Federal Judge Issues Injunction Against DOL Fiduciary Rule
November 7, 2017
A Minnesota federal judge granted a preliminary injunction against the DOL fiduciary rule on November 3 in a lawsuit filed...
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FINRA Orders IMS Securities and Two Reps to Pay $2.3 Million in Damages
November 7, 2017
An all-public FINRA arbitration panel awarded eight individual retirement account owners more than $2.3 million in compensatory damages from Houston-based...
Griffin-American IV Acquires Central Florida Senior Housing Portfolio for $110 Million
November 7, 2017
Griffin-American Healthcare REIT IV, a public non-traded REIT sponsored by American Healthcare Investors and Griffin Capital, completed the acquisition of...
KBS Legacy Sells Three Properties for a Combined $106.1 million
November 7, 2017
KBS Legacy Partners Apartment REIT Inc., a publicly registered non-traded real estate investment trust, sold three properties last month for...
1031 Exchanges Survive House GOP Tax Plan
November 6, 2017
Republican members of the House Ways and Means Committee have unveiled their long-awaited proposed tax bill, the Tax Cuts and...
Securities America Adds Former NPH Hybrid with $744 AUM
November 6, 2017
Securities America, the broker-dealer subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), announced that Elite Financial Network has joined...
W. P. Carey CEO Announces Retirement
November 6, 2017
W. P. Carey Inc. (NYSE: WPC), an internally-managed net lease real estate investment trust and sponsor of non-traded direct investment...
Greenbacker Buys Two Solar Facilities in Southern California
November 6, 2017
Greenbacker Renewable Energy Company LLC, a publicly registered, non-traded limited liability company, has acquired the Golden Horizons Portfolio from LDK...
Labor Department Files Delay of Fiduciary Rule
November 3, 2017
The Department of Labor has officially filed a rule with the Office of Management and Budget intended to delay its...
Investigators Unveil Evidence of Witchcraft and Lavish Lifestyle of Advisor Accused of Ponzi Scheme
September 1, 2017
Documents relating to the federal investigation of Dawn Bennett were unsealed earlier this week in a Maryland federal court, offering...
Inland Private Nets 126% Return with Texas Multifamily Property Sales
September 1, 2017
Inland Private Capital Corporation, a sponsor of 1031 tax deferred exchanges, has sold two multifamily properties located in Texas for...
Sentio REIT and Kayne Anderson Real Estate Advisors Complete Merger
September 1, 2017
Sentio Healthcare Properties Inc., a publicly registered non-traded real estate investment trust, completed the merger with an affiliate of Kayne...
CNL Healthcare Properties II Now Accepting Subscriptions from Washington and Ohio Residents
September 1, 2017
CNL Healthcare Properties II, a publicly registered non-traded real estate investment trust, has crossed $20 million in sales of its...
DOL Opens 15-Day Comment Period on Fiduciary Rule Delay
August 31, 2017
The Department of Labor has opened a 15-day comment period on its proposal to delay the remaining provisions of its...
Triton Pacific Expands Sales Team with Two New Hires
August 31, 2017
Triton Pacific Securities, the managing broker-dealer for Triton Pacific Capital Partners’ retail focused private equity offerings, has hired Preston Nevins...
KBS REIT II Urges Shareholders to Reject MacKenzie Tender Offer
August 31, 2017
KBS Real Estate Investment Trust II, a publicly registered non-traded REIT, is urging shareholders to reject an unsolicited tender offer...
Fiduciary Rule Implementation Delay Approved by OMB
August 30, 2017
The Office of Management and Budget has approved a proposal by the Department of Labor to delay implementation of the...
Research Firm Sees Difficult Path Back to Healthy Non-Traded REIT Market
August 30, 2017
Publicly registered non-traded REITs raised a total of $2.2 billion during the first two quarters of 2017, according to Summit...
Merrill Lynch Duo with $311 AUM Moves to LPL Hybrid Platform
August 30, 2017
LPL Financial, the nation’s largest independent broker-dealer, announced that Barton Spector Wealth Strategies has joined its broker-dealer platform and aligned...
MVP REIT II Reports Exponential MFFO Growth During the Second Quarter 2017
August 30, 2017
MVP REIT II, a publicly registered non-traded real estate investment trust that invests in parking-related properties, released its financial results...
