Tag: investments
Opportunity Zone Funds Raised Nearly $10 Billion in 2022, But Cooled...
Novogradac announced that overall investment in qualified opportunity funds tracked by the national accounting and consulting firm reached $34.09 billion at the end of...
Unregistered Investment Advisor Uses KPMG as Cover for Fraud Scheme
The Securities and Exchange Commission announced that it filed an emergency action, and obtained an asset freeze, against unregistered investment advisers Jack C. Ridall...
Research Reveals High-Net-Worth Investors Are Increasing Alts Allocation
According to a recently published research report, The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2022: Shifts in Alternative Allocations, alternative investing is increasing among...
SEC Enforcement Actions Increase 9% in 2022, Record Monetary Penalties Issued
The Securities and Exchange Commission announced that it filed 760 total enforcement actions during fiscal year 2022, a 9% increase over 2021. Monetary penalties...
SEC Loses Legal Battle Against Tennessee RIA
After three years in a legal battle with the Securities and Exchange Commission, CapWealth Advisors found favor from a jury in Tennessee’s middle district.
The...
Multiple False Personas and Millions in Fraud
The Securities and Exchange Commission announced charges against Justin Costello for using a false persona as a Harvard-educated military veteran and hedge fund billionaire...
Starwood Hires Managing Director and Head of Hotel Acquisitions for the...
Starwood Capital Group, a private investment firm focused on real estate and energy investments, reported that Steve Goldman has rejoined the firm as managing...
Pacific Oak Residential Trust Buys Portfolio of 196 Single-Family Rental Homes...
Pacific Oak Residential Trust, Inc., a subsidiary of Pacific Oak Strategic Opportunity REIT Inc., a publicly registered non-traded real estate investment trust, has purchased...
Pacific Oak Strategic Opportunity REIT Acquires Private REIT
Pacific Oak Strategic Opportunity REIT Inc., a publicly registered non-traded real estate investment trust formerly known as KBS Strategic Opportunity REIT, has acquired Battery...
Pacific Oak Strategic Opportunity REITs to Merge and Create $2.6 Billion...
Pacific Oak Strategic Opportunity REIT Inc. (POSOR I) and Pacific Oak Strategic Opportunity REIT II Inc. (POSOR II), two publicly registered non-traded REITs formerly...
Pacific Oak REITs Negotiate Potential Merger
The special committees of Pacific Oak Strategic Opportunity REIT Inc. and Pacific Oak Strategic Opportunity REIT II Inc., two publicly registered non-traded REITs formerly...
Pacific Oak Strategic Opportunity REIT Registers $1 Billion NAV REIT Offering
Pacific Oak Strategic Opportunity REIT Inc., a publicly registered non-traded real estate investment trust formerly known as KBS Strategic Opportunity REIT Inc., has registered...
Pacific Oak Completes First DST Offering of Multifamily Property in the...
Pacific Oak Capital Advisors, a sponsor of value-add alternative investments, has fully subscribed its first Delaware statutory trust offering, Meridian Apartment Homes DST, after...
Pacific Oak Strategic Opportunity REIT Increases NAV Per Share
The board of Pacific Oak Strategic Opportunity REIT Inc., a publicly registered non-traded real estate investment trust formerly known as KBS Strategic Opportunity REIT...
Former KBS REIT Completes Merger with Publicly-Traded REIT
Pacific Oak Strategic Opportunity REIT Inc. (SOR), a publicly registered non-traded real estate investment trust formerly known as KBS Strategic Opportunity REIT Inc., has...
KBS Strategic Opportunity REIT Urges Shareholders to Reject Tender Offer, Directors...
KBS Strategic Opportunity REIT Inc., a publicly registered non-traded real estate investment trust, is urging investors to reject an unsolicited tender offer made by...
Is KBS Strategic Opportunity REIT Eyeing New Offering Under Pacific Oak...
Pacific Oak Capital Advisors LLC, a sponsor of commercial real estate-focused alternative investments programs, will soon take over advisory duties of three real estate...
Another KBS REIT Replaces External Advisor with Pacific Oak
KBS Strategic Opportunity REIT, a publicly registered non-traded real estate investment trust, will terminate its advisory agreement with KBS Capital Advisors LLC, effective October...
KBS Strategic Opportunity REIT II Replaces External Advisor
KBS Strategic Opportunity REIT II, a publicly registered non-traded real estate investment trust, has terminated its advisory agreement with KBS Capital Advisors LLC, effective...
House Passes Bill to Ban Forced Arbitration
The U.S. House of Representatives passed the Forced Arbitration Injustice Repeal Act (H.R. 1423) on Friday, which prohibits pre-dispute arbitration agreements for consumer, employment,...
