NewEdge Advisors Recruits $540 Million Wealth Management Firm
June 20, 2024
NewEdge Advisors LLC, a New Orleans-based registered investment adviser, announced that Michigan-based Stonebridge Financial Partners has joined the firm from...
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Former Boxabl Employee Charged With Defrauding Investors in $1.6 Million Scheme
June 20, 2024
The U.S. Securities and Exchange Commission announced that it has filed charges against Yanni Tassev, a former vice president of...
ExchangeRight REIT Introduces ER Share Class, Targets 10% Rate of Return
June 19, 2024
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust investment offerings, launched a new share class...
Monthly Redemption Requests Across Top NAVs Surge 65% Since SREIT Announcement
June 19, 2024
Since Starwood Real Estate Income Trust Inc. lowered the capacity under its share repurchase plan beginning with May 2024 redemptions,...
Ares Real Estate Income Trust Total Monthly NAV Decreases by 1.6%
June 19, 2024
Ares Real Estate Income Trust, a publicly registered net asset value-based perpetual life real estate investment trust formerly known as...
Sponsor Growth Solutions Aims to Guide Emerging Companies Entering the Retail Channel
June 19, 2024
When it comes to scaling their business, new companies seeking success in the retail channel might experience challenges raising capital. “While...
Leitbox Storage Partners Announces Second Storage Facility Near Hilton Head, S.C.
June 19, 2024
Leitbox Storage Partners LLC, a self-storage investment and development platform based in Birmingham, Ala., announced the grand opening of a...
SREIT Repurchase Plan Changes Take Effect, Satisfying About 3% of Each Stockholder’s Request
June 18, 2024
The total net asset value of Starwood Real Estate Income Trust Inc. declined in May 2024 by nearly 1.98% month-over-month,...
Due Diligence Platform Alts Fund LINK Secures Partnership With Concorde
June 18, 2024
Alts sponsors and funds must go through rigorous due diligence at the broker-dealer and registered investment adviser levels before being...
LPL Adds Pair of SoCal Financial Adviser Teams With $750 Million in Combined Assets
June 18, 2024
LPL Financial has welcomed several Southern California financial advisers to their team this month with $750 million in combined assets. Tom...
Empire Group Raises $30 Million to Support Future BTR Texas Community
June 18, 2024
The Empire Group of Companies recently raised approximately $30 million of equity via the independent broker-dealer and registered investment adviser...
Strategic Student & Senior Housing Trust Executes Higher Value Sale of Arkansas Property
June 17, 2024
Strategic Student & Senior Housing Trust Inc. – a publicly registered, non-traded real estate investment trust – has again executed...
SEC Charges Former StraightPath and Legend Boiler Room Operators With Defrauding Retail Investors
June 17, 2024
The U.S. Securities and Exchange Commission charged New York residents Mario Gogliormella, Steven Lacaj, and Karim Ibrahim with fraud for...
FS Credit REIT Reports 50th Consecutive Month of Positive Returns Across Share Classes
June 17, 2024
FS Credit Real Estate Income Trust Inc., a monthly net asset value real estate investment trust sponsored by FS Investments,...
Kestra Financial Adds $400 Million N.Y.-Based Lodi Wealth Advisors From Lincoln Financial
June 17, 2024
Independent broker-dealer Kestra Financial announced the onboarding of Lodi Wealth Advisors, a wealth management firm based in Westchester County, N.Y....
SEC Charges Individual in Investment Scheme Targeting Haitian-American Community
June 17, 2024
The U.S. Securities and Exchange Commission filed charges against 40-year-old Marc Henry Menard in the Eastern District of New York...
Sila Realty Trust Completes First Day on NYSE, Closes at $22.70
June 14, 2024
Sila Realty Trust Inc., a net lease real estate investment trust with a focus on healthcare assets, commenced trading its...
Thompson Thrift Closes Multifamily Development Fund Following $250 Million Equity Raise
June 14, 2024
Indianapolis-based Thompson Thrift, a full-service national real estate company, closed its latest multifamily development fund. The 2024 fund, which successfully...
Madison Capital Markets Successfully Closes Go Store It Orlando DST
June 14, 2024
Madison Capital Markets recently closed Go Store It Orlando DST, a Delaware statutory trust offered as a Regulation D private...
Vint Launches $10 Million Wine/Spirits Arbitrage Fund With Possible Tax Advantages
June 14, 2024
Vint, a wine and spirits asset manager, announced the launch of its tax-advantaged Vint Diversified Offering II, available to accredited...
