Inland Promotes Veteran Exec to Chief Operating Officer
June 7, 2024
The Inland Real Estate Group LLC has appointed Cathleen “Cassie" M. Hrtanek to chief operating officer. In this role, Hrtanek...
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$400-Million-Asset Highland Partners Financial Services Joins LPL Community
June 7, 2024
The advisers with Highland Partners Financial Services have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. They reported...
Fifth Circuit Strikes Down SEC Private Fund Adviser Rule
June 6, 2024
A panel of the U.S. Court of Appeals for the Fifth Circuit vacated the U.S. Securities and Exchange Commission's Private...
Cohen & Steers Names New Head of Wealth Management Consulting Group
June 6, 2024
Cohen & Steers Inc., a global investment manager specializing in real assets and alternative income, named Daniel Noonan as executive...
Commonwealth Lures San Antonio-Based Team With $250 Million in Client Assets
June 6, 2024
Commonwealth Financial Network announced the addition of Kin Wealth of San Antonio, Texas, to its network of independent financial advisers....
KKR Announces Shareholder Priority Plan to Enhance NAV REIT Returns
June 5, 2024
KKR Real Estate Select Trust Inc. – a ’40 Act closed-end fund that qualifies for tax treatment as a real...
ExchangeRight Fully Subscribes $18.7 Million Value-Add Portfolio
June 5, 2024
ExchangeRight, a provider of Delaware statutory trust and non-traded real estate investment trust investment offerings, has fully subscribed its $18.7...
KBS REIT’s $18.3 Million Sale of Houston Office Building Falls Through
June 5, 2024
KBS Growth & Income REIT Inc. – a publicly registered non-traded real estate investment trust – announced that the planned...
Consumers Leery of Artificial Intelligence for Financial Advice, According to FINRA Foundation
June 5, 2024
The latest report from the FINRA Investor Education Foundation finds that despite the growing popularity of artificial intelligence, very few...
Former $1 Billion Merrill Lynch Team Launches California RIA Alteri Wealth
June 5, 2024
Co-founders/managing partners Michelle Gruber, CFP, CRPC, and Alex Markowitz have launched Alteri Wealth, a registered investment adviser and wealth management...
Blackstone REIT Redemptions Up Again in May; Blames It on Starwood REIT Tightening Its Share Repurchase Plan
June 4, 2024
Blackstone Real Estate Income Trust Inc. – a publicly registered non-traded real estate investment trust sponsored by private equity giant...
Griffin Capital Breaks Ground on Multifamily OZ Development in Austin
June 4, 2024
Private real estate investment manager Griffin Capital Company broke ground on N. Lamar, a 378-unit multifamily development in a qualified...
San Diego-Based Securities America Team Moves to LPL Financial
June 4, 2024
The advisers of FSI Wealth Management have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. The team reported...
Urban Catalyst Expands Sales Team With Addition of Veteran Internal Wholesaler for East Coast
June 4, 2024
Urban Catalyst Funds, a real estate fund manager and developer headquartered in San Jose, Calif., has added Steven Saulque as...
Capital Square Delivers Total Return of 185% to Georgia Multifamily DST Investors via ‘Voluntary’ UPREIT Transaction
June 3, 2024
Capital Square, a sponsor of tax-advantaged real estate investments, announced the completion of an UPREIT transaction for High Ridge Apartments,...
Realta Wealth Names New Chief Operating Officer
June 3, 2024
Realta Wealth – the hybrid registered investment adviser based in Wilmington, Del., with assets totaling $3.3 billion – announced the...
BlueGate Boat & RV Storage Fund Opens Facility Outside of Charlotte, N.C.
June 3, 2024
BlueGate Boat & RV Storage opened its newest facility in Mooresville, N.C. Located in the 300 block of Oates Road,...
BofA Securities Fined $90K for FINRA Violations Related to Market Manipulation
June 3, 2024
The Financial Industry Regulatory Authority has fined and censured BofA Securities – a full-service broker-dealer owned by Bank of America...
Blue Owl BDCs Declare Special Distributions to Be Paid in July
May 31, 2024
A pair of non-listed business development companies sponsored by Blue Owl Capital Inc. – Blue Owl Credit Income Corp. and...
Brookfield REIT Sees Another Total NAV Decrease, Acquires Tennessee Single-Family Rental
May 31, 2024
Brookfield Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Oaktree Real Estate...
