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XY Planning Network Files Lawsuit to Challenge SEC’s Regulation Best Interest...

XY Planning Network (XYPN), a financial planning platform for fee-only financial advisors founded by Alan Moore and Michael Kitces, has filed a lawsuit in...

States Sue SEC Over Broker Advice Rule

A group of eight attorneys general filed a federal lawsuit on Monday in the Southern District of New York, challenging the Securities & Exchange...

Pacific Oak Forms JV to Develop Properties in Phoenix Opportunity Zone

Pacific Oak Capital Advisors, a sponsor of alternative investment offerings, has formed a joint venture with Defer Gain, an Arizona-based real estate development company...

Pacific Oak Capital Funds Multifamily Development in Portland-Area Opportunity Zone

Pacific Oak Capital LLC, a sponsor of commercial real estate-focused alternative investments programs, has funded the $33 million development of Wood Village Apartments, a...

Massachusetts Securities Division Launches Sweep of Marijuana-Related Offerings

The Massachusetts Securities Division plans will begin a sweep of the growing number of Massachusetts-based business entities that are raising money from marijuana-related investments. The...

Massachusetts Charges Adviser Over Failed Medical Marijuana Scheme

The Massachusetts Securities Division has charged Frederick V. McDonald Jr., a Massachusetts investment adviser representative, for his alleged role in a failed medical marijuana...

KBS Strategic Opportunity REIT II Adopts Revised NAV

The board of KBS Strategic Opportunity REIT II, a publicly registered non-traded real estate investment trust, has approved a $9.65 estimated net asset value...

KBS Growth & Income REIT Reports Increased NAV

The board of KBS Growth & Income REIT Inc., a publicly registered non-traded REIT, has approved an estimated net asset value of $9.20 per...

KBS REIT II Reports NAV Growth

The board of KBS Real Estate Investment Trust II, a publicly registered non-traded REIT, has approved an estimated net asset value of $4.95 per...

KBS REIT III Urges Shareholders to Reject Latest Comrit Tender Offer

Comrit Investments 1 LP, a Tel Aviv-based investment fund, has launched an unsolicited mini-tender offer for up to 420,610 shares of KBS Real Estate...