Billion Team from Securities America
- SEC Clarifies When Using “Advisor/Adviser” Violates Regulation Best Interest
- SEC Provides Temporary Relief to Small Businesses Via Expedited Crowdfunding Offerings
- Carter Validus Mission Critical REIT II Partially Suspends Share Repurchase Program
- U.S. Energy Names Director of Business Development
- NES Financial Acquired By UK-Based JTC
- Ameriprise Adds Former Morgan Stanley Team With $321 Million in Assets
- Advisor Group Expands Coronavirus Response Resource Center
- Sierra Income Corporation Suspends Distributions
- UMB Fund Services Names Key Account Manager of Distribution Services
- Phoenix American Financial Services Hires Vice President of Sales
- LPL Financial to Buy Lucia Securities
- FINRA Fines Kestra for Violating Customer Privacy
- EJF Capital JV Buys Multifamily Development in Jacksonville Opportunity Zone
- Carter Validus Mission Critical REIT II Urges Shareholders to Reject MacKenzie Tender Offer
- Cetera “Temporarily” Halts Sales of Non-Traded NAV REITs and Interval Funds
- ExchangeRight Fully Subscribes $119 Million Net-Leased DST Offering
- Capital Square 1031 Launches $26 Million DST Offering
- Docupace Sells Majority Stake to Private Equity Firm, Appoints New CEO
- Megatel Homes Launches Homeownership Program for COVID-19 First Responders
- Capital Square Hires Regional Vice President of Northeast Sales
- Business Development Corporation of America Changes Dividend Payment Frequency
- Benefit Street Partners Realty Trust Changes Timing of Dividend Payments
- Former Wells Fargo Team Joins LPL with $300 Million in Client Assets
- Non-Traded NAV REITs Outperform Traded REITs as COVID-19 Impacts Real Estate Values
- WealthForge Hires Director of Managing Broker-Dealer Services
- SmartStop Self Storage REIT Lowers NAV Per Share
- Resource Opportunity REIT Recommends Shareholders Reject Comrit Tender Offer
- Sponsored: An Alternative to Alternatives – Private Equity
- Strategic Storage Trust IV Suspends Primary Offering, Cites COVID-Related Uncertainty
- Timbrel Capital Adds Four Wholesalers to Distribution Team
- Strategic Student & Senior Housing Trust Terminates Dealer Manager Agreement
- Strategic Wireless Secures $75 Million Credit Facility with Texas Capital Bank
- Capital Square Fully Subscribes DST Offering of Multifamily Property Near Washington, D.C.
- Hospitality Investors Trust Lowers NAV Per Share
- Legion Capital Adds Former GWG Executive and Two Wholesalers to Team
- SEC Proposes Rule to Modernize Fund Valuation Practices
- Hines Global Income Trust Sells Dublin Office Building for $198 Million
- Blackstone REIT Lowers Monthly NAV Per Share Amid Pandemic
- Advisor Group’s Triad Advisors Hires Former LPL Exec as SVP of Business Development
- Sponsored: Digital Infrastructure Helps Save The NFL Draft
- Steadfast Apartment REIT Declares Post-Merger NAV Per Share
- Cantor Fitzgerald REIT Extends Initial Public Offering
- FINRA Postpones All In-Person Arbitration and Mediation Hearings
- LPL Financial Recruits Financial Advisor from Blucora’s Avantax
- SEC Charges Former Merrill Lynch Registered Representative with Defrauding Investors
- New Jersey Extends State Fiduciary Rule Finalization Amid Pandemic
- Hines Global Urges Shareholders Reject MacKenzie Tender Offer
- Capital Square 1031 Completes DST Offering of Multifamily Community in Georgia
- ExchangeRight Further Expands Sales Team with Latest Hire
- Croatan Investments Fully Subscribes First Delaware Statutory Trust Offering
- LPL Financial Hires Former TD Ameritrade Exec to Lead Operations
- House Republicans Introduce Bill to Extend Opportunity Zone Program
- FS Credit REIT Lowers NAV Per Share for March 2020
- Kestra Financial Recruits $325 Million Wealth Management Team from UBS
- Opp Zone Capital Launches Qualified Opportunity Fund
- SEC Qualifies Legion Capital’s Reg A+ Bond and Preferred Stock Offering
- InvenTrust Hires Senior Vice President of Operations
- Phillips Edison & Company to Host Presentation Today on its COVID-19 Mitigation Plans
- Sponsored: Red Oak Capital Releases Quarterly Bond Payments on Schedule
- SC Distributors Names Alex MacGillivray as National Sales Manager
- Argonaut Acquisitions Adds Two to Executive Management Team
- Croatan Hires Former Armada Hoffler Exec as Managing Principal and CIO
- Ameriprise Adds Two Teams with $286 Million in Total Client Assets
- First Quarter Non-Traded REIT Sales Reach $5.7 Billion, March Sales Slow Amid Pandemic
- IRS Delays Opportunity Zone and 1031 Exchange Deadlines Amid COVID-19 Pandemic
- Shareholders of Two W.P. Carey Non-Traded REITs Approve Merger
- Sponsored: Investors Are Turning to These Resilient Sectors in Today’s Turbulent Markets
- ExchangeRight Adds Industry Veteran to Sales Team
- Hines BDC Suspends Share Repurchases and Decreases Monthly DRIP Price
- SEC Permits BDCs to Sell Senior Securities and Invest Alongside Affiliates
- Docupace Launches New Regulation Best Interest Compliance Service
- SEC Adopts Offering Reforms for BDCs and Registered Closed-End Funds
- Massachusetts Fines Broker-Dealer Over Improper Mutual Fund Sales
- Steadfast Apartment REIT Increases Board Size and Appoints New Director
- LPL Financial Adds $350 Million Firm from Securities America
- SEC Shares Details on Initial Examinations for Reg BI and Form CRS
- JLL Income Property Trust Posts 3% Share Value Decline Amid Pandemic
- Procaccianti Hotel REIT Suspends Offering and Distribution Reinvestment Plan
- Advisor Group’s Securities America Recruits $120 Million Hybrid
- AR Global’s Healthcare Trust Reports Decreased NAV Per Share
- LPL Financial Hires Former Fidelity Executive as EVP of Strategy
- Strategic Capital Fund Management Hires Industry Veteran as CIO of Data Center Platform
- Rockspring Hires Barret Espe as Vice President of Brokerage Central Texas
- Griffin-American Healthcare REIT IV Maintains NAV Per Share, Reduces Distributions and Suspends Repurchases
- Griffin-American Healthcare REIT III Reduces Distributions and Suspends Share Repurchase Plan
- Strategic Student & Senior Housing Trust Suspends Offering, Distributions and Repurchases
- Strategic Wireless Buys Oregon Cell Tower
- Sponsored: The SECURE Act – The Gift That Keeps on Giving
- Griffin Capital Essential Asset REIT Changes Distribution Rate and Valuation Reporting Procedures
- FINRA Suspends and Fines Former LPL Rep for Borrowing $1.3 Million from Client
- Moody National REIT II Increases NAV Per Share
- Resolute Capital Reg D Fund Invests $2 Million in FinTech Lending Company
- CIM Income NAV Transitions to Monthly NAV REIT
- The Parking REIT Suspends Preferred Stock Distributions
- LPL Financial Recruits Former Advisor Group Team
- Video: Value-Add Real Estate with Bill Shopoff
- Cole Office & Industrial REIT Raises NAV Per Share
- Resource Multifamily REITs Suspend Dividend Payments
- Inland REIT Postpones First Quarter 2020 Distribution Payment
- InvenTrust Appoints Senior Vice President and Chief Accounting Officer
- Phillips Edison & Company Suspends Distributions and Share Repurchases in Response to Pandemic
- CIM Real Estate Finance Trust Lowers Net Asset Value Per Share
- Advisor Group Expands Senior Leadership Team, Hires Former LPL Executive
- CAI Investments Fully Subscribes DST Offering of Pennsylvania Logistics Facility
- InPoint Suspends Public Offering, Share Repurchases, Distributions and DRIP Amid Pandemic
- Benefit Street Partners Realty Trust Suspends Distribution Reinvestment Plan
- SEC Provides Additional Temporary Regulatory Relief for Reg A and Crowdfunding Issuers
- CORE Pacific Advisors Fully Subscribes DST Offering of Alabama Multifamily Property
- Sponsored: SC Distributors Reports Surge in Activity on its Online Advisor Portal
- ExchangeRight Fully Subscribes $119 Million Net-Leased DST Offering
- SEC Further Extends Reporting and Proxy Deadlines, FINRA Postpones Arbitration Meetings
- Procaccianti Hotel REIT Suspends Share Repurchase Program
- CNL Strategic Capital Closes on Latest Investment
- UMB Fund Services Names Industry Veteran as SVP, Director of Transfer Agency
- CNL Healthcare Properties Declares Lower Net Asset Value Per Share
- CĪON Investment Corporation Suspends Distributions and Share Repurchase Program
- Moody National REIT II Suspends Offering, Distributions, Repurchases Amid COVID-19 Pandemic
- The DI Wire Welcomes Strategic Capital Fund Management as a New Directory Sponsor
- Rodin Global Property Trust Registers Follow-on Offering as a Perpetual-Life REIT
- FS Energy and Power Fund Suspends Share Repurchase Program and Distributions
- Strategic Storage Growth Trust II Buys Self-Storage Facility Near Miami
- LPL Adds Three-Advisor Team with $100 Million in Client Assets
- Starwood REIT JV Buys Boston Office Tower for $614 Million
- Capital Square Fully Subscribes Project-Specific Opportunity Zone Fund
- CNL Healthcare Properties II to Pay Final Liquidating Distribution
- Industry Groups Ask Treasury and IRS to Delay 1031 Exchange Deadlines
- Appellate Court Upholds Securities Fraud Conviction of ARCP’s Brian Block
- Blackstone REIT Lowers Monthly NAV Per Share
- Hines Global REIT Holds Off on Declaring New NAV Per Share Due to Coronavirus
- FINRA Fines Former Merrill Lynch Broker for Covering Clients’ Losses
- Capital Square 1031 Launches DST Offering of Texas Medical Portfolio
- Comrit Terminates Another Non-Traded REIT Tender Offer over NYSE Trading Halts
- InvenTrust Will Not Publish Updated NAV Per Share Due to Coronavirus Uncertainty
- Hamister Reg D Fund Buys Memory Care Center Near Washington D.C.
- Video: An Update on Regulation A Offerings
- Texas Supreme Court Denies Kyle Bass Petition to Review, UDF Lawsuit Will Proceed
- Two W.P. Carey Hospitality REITs Suspend Distributions Due to Coronavirus
- Select Capital Corporation Continues Sales Team Expansion with Latest Hire
- Shopoff Adds Two Sales Professionals to Wholesale Team
- SEC Charges Three Former RIA Employees with Attempting to Thwart Ponzi Investigation
- Comrit Terminates Tender Offer for AR Global’s Healthcare Trust, Cites NYSE Trading Halts
- Black Creek Industrial REIT IV Increases Net Asset Value Per Share
- LPL Financial Recruits $180 Million Advisor from Northwestern Mutual
- SEC Fines HSBC Securities $725,000 over Adviser Compensation Misstatements
- Starwood REIT Increases Net Asset Value Per Share
- Greenbacker Buys To-Be-Constructed Maine Wind Project
- FINRA Postpones All In-Person Arbitration and Mediation Hearings Due to Coronavirus
- ADISA Cancels Spring Conference as Industry Braces for Coronavirus Outbreak
- Four Springs Capital Markets Hires Managing Director to Oversee Family Office Channel
- Greenbacker Lowers Net Asset Value Per Share
- SEC Encourages Companies to Hold Virtual Annual Meetings, Announces Regulatory Relief
- Non-Traded REIT Sales Set New Monthly Record in February
- W.P. Carey-Sponsored REIT Increases Quarterly Net Asset Value Per Share
- KBS REIT III Provides Timeline for NAV REIT Conversion
- Captrust Acquires $5.5 Billion RIA
- Select Capital Expands Sales Team, Hires Two Regional Vice Presidents
- ADISA Appoints New Director to 2020 Board
- CIM REIT Urges Shareholders to Reject Comrit’s Unsolicited Tender Offer
- Cygnus Capital Reg D Fund Buys First Lien Note on Pennsylvania Hotel Property
- FINRA Issues Notice on Pandemic-Related Business Continuity Planning
- FINRA Fines/Suspends Broker Over Firearms Business
- Everest Completes Unsolicited Tender Offer for KBS REIT II Shares
- LPL Recruits $150 Million Team Serving NFL Clients and Professional Athletes
- SEC Obtains Judgments Against Three Who Orchestrated Public Shell Company Fraud
- Beacon Pointe to Merge Two RIAs, Sells Minority Stake to PE Firm
- Shopoff Sells Ownership Interest in 34 Acres of Land in Las Vegas
- Sponsored: Student Housing – A Potentially IDEAL Investment
- KBS REIT II Shareholders Approve Liquidation Plan, REIT to Pay Liquidating Distribution
- Steadfast REITs Complete Merger Transactions
- FS Credit REIT Originates $156.9 Million in Loans
- Ameriprise Adds Two Teams with $272 Million in Client Assets
- Colony Capital Investor Seeks to Oust CEO Tom Barrack
- Inland Real Estate Income Trust Lowers NAV Per Share Amid Retail Turbulence
- Report: FINRA Fines, Restitution and Cases Plummet in 2019
- Greenbacker Sells Residential Solar Assets to Spruce Finance
- SEC Proposes Rule Changes to Expand Private Placements
- CNL Healthcare Properties II Sells Last Two Properties to WayPoint Residential
- SEC Bars Former Wells Fargo/Morgan Stanley Broker Serving Time for Fake Investment Scheme
- FS Investments Buys Chiron Investment Management
- Shareholders Approve Merger of Steadfast REITs
- Select Capital Corporation Expands Sales Team
- Fiduciary Trust Company Completes Acquisition of $6 Billion RIA
- SDC Energy Launches Solar Fund on Crowdfunding Platform
- Cresset/Diversified Launch Second Opportunity Zone Fund Following First Fund’s Close
- Four Springs Capital Markets Names Senior Vice President of Sales
- SEC Requests Comment on Misleading Fund Names
- LPL Financial Recruits $610 Million Team from Raymond James
- Barred Broker Files Lawsuit Challenging FINRA’s Ability to Bar Brokers
- Comrit Launches Unsolicited Tender Offer for Shares of CIM Real Estate Finance Trust
- InvenTrust Buys Publix-Anchored Property Near Atlanta
- Lodging Fund REIT III Buys Mississippi Hotel Property
- SEC Fines Actor Steven Seagal for Unlawfully Promoting Crypto Offering
- Griffin Capital Essential Asset REIT Temporarily Suspends Offering in Light of Strategic Review
- Alternative Investment Exchange Launches Tech Platform for Alternative Investments
- Commonwealth Hires Fidelity Exec to Expand RIA Business
- The DI Wire Welcomes Montego Minerals as a New Directory Sponsor
- ExchangeRight Fully Subscribes $113.34 Million Net-Leased DST Offering
- FINRA Sanctions Broker for Using WhatsApp to Text Overseas Clients
- Comrit Launches Unsolicited Tender Offer for Shares of AR Global’s Healthcare Trust
- Greenbacker Buys Community Wind Project from Cornerstone Renewables
- NB Private Capital Engages Access Capital Group to Expand National Sales Team
- Christina Appoints Industry Veteran as Managing Director and Head of Capital Markets
- InvenTrust Promotes Christy David to Chief Investment Officer
- Kestra Financial Recruits Wealth Management Team from Commonwealth
- Hospitality Investors Trust Reaches Preliminary Settlement in Shareholder Lawsuit
- Capital Square Launches Project-Specific Opportunity Zone Fund
- Watermark Residential to Build Multifamily Community Near Huntsville, Alabama
- Former Woodbridge Broker Indicted for Alleged $9 Million Fraud on Elderly
- Megatel Hires Industry Veteran as Vice President of National Accounts
- Massachusetts Finalizes State Fiduciary Rule
- Private Equity-Backed Wealth Enhancement Group Buys $1.3 Billion RIA
- Resource Real Estate Opportunity REIT Partially Suspends Share Redemption Program
- Pacific Oak Strategic Opportunity REITs to Merge and Create $2.6 Billion REIT
- Phoenix American Hospitality Adds Internal Wholesaler
- SEC Obtains Judgment Against Former Adviser Charged with Defrauding Retirees
- LPL Recruits Credit Union Wealth Management Practice from Cetera
- Hatteras Sky Names Managing Director of Capital Markets
- Blackstone REIT Increases Monthly NAV Per Share
- Hines Global Income Trust Sells Amazon Distro Facility to Publicly Traded REIT
- Resource Real Estate Opportunity REIT II Partially Suspends Share Redemption Program
- TruAmerica Multifamily Hires Senior Director of Acquisitions to Lead New Investment Initiative
- Video: Investing Through 506(c) Offerings
- Bloomberg Plans to Restore DOL Fiduciary Rule if Elected
- Shopoff and Contour Real Estate JV Buy Land on Las Vegas Strip to Build Luxury Hotel
- Franklin Templeton to Buy Legg Mason for $4.5 Billion
- Ladenburg Thalmann Completes Merger with Advisor Group
- Capital Square 1031 Launches All-Cash DST Offering of Ohio Industrial Facility
- Trilogy Adds Key Executive As it Eyes Broker-Dealer Distribution
- Rodin Global Property Trust Increases Net Asset Value Per Share
- Starwood REIT Buys Affordable Housing Portfolio for Nearly $461 Million
- Next Financial to Refund $500,000 to Customers over Mutual Fund Sales
- Sponsored: Time Equities Inc. Announces Closing of Fund IV
- Non-Traded REITs Post Record Fundraising in January
- ExchangeRight Fully Subscribes $115.1 Million Net-Leased DST Offering
- Steadfast Apartment REIT Buys Two Properties in 1031 Exchange Transactions
- Peachtree Hotel Group and Stonehill Name EVP of Business Development
- FINRA Bars Another Broker for Selling Woodbridge Ponzi Promissory Notes
- Griffin Capital Essential Asset REIT Buys Industrial Building in 1031 Exchange Transaction
- GK Development Rebrands and Changes Name
- FS KKR Capital Corp II BDC Prices Unsecured Notes Offering
- CIM Income NAV REIT Files Registration Statement for $4 Billion Follow-On Offering
- JLL Income Property Trust Buys Two-Building Office Portfolio Near Phoenix
- SEC Charges Alleged Orchestrator of Cryptocurrency Scheme Targeting Physicians
- LPL Financial Recruits $650 Million Team from Cetera
- Croatan Investments Names Real Estate Industry Veteran as Principal
- Massachusetts Charges Accountant for Allegedly Selling Unregistered Investments
- InPoint Originates More Than $76 Million in First Mortgage Loans in 4Q19
- Parsonex Properties Buys First Qualified Opportunity Zone Project in Colorado
- The DI Wire Welcomes Pacific Oak Capital Markets Group as a New Directory Sponsor
- Former Wells Fargo/Morgan Stanley Broker Sentenced for Fake Investment Scheme
- Red Oak Capital Launches New Regulation A+ Bond Offering
- CIM-Sponsored REIT Buys Office Building Near Baltimore
- Concorde Hires Business Development Coordinator
- ExchangeRight Fully Subscribes $100 Million Net-Leased DST Offering
- SmartStop Self Storage REIT Names New COO
- Rockspring Appoints New President and Announces Rebranding
- Virtua Partners Completes Merger with Hotel Equities
- SmartStop Expands Executive Team with EVP Hire
- SC Distributors Hires Senior Vice President of National Accounts
- Inland Exec Appointed to FINRA’s Midwest Region Committee
- CAI Investments to Convert Harrah’s Reno Casino in Mixed-Use Opportunity Zone Project
- Catalyst Invests in OZ Project Sponsor to Rehab South Los Angeles Communities
- Former Ameriprise Financial Advisor Sentenced for Running $8.2 Million Ponzi Scheme
- Starwood REIT Increases Selling Commissions for Class D Shares
- RK Properties Reaps Big Return for 1031/TIC and Fund Investors in Multifamily Property Sale
- Ladenburg Shareholders Approve Merger with Advisor Group
- Strategic Storage Trust IV Registers $1 Billion Follow-On Offering
- PTM Partners Closes First Qualified Opportunity Zone Fund
- Capital Square 1031 Launches Another All-Cash DST Offering
- CNL Healthcare Properties II to Sell Last Properties to WayPoint Residential
- Guest Contributor: 2020 Examination Priorities, FINRA to Scrutinize Private Placement Marketing Materials
- 1031 Exchange Programs Raise $3.5 Billion in 2019
- Carter Validus Mission Critical REIT II Reaches First Quarter 2020 Share Repurchase Limit
- RW Holdings NNN REIT Increases NAV Per Share Following Merger with Affiliate REIT
- ADISA Announces 2020 President-Elect and Officers
- LPL Financial Recruits Pair from Advisor Group with Combined $330 Million
- CION Ares Interval Fund Shareholders to Vote on Incentive Fee Calculation Change
- Catalyst Opportunity Funds Makes Initial Opportunity Zone Investments
- Capital Square 1031 Fully Subscribes All-Cash DST Offering of New Memory Care Facility
- JLL Income Property Trust Buys Grocery-Anchored Shopping Center Near Boston
- Pacific Oak REITs Negotiate Potential Merger
- KBS Real Estate Investment Trust II Sells Trophy Office Property in New Jersey at a Loss
- Two Griffin-American Healthcare REITs Complete $59 Million in Acquisitions/Developments
- Hines Global Income Trust Sells Nevada Multifamily Property for $80 Million
- The DI Wire Welcomes STRATA Trust Company as a New Directory Sponsor
- Pacific Oak Strategic Opportunity REIT Registers $1 Billion NAV REIT Offering
- SEC Charges Former Broker with Defrauding Retail Investors
- Video: Fintech and Electronic Processing
- Capital Square Appoints Vice President of Transactions and Senior Paralegal
- TP Flexible Income Fund Increases Distribution Rate
- Hines Global Income Trust Buys Multifamily Property Near Washington DC for $117 Million
- Perigon Wealth Management and RLP Wealth Advisors Merge to Create $1.8 Billion RIA
- Pacific Oak Expands Executive Team with Latest Hires
- SharesPost Hires New Sales and Distribution Team from CR Capital Distributors
- Nelson Partners Buys Student Housing Asset for Nearly $200 Million
- KBS Growth & Income REIT Sells California Office Building to Private Investor
- Sponsored: ExchangeRight Lifetime Charitable Donations Surpasses $23 Million
- Non-Traded NAV REITs Post Steady Gains for Fourth Quarter 2019
- Capital Square 1031 Launches Another Multifamily DST Offering
- Strategic Storage Trust IV Buys Self-Storage Facility in Greater San Diego
- Phillips Edison Hires New Chief Information Officer
- Senator Tim Scott Plans Legislation to Amend Opportunity Zone Designations
- Cole Office & Industrial REIT Buys Four Properties for More than $132 Million
- Greenbacker Opportunity Zone Fund Completes First Solar Project
- H. Beck Names Chief Operations Officer
- Sponsored: Sound Point’s Don MacKinnon on the Commercial Real Estate Mortgage Market
- ExchangeRight Adds Co-Director of National Accounts to Sales Team
- Phoenix American Hospitality Expands Sales Team with Latest Hire
- Watermark Residential and 3G Capital Close $105 Million Private Equity Fund
- The IPA Elects Blackstone Managing Director as 2020 Chair-Elect
- FINRA Fines Royal Alliance Over Two Brokers Who Stole $3.8 Million from Clients
- Blackstone REIT Declares Monthly NAV Per Share
- Guest Contributor: Where Alts Sponsors Playing in the Retail Space Can Step Up Their Game
- LPL Recruits Financial Advisors from Sagepoint and Ameriprise
- The DI Wire Welcomes Triton Pacific Securities as a New Directory Sponsor
- Federal Opportunity Zone Program Under Investigation by Treasury’s Internal Watchdog
- Hines Global REIT Sells Office Complex Near Boston for $235 Million
- Pacific Oak Completes First DST Offering of Multifamily Property in the Permian Basin
- The IPA Elects iCapital Network Co-Founder and Managing Partner to New Board Seat
- SEC Bars Longtime Broker Who Pled Guilty to Defrauding Retail Investors
- RK Properties Sells Multifamily Property Near Phoenix for $36.3 Million
- Capital Square 1031 Launches $54 Million DST Offering
- Strategic Student & Senior Housing Trust Appoints New CFO
- Blackstone REIT and MGM JV to Buy MGM Grand and Mandalay Bay for $4.6 Billion
- Capital Square Adds Two to Sales Team Following Record-Breaking 2019
- Waypoint Expands Affiliated Broker-Dealer Team with Five New Hires
- Carter Multifamily Reaps Big Gain with Jacksonville Sale
- Court Orders Tech Fund Adviser Charged by SEC to Pay More Than $31 Million
- FINRA Releases Questions for SEC’s Reg BI Compliance Review
- AR Global’s Healthcare Trust Launches Tender Offer to Deter MacKenzie
- LPL Financial Recruits Former MassMutual Team
- KBS REIT III Registers $2 Billion NAV REIT Offering
- Phillips Edison Buys Del Paso Marketplace in Sacramento
- Former Steadfast VP Joins Spotlight Marketing
- CNL Strategic Capital Closes Investment in Resolution Economics Consulting Firm
- Sponsored: Inland Private Capital Weathers Economic Challenges to Provide Profits to Investors with Sale of Two Pre-Recession Office Holdings
- Non-Traded REITs Exceed 2019 Projections with $11.8 Billion Raised
- PREP Securities Expands Distribution Team with Eight Senior Sales Professionals
- SEC Obtains Fraud Judgment Against Former Adviser Who Stole $1.9 Million from Clients
- RREEF Property Trust’s Second Follow-On Offering Declared Effective
- Black Creek Group’s Industrial Property Trust Completes $4 Billion Real Estate Sale to Prologis
- Video: Section 1031 Exchanges – Yesterday, Today & Tomorrow
- Justice Department Seeks to Further Delay Trial Against Conservation Easement Sponsor
- Montego Minerals Closes Fourth Investment Fund
- SEC Bars Former Dawn Bennett Associate for Role in $20 Million Ponzi Scheme
- Griffin Capital Plans Office Development in Los Angeles
- Croatan Joint Venture Sells Virginia Multifamily Property for $54.1 Million
- LPL Financial Promotes National Sales Exec to Managing Director
- ExchangeRight Takes DST Offering Full Cycle with Total Returns from 125% to 135%
- Concorde Expands Team with Two Senior Executive Hires
- Financial Services Industry Veteran Joins the IPA as Executive Director of Strategic Partnerships
- Greenbacker Signs Rights to a Portfolio of New York Solar Facilities
- Pacific Oak Strategic Opportunity REIT Increases NAV Per Share
- Crypto CEO Settles With SEC Over Regulation A+ Offering Fraud
- ADISA Comments on Massachusetts Proposed Fiduciary Regulations
- Sponsored: 5 Crucial Potential Predictors for Real Estate in 2020
- New Hampshire Fines NEXT Financial Over Unsuitable REIT Sales
- Cottonwood Hires New SVP of Capital Markets for its Northeast Territory
- Lodging Fund REIT III Buys Texas Hotel Property
- NASAA Announces Top Investor Threats for 2020
- SEC Bars Former LPL Broker for Defrauding Federal Employees
- Cantor Fitzgerald and Silverstein to Develop Property in Las Vegas Opportunity Zone
- Black Creek Group Buys Atlanta Multifamily Property for $117 Million
- TriLinc Global Impact Fund Makes Impact Investments in Africa
- Former Ladenburg Chairman Files Lawsuit to Halt Advisor Group Merger
- FINRA Fines Five Firms $1.4 Million for Failing to Reasonably Supervise Custodial Accounts
- Caliber Opportunity Zone Fund Buys Arizona Office Property
- Strategic Wireless Adds Indianapolis Cell Tower to Portfolio
- Massachusetts Fines Next Financial Group $150,000 Over Unsuitable REIT Sales
- Two Cantor Fitzgerald REITs Name New CFO, Treasurer, and Director
- GWG Holdings Hires Vice President of Due Diligence
- Phillips Edison & Company Secures $200 Million Secured Debt Facility
- FINRA Files Complaint Against Broker for Unsuitable REIT and BDC Investments
- KBS REIT III Declares NAV Per Share
- Starwood REIT Buys Salt Lake City Multifamily Property
- Private Equity-Backed Wealth Enhancement Group to Buy $990 Million Hybrid
- Cole Office & Industrial REIT Declares Special Distribution
- Rich Uncles REITs Shareholders Approve Merger
- Strategic Capital Hires Former Digital Realty Trust Exec to Run Data Center Platform
- Strategic Storage Trust IV Buys First Self Storage Facility in the Phoenix Area
- Treasury Releases Final Rules on Opportunity Zones
- Blackstone REIT Increases Monthly NAV Per Share
- RREEF Property Trust Buys Industrial Distribution Center Near Seattle
- Capital Square Launches OZ Fund for Third Richmond Multifamily Development
- SEC Charges Recidivist Investment Adviser with Defrauding Retirees
- Carter Validus Mission Critical REIT II Lowers Net Asset Value
- Nelson Partners Takes Student Housing DST Full Cycle
- LPL Recruits Former Advisor Group Team
- SEC Proposes to Expand Accredited Investor Definition
- FS/KKR Closes $9.5 Billion Merger Creating Second Largest BDC
- Manhattan Investment Adviser Charged in $1.5 Million Client Theft
- Triton Pacific Affiliate Buys 117 Pizza Hut Restaurants
- FS Investments to Buy $1.8 Billion Investment Boutique
- First Capital REIT Chairman and CEO Resigns Following SEC Charges
- Inland Private Sells Two Denver Multifamily Properties in Latest Full-Cycle Transaction
- Cottonwood Multifamily REIT II Reports First NAV
- SEC Charges Former First Capital REIT CEO with Defrauding Investors and BDC
- Cottonwood Multifamily REIT I Reports 8% Increase in NAV
- Starwood REIT Buys Scottdale Multifamily Property for $96.2 Million
- LPL Financial Recruits $500 Million Team from Centaurus
- Capital Square Launches Another Opportunity Zone Fund
- ExchangeRight Continues Sales Team Hiring Spree
- Everest Completes Unsolicited Tender Offer for Shares of Industrial Property Trust
- ADISA Names 2020 Board of Directors
- November Non-Traded REIT Sales Exceed $1.2 Billion, On Pace to Raise $11 Billion in 2019
- KBS Growth & Income REIT Lowers NAV Per Share, Mulls Strategic Alternatives
- Securities America Nabs $560 Million Hybrid
- Go Store It Buys Newly Constructed Self-Storage Facility in South Carolina
- Industrial Property Trust Shareholders Approve $4 Billion Deal with Prologis
- ExchangeRight Adds External Wholesaler Danny Carmona to Sales Team
- Oaktree REIT Breaks Escrow, Buys $80 Million Multifamily Property
- Wentworth Buys $2.7 Billion Hybrid
- SEC Obtains Asset Freeze to Halt Alleged Reg D Offering Fraud
- Capital Square Launches Second Opportunity Zone Fund
- ExchangeRight Takes Another Multifamily DST Program Full Cycle
- Hatteras Sky Launches Opportunity Zone Fund to Develop SLC Mixed-Use Property
- KBS REIT II Schedules Liquidation Vote and Provides Portfolio Update
- NorthStar Healthcare Lowers NAV Per Share
- IFS Securities Shuts Down
- Greenbacker to Buy Solar Portfolio, Secures $68 Million Financing with German Bank
- Republican Senators Introduce Bill to Expand Opportunity Zone Reporting Requirements
- New York Attorney General Files Lawsuit Against Private Equity Fund Manager
- Securities America Launches Super OSJ With Former SA Stone Wealth Management Broker
- StHealth BDC Appoints Former Florida Senator as Interim Director
- Priority Income Fund Selects Dealer-Manager for Follow-On Offering
- SEC Charges Longtime Broker with Defrauding Retail Investors
- JLL Income Property Trust Buys Phoenix Industrial Distribution Center
- LPL Financial Recruits $550 Million Team
- SEC Bars Former Securities America Broker Over $1 Billion Ponzi Scheme
- Inland Private Closes Out First Opportunity Zone Offering
- ADISA Submits Letter to Congress Over IRS Treatment of REIT Distributions
- Belpointe’s Opportunity Zone REIT Begins Trading on the OTCQX
- Bluerock Takes Fifth DST Program Full Cycle in 2019
- CIM REIT Closes First Tranche of Property Sale to Realty Income for $1 Billion
- Cetera Names New Chief Executive Officer
- Shopoff Realty Investments Expands Central Region Wholesale Team
- Massachusetts Moves Forward with State Fiduciary Standard
- Starwood REIT Expands Portfolio with $430 Million in Property Acquisitions
- SEC Bars Former Broker for Oil and Gas Ponzi Scheme
- Capital Square 1031 Buys Texas Medical Portfolio
- GPB Audit Committee Resigns Further Delaying Funds’ Audited Financial Release
- SEC Releases Frequently Asked Questions on Form CRS
- LPL Financial Recruits Former Ameriprise Team
- Resource Royalty Adds 15 Oil Wells in Stack Region of Oklahoma During 3Q19
- Sponsored: Inland’s Keith Lampi on 1031 Exchanges
- Griffin Capital Fully Subscribes Two 1031 Exchange DST Offerings
- Red Oak Capital Sells Out Latest Reg A+ Fund
- Inland Private Sells New Mexico Office Building in Latest Full-Cycle Transaction
- SEC Revokes Registration of RIA Engaged in $60 Million Fraud
- The DI Wire Welcomes Resource Royalty as a New Directory Sponsor
- SEC Charges Unregistered Broker Who Sold Woodbridge Securities to Retail Investors
- Congresswoman Introduces Bill to Repeal Opportunity Zones
- FS/KKR Receives Shareholder Approval for Non-Traded BDC Merger
- Griffin Capital Essential Asset REIT Sells Los Angeles Office Building for $63.5 Million
- Sponsored: Standardization Meets Individualized Solutions, Evolution of Today’s Custody Offering
- W.P. Carey-Sponsored REIT Lowers Quarterly Net Asset Value Per Share
- FINRA Bars Former Pruco Securities Rep for Refusing to Participate in Investigation
- NB Private Capital Expands Student Housing Portfolio with Latest Acquisition
- CNL Strategic Capital Closes on Fourth Investment
- VEREIT to Pay $8 Million to Settle SEC Investigation of Schorsch-Era Accounting Scandal
- Blackstone REIT Increases Monthly NAV Per Share
- Inland Securities Hires Another SVP External Wholesaler
- NexPoint-Advised Private REIT Buys Portfolio of 951 Single-Family Rental Homes
- Capital Square 1031 Takes DST Full Cycle and Delivers 152% Total Return
- Shopoff Names Vice President of Acquisitions
- ExchangeRight Fully Subscribes $117.1 Million DST Offering of 23 Single-Tenant Properties
- Phoenix American Financial Services Partners with RealBlocks’ Blockchain-Enabled Network
- Blackstone REIT Completes $4.25 Billion Acquisition of Bellagio Real Estate from MGM Resorts
- SEC Halts Ponzi Scheme Aimed at Seniors and Small Business Owners
- Griffin-American Healthcare REIT IV Reports Strong Growth Through Third Quarter
- Rodin Global Property Trust Declares Higher Net Asset Value
- Waypoint Taps Two Industry Veterans for Its Affiliated Broker-Dealer
- KBS REIT II Reports Lower NAV
- Griffin Capital Essential Asset REIT Announces Third Quarter Results
- Everest Launches Tender Offer for Hartman Short Term Income Properties Shares
- Former NFL Player Found Guilty of $10 Million Fraud
- Kestra Financial Affiliate Acquires $1.1 billion RIA
- NB Private Capital Purchases $32 Million Student Housing Near The University of Memphis
- FS Credit REIT, Inc. Reports Third Quarter Operating Results
- IRS Increases Enforcement of Syndicated Conservation Easements
- Hines Global Income Trust Buys Maryland Multifamily Property for $98 Million
- Arch Real Estate’s Puerto Rico Fund Qualifies as Opportunity Zone Business
- TriLinc Global Selects CommonGood as New Broker-Dealer
- Cresset/Diversified Opportunity Zone Fund Announces New Real Estate Projects
- Owl Rock Announces Minority Investment by Neuberger Berman Affiliate
- SEC Obtains Final Judgments Against Broker and Two Principals Found Liable for Fraud
- LPL Adds Former FSC Securities Team
- Non-Traded REIT Sales Continue Upward Trajectory in October
- InvenTrust Increases Annual Dividend Rate by 3%
- Strategic Storage Trust IV Buys Four-Property Self Storage Portfolio for $64.5 Million
- Ladenburg Discloses Complaints Against Subsidiary Broker-Dealer Over GPB Sales
- Advisor Group and Ladenburg Thalmann to Merge in $1.3 Billion Deal
- FINRA Proposes Rule to Limit Registered Reps from Being Named as Client Beneficiary
- ExchangeRight Fully Subscribes $94 Million DST Offering of 18 Single-Tenant Properties
- Capital Square 1031 Subscribes DST Offering of Multifamily Community in Richmond, Virginia
- Democratic Lawmakers Request Opportunity Zone Investigation
- KBS REIT III Declares Special Dividend
- Lightstone REIT Increases NAV Per Share by 7.4 Percent
- LPL Financial Recruits Hybrid from Lincoln Financial
- SEC Charges Adviser for Ponzi Scheme, Fraud and Embezzlement
- CNL Healthcare REITs Appoint CAO Following Resignation
- Hartford Funds Launches First Interval Fund
- Strategic Wireless Adds Telecom Easement to Portfolio
- Class Action Alleges GPB Operated as a Ponzi Scheme
- GWG Expands Sales and National Accounts Team Ahead of New Product Launch
- LPL Recruits Former Ameriprise Advisor
- Aegon Real Assets Launches Opportunity Zone Platform
- Former KBS REIT Completes Merger with Publicly-Traded REIT
- Inland Securities Names Midquel McClendon as SVP External Wholesaler
- NB Private Capital Hires Senior Vice President of National Accounts
- Griffin Capital Essential Asset REIT Adds Three to Executive Management Team
- The DI Wire Welcomes Go Store It as a New Directory Sponsor
- SEC Proposes to Modernize General Solicitation Rules
- FINRA Suspends Two Former IMS Brokers for Helping Barred Husband Sell Securities
- Private Equity-Backed Wealth Enhancement Group to Buy $1.4 Billion RIA
- Memory Care Facility Opens at Property Owned by Strategic Student & Senior Housing Trust
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- ExchangeRight Takes DST Offering Full Cycle with Total Returns of 136% to 146%
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- Commonwealth Recruits $1 Billion Hybrid from Securian Financial
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- Extra Space Storage Makes Preferred Stock Investment in Smartstop Self Storage REIT
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- Everest Amends Offer Price for Industrial Property Trust Shares in Second Tender Offer
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- Industry Analysts Report Non-Traded REIT and DST Sales Accelerating Rapidly
- Capital Square 1031 Launches DST Offering of New Multifamily Community in Richmond
- SEC Obtains Final Judgments Against Gold Mining Pyramid Scheme Orchestrator and Promoters
- Phillips Edison Names Senior Vice President of Customer Experience
- LPL Financial Recruits Former Woodbury Financial Duo
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- FINRA Begins Disciplinary Proceedings Against Broker Accused of Stealing Client Funds
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- Non-Traded NAV REITs Post Another Quarter of Solid Returns
- Capital Square 1031 Completes DST Offering of Virginia Beach Multifamily Property
- Go Store It Names New President and CIO
- Triloma Provides an Update on the Future of the Firm
- Representatives Introduce Legislation to Expand “Accredited Investor” Definition, Again
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- InPoint Originates More Than $65 Million in First Mortgage Loans in 3Q19
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- Four CIM Non-Traded REITs Appoint Elaine Wong as Director
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- Highland Capital Management L.P. Files for Bankruptcy
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- Strategic Storage Growth Trust II Buys Self Storage Facility in Toronto
- JLL Income Property Trust Launches 1031 Exchange Program
- The “Next Bernie Madoff” Sentenced to 22 Years for $345 Million Ponzi Scheme
- KBS Strategic Opportunity REIT Urges Shareholders to Reject Tender Offer, Directors Postpone Liquidation
- Capital Square 1031 Completes DST Offering of a SoCal Medical Portfolio
- Blackstone REIT to Buy Bellagio Real Estate from MGM Resorts for $4.25 Billion
- Former Woodbridge CEO Sentenced to 25 Years for $1.3 Billion Ponzi Scheme
- Preferred Apartment Communities Names New CEO
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- Sound West Realty Capital Promotes Two Executives and Expands Team
- SDNY Dismisses States’ Lawsuit Against SEC Broker Advice Rule
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- New Hampshire Freezes Assets of Former LPL Advisor Over Fake African Charity
- Compass Acquisition Partners Names Veteran Multifamily Executive as CEO
- Go Store It Fully Subscribes DST Offering
- Non-Traded REIT Sales Now Expected to Reach $10 Billion in 2019
- Hartman vREIT XXI Buys Three Houston Office Buildings
- Securities America Recruits Former Summit Brokerage Team
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- Former Broker Pleads Guilty to Running Massive Ponzi Scheme
- SFA Holdings Launches Alternative Investment Consulting and Distribution Firm
- Two Former Morgan Stanley Teams Launch $1 Billion RIA
- The DI Wire Q&A with ADISA Executive Director John Harrison
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- FINRA Issues Regulation Best Interest/Form CRS Checklist
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- Envestnet Mourns the Sudden Passing of CEO Jud Bergman and Wife
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- Capital Square Names Chief Operations Officer
- NFL Legend Roger Staubach to Keynote ADISA’s 2019 Annual Conference & Trade Show
- Griffin Capital Securities Surpasses 2018 Fundraising with $1.5 Billion Raised Through September 2019
- SEC Announces Fraud Charges Related to Wisconsin Investment Fund
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- Two Cantor Fitzgerald REITs Reduce Asset Management Fees and Loosen Share Repurchase Programs
- SEC Charges Former LPL Broker with Defrauding Retail Investors in Ponzi Scheme
- JLL Income Property Trust Buys New Multifamily Property in Charlotte, North Carolina
- Skyway Capital Markets Hires Director of Business Development
- Woodbury Financial and GCG Recruit Five Longtime Wells Fargo Advisors
- Cannabis Real Estate Firm to Launch $50 Million Regulation A+ Offering
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- FINRA Censures and Fines Newbridge Securities
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- ExchangeRight Brings Three Multifamily DSTs Full Cycle
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- Senate Confirms Eugene Scalia as Labor Secretary
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- Inland Private Enters the Senior Living Sector
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- Ameriprise Recruits Longtime Merrill Lynch Team
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- Senate Committee Approves Scalia To Head Labor Department
- Virtua Capital Management Hires Chief Compliance Officer
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- House Passes Bill to Ban Forced Arbitration
- Inland Private Sells Las Vegas Fitness Property for $53.5 Million
- Everest Pays $1 Million for Griffin Capital Essential Asset REIT Shares in Unsolicited Tender Offer
- LPL Recruits Former Ameriprise Team
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- Phillips Edison Hires SVP of Finance
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- Blackstone REIT Increases Monthly NAV Per Share
- AR Global’s New York City REIT Names New CFO and Treasurer
- CrowdStreet Opportunity Zone Project Raises $25 Million In Three Hours
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- Resource Royalty Hires National and Institutional Sales Senior Vice Presidents
- Greenbacker to Purchase Two Wind Energy Facilities from BlackRock
- Cannabis-Focused Treehouse REIT Raises $60.3 Million in Private Offering
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- Artivest Hires Alternatives Industry Veteran as Head of Product and Distribution Strategy
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- Starwood REIT Increases NAV and Appoints New Managing Director
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- Triad Hybrid Solutions Doubles Assets Under Management in 18 Months
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- Sponsored: How a Subscription Escrow Agent Works for Your Capital Raise
- August Non-Traded REIT Sales Up 228% Year-Over-Year
- Black Creek Industrial REIT IV Follow-On Offering Declared Effective
- Atria’s Sorrento Pacific Adds $1 Billion Team
- TD Asset Management Launches Retail-Focused Alt Fund
- XY Planning Network Files Lawsuit to Challenge SEC’s Regulation Best Interest Rule
- NASAA Urges Congress to Halt Expansion of Private Securities Markets
- CNL Healthcare Properties II Investors Approve Plan of Liquidation
- Blucora To Rebrand Wealth Management Division
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- Cetera Hires Former FINRA Director as General Counsel
- RK Properties Sells Former REO Condo Tower for Nearly Double Purchase Price
- CAI Investments Hires Former SmartStop Sales Exec as SVP of Capital Markets
- AR Global and Former Auditor to Pay $286.5 Million to Settle $1 Billion Vereit Class Action
- FINRA Panel Rules that Wells Fargo Violated Nevada’s New Fiduciary Rule
- CrowdStreet Launches Opportunity Zone Fund
- LPL Adds Former Ameriprise Team with $150 Million in Client Assets
- MacKenzie Realty Capital Registers Second Follow-On Offering
- Alpha Capital Buys Multifamily Property in Ohio Opportunity Zone
- RREEF Property Trust to Buy Home Depot-Anchored Retail Property Near Atlanta
- KKR Joins Artivest’s Alternative Investment Platform
- IPA/Chalice Financial Partnership Offers Discounted Services to Members
- Former Wells Fargo/Morgan Stanley Broker Pleads Guilty to Defrauding Clients in Fake Investment Scheme
- Black Creek Industrial REIT IV Buys Two Reno Properties for $126 Million
- MacKenzie Launches Another Tender Offer for CNL Healthcare Shares
- LPL Recruits Former Wells Fargo Financial Advisor with $125 Million AUM
- Phillips Edison Grocery Center REIT III Plans to Merge with Phillips Edison & Company
- RK Properties Nabs Big Return for 1031/TIC and Fund Investors in Latest Property Sale
- Inland Hires Vice President of Self-Storage Asset Management
- Treehouse REIT Names Veteran Exec as President and CEO
- CIM Real Estate Finance Trust to Sell Property Portfolio for $1.3 Billion and Transition to Mortgage REIT
- Inland Private Takes DST Full-Cycle with 157% Total Return
- KBS Strategic Opportunity REIT to Buy Publicly-Traded REIT
- SEC Settles Charges Against RIA for Improper Alternative Investment Sales
- SEC Charges Adviser Firm and Principals with Defrauding Retired NFL Players
- BNY Mellon Alcentra Closed-End Credit Fund Raises $265 Million
- LPL Financial Recruits $700 Million Team
- Sponsored: Black Creek Group Strategic Partner PREDEX Hits Three-Year Anniversary and Exceeds $200 Million AUM
- The Parking REIT Withdraws Pending $100 Million IPO
- SEC Charges Cetera Advisors with Defrauding Retail Advisory Clients
- Capital Square Buys Land for Opportunity Zone Multifamily Development in Richmond, Virginia
- NB Private Capital Hires Senior Vice President of Asset Management
- W.P. Carey-Sponsored REIT Increases Quarterly Net Asset Value Per Share
- SmartStop Self Storage REIT Suspends Share Redemption Program
- Massachusetts Fines Wells Fargo $450,000 over Unregistered Agents and Supervisors
- iCapital Network Appoints Four Senior Executives
- President Trump Officially Nominates Eugene Scalia to Head Department of Labor
- SEC Obtains Emergency Asset Freeze and Charges Adviser with $100 Million Fraud
- Phoenix American Hospitality Launches Reg A REIT Offering
- Cottonwood Hires SVP of Capital Markets for its Southeast Territory
- 3G Capital Advisors and Watermark Residential Form JV Focused on Multifamily Development
- Former PricewaterhouseCoopers Partner Joins Triton Pacific as Chief Financial Officer
- Industrial Property Trust Urges Shareholders to Reject Latest Unsolicited Tender Offer
- JLL Income Property Trust Buys 200,000 SF Industrial Property Near Boston
- LPL Financial Recruits Former Ameriprise Hybrid
- Sponsored: Inland Private Capital Corporation Completes Record-Breaking Sale of Industry’s Largest Securitized Full-Cycle 1031 Program
- SEC Charges Broker-Dealer and CEO With Supervision Failures
- Virtua Partners Buys Hotel Development in Winston-Salem Opportunity Zone
- GreenAcreage Cannabis REIT Completes Private Placement
- Ladenburg Launches 401(K) Platform for Advisors’ Business Clients
- Inspired Healthcare Capital Names Director of Acquisitions
- Appeals Court Denies Kyle Bass and Hayman Capital’s Motion to Dismiss UDF Lawsuit
- Dawn Bennett Appeals 20-Year Prison Sentence for Ponzi Scheme that Paid for Hoodoo Rituals
- CAI Investments Closes $86.5 Million Construction Loan for Future Westin Hotel in Tempe
- Phillips Edison & Company Names VP of Portfolio Management and Development
- EP Wealth Acquires $200 Million Bay Area RIA
- Starwood REIT Updates Monthly NAV Per Share
- Oaktree REIT and Hines Joint Venture Buys Arlington Office Property for $93.2 million
- Capital Square 1031 Launches DST Offering of Multifamily Community on Virginia Coast
- HighTower Makes Investment in Billion Dollar Massachusetts RIA
- SEC Charges Head Sales Agent in Castleberry Alternative Investments Scheme
- VanWest Partners Launches Reg D Self Storage Fund with Two Acquisitions
- Emerson Equity Names Vice President of Operations
- Strategic Storage Growth Trust II Buys New Self Storage Facility in Milwaukee
- Bluerock Sells DST Property Acquired During the Great Recession in Latest Full-Cycle Transaction
- Blackstone REIT Increases Monthly NAV Per Share
- ProEquities CEO Wins FINRA Large Firms Board Seat
- Summit Healthcare REIT Promotes Two Senior Executives to CEO and COO
- The DI Wire Q&A with Tony Chereso, President and CEO of the Institute for Portfolio Alternatives
- Cantor Fitzgerald and BMO Capital to Pay $4.5 Million for Improper Handling of ADRs
- Blackstone REIT Increases Offering Size
- Cottonwood Communities Secures Preferred Equity Interest in Tampa Multifamily Development Project
- InPoint Declares Monthly NAV Per Share
- Sponsored: ExchangeRight Becomes the Nation’s Second Largest 1031 Sponsor
- FINRA Suspends Former Cetera Broker for Selling Woodbridge Notes in Unapproved Private Transactions
- Waypoint Residential Continues Hiring Spree with Latest Additions
- Pacific Oak Forms JV to Develop Properties in Phoenix Opportunity Zone
- Hartman vREIT XXI Declares Net Asset Value Per Share
- Platform Ventures Launches Opportunity Zone Fund
- SEC Charges Recidivist Violator with Securities Fraud Following Incarceration for Ponzi Scheme
- Genstar-Backed Mercer Global Advisors Grows Northeast Presence with Latest Acquisition
- Phillips Edison Expands Board, Appoints Two New Independent Directors
- SEC Charges Adviser for Defrauding Two Retail Investors in Oversees Investment Scam
- Griffin Capital Essential Asset REIT Extends Follow-On Offering and Names Chief Accounting Officer
- Peter Greenwood Returns to TriLinc as Director of ESG and Impact
- Ladenburg Invests in Impact Investing Start-Up Targeting Millennial Investors
- Non-Traded REIT July Fundraising Just Shy of 4-Year Monthly Record
- JLL Income Property Trust Declares Special Dividend
- Archon Private Equity Partners Hires Former Deutsche Bank Alts Executive as Managing Partner
- Stifel to Buy Missouri-Based Broker-Dealer
- SEC Begins Administrative Proceedings Against Broker Sentenced to Five Years in $1.4 Million Fraud Case
- Cottonwood Multifamily JV to Fund Downtown Salt Lake City Property Development
- Strategic Wireless Infrastructure Fund Buys Iowa Cell Tower Portfolio
- Royal Alliance Super OSJ Recruits Father-Son Hybrid
- Sponsored: U.S. Energy Launches Oil & Gas Opportunity Zone Fund and Hosts Upcoming OZ Webcast
- Former Woodbridge Group CEO Pleads Guilty to Running $1.3 Billion Ponzi Scheme
- Caliber to Develop Behavioral Health Hospital in Downtown Phoenix Opportunity Zone
- Platform Ventures Launches DST Offering for Nine-Facility Dialysis Portfolio
- SC Distributors Hires Senior Regional Vice President for Southeast Territory
- Investors File Class Action Lawsuit Against GPB Capital
- FINRA Bars Former Pruco Broker for Forging VA Applications to Meet Production Minimum
- LPL Financial Adds Former UBS Broker with $160 Million Of Client Assets
- Everest Launches Unsolicited Tender Offer for Shares of Griffin Capital Essential Asset REIT
- Three Steadfast REITs to Merge in $3.3 Billion Transaction
- Capital Square Launches DST Offering of Multifamily Property Near Washington D.C.
- InPoint Originates $100 Million in First Mortgage Loans in 2Q19
- Ei Capital Distributors Adds Five to Business Development Team
- Everest Cancels Unsolicited Tender Offer for Industrial Property Trust Shares
- Bluerock DST Program Goes Full Cycle with 166% Total Return to Investors
- Griffin Capital/Legacy Partners JV Closes First Opportunity Zone Land Acquisition
- NexPoint Adds Two New Executives to Sales and Distribution Team
- CNL Strategic Capital Buys Third Portfolio Company
- Sponsored: Capital Square Selects Altigo to Simplify the Processing of Their Alternative Investments
- Longtime Securities America Broker Sentenced to 13 Years for Ponzi Scheme
- Megatel Expands Sales Team with Three New Hires
- LPL Financial to Acquire Firm with $3 Billion in Client Assets
- Starwood REIT Buys Multifamily Property Near Washington D.C. for $86.7 Million
- Securitized 1031 Exchange Programs Expected to Raise $3 Billion in 2019
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- Financial Advisor with a Penchant for Witchcraft Sentenced to 20 Years for Ponzi Scheme
- Lightyear to Sell Wealth Enhancement Group to Private Equity Firm
- JLL Income Property Trust Buys Apartment Complex Near Phoenix for $72 Million
- SQN Asset Income Fund V Changes Name in Latest Rebranding Effort
- Cipher Technologies Attempting to Launch Bitcoin Focused Interval Fund
- Black Creek Group to Develop 777,000 SF Industrial Park Near Atlanta
- Former KBS Internal Wholesaler Joins TwinRock Partners as VP of Investor Relations
- ProEquities CEO Announces Candidacy for FINRA Large Firms Seat
- FINRA Fines Citigroup Brokerage Unit $1.25 Million for Lax Background Checks
- Sierra/Medley Amend Merger Agreements after Merger Vote Halted by Chancery Court
- Everest Launches Tender Offer for Industrial Property Trust Shares Following Merger Announcement
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- ExchangeRight Adds Internal Wholesaler Larry Baron to Sales Team
- ARCTRUST JV Launches OZ Fund to Develop Washington D.C. Area Mixed-Use Project
- LPL Financial Adds Another Group from Kestra Financial
- Charles Schwab to Buy USAA’s Brokerage Business for $1.8 Billion
- Capital Square 1031 Launches DST Offering of Georgia Multifamily Community
- Pacific Oak Capital Funds Multifamily Development in Portland-Area Opportunity Zone
- Strategic Storage Trust IV Buys 350-Unit Self Storage Facility Near Seattle
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- Red Oak Sells Out Reg A+ Bond Offering Ahead of Schedule, Another Planned Next Month
- Waypoint Residential Names Former FactRight CEO as Senior Managing Director
- SC Distributors Hires Senior Regional Vice President for its Central U.S. Territory
- InPoint Closes Private Offering, Declares Monthly NAV for Public Offering
- Lightstone REIT Lowers Distribution by 50%
- DelCam to Launch Opportunity Zone Fund to Help Small Businesses
- Securities America Adds Group with $182 Million in Total Client Assets
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- NAV REITs Provide Stable Returns in 2Q19
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- ExchangeRight Adds Internal Wholesaler Scott Peterman to Sales Team
- Muinzer Adds to Opportunity Zone Holdings Ahead of OZ Fund Launch with T2 Capital
- Advisor Group Launches Cybersecurity Program for Advisors and Clients
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- Lightyear’s Wealth Enhancement Group to Acquire Another Billion Dollar RIA
- Pacific Oak Capital Names Chief Financial Officer
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- The DI Wire Q&A with ADISA President Greg Mausz
- IFP Hires Former Cambridge Exec as New Chief Compliance Officer
- AR Capital and Schorsch to Settle SEC Charges for $60 Million
- Prologis to Buy Black Creek Group’s Industrial REIT in $4 Billion Deal
- Capital Square Launches First Opportunity Zone Fund
- Inland Mortgage Capital Names New SVP of Loan Origination for the Eastern Region
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- SEC Charges Unregistered Broker Who Sold Woodbridge and 1 Global Fraudulent Securities
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- SEC and NASAA Issue Summary of Securities Laws Relating to Opportunity Zone Investments
- Summit to Drop Broker-Dealer Status and Join Another Cetera Firm
- Western Capital CEO Sentenced to 18 Years for Defrauding O&G Investors
- Shorewood, Bridge and Capricorn Partner on NYC OZ Multifamily Project
- SEC Bars Longtime MetLife Broker for Stealing from Clients’ Insurance Policies
- Forbes And Sorenson Launch New List for Top Opportunity Zone Funds and Founders
- Strategic Storage Trust II Acquires Sponsor and Changes Name in Self-Management Move
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- Voya Launches Robo-Advice Platform
- Energy Capital Partners Acquires Convergent Energy + Power
- Non-Traded REIT Sales Continue to Climb in Second Quarter 2019
- Capital Square Launches Opportunity Zone Platform, Hires Two to Lead OZ Developments
- Virtua Funds Three Arizona Opportunity Zone Projects in 90 Days
- EP Wealth Advisors Expands to Phoenix with Latest RIA Acquisition
- Bridge Investment Group Invests $509 Million in Opportunity Zones
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- Black Creek Group REIT Expands Multifamily Portfolio with Latest Acquisitions
- SEC Enforcement Attorney Sworn in as Newest Commissioner
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- Resource Apartment REIT III Buys Multifamily Property Near Washington D.C.
- LPL Financial Recruits $1.1 Billion Team from Raymond James
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- Black Creek Industrial REIT IV Buys Dallas Industrial Portfolio for $115 Million
- Comrit Buys Nearly 500,000 Shares of AR Global’s NYC REIT in Unsolicited Tender Offer
- CNL Strategic Capital to Buy Third Portfolio Company
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- Principal Launches First Interval Fund
- Strategic Storage Trust II Increases Net Asset Value
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- InvenTrust Appoints New Chief Financial Officer
- Vulcan Capital Seeds the Launch of TriLinc’s Private Debt Fund
- Purshe Kaplan Pays $9.5 Million to Settle Native American Tribe’s Unsuitable REIT Purchase
- Massachusetts Securities Division Fines LPL $1.1 Million over Unregistered Agents and Late Filings
- Hartman vREIT XXI Registers Follow-On Offering
- GK Development Reg D Program Goes Full Cycle with 39% Total Return in Three Years
- GWG Hires Former SC Distributors National Accounts Exec as SVP of Business Development
- Capital Square 1031 Full Cycle DST Results in Nearly 190% Total Return in Five Years
- The Megatel Group Expands Platform to Offer 1031 DST Private Placements
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- Starwood to Develop Multifamily Property in Austin Opportunity Zone
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- Guest Contributor: Fun 1031/DST Facts You Should Know
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- Blackstone REIT Forms Joint Venture with Publicly-Traded REIT to Buy $265 Million Portfolio
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- ExchangeRight Expands Sales Team with Hire of Veteran SVP
- Mortar Capital Management Launches $25 Million Reg D Offering
- Massachusetts Securities Division Launches Sweep of Marijuana-Related Offerings
- Genstar-Backed Mercer Global Advisors Buys $510 Million AUM Firm
- SC Distributors Hires Regional Vice President for its Great Lakes Territory
- Nelson Partners Buys Student Housing Property Near the University of Arizona
- FINRA Bars Former Cetera Advisors Rep
- Archon Private Equity Partners Hires Former Bluerock VP as Partner and Head of Retail Distribution
- Owl Rock Capital Corporation II Increases Offering
- U.S. Energy Invests in $49 Million Development in the Powder River Basin
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- Blackstone REIT Increases Monthly NAV Per Share
- SEC Fines Audit Firm KPMG $50 Million for “Astounding” Misconduct
- Former Cetera Team Returns to LPL
- Bluerock DST Program Goes Full Cycle with 364% Total Return to Investors
- KBS REIT II Declares Special Distribution
- Massachusetts Solicits Preliminary Comments on Proposed Fiduciary Rule
- Hines and Cresset-Diversified QOZ Fund to Build Denver Multifamily Development
- Phillips Edison Grocery Center REIT III Suspends Offering
- Massachusetts Regulators Charge Company in $10 Million Ponzi Scheme That Targeted Employees
- FSI Comments on New Jersey’s Proposed Fiduciary Rule
- JLL Income Property Trust Buys Dallas Industrial Distribution Center
- Atria Wealth Solutions Adds General Counsel to Executive Team
- Lightyear-backed Wealth Enhancement Group to Buy Hybrid with $1.3 Billion in Client Assets
- Virtua Partners Breaks Ground on Tempe Opportunity Zone Project
- Phoenix American Hospitality Expands Sales Team with Two New Hires
- FINRA Bars Former LPL Rep
- Inland Private Takes Another DST Program Full Cycle with 141% Total Return
- Carter Validus REITs Name New Financial Exec Following Resignation of Todd Sakow
- LPL Financial Adds Former Oppenheimer Advisor with $220 Million in Client Assets
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- Non-traded REIT Sales Surging in 2019
- Massachusetts Regulators Halt Million Dollar Real Estate Investment Scheme
- Highmore Launches $200 Million Real Estate Opportunity Zone Fund
- The DI Wire Q&A with Tony Chereso, President and CEO of the Institute for Portfolio Alternatives
- Wells Fargo Names New Head of Asset Management Unit
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- Inland’s New Private Equity Platform Partners with Manufactured Housing Firm
- TruAmerica and Oaktree Buy Two Multifamily Properties for $142.1 Million
- SEC Adds Fraud Charges Against Purported Crypto Company for Faulty Regulation A+ Offering
- Cresco Capital Partners Raises $60 Million in Oversubscribed Cannabis Private Equity Fund
- Blucora Hires Former Cetera Exec as President of Wealth Management
- Texas State Securities Board Sanctions Two Advisers for Selling Unsuitable Investments
- LPL Recruits Former Waddell & Reed Team
- Interval Funds Nab 51% of the Unlisted Closed-End Fund Market
- Guest Content: Opportunity Zones vs 1031 Exchanges
- SEC Bars Former Royal Alliance Adviser Sentenced for Multi-Million Dollar Fraud
- Great Lakes Fund Solutions Expands Management Team
- SEC Approves Investment Advice Rule Package
- Capital Square 1031 Takes DST Full-Cycle with 170% Total Return
- Medley Claims Preliminary Voting Results Point to Re-Election of Incumbent Directors, NexPoint Responds
- Artivest Hires Former Raymond James Alternative Investment Platform Exec
- The DI Wire Welcomes Nelson Partners Student Housing as a New Directory Sponsor
- Carter Validus Mission Critical REIT II Urges Investors to Reject Latest Tender Offer
- Shopoff Realty Investments Appoints New Chief Financial Officer
- SEC Halts Ponzi Scheme Run from UGA Fraternity House
- Cottonwood Communities Buys Florida Multifamily Property for $67 Million
- Sponsored: ExchangeRight and Its Affiliates Surpass $2 Billion in Assets Under Management
- Blackstone REIT to Buy 64 Million SF Industrial Portfolio for $5.3 Billion in Record-Breaking Deal
- FS/KKR Plans to Merge Four Non-Traded BDCs in $9 Billion Combination
- Inland Private Completes Industry’s Largest Securitized Full-Cycle 1031 Program
- Independent Broker-Dealers and RIAs Expect Higher Revenues in 2019
- Phoenix American Hospitality Closes $50 Million Reg D Offering
- Medley Issues Statement on NexPoint’s Board Nominees Ahead of Tuesday Shareholder Vote
- Former UBS Team Leaves Wirehouse Channel for Kestra
- SEC Charges Long Island Recidivist with Running Offering Fraud
- Highlands REIT Accounting Exec to Resign this Week
- Apollon Wealth Management Names Former LPL Exec as Chief Operating Officer
- FINRA Bars Former Commonwealth Broker for Refusing to Provide Documents to Regulators
- Former Ameriprise Advisor Goes Indie with LPL Firm
- Brookfield Seeks $1 Billion for New OZ Fund that will Target Two NYC Boroughs
- Guest Content: Investing in Senior Housing Will Never Grow Old
- Emerson Equity Expands Team with Two Executive Hires
- Capital Square 1031 Takes Another DST Offering Full-Cycle with 150% Total Return
- FS Investments Expands Executive Team
- SEC Charges Texas Man in Real Estate Investment Scam
- EJF Capital JV to Develop Mixed-Use Project in Washington D.C. Opportunity Zone
- Inland Investments Launches New Private Equity Platform
- The Parking REIT Increases Net Asset Value
- SEC Charges Investment Adviser with Fraud for Overcharging Advisory Fees
- KBS REIT II Sells Two Properties for a Combined $131.5 Million
- Proxy Advisory Firms Weigh in on Medley/NexPoint Battle
- FINRA Bars Former LPL Broker for Refusing to Testify at Hearing
- FS Energy and Power Fund President to Resign
- Guest Contributor: Three Ways Investment Sponsors Can Leverage Technology in Their Syndication Efforts
- Rich Uncles REIT Registers $800 Million Follow-On Offering
- DOL to Propose New Fiduciary Rule in December, SEC to Vote on Regulation BI Next Month
- Starwood REIT Buys Florida Office Portfolio for $231 Million
- SEC Seeks Emergency Relief to Halt New York Developer’s Real Estate Scheme
- Securities America Adds Three Groups with Approximately $245 Million in Client Assets
- CNL Healthcare Properties Issues First Special Distribution, Changes NAV and Distribution Rate
- SEC Charges Another Top Earning Broker Who Sold Woodbridge Securities to Retail Investors
- LPL Financial to Acquire Firm with $3 Billion in Client Assets
- IFP Officially Launches Independent Broker-Dealer After Terminating LPL Contract
- Triad Recruits Hybrid RIA from Spire Securities
- SEC Bars Four Unregistered Brokers that Sold Woodbridge Securities
- Black Creek Industrial REIT IV to Buy Dallas Industrial Portfolio for $115 Million
- Dakota Wealth Management Reaches $1 Billion AUM with Latest Acquisition
- Rockefeller Foundation Launches Opportunity Zone Building Initiative
- Catalyst Launches First Real Estate Opportunity Zone Fund
- Waypoint Residential Names New Chief Operating Officer
- Phoenix American Financial Services Hires Sales Director
- KKR and Western Natural Resources Partner to Pursue O&G Investments in Williston Basin
- Blackstone REIT Increases Monthly NAV Per Share
- Hartman REIT Boards Give Update on Merger Progress
- Phillips Edison Buys Grocery-Anchored Center in Chicago Metro
- Strategic Storage Growth Trust II Completes Second Acquisition
- Goldman Sachs to Buy United Capital for $750 Million
- LPL Financial Recruits Fee-Only Advisor with $1.1 Billion in Client Assets
- Marcus Investments to Launch First Retail Real Estate Fund
- Black Creek Industrial REIT IV to Buy Las Vegas Industrial Portfolio
- CNL Healthcare Sells Medical Portfolio to Welltower for Nearly $1.3 Billion
- Virtua Capital Management Hires Two Industry Veterans as VPs of Strategic Relationships
- Capital Square 1031 Expands Sales Team with Two New Regional Vice Presidents
- JLL Income Property Trust Buys Apartment Community Near Seattle
- Manhattan Jury Finds Brokerage Firm and Two of Its Executives Liable for Fraud
- FINRA Fines Woodbury $225,000 Over Variable Annuity Supervision Issues
- Four Former UBS Advisors with $530 Million Go Indie with Backing from Dynasty Financial
- Alpha Opportunity Zone Fund Buys Student Housing Property in Lafayette, Louisiana
- Four Springs Capital Trust Buys Omaha Industrial Property for DST Offering
- Hospitality Investors Trust Lowers NAV Per Share
- Benjamin F. Edwards Launches Registered Investment Advisor
- Starwood Joint Venture to Develop Multifamily Project in Los Angeles Opportunity Zone
- Priority Income Fund Completes Merger with Stira Alcentra Global Credit Fund
- Starwood Capital to Develop First Opportunity Zone Project in the Bronx
- Former NJ Governor to Launch OZ Fund
- Black Creek Diversified Property Fund Sells San Francisco Office Tower for $191.5 Million
- Cap Square Launches Fourth DST Offering in Recent Weeks
- Business Development Corporation of America Names New CFO and Treasurer
- Non-Traded REITs Post Highest Monthly Fundraising in More Than Four Years
- Advisor Group to be Sold to Reverence in $2.3 Billion Deal
- Senators Introduce Bipartisan Bill to Reinstate Opportunity Zone Reporting Requirements
- RK Properties Buys Newly Constructed Apartment Community in Charlotte, North Carolina
- Phillips Edison & Company Increases Net Asset Value
- Crop One Launches Opportunity Zone Fund for Vertical Farm Development
- FSI Elects HighTower CEO Bob Oros to its Board of Directors
- U.S. Energy Co-Invests in $77 Million Development of its New Mexico Echo Project
- Waypoint Residential Taps Industry Veteran as CEO of Affiliated Broker-Dealer
- Stira Alcentra Global Credit Fund Shareholders Approve Merger with Priority Income Fund
- Capital Square 1031 Launches Another All-Cash DST Offering
- CNL Healthcare II Sells Medical Office Building During Strategic Alt Process
- HighTower Expands Executive Team with Three New Hires
- Advisor Group Adds Eight Female Advisors, Wraps Up 13th Annual W Forum
- Hospitality Investors Trust Secures $1 Billion in Loans
- MacKenzie Launches KBS Strategic Opportunity REIT Tender Offer Following SRP Oversubscription
- LPL Financial Recruits Credit Union from CUSO
- FINRA Fines AXA for Misrepresenting Junk Bond Funds as Investment-Grade
- Hines Global Income Trust Buys 13-Building Netherlands Logistics Park
- FINRA Bars Former Cambridge Broker for Misusing Client Funds
- Greenbacker Adds First Biomass Facility to Portfolio
- WealthForge Launches Alternative Investment Processing Platform
- NexPoint Nominates Two Directors to Medley Board Amid Merger Drama
- Capital Square 1031 Names New President
- FINRA Seeks Comment on New Broker Misconduct Rule
- Rockspring Capital Hires Vice President of Duties Sales
- Griffin Capital REITs Merge to Form $4.7 Billion Company
- Secretary Acosta Says DOL Will Release New Fiduciary Rule in Conjunction with SEC
- Brookfield to Launch Opportunity Zone Fund
- Black Creek Expands New Jersey Footprint
- Comrit Launches Tender Offer for 1.6 Million Shares of AR Global’s New York City REIT
- Capital Square 1031 Launches All-Cash DST Offering
- Hospitality Investors Trust CFO and Treasurer to Resign
- Highland Capital Names Co-Chief Investment Officer
- The DI Wire Welcomes Red Oak Capital as a New Directory Sponsor
- Former $6 Billion Morgan Stanley Team Goes Indie
- Priority Income Fund Launches AA- Rated Preferred Stock Program
- Steadfast Income REIT Declares Revised NAV
- FINRA Warns Broker-Dealer Imposter Website Attacks are on the Rise
- Sound West Group Breaks Ground on Opportunity Zone Waterfront Development Near Seattle
- SEC Charges San Diego-Based Investment Adviser with Running $7 Million Ponzi Scheme
- Carter Validus Mission Critical REIT Urges Shareholders to Reject MacKenzie Tender Offer
- Capitol Securities Recruits Former Stifel Team
- Voya Escapes FINRA Fine for Self-Reporting Mutual Fund Share Overcharges
- MacKenzie Launches Unsolicited Tender Offer for Carter Validus Mission Critical REIT Shares Following Merger Announcement and Amended SRP
- Capital Square 1031 Launches New Multifamily DST Private Placement
- LPL Financial Adds Former Morgan Stanley Advisor
- FINRA Suspends Former High-Profile LPL Broker for Borrowing Money from Client
- Ladenburg Names Veteran Executive to Senior Vice President of Enterprise Services
- Resource Apartment REIT III Plans to Buy 15-Story Multifamily Property Near Washington D.C.
- Securities America Recruits Team with $200 Million in Client Assets
- The DI Wire Welcomes Central Trade & Transfer as a New Directory Sponsor
- NAV REIT Growth Continues During the First Quarter of 2019
- Rich Uncles Suspends DRIP Following Bidder Interest
- Centerbridge Partners Reportedly Mulling Purchase of Advisor Group for $2 Billion
- Bridge Investment Group Hires Managing Director for Capital Markets Group
- TP Flexible Income Fund Declared Effective Following Triton Pacific and Pathway Merger
- Steadfast Apartment REIT Increases NAV Per Share
- Phoenix American Hospitality Names VP of Acquisitions and Asset Management
- Hilltop Adds Five Financial Advisors Managing $382 Million
- SEC Charges Brokerage Assistant with Stealing Funds from Elderly Clients
- MacKenzie Expands Sales Team
- Securities America Advisors Can Now Use Instagram for Social Media Marketing
- Core Pacific Advisors Buys $47 Million Multifamily Property for DST Offering
- Medley and FrontFour Reach Settlement Terms on Proposed Merger, Postpone Shareholder Vote
- Blackstone REIT Increases Monthly NAV Per Share
- InPoint Commercial Real Estate Income Originates $65 Million in First Mortgages in 1Q19
- Sponsored: Black Creek Group – Adding Value with Debt
- Treasury Department Releases New Guidance on Opportunity Zones Program
- Massachusetts Charges Adviser Over Failed Medical Marijuana Scheme
- Northstar Commercial Partners and Integrity Trust Launch $125 Million Private REIT
- Starwood REIT Appoints New Chief Financial Officer and Treasurer
- Securitized 1031 Exchange Programs Expected to Reach Nearly $2.7 Billion in 2019
- Passco Names President of Development Company Affiliate
- LPL Financial Hires EVP to Focus on Advisor Relationships
- TruAmerica and Oaktree REIT Joint Venture Buys Multifamily Property Near Atlanta
- SEC and FINRA Schedule National Compliance Outreach Program for Broker-Dealers
- New Jersey Proposes Fiduciary Rule
- Griffin REIT Shareholders Approve $4.7 Billion Merger
- Houston-Based Valuation Firm Reports Opportunity Zone Designation Driving Property Values
- Envision Financial Systems Names Mike Huisman Head of Alternative Investment Solutions
- SEC Charges Former Directors of Woodbridge Ponzi Scheme with Fraud
- Stanger Hires Former Starwood CEO as Managing Director
- FINRA Suspends Former LPL Broker for Soliciting Investors for Unauthorized Variable Life Insurance Policy
- FS Credit REIT Closes on $38 Million Senior Loan
- Carter Validus Mission Critical REITs to Merge in $3.2 Billion Deal
- Texas Fines LPL Financial $450,000 for Selling Unregistered Securities
- W.P. Carey REIT Increases Net Asset Value
- LPL Adds Former Voya Team to Platform
- Non-Traded REIT Fundraising Up Significantly
- Cole Office & Industrial REIT Sells 18 Properties to Public REIT for $625 Million
- FINRA Fines Former Growth Capital Services Broker for Allegedly Forging CEO’s Signature
- Lightstone Launches Tech-Related Real Estate Investment Platform
- Principal Financial Group to Buy Wells Fargo Retirement Unit for $1.2 Billion
- Cetera to Acquire Assets of Foresters’ Brokerage and Advisory Business
- Vereit Settles Additional ARCP-Related Lawsuits
- Everest REIT Investors Completes Carey Watermark Investors Tender Offer
- Griffin-American Healthcare REIT IV Declares New NAV Per Share
- CM Pacific Capital Adds Camp Cuthrell and Omar Limon to Sales Team
- M31 Capital Launches Opportunity Zone Fund to Invest in the San Francisco Bay Area
- Stira Alcentra Global Credit Fund Schedules Shareholder Vote for Priority Income Fund Merger
- KMS Financial Services Names New Chief Executive Officer
- Decennial Group Launches $1 Billion Opportunity Zones Platform
- BDCA Chief Financial Officer and Treasurer to Resign in July
- Lightyear-Backed Wealth Enhancement Group to Buy Third Philadelphia Advisory Practice
- Inland Residential Declares Liquidating Distribution Following Maryland Property Sale
- Merida Capital Launches Third Cannabis Fund, Expands Team and Operations
- Former Foresters Financial Hybrid Team Joins LPL Financial
- Arrimus Capital Adds to Texas Student Housing Portfolio
- The Parking REIT Internalizes Management, Discloses Class Action Lawsuit
- AR Global’s Healthcare Trust Lowers NAV Per Share
- Hines and Cresset-Diversified QOZ Fund Break Ground on Houston Opportunity Zone Project
- Capital Square 1031 Completes All Cash DST Offering
- Cerity Partners Acquisition to Create $21 Billion RIA
- JLL Income Property Trust Buys California Distro Center for $47 Million
- Medley SBIC Subsidiary Receives Letter from U.S. Small Business Administration Alleging Regulatory Issues
- Skyway Capital Hires New National Sales Director
- The DI Wire Welcomes U.S. Energy as New Directory Sponsor
- SEC Charges Investment Adviser with Stealing Millions from Private Fund
- Alpha Capital’s $250 Million Opportunity Zone Fund Makes First Investment
- MacKenzie Launches Tender Offer for Phillips Edison & Co. Shares
- Cottonwood REIT Identifies First Property Acquisition
- Megatel Homes Launches Program to Help Apartment Renters Purchase Homes
- Moody National REIT II Increases NAV Per Share, Discloses $52 Million Hotel Acquisition
- Medley/Sierra Reschedule Merger Vote Again
- LPL Financial Adds $120 Million Team to BD and RIA Platforms
- Wells Fargo’s Tim Sloan Abruptly Steps Down as President and CEO
- Lightstone Launches Opportunity Zone Platform with Former Goldman Sachs Partner
- AR Global’s Healthcare Trust Amends Share Repurchase Date
- Strategic Storage Trust IV Buys New Jersey Self-Storage Facility for $30 Million
- Best-Selling Author Dr. Kerry Johnson to Keynote ADISA’s 2019 Spring Conference
- SEC Bars Former Questar Rep Serving Time for 15-Year Ponzi Scheme
- InvenTrust Urges Shareholders to Reject MacKenzie Tender Offer
- Belpointe Discloses Fee Structure for Private Opportunity Zone REIT
- NFP to Buy Bronfman Rothschild to Create $10 Billion RIA
- Cole Credit Property Trust IV Lowers NAV Per Share, Appoints New Director
- American Realty Capital New York City REIT Changes Name
- Scaramucci’s SkyBridge Selects Fund Administrator for Opportunity Zone REIT
- Cole Office & Industrial REIT Increases NAV Per Share
- SEC Charges Private Placement Sponsor with Overcharging Fees in Alleged Multi-Year Fraud
- L’Auberge de Sonoma Resort Fund Completes $20 Million Offering, Announces Overallotment
- New Orleans Redevelopment Fund Launches Opportunity Zone Fund
- Advisor Group Expands Executive Leadership Team
- AR Global’s American Finance Trust Launches $30 Million Preferred Stock Offering
- Resource Apartment REIT III Increases NAV Per Share
- InvenTrust Buys Florida Retail Property for $63.5 Million
- ProEquities Names Vice President of Business Development
- FS Investments Hires Former Broadridge Exec as Chief Technology and Operations Officer
- Brian Block Denied New Trial for ARCP Accounting Scandal
- CNL Healthcare Lowers NAV Per Share
- SEC Proposes Offering Reforms for BDCs and Registered Closed-End Funds
- Securities America Recruits Former Ameriprise Group with $459 Million in Client Assets
- CNL Healthcare II Declares NAV Per Share, Suspends Distributions Amid Property Sale
- Two Medley Capital Directors Resign, Company No Longer in Compliance with NYSE
- Triton Pacific and Pathway Capital Shareholders Approve Merger of BDC and Interval Fund
- Massachusetts Charges Two Advisers for Making Unsuitable Energy Investments
- JLL to Buy HFF in $2 Billion Deal
- Rich Uncles NNN REIT To Explore Potential Acquisition of Affiliated REIT
- GK Development Private Placement Goes Full Cycle
- Comrit Launches Tender Offer for Shares of Steadfast Apartment REIT
- Inland Private Sells Two Denver Multifamily Properties, Nabs 8.7% Annual Return for DST Investors
- Blackstone REIT Increases NAV Per Share
- Medley/Sierra Reschedule Merger Vote for Third Time
- Cannabis REIT Treehouse Completes Private Placement of Common Stock, Secures Debt Facility
- Delaware Chancery Court Halts Medley/Sierra Merger Vote
- NB Private Capital Expands Sales, Accounting, and Asset Management Teams
- Blackstone REIT Appoints Chief Accounting Officer
- Time Equities Buys Mixed-Use Complex in Bridgeport, Connecticut Opportunity Zone
- Griffin Capital Essential Asset REIT II Shareholders Approve Merger, Griffin Capital Essential Asset REIT Reschedules Merger Vote
- Cannabis REIT Buys Two Properties from MedMen Enterprises
- Ohio Offers Tax Incentive to Lure Opportunity Zones Investments
- Wedbush Securities Names New Wealth Management Executives
- Brookfield to Buy Majority Stake in Oaktree Capital in $4.7 Billion Deal
- SEC Fines Wedbush $250,000 to Settle Failure to Supervise Charge
- Hines Global REIT Urges Shareholders to Reject CMG Tender Offer
- Shopoff and Praelium Buy AT&T’s Charlotte Headquarters
- Phillips Edison & Company Announces Leadership Changes
- SEC Charges Texas Radio Host in $19.6 Million Ponzi Scheme Targeting Elderly Investors
- Capital Square 1031 Fully Subscribes Latest DST Offering
- Securities America Recruits Former Questar Super-OSJ
- SEC Settles with 79 Investment Firms for Mutual Fund Sales, Firms Returning $125 Million to Investors
- Inland Real Estate Income Trust Declares NAV Per Share
- Compound Launches Manhattan Residential REIT with Four Building Acquisition
- Shopoff Sells Las Vegas Apartment Complex for $100 Million
- PTM Partners JV to Develop $190 Million Property in Washington D.C. Opportunity Zone
- Morrison & Foerster Adds Another REIT Group Partner
- Hartman Names Former Black Creek Group Exec as Vice President of National Accounts
- Medley and Sierra Reschedule Merger Vote Again
- Cantor Fitzgerald and Silverstein Launch Opportunity Zone Joint Venture
- Hartman vREIT XXI Announces Offering Changes to Increase Liquidity and Transparency
- GK Development DST Offering Goes Full Cycle
- Mercer Advisors AUM Tops $15 Billion with Latest Acquisition
- GPB Capital Provides Additional Details on Investigations
- American Realty Capital Healthcare Trust III Declares Final Liquidating Distribution
- JLL Income Property Trust Increases Quarterly Dividend
- The Landes Group Buys 27 Retail Properties in $86 Million Deal
- BB&T to Return More Than $5 Million to Retail Investors to Settle SEC Charges
- Woodbury Adds 400 Questar Financial Advisors With $12.2 Billion In Assets
- Strategic Storage Growth Trust II Buys Sacramento Self-Storage Facility
- Kudu Makes Minority Investment in Interval Fund Sponsor
- GPB Capital Discloses Another Investigation
- Belpointe Launches First Reg A Opportunity Zone REIT
- Black Creek Group to Develop Distribution Property in Charlotte
- SEC Bars Former Morgan Stanley Broker Jailed for Securities Fraud
- Bluerock Residential Growth REIT’s Series B Preferred Stock Warrants Now Exercisable
- RK Properties Sells Two Multifamily Properties on Behalf of TIC and Fund Investors
- SEC Obtains $1.1 Million Judgment Against Former Broker
- LPL Adds Former Wells Fargo Advisor to Existing Firm Gladstone
- NexPoint-Affiliated Fund Requests Medley Capital Records, Explores Potential Wrongdoing
- Hospitality Investors Trust Suspends Share Repurchase Program
- Cetera Adds Teacher-Founded Credit Union to Platform
- Rainier Realty Buys Sixth Shopping Center for South African REIT Joint Venture
- LPL Financial Adds Three Former Ameriprise Financial Advisors to Platform
- Nelson Partners Buys $100 Million Student Housing Property Near the University of Texas, Austin
- Comstock Mining to Sell Non-Mining Assets to OZ Fund, Announces Comstock OZ Fund Plans
- SEC Halts Alleged Alternative Investment Scheme Targeting Retail Investors
- KBS REIT II Urges Shareholders to Reject CMG Tender Offer
- Cetera Advisor Networks Adds $2.5 Billion OSJ
- CNB Custody to Offer Alts in Non-Qualified Accounts
- Private Equity Firm to Purchase Majority Stake in Kestra Financial
- Pacific Oak Capital Markets Appoints Manager of Product and Due Diligence
- NexPoint Outlines Plan to Nominate New Directors if Medley Capital Merger Not Approved
- Massachusetts Charges Former Commonwealth Adviser with Allegedly Stealing from Retiree
- Industrial Property Trust Reportedly Exploring Strategic Options
- SC Distributors Hires Former Ascendant Capital Exec as National Sales Manager
- RK Properties Fully Subscribes Latest DST Offering
- Business Development Corporation of America Buys Siena Capital Finance
- Conservation Easement Sponsor Ecovest Responds to DOJ Lawsuit, Intends to Fight Charges
- Guest Contributor: Is Opportunity Zone Investing Primarily a Real Property Investment Program? – Not if Congress has Anything to Say About It
- Resource Apartment REIT III Buys Texas Multifamily Property for Nearly $26 Million
- Four Springs Capital Trust Expands Line of Credit
- Massachusetts Fines United Planners and its Former Broker Over Alleged $1 Million Fraud
- Hilltop Securities Names Former Piper Jaffray Exec as President and CEO
- Black Creek Group Names VP of Strategic Accounts to Cover Intermediary Channel
- MacKenzie Launches Unsolicited Tender Offer for Shares of Inland Residential
- Robert Moore Steps Down as CEO of Cetera, Cites Health Reasons
- Stanger: Non-Traded REIT Sales Jump 62% in January, Year-Over-Year
- Cole Office & Industrial REIT III Declares First NAV Per Share
- Ladenburg’s Highland Capital Recruits Advisory Group with $150 Million In Client Assets
- Inland Income Trust Outlines Strategic Plan for Future Liquidity
- Cole Office & Industrial REIT to Sell 18 Properties to Public REIT in $625.3 Million Transaction
- Blackstone REIT Increases NAV Per Share
- Capital Square 1031 Fully Subscribes Latest DST Offering
- Cantor Fitzgerald REIT Increases NAV Per Share, Extends Offering
- Bluerock Value Exchange Fully Subscribes 1031 Exchange Offering
- Black Creek Diversified Property Fund to Sell San Francisco Office Tower for $191.5 Million
- SEC Bars Former Securities America Broker for Running $8 Million Ponzi Scheme with Daughter
- Origami Capital Partners Offers to Buy Medley Subsidiary for $45 Million
- Capital Square 1031 Buys Multifamily Community in Washington, D.C. Metro
- FINRA Bars Former Merrill Lynch Broker Allegedly Faking Childcare Reimbursement Requests
- LPL Financial Recruits Community First Investment Group
- JLL Income Property Trust Books $107 Million Gain on Sale of San Francisco Office Building
- FINRA Bars Former Fidelity Rep for Alleged Computer Purchase Reimbursement Scam
- CAI Investments Buys Industrial/Office Building in Daytona Beach Opportunity Zone
- Chalice Financial Network Launches M&A Support Platform for Advisors
- Vereit Reaches Settlement with Additional Shareholders
- Medley Capital Amends Stockholder Meeting Bylaws, Discloses Lawsuits Related to Proposed Merger
- Black Creek Group Hires Senior Vice President of Multifamily Acquisitions
- Everest Launches Tender Offer for Shares of W.P. Carey REIT
- NorthStar Healthcare Income Suspends Distributions
- Medley/Sierra Reschedules Merger Votes
- Saratoga Group to Launch Opportunity Zone Fund
- Hartman vREIT XXI Buys Houston Office Building
- Medley/Sierra Boards Reject NexPoint Offer, Delay Merger Votes
- Hines Partners with Cresset-Diversified OZ Fund to Develop Houston Residential Property
- Inland Residential Properties Trust Announces Post-Distribution NAV
- LPL Financial Adds Former Wells Fargo Firm to Platform
- Hines Global REIT Sells San Francisco Building for $342.5 Million, Issues Liquidating Distribution
- TriLinc Global Launches New Reg D Fund
- Peachtree Hotel Group Invests $495 Million in Acquisitions and Developments in 2018
- Ladenburg’s Securities Service Network Recruits New York Practice With $180 Million In Client Assets
- Stanger and IPA Launch Non-Traded REIT Performance Indexes
- NexPoint Proposal Shakes Up Pending Medley/Sierra Merger
- RK Properties Nabs Big Return for 1031/TIC and Fund Investors in Latest Property Sale
- Hines Global Income Trust Buys German Industrial Portfolio
- NexPoint Advisors Submits Competing Merger Proposal to Sierra/Medley Company Merger
- KBS Names Senior Vice President of Capital Project Management
- NB Private Capital Sells Land Near Utah Valley University, Results in 80 Percent Return to Investors
- PTM Partners and EIG to Develop $100 Million Multifamily Property in Miami Opportunity Zone
- Franklin Templeton Completes Purchase of Alternative Credit Manager Benefit Street Partners
- FINRA Approves IFP’s Broker-Dealer Application
- Morrison & Foerster Names New Partner for Firm’s REIT Group
- InvenTrust Buys North Carolina Retail Property for $23.3 Million
- SEC Bars Former Metlife Broker Imprisoned for Mail Fraud
- MacKenzie Launches Tender Offer for KBS Strategic Opportunity REIT II Shares
- Midas Names Administrator for New Opportunity Zone Fund
- Broadstone Names Senior Vice President of Acquisitions
- Starwood Hires Former MetLife Exec to Lead New Opportunity Zone Investment Business
- FS Investments Interval Fund Announces Leadership Changes
- LPL Financial Adds Former Summit Brokerage Firm to Platform
- IRS Reschedules Public Hearing on Opportunity Zones
- Sound West Launches Mixed-Use Opportunity Zone Development Near Seattle
- Scaramucci’s SkyBridge Capital Names New Sub-Advisor for $3 Billion Opportunity Zone Fund
- Inland Residential Pays Initial Liquidating Distribution
- SEC Charges Atlanta Investment Adviser with Defrauding a Private Fund and Its Investors
- Federal Court Orders $1 Billion Judgment Against Operators of Woodbridge Ponzi Scheme Targeting Retail Investors
- Griffin Essential Asset REIT Urges Shareholders to Reject Tender Offer
- GPB Capital Hires In-House Communications Executive
- Lightyear-Backed Wealth Enhancement Group to Buy $500 Million Advisory Practice
- Dept. of Justice Targets Conservation Easement Sponsor
- Waypoint to Develop Class A Multifamily Property in Indiana Opportunity Zone
- Sponsored: Capital Square 1031 Completes Record Sales Year with Over $250 Million in Real Estate Acquisitions and Two Full-Cycle 1031/DST Offerings
- Former Morgan Stanley Team Launches Independent RIA in New York
- Benefit Street Partners Realty Trust Originates $115.5 Million Loan
- Former Steadfast Execs Launch 3G Capital Advisors
- CIM Launches Opportunity Zone Fund with $5 Billion Fundraising Goal
- Two SmartStop REITs Complete Merger
- LPL Financial Adds Former Kestra Team to its RIA and IBD Platforms
- Bernstein Joint Venture to Launch its First Opportunity Zone Fund
- Capital Square 1031 Takes DST Offering Full-Cycle in Less than Three Years
- Raymond James Financial to Buy Boutique Investment Bank
- Everest Completes Tender Offer for Shares of Cole Credit Property Trust IV
- Massachusetts Regulators Charge Royal Alliance and Rep Over Unsuitable Annuity Exchange
- IFP Nabs Financial Backing from Two Partners Ahead of Broker-Dealer Launch
- Carter Multifamily Buys Second Florida Multifamily Property this Month
- Participant Capital Hires Andrew Eisen as Senior Vice President
- Strategic Storage Growth Trust Shareholders Approve Merger with Affiliated REIT
- Resource Royalty Fully Subscribes 1031-Eligible Oil and Gas Royalty Offering
- Rich Uncles NNN REIT Shakes Up Board of Directors
- Ladenburg Thalmann Launches Advanced Planning Group
- SkyBridge and EJF Capital Part Ways on Opportunity Zone REIT
- Capital Square 1031 Adds Two to Sales Team
- Black Creek Diversified Property Fund Secures $775 Million Credit Facility
- Sponsored: Inland Private Capital’s Keith Lampi Shares Outlook for 1031 Industry
- Blackstone REIT Lowers NAV Per Share
- Carter Validus Mission Critical REIT Reaches First Quarter 2019 Share Repurchase Limit
- Starwood REIT Continues Buying Spree with Latest Hotel Portfolio Purchase
- Participant Capital Expands Sales Team with Two New Hires
- Rich Uncles REIT I to Explore Strategic Alternatives, Lowers Net Asset Value
- BDCA Shareholders Approve New Advisory Agreement Following Franklin Templeton Announcement
- Phillips Edison Grocery Center REIT III Buys Virginia Shopping Center
- LPL Financial Recruits Wisconsin Bank Program from Raymond James
- Rich Uncles NNN REIT Increases NAV Per Share
- Cottonwood Multifamily REIT II Joint Venture Buys North Carolina Multifamily Property
- Commonwealth Adds Former Cadaret Grant Team to Platform
- NASAA: State Regulators Ready to Help During Partial SEC Shutdown
- Cato Institute Sues SEC to End Gag Rule
- SQN Investment Advisors and SQN Securities Announce Rebranding
- Strategic Storage Trust IV Buys 820-Unit Self Storage Facility Near Tampa
- Rodin Global Property Trust Makes Investments with Sponsor Cantor Fitzgerald Investors
- Sortis Holdings Launches $100 Million Opportunity Zone Fund
- Capital Square 1031 Buys Multifamily Property in Virginia Beach
- LPL Financial Adds $360 Million Team from Wells Fargo Advisors
- Sponsored: How to Successfully Defer Taxes in a 1031 Exchange
- IRS Cancels Today’s Opportunity Zone Meeting Due to Government Shutdown
- Liquidity Partners Trust Launches Unsolicited Tender Offer for Steadfast Income REIT Shares
- Telos Capital Reg D Fund Buys Value-Add Property in Portland’s St. Johns Neighborhood
- Hartman REIT Buys San Antonio Office Property
- Update and Correction: FINRA Panel Recommends Bar of Sandlapper Securities, CEO, and President
- Atria Wealth Solutions to Acquire NEXT Financial
- GPB Capital Hires Former SEC Examiner as Managing Director and Chief Compliance Officer
- Griffin-American Healthcare REIT IV Completes $200 Million in Property Purchases in 4Q18
- FINRA Hearing Officer Recommends Expulsion of Sandlapper Securities
- Triad Recruits Former LPL Retirement Group with $10 Billion in Assets Under Administration
- Former HD Vest CEO Takes the Reins at HighTower
- Carter Multifamily Buys Jacksonville Multifamily Property for $23.2 Million
- Black Creek Industrial REIT IV Registers $2 Billion Follow-On Offering
- Former Microsoft Execs Launch Opportunity Zone Fund
- Starwood REIT Buys Six Multifamily Properties After Breaking Escrow
- InvenTrust Continues Buying Spree with $44 Million Retail Purchase
- Monarch Private Capital Launches Three Opportunity Funds
- Mercer Advisors Acquires California-Based RIA Dragon Financial Group
- InvenTrust Closes $750 Million Unsecured Credit Facility
- LPL Financial Adds $130 Million Credit Union Team
- Welltower To Buy 55-Property Portfolio from CNL Healthcare for $1.25 Billion
- KBS Legacy Partners Apartment REIT Pays Final Liquidating Distribution
- Former Wells Fargo Rep Receives 128-Count Indictment for Investment Fraud
- RREEF Property Trust Buys Grocery-Anchored Retail Plaza in Chicago
- SEC Bars Former LPL Broker and Bank Manager Convicted of Embezzlement
- Destra Acquires Closed-End Interval Fund
- Wells Fargo Reaches $575 Million Agreement with States over Sales Misconduct
- Comrit Completes Tender Offer for InvenTrust Shares
- Starwood’s $5 Billion REIT Breaks Escrow
- SEC Charges Two Robo-Advisers with Making False Statements
- Everest Completes Tender Offer for W.P. Carey REIT Shares
- Inland Residential Sells Illinois Multifamily Property for $24.6 Million
- Stira Alcentra Global Credit Fund and Priority Income Fund Agree to Merge
- Blackstone REIT Updates NAV Per Share
- Massachusetts Regulator Fines Former Stifel Nicolaus Adviser for Overcharging Clients
- Guest Contributor: Senior Housing in 2019 – Still a Trustworthy Investment
- Inland Residential Shareholders Approve Plan of Liquidation
- Royal Bank of Canada Affiliate Launches New Closed-End Interval Fund
- JLL Income Property Trust Expands and Extends Credit Facility
- Guest Contributor: Tax Cuts and Jobs Act – Lost Tax Deductions & New Financial Planning Opportunities
- Two Griffin Non-Traded REITs to Merge
- Howard Capital Names Former Bluerock Exec as Managing Director of National Accounts
- FS/KKR Closes Merger of FS Investment Corporation and Corporate Capital Trust
- LPL Financial Adds $640 Million Stofan Agazzi Investments
- SEC Charges 13 Unregistered Brokers for Selling Woodbridge Securities to Retail Investors
- $750 Million Cottonwood REIT Breaks Escrow
- ExchangeRight Fully Subscribes $93.2 Million DST Offering, Increases AUM to $1.7 Billion
- U.S. Energy Fund Sells Permian Basin Acreage to Devon Energy
- Resource Apartment REIT III Plans to Register Follow-On Offering
- MacKenzie Concludes Tender Offer for Shares of CNL Healthcare Properties
- Commonwealth Recruits $325 Million Team from LPL
- InvenTrust Buys Grocery-Anchored Center in Port Charlotte, Florida
- Private Equity Firm Taps Goldman to Sell Kestra Financial
- Preferred Apartment Communities Extends Closing Dates of Preferred Stock Offerings
- SEC Sues Orange County Investment Adviser for Defrauding Clients
- Capital Square 1031 Buys CompuCom Corporate Headquarters Near Charlotte
- TH Real Estate Closes Industrial Reg D Fund with $330 Million Equity Raise
- CION Ares Interval Fund Reduces Fees
- Resource Apartment REIT III to Buy Texas Multifamily Property for Nearly $25.9 Million
- LPL Financial Nabs Former Cetera Trio with $185 Million in Client Assets
- Trump Launches Opportunity Zone Investment Council
- Four Cole Non-Traded REITs Name New Directors
- InPoint Originates $24.6 Million First Mortgage Loan for Orlando Multifamily Property
- Husband-Wife Team Join Cetera from Ameriprise
- SkyBridge and EJF Capital Launch Opportunity Zone REIT
- Blackstone / GSO Floating Rate Enhanced Income Fund Announces Initial Annual Results
- Hines Global REIT Replaces Director
- KBS Strategic Opportunity REIT II Adopts Revised NAV
- Carey Watermark Investors I and II Announce Board Resignations
- Griffin Institutional Access Real Estate Fund Shows Improved Annual Performance
- KBS Growth & Income REIT Reports Increased NAV
- Everest Launches Tender Offer for Cole Credit Property Trust IV
- First Capital Investment Corporation Replaces COO
- Bluerock’s Total Income+ Real Estate Fund Reports Significant Annual Growth
- KBS REIT II Reports NAV Growth
- Nelson Partners Student Housing Buys Property Located Near Purdue University
- KBS REIT III Urges Shareholders to Reject Latest Comrit Tender Offer
- FINRA Report Cautions Broker-Dealers Against Inappropriate Sales of Non-Traded REITs, Private Placements and Variable Annuities
- CPA:18 Global Increases Net Asset Value
- Inland Residential Begins to Execute Liquidity Plan with Sale of Illinois Property
- MacKenzie Completes Unsolicited Tender Offer for Benefit Street Partners Realty Trust Shares
- KBS Real Estate Investment Trust III Reports NAV Growth
- LPL Financial Lures Retirement & Investment Group From Raymond James
- Carter Multifamily Acquires 160-Unit Multifamily Community Located Near Jacksonville
- Equita Financial Network Announces New Member Firm
- NorthStar Healthcare Income Lowers Net Asset Value Again
- LPL Fined $450K by Indiana Secretary of State
- InvenTrust Urges Shareholders to Reject Latest Comrit Tender Offer
- LPL Financial Acquires AdvisoryWorld
- UDF Files Brief to Oppose Kyle Bass and Hayman Capital Appeal
- Lightstone Value Plus REIT V Announces New NAV
- Red Oak Capital Breaks Escrow on Bond Offering with $2.293 Million Closing
- CMG Partners, Inc. Makes Unsolicited Tender Offer for Cole Office & Industrial REIT Shares
- FS Investment Corporation and Corporate Capital Trust Shareholders Approve $8 Billion Merger
- Strategic Storage Growth Trust Shareholders to Vote on Merger with Strategic Storage Trust II
- SEC Makes Additional Charges in Nationwide Oil Investment Scheme
- Time Equities Buys Office and Industrial Building for $7.9 Million
- Summit: Non-Traded REITs Raised $1.2 Billion in Third Quarter 2018
- ARC New York City REIT Urges Shareholders to Reject Latest MacKenzie Tender Offer
- ADISA Announces 2019 Board of Directors
- Carter Validus Mission Critical REIT II Buys Three Medical Properties in Iowa and Georgia
- FS Investments Hires Former J.P. Morgan Exec as Senior Managing Director of Corporate Development
- NorthStar Healthcare Names New Chairman of the Board
- Comrit Launches Unsolicited Tender Offer for InvenTrust Shares
- Prospera Financial Adds $150 Million Team from UBS
- Bluerock Residential Growth REIT Hires New Managing Director and Product Specialist
- Hines Global REIT Sells Five European Logistics Facilities to Blackstone Affiliate
- McNally Capital Appoints Strategic Advisor for Opportunity Zone Investments
- LPL Financial Adds Former Cetera Team to Platform
- Baird and Hilliard Lyons to Merge
- FINRA Bars Former Quest Capital Broker for Selling Woodbridge Promissory Notes
- Griffin-American Healthcare REIT IV Secures Credit Facility of Up to $650 Million
- MacKenzie Completes Unsolicited Tender Offer for Hines Global Shares Ahead of Liquidation
- Black Creek Group and J.P. Morgan Announce $400 Million Industrial Real Estate Partnership
- Capital Square 1031 DST Offering Goes Full-Cycle, Nets Triple Digit Return to Investors
- GPB Capital Acquires Surge Resources, Extends PEO Footprint into New England
- Preferred Apartment Communities Buys Second Phase of Charlotte Multifamily Property
- Hines Global to Sell Old Navy HQ in San Francisco for Huge Profit
- Raymond James Names Former Deutsche Bank Exec as Chief Investment Officer
- LPL Recruits Former Cadaret Grant Team
- Everest Completes Resource Opportunity REIT Tender Offer
- DWS and Skyline AI Team Up to Bring Artificial Intelligence to Real Estate Investing
- Former Royal Alliance Adviser Pleads Guilty to Criminal Fraud Charges
- Cantor’s Rodin Global Property Trust Buys Texas Industrial Facility from Mohr Capital
- Ladenburg Subsidiary Investacorp Adds Father-Son Team to Platform
- Origin’s Opportunity Zone Fund Receives $105 Million In Commitments in 17 Hours
- Blackstone REIT Updates NAV Per Share
- Time Equities Buys Two Properties in Kansas City, Missouri for Nearly $21 Million
- LPL Recruits Former Wells Fargo Advisors Financial Advisor
- Phillips Edison Completes $6 Billion Merger with its Non-Traded REIT
- NB Private Capital Raises $38.5 Million in Latest Student Housing DST Offering
- American Realty Capital New York City REIT Buys Brooklyn Medical Office Building
- Centaurus Financial Names New Corporate Counsel
- KBS Strategic Opportunity REIT Increases NAV and Declares Special Dividend
- Cetera Hires Former LPL Exec as a Community Financial Institution Director
- Compound Launches Real Estate Fund Centered Around Long Island City and New Amazon HQ
- Former Broker Plea