NAV BDCs Return More Than $5.8B in Q1 Liquidity as Proration Hits for First Time
March 27, 2026
Net asset value business development company sponsors have delivered more than $5.8 billion in liquidity to investors so far in...
Mari Nicholson
Mari Nicholson is the managing editor of AltsWire. 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 AltsWire 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
DST.com Joins Concorde Investment Services, Adding DST Marketplace and Adviser Business Development Platform
March 27, 2026
DST.com, a newly launched platform for Delaware statutory trust offerings, has joined Concorde Investment Services’ broker-dealer network and will provide...
Blackstone’s BREIT Secures $845.2 Million Refinance for Sunbelt Multifamily Portfolio
March 26, 2026
Blackstone Real Estate Income Trust has closed an $845.2 million loan to refinance a 12-property, 4,922-unit multifamily portfolio in the...
Texakoma Resources Launches $50 Million Non-Operating Drilling Fund
March 26, 2026
Texakoma Resources LLC has launched Texakoma Resources Partners ’26, LP — known as TRP26 — a $50 million Regulation D,...
Cambridge Broker-Dealer Acquires $800 Million WealthPlanners
March 26, 2026
Cambridge Investment Research Inc., an independent broker-dealer, acquired WealthPlanners LLC, a Des Plaines, Illinois-based wealth planning and benefits consulting firm...
FINRA Fines Broker-Dealer $600K for Off-Channel Communications, Recordkeeping Failures
March 26, 2026
The Financial Industry Regulatory Authority has censured and fined broker-dealer BTIG $600,000 for widespread failures in supervising and preserving business-related...
iCapital, BlackRock’s Aladdin Wealth Integrate Platforms for Alternative Investment Workflow
March 26, 2026
iCapital and Aladdin Wealth, BlackRock’s technology platform for wealth managers, have launched an integration linking their alternative investment technologies into...
Montego Minerals Targets $50M With Fifth Royalty Fund
March 25, 2026
Montego Minerals, a manager of oil and gas royalties and mineral rights, has launched its fifth income and growth offering,...
Appreciation Homes Launches Direct Title Security Offering for Single-Family Rental Investors
March 25, 2026
Appreciation Homes LLC has launched its Direct Title Security offering, a private placement structure that gives accredited investors 100% direct...
White House Clears DOL Rule on 401(k) Alts Access for Public Comment
March 25, 2026
The White House has cleared a proposed U.S. Department of Labor rule that would clarify how retirement plan fiduciaries may...
Reszi Hires Matthew Bowen to Lead RIA Distribution Efforts
March 25, 2026
Reszi has appointed Matthew Bowen as director of capital markets for the registered investment adviser channel, adding a distribution executive...
KBS REIT III Buys Time on $205.5 Million Debt With Fourth Loan Modification
March 25, 2026
KBS Real Estate Investment Trust III, Inc. – a publicly registered non-traded REIT – entered into a fourth modification earlier...
The Exeter Group Promotes Amanda Brynoff to VP and Controller
March 25, 2026
The Exeter Group of Companies has promoted Amanda J. Brynoff to vice president and controller. In her new role, Brynoff...
Apollo Debt Solutions BDC to Return 45% of Q1 Redemption Requests
March 24, 2026
Apollo Global Management will fulfill roughly 45% of first-quarter redemption requests in Apollo Debt Solutions BDC, returning approximately $730 million...
Ares Strategic Income Fund Fulfills 43.1% of First-Quarter Redemption Requests
March 24, 2026
Ares Strategic Income Fund, a non-listed business development company sponsored by Ares Management, fulfilled less than half of first-quarter redemption...
NexPoint Launches $31.4M Multifamily DST Offering for Greensboro Property
March 24, 2026
Alternative investment firm NexPoint has launched NexPoint Waterford DST, a Delaware statutory trust offering seeking to raise nearly $31.4 million...
Cetera Appoints Former eMoney CEO Ed O’Brien as COO
March 24, 2026
Cetera Financial Group has named Ed O’Brien as chief operating officer, effective May 2026. O’Brien, the former chief executive officer...
Composition Wealth Adds $900M Edgewater Team From Northwestern Mutual
March 24, 2026
Composition Wealth, a registered investment adviser with more than $10 billion in assets, has merged with Edgewater Wealth Management of Tacoma,...
Global Dealer BullionStar Selects The Wyoming Reserve for U.S. Vaulting Operations
March 24, 2026
International precious metals dealer BullionStar has selected The Wyoming Reserve to provide vaulting and fulfillment services for its U.S. operations,...
Alts Fundraising Falls 8% in February as Stanger Flags Rotation to HALO Strategies
March 23, 2026
Alternative Investment fundraising for February 2026 totaled approximately $13.4 billion, an 8% decline from January. Interval funds narrowly surpassed business...
