Madison Commercial Promotes Retail/Construction Pro to Vice President of Development
June 27, 2024
Madison Commercial, a division of Madison Capital Group launched in May 2024, recently named Ted Haley to vice president of...
Guest Contributor
Articles
UDF IV Shareholder Letter Pushes Back on NexPoint’s Dissident Trustee Nominees
June 26, 2024
In an ongoing contentious dispute between the parties, United Development Funding IV, a non-traded real estate investment trust in which...
KBS Growth & Income REIT’s Houston Office Building Gets New Buyer
June 26, 2024
KBS Growth & Income REIT Inc. – a publicly registered non-traded real estate investment trust – announced entering into a...
RIA NewEdge Wealth Adds Experienced Managing Director to Lead Portfolio Strategy
June 26, 2024
NewEdge Wealth LLC, a registered investment adviser specializing in servicing the needs of ultra-high net worth families, family offices and...
Nuveen Global REIT Reports $2.09B Total NAV; Board OKs Repurchases in Excess of 2% Limit
June 26, 2024
Nuveen Global Cities REIT Inc. – a publicly registered non-traded real estate investment trust – declared a monthly net asset...
SEC Obtains Final Judgments Against RIA and Lead for Fraud, Inaccurate Reporting
June 26, 2024
The U.S. District Court for the Southern District of Florida entered final judgments against Lufkin Advisors LLC and its president,...
Carter Funds Completes Development of Georgia Multifamily Community
June 25, 2024
Real estate acquisition and investment management firm Carter Funds announced the completion of The Maxwell, a state-of-the-art, 200-unit multifamily residential...
Cetera Investment Services Names Former Northwestern Mutual Exec as Chief Compliance Officer
June 25, 2024
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, has named Gwen Weithaus chief compliance officer...
New York Life Investments Interval Fund to Change Name in August
June 25, 2024
MainStay MacKay Municipal Income Opportunities Fund, a fixed income interval fund sponsored by New York Life Investments, will be changing...
LPL Adds Pair of Midwest Adviser Teams With $565 Million in Combined Assets
June 25, 2024
Independent broker-dealer LPL Financial added several Midwest financial adviser teams with approximately $565 million in combined assets. Financial advisers Stephen Shevlin...
Capital Square Launches Ninth OZ Fund, Sixth Development in Richmond Area
June 24, 2024
Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities, announced the...
Stanger Estimates Alts Will Raise More Than $110 Billion New Capital in 2024
June 24, 2024
Alternative investment fundraising totaled nearly $47.6 billion through May, led by non-traded business development companies at an estimated $14.9 billion,...
CION Ares Interval Fund Extends Special Distribution Rate Increase
June 24, 2024
CION Ares Diversified Credit Fund, a globally diversified interval fund that currently manages approximately $5.1 billion in assets, has elected...
Apollo REIT Total Monthly NAV Up 3.87%; Acquires Two Properties
June 21, 2024
Apollo Realty Income Solutions Inc., a non-traded net asset value real estate investment trust sponsored by Apollo Global Management Inc.,...
Walton Global Closes on 76+ Acre Sale Within Master Planned Community in Central Florida
June 21, 2024
Walton Global, a real estate investment and land asset management company and sponsor of private placement investments, announced the sale...
Former AIG Adviser Managing $275 Million Assets Joins LPL Financial
June 21, 2024
Financial adviser David Hilbig, CFP, has joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. He reported serving approximately...
Croatan Investments Adds VP of Asset Management
June 21, 2024
Croatan Investments, a rental housing investment manager for private wealth and institutional capital, announced the addition of Jane Finch as...
Carter Funds Expands Sales Team With New Internal Sales Director
June 20, 2024
Real estate acquisition and investment management firm Carter Funds has expanded its independent broker-dealer wholesaling team with the appointment of...
Brookfield REIT Acquires Two Properties, Reports Decrease in Monthly NAV
June 20, 2024
Brookfield Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Oaktree Real Estate...
Financial Wealth vs. Financial Wisdom: Rethinking the Accredited Investor Definition
June 20, 2024
The accredited investor definition is a cornerstone of U.S. securities regulation, playing a pivotal role in who can participate in...
