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Legion Capital Reports Operating Profitability, 26% Increase in Shareholder Equity

June 12, 2024

Legion Capital – a sponsor of private placements, Regulation A offerings and a specialized lender providing growth capital to small-...

Stanger Upgrades Starwood REIT Outlook

June 11, 2024

Robert A. Stanger & Co., Inc. issued an updated research report on Starwood Real Estate Income Trust Inc., upgrading its...

1031 CF Properties Forms Selling Group to Target Broker-Dealer Channel

June 11, 2024

1031 CF Properties LLC, a sponsor of senior housing Delaware statutory trusts, announced its formation of a new selling group...

CAI Investments Secures $93 Million Extension Loan for Westin Tempe

June 11, 2024

Las Vegas-based CAI Investments LLC – an asset manager, developer, and private placement sponsor – secured a $93 million extension...

Ares Strategic Income Fund Enters Into Indenture, Interest Rate Swap

June 11, 2024

Ares Strategic Income Fund, a non-listed business development company launched in December 2022, entered into an indenture relating to the...

Kestra RIA Brings Aboard $500 Million Team From Merrill Lynch

June 11, 2024

Kestra Private Wealth Services, a registered investment adviser subsidiary of Kestra Financial Inc., announced the addition of the financial professional...

Sponsored: Stop Leaving Millions Behind on Uncle Sam’s Table

Cetera Hires Former Fidelity Executive as Head of Corporate Strategy

June 10, 2024

Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that Scott Baker, CFA, CFP, has...

Prospect BDC Declares Increased 7.5% Distribution Rate, Launches Multi-Class Offering

June 10, 2024

Prospect Floating Rate and Alternative Income Fund Inc. – an externally managed non-diversified, closed-end management investment company that has elected...

StepStone Private Wealth Launches Evergreen Interval Fund

June 7, 2024

StepStone Private Wealth launched StepStone Private Credit Income Fund, an evergreen interval fund that can be purchased daily via ticker...

Cetera Acquires $225 Million Hawaii-Based RIA

June 7, 2024

Cetera Holdings, the holding company of Cetera Financial Group – one of the nation’s largest networks of independently managed broker-dealers...

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...

$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...