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Fidelity Seeks SEC Approval to Operate New Interval Fund

July 10, 2024

Applicants Fidelity Diversifying Solutions LLC and Fidelity Distributors Company LLC are seeking approval from the U.S. Securities and Exchange Commission...

Silver Star Overcomes Litigation Hurdle, Continues Pivot Toward Self-Storage and Single-Tenant Assets

July 10, 2024

Silver Star Properties REIT, a publicly registered non-traded real estate investment trust formerly known as Hartman Short Term Income Properties...

Stanger Upgrades KKR Real Estate Select Trust Rating to Overweight

July 9, 2024

Investment banking firm Robert A. Stanger & Co., Inc. has upgraded its rating for KKR Real Estate Select Trust Inc.,...

Griffin Capital Sale of NH Community Generates Nearly 167% Return for DST Investors

July 9, 2024

Private real estate investment manager Griffin Capital Company LLC recently sold Heritage on the Merrimack Apartments, a 240-unit multifamily community...

Powell et al. v. SEC: A Fight for Free Speech and Accountability

July 9, 2024

Since September 2021, Publius has appeared in these columns as an anonymous critic of the U.S. Securities and Exchange Commission’s...

SAFStor Aims for $23 Million Equity Raise Via Self-Storage Offering

July 9, 2024

SAFStor, a national developer of Class A self-storage, announced the launch of its latest Regulation D 506(c) offering: SAFHarbor Opportunity...

Ex-Ameriprise Vet Adviser Joins LPL, Rebrands Private Wealth Firm

July 9, 2024

Financial adviser W. Scott Hengerer, CMFC, CRPC, recently joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms to launch...

JLL Income REIT Reports 3.2% Decrease on Total Monthly NAV

July 8, 2024

JLL Income Property Trust Inc., a daily net asset value non-traded real estate investment trust, provided an update to its...

Enhancing Your Portfolio With Industrial Net Lease

July 8, 2024

As the market continues to evolve, one sector consistently stands out for its blend of stability and distinctive advantages: the...

JAG Advisory Firm CIO Pleads Guilty to Securities Fraud

July 8, 2024

The founder and chief investment officer of advisory firm JAG Capital Advisors LLC and investment fund JAG Cap LLC pleaded...

FINRA Reminds Members of Rules When Using Generative AI

July 8, 2024

Artificial intelligence technology has rapidly evolved in the last few years, including the development and availability of generative AI, or...

SEC Charges Real Estate Companies, CEO With Fraud for Misappropriating Investor Assets

July 8, 2024

The U.S. Securities and Exchange Commission charged Newport Beach, Calif.-based John J. Kralik V and his companies JKV Capital LLC...

PGIM Credit Income Fund Alters Fee Structure on Class A, C Shares

July 5, 2024

PGIM Credit Income Fund, a diversified closed-end interval fund managed by PGIM Investments LLC, amended its prospectus to reflect fee...

Ex-PNC Investments Team With $380 Million in Assets Joins LPL’s Momentum Wealth Partners

July 5, 2024

The advisers of First Summit Capital Management have joined LPL Financial’s broker-dealer, registered investment adviser and custodial platforms – aligning...