SEC Bars Adviser Accused of Defrauding Elderly Client
May 16, 2022
The Securities and Exchange Commission has barred former Michigan-based investment adviser, Steven F. Muntin, who was charged with defrauding one...
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Passco Buys Two Multifamily Properties in Louisiana
May 16, 2022
Passco Companies, a sponsor of Delaware statutory trust offerings and other alternative investments, has purchased two multifamily communities in Louisiana...
Parsonex Capital Partners Breaks Ground on Second Qualified Opportunity Zone Project
May 16, 2022
Parsonex Capital Partners, a sponsor of private placement funds, has broken ground on its second qualified opportunity zone project, Brookwillow...
ExchangeRight Fully Subscribes 26-Property Delaware Statutory Trust Offering
May 13, 2022
ExchangeRight, a sponsor of securitized 1031 exchange real estate offerings, has fully subscribed its Net-Leased Portfolio 52 Delaware statutory trust...
Cantor Silverstein Opportunity Zone Trust to Develop Apartment Tower in Downtown Tampa
May 13, 2022
Cantor Silverstein Opportunity Zone Trust Inc. a qualified opportunity zone fund sponsored by Silverstein Properties and Cantor Fitzgerald, has purchased...
Cetera Recruits $300 Million Team from Mass Mutual
May 13, 2022
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, has recruited Skafco, a financial planning team...
Hamilton Point Investments Hires Director of Investor Relations
May 13, 2022
Hamilton Point Investments LLC, a real estate private equity investment firm, has hired Elizabeth Wallett as director of investor relations. In...
Strategic Storage Trust VI to Buy Phoenix-Area Self-Storage Facility
May 13, 2022
Strategic Storage Trust VI Inc., a publicly-registered real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT...
Investment Fund Manager Sentenced to Nine Years for $100 Million Securities Fraud
May 12, 2022
Brenda Smith, an investment adviser who previously pled guilty to securities fraud, was sentenced to 109 months in prison and...
SmartStop Asset Management Changes Name
May 12, 2022
SmartStop Asset Management LLC, a privately held alternative asset management and real estate investment firm, has changed its name to...
CNL Strategic Capital Buys Majority Stake in Hydraulic Clamp Manufacturer
May 12, 2022
CNL Strategic Capital LLC, a publicly registered non-traded limited liability company, has purchased an approximately 84 percent equity stake and...
RREEF Property Trust Reports Slight Increase in Daily NAVs for April 2022
May 12, 2022
RREEF Property Trust Inc. (NASDAQ: ZRPTAX; ZRPTIX; ZRPTTX), a publicly registered daily net asset value real estate investment trust advised...
Cottonwood Communities Mulls Merger Transaction with Reg A+ REIT Affiliate
May 11, 2022
Cottonwood Communities Inc., a publicly registered non-traded real estate investment trust, is evaluating a stock-for-stock merger transaction with Cottonwood Multifamily...
InPoint Registers $2.2 Billion Follow-On Offering
May 11, 2022
InPoint Commercial Real Estate Income Inc., a publicly registered non-traded real estate investment trust, has registered a $2.2 billion follow-on...
Inland REIT to Buy $278.2 Million Retail Property Portfolio from Affiliate
May 11, 2022
Inland Real Estate Income Trust Inc., a publicly registered, non-traded real estate investment trust, has agreed to purchase eight properties...
Advisor Group Continues Growth with Hire of Two Industry Executives
May 11, 2022
Advisor Group, a network of independent wealth management firms, has hired two executives for its business strategy and compliance operations....
Watermark Lodging Trust to be Acquired by Brookfield in $3.8 Billion All-Cash Transaction
May 10, 2022
Watermark Lodging Trust, Inc., a publicly registered non-traded real estate investment trust, has agreed to be acquired by private real...
SEC Obtains Judgment Against Adviser Accused of Defrauding Elderly Client
May 10, 2022
The Securities and Exchange Commission has obtained a final judgement against former Michigan-based investment adviser, Steven F. Muntin, who was...
Greenbacker Buys New York Wind Farm from BlackRock Fund
May 10, 2022
Greenbacker Renewable Energy Company LLC, a non-traded limited liability company focused on sustainable infrastructure investments, has purchased the Howard project,...
Capital Square Names Vice President of Marketing
May 10, 2022
Capital Square, a sponsor of tax-advantaged real estate investments, has promoted Sydney Hockaday to vice president of marketing. Hockaday joined Capital...
