Fortress Credit Realty Income Trust Total NAV Up 44.6% From Previous Month
March 2, 2025
The total net asset value for Fortress Credit Realty Income Trust – non-traded perpetual-life real estate investment trust – increased...
Mari Nicholson
Mari Nicholson is the managing editor of Alts Wire. She reports on alternative investments for retail investors that are distributed via broker-dealers and registered investment advisers, as well as topics that affect these investors, financial advisers, and sponsors. Alternative investment funds covered by Alts Wire include real estate investment trusts, business development companies, interval funds, closed-end funds, Delaware statutory trusts, utilized for tax-advantaged 1031 exchanges, qualified opportunity zone funds, as well as other unlisted publicly registered offerings and private placement investments.
Articles
Walton Global Sells 90-Acre Portion of Master Plan Designated for Residential Development
March 2, 2025
Walton Global, an Arizona-based real estate investment and land asset management company and sponsor of private placement investments, announced the...
House Subcommittee Renews Debate Over Expanded Accredited Investor Definition
February 27, 2025
During a Feb. 26, 2025, congressional hearing – The Future of American Capital: Strengthening Public and Private Markets by Increasing...
LPL Financial Lures $1.15 Billion Team from Wells Fargo Advisors
February 27, 2025
Financial advisers Jim Murray, Larry Bernstein, Abby Goldstein, CFP, Michael Kazmer, CFP, Brett Goldberg, and Wesley Wong of Townsgate Wealth...
BlueGate Storage Company Promotes Acquisitions VP to President
February 27, 2025
BlueGate, an affiliate of Madison Capital Group, has promoted Neil Dyer to president as the company continues expanding its portfolio...
Cetera Closes Acquisition of $16 Billion Concourse Financial Group Securities
February 26, 2025
Cetera Financial Group has closed its asset acquisition of Concourse Financial Group Securities, Inc., or CFGS. Approximately 350 financial professionals...
Origin Investments Fully Subscribes Inaugural DST, Raising Nearly $40M
February 26, 2025
Origin Investments’ first Delaware statutory trust acquisition, Origin Starling DST, which owns a 300-unit Class A multifamily community in suburban...
Carter Multifamily Acquires $37.7 Million Asset in Booming Space Coast Market
February 26, 2025
Carter Multifamily has acquired Mode at Melbourne, a 166-unit garden-style multifamily community located in Melbourne, Fla. Acquired for $37.7 million,...
InCommercial Promotes JoAnn Saguto to Chief Operating Officer
February 26, 2025
InCommercial Property Group, a Chicago-based investment real estate portfolio manager, announced the promotion of JoAnn Saguto to chief operating officer.Saguto...
Retail Alts Investments’ Capital Formation Up 74% Year-Over-Year in January
February 25, 2025
Alternative Investment fundraising among illiquid and semi-liquid offerings distributed to retail investors totaled approximately $13.2 billion in January, according to...
MacKenzie Makes Another Starwood REIT Tender Offer on S Shares
February 25, 2025
MacKenzie Realty Capital Inc., a publicly registered traded real estate investment trust which began trading on the Nasdaq Capital Market...
Georgia Adviser Pair With $400M in Assets Joins LPL’s Linsco Channel
February 25, 2025
Financial advisers Joe Young, CFP, and Ryne Stokes, CFP, have joined LPL’s employee adviser channel, Linsco by LPL Financial, to launch...
CFP Board Offers Guidance on the Responsible Use of AI Within Financial Services
February 25, 2025
The CFP Board, a professional body for personal financial planners in the United States, has published a guide to assist...
HPA Exchange Fully Subscribes $15.4M DST Offering, a Phoenix Micro-Hospital
February 24, 2025
HPA Exchange LLC, a healthcare real estate investment sponsor created by the executive team of Healthcare Property Advisors – a...
Apollo to Acquire Bridge Investment Group in $1.5 Billion Stock Deal
February 24, 2025
Apollo (NYSE: APO) and Bridge Investment Group Holdings Inc. (NYSE: BRDG) have entered into a definitive agreement for Apollo to...
Interval Fund Changes Name to Lord Abbett Corporate Opportunities Fund
February 24, 2025
Lord Abbett Special Situations Income Fund – a diversified, closed-end management investment company that operates as an interval fund –...
SmartStop REIT Advisors Launch NAV REIT: Strategic Storage Trust X
February 23, 2025
SmartStop REIT Advisors Inc., the sponsor of SmartStop Self Storage REIT, Inc. and other storage-focused non-traded real estate investment trusts,...
Wichita-Based Trio With $900M in Assets Join LPL From Raymond James
February 23, 2025
Financial advisers Shane J. Prill, CFP, Vance E. Garwood, CFP, and Grant Garwood, CFP, have joined LPL Financial’s broker-dealer, registered...
SEC Obtains Final Judgement in $67 Million Mortgage and Ponzi Scheme
February 23, 2025
The U.S. Securities and Exchange Commission announced that the United States District Court for the Eastern District of Texas entered...
VestGen Wealth Partners Completes Buildout of C-Suite Team With Veteran Hires
February 23, 2025
New wealth management firm VestGen Wealth Partners LLC announced the completion of its executive leadership team to support its ambitious...
