Montego Minerals Closes 14th O&G Fund
January 31, 2023
Montego Minerals, an investor in oil and gas royalties and mineral rights, announced the close of its fourteenth portfolio, Iron...
Kinsley Lively
Writer and editor serving the finance industry.
Articles
1031 Crowdfunding Acquires Two Utah Assisted Living Facilities
January 31, 2023
1031 Crowdfunding, a tax-advantaged real estate investment platform, acquired two memory care and assisted living facilities for its ninth Delaware...
AltsWire Welcomes InvestX as New Directory Sponsor
January 31, 2023
Capital Square Launches Eighth Opportunity Zone Fund
January 30, 2023
Capital Square, a sponsor of tax-advantaged real estate investments, announced the launch of CSRA Opportunity Zone Fund VIII LLC. The...
FINRA Censures Three Advisor Group Firms and Orders Restitution of $515K
January 30, 2023
The Financial Industry Regulatory Authority has ordered restitution totaling $515,000 be paid to clients of Securities America, Royal Alliance and...
ExchangeRight Reports Investor Returns of 6.67% to 11.25% on 10 Full-Cycle in 2022
January 30, 2023
ExchangeRight, a sponsor of securitized 1031 exchanges and other real estate offerings, announced it successfully met or exceeded investor cash...
LPL Financial Expands with Two Teams of Financial Advisors
January 30, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that two teams of financial advisors who serve a combined $275...
JVM Acquires Apartment Community in Chicago
January 30, 2023
JVM Realty Corp., a multifamily real estate investment and property management firm, announced it has acquired Courthouse Square, a 149-unit...
University of California Adds Another $500 Million to BREIT Investment
January 27, 2023
The office of the chief investment officer of the Regents of the University of California and Blackstone (NYSE: BX) announced...
Inland Private Raises $1.45 Billion, Grows AUM to $12.2 Billion in 2022
January 27, 2023
Inland Private Capital Corporation, a privately held alternative investment management firm and a member of The Inland Real Estate Group...
JLL Income Property Trust Reports Strong 2022 Despite Economic Headwinds
January 27, 2023
JLL Income Property Trust, a non-traded daily net asset value real estate investment trust sponsored by international commercial real estate...
Croatan Adds SVP of Portfolio Management
January 27, 2023
Croatan Investments, a sponsor of Delaware statutory trust offerings and other private placements, announced the addition of Chanell Briggs as...
Unregistered Investment Advisor Uses KPMG as Cover for Fraud Scheme
January 27, 2023
The Securities and Exchange Commission announced that it filed an emergency action, and obtained an asset freeze, against unregistered investment...
ADISA Announces 2023 Officers
January 26, 2023
At its first board meeting of the year, the new Alternative & Direct Investment Securities Association board, elected by the...
FINRA Fines Former LPL Broker for Impersonating a Client
January 26, 2023
The Financial Industry Regulatory Authority has suspended and fined Jay W. Eng for allegedly impersonating a client customer and retaining...
Carter Multifamily Buys 200-Unit Garden-Style Multifamily Property in Georgia
January 26, 2023
Carter Multifamily, an affiliate of Carter Funds and sponsor of private placement offerings, announced its acquisition of Brighton Park, a...
Sponsored: Altigo 2022 Year in Review
January 26, 2023
With lingering economic uncertainty continuing to shake up client portfolios, more and more firms are embracing straight-through processing technology, and choosing...
LPL Expands Investor and Investment Solutions Leadership Team with Two New Hires
January 25, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced the addition of two executives to the firm’s “investor and investment...
FSI Adds Five Directors to Board
January 25, 2023
The Financial Services Institute announced that it has added five directors to its board. The new members are: Libet Anderson, president...
Cove Capital Investments Buys $15.4 Million Value-Add Retail Center in Texas for DST Offering
January 25, 2023
Cove Capital Investments LLC, a sponsor of Delaware statutory trusts and other real estate investment offerings, announced it has completed...
