Capital Square Hires Chief Financial Officer
April 14, 2022
Capital Square, an investment sponsor specializing in tax-advantaged real estate, has hired Donna Sperounis as chief financial officer. Sperounis brings 22...
Staff
Articles
MacKenzie Hires Director of Internal Wholesaling and National Accounts
April 14, 2022
MacKenzie Realty Capital, a real estate investment management firm, has hired Matthew Smith as director of internal wholesaling and national...
Strategic Storage Trust VI to Buy Two Self-Storage Properties
April 14, 2022
Strategic Storage Trust VI Inc., a publicly-registered real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT...
Starwood REIT Buys Phoenix Affordable Housing Portfolio for $345 Million
April 13, 2022
Starwood Real Estate Income Trust Inc, a perpetual-life monthly NAV REIT sponsored by private investment firm Starwood Capital Group, has...
Capital Square Buys Value-Add Multifamily Community in Virginia for DST Offering
April 13, 2022
Capital Square, a sponsor of Delaware statutory trust offerings, has purchased a 207-unit, value-add multifamily community in Williamsburg, Virginia. The property...
JLL Income Property Trust Buys Suburban Houston Medical Office Building
April 13, 2022
Jones Lang LaSalle Income Property Trust, a daily net asset value real estate investment trust, has purchased the Sugar Land...
Caliber Breaks Ground on Multifamily Property in Texas Opportunity Zone
April 13, 2022
CaliberCos Inc., a sponsor of non-traded alternative investments, has broken ground on Jordan Lofts, a 48-unit Class A multifamily property...
FINRA Bars Ex-Cetera Broker for Stealing Funds to Buy Mutual Fund Shares for Relative
April 12, 2022
The Financial Industry Regulatory Authority has barred former Cetera Advisors broker, Marianne O'Shee Smith, who was accused of converting $45,100...
Advisor Group’s Triad Recruits Gallagher’s $6 Billion Retirement Consulting Practice
April 12, 2022
Triad Advisors, an independent wealth management firm and part of the Advisor Group network, has recruited Gallagher's Retirement Plan Consulting...
Cove Capital Buys Blinds.com Corporate Headquarters for Delaware Statutory Trust Offering
April 12, 2022
Cove Capital Investments, LLC, a sponsor of securitized 1031 exchanges and other real estate investment offerings, has purchased a 108,000-square-foot...
Realto Hires Two Sales Directors
April 12, 2022
Realto Inc., an online marketplace for the secondary trading of illiquid real estate and alternative investments, has hired Lynn Berger...
Bipartisan Legislation Seeks to Reform and Extend Opportunity Zone Tax Incentive
April 11, 2022
A bipartisan bill was introduced last week that would reform and extend the opportunity zone program, a tax incentive for...
JLL Income Property Trust Reports Daily NAVs for March and First Quarter Equity Raise
April 11, 2022
Jones Lang LaSalle Income Property Trust, a daily net asset value real estate investment trust, reported its daily share valuations...
Caliber Sells Redeveloped Class A Multifamily Property in Phoenix
April 11, 2022
CaliberCos Inc., a sponsor of non-traded alternative investments, has sold GC Square Apartments, a 165-unit multifamily community in Phoenix, Arizona...
TruAmerica Multifamily Hires Chief Financial Officer
April 11, 2022
TruAmerica Multifamily, a Los Angeles-based value-add multifamily investment firm, has hired real estate finance veteran, Tim Siegman, to serve as...
GWG Receives Waiver of Default under Credit Facility and Non-Compliance Nasdaq Notice
April 8, 2022
GWG Holdings Inc. (Nasdaq: GWGH), a financial services firm and sponsor of non-traded direct investment offerings, has received a letter...
ExchangeRight Affiliate Telos Capital Reports 19.5% Net Annual IRR with Value-Add Sale
April 8, 2022
Telos Capital, a private equity real estate investment company and affiliate of alternative investment sponsor ExchangeRight, has taken its TCF9...
IPA Hires Former LPL Executive as VP of Government Affairs and Associate General Counsel
April 8, 2022
The Institute for Portfolio Alternatives, a trade group representing the non-traded direct investment industry, has hired Gina Gombar as vice...
CI Financial Plans IPO to Take U.S. Wealth Business Public
April 8, 2022
CI Financial Corp. (NYSE: CIXX, TSX: CIX) announced plans to sell up to 20 percent of its U.S. wealth management...
Guest Contributor: Good Tech Decisions Will Inspire Investor Loyalty
April 8, 2022
By: Lani Oneil, Vice President at Envision Financial Systems Strong returns have put the wind at the backs of many alternatives...
