Hightower Signature Wealth Adds $5 Billion Across Three Practices
July 8, 2026
Hightower Advisors has added Private Vista LLC, Hightower Great Lakes, and The McGuirk & De Nevi Group to Hightower Signature...
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
Choreo Acquires Chicago-Area RIA Resource Financial Group, Adding $700M in Assets
July 8, 2026
Choreo LLC said July 8 it has acquired substantially all the assets of Resource Financial Group, a Wilmette, Illinois-based registered...
Investors Rotate From Private Credit to Equity Funds, Morningstar Reports
July 7, 2026
Semiliquid fund assets approached $600 billion at the end of March, more than double where they stood at the end...
Jefferies Credit Partners’ Redemption Demand Surges Nearly 100-Fold in a Year as BDC Opens New Tender
July 7, 2026
Jefferies Credit Partners BDC Inc. opened its latest quarterly share repurchase offer on July 1, seeking to buy back up...
CAIS, BetaNXT Partner to Streamline Alts Access for Broker-Dealer Networks
July 7, 2026
BetaNXT and CAIS have entered a partnership connecting CAIS's alternative investment marketplace to BetaNXT's wealth management technology network, the companies...
SEC Forms Retail Fraud Working Group, Extending Its Fraud-First Enforcement Push
July 7, 2026
The U.S. Securities and Exchange Commission said July 7 it has formed a retail fraud working group within its Division...
Wealth Enhancement Acquires Ann Arbor Hybrid RIA, Tops $146.5B in Client Assets
July 7, 2026
Wealth Enhancement said it has acquired Parros Financial Group, a hybrid registered investment adviser in Ann Arbor, Mich., marking the...
Nontraded BDCs Return Nearly $5.9B to Investors in Q2, More Than $12.7B Year to Date
July 6, 2026
With approximately 99% of the market reporting, nontraded net asset value business development company sponsors have delivered nearly $5.9 billion...
T. Rowe Price OHA’s OCREDIT Prices $400M Unsecured Notes, Extends Debt Maturities to 2031
July 6, 2026
T. Rowe Price OHA Select Private Credit Fund, known as OCREDIT, closed a $400 million offering of 6.5% unsecured notes...
Bain Capital Private Credit Declares Special Distribution, Expands Credit Lines
July 6, 2026
Bain Capital Private Credit declared a special distribution on top of its regular monthly payout and expanded two credit facilities...
Bluerock’s BPRE Waives Fees as Direct Property Push Tops $250M
July 6, 2026
Bluerock Private Real Estate Fund (NYSE: BPRE) has closed roughly $250 million of direct real estate investments and has another...
Exeter 1031 Promotes Lauren Speidel to Vice President, Midwest Regional Manager
July 6, 2026
Exeter 1031 Exchange Services LLC has promoted Lauren H. Speidel to vice president and regional manager of its Midwest regional...
Blue Owl BDCs Hit by $4.7B in Redemption Requests as Demand Eases
July 5, 2026
Blue Owl Capital Inc.'s two nontraded business development companies together fielded $4.7 billion in investor tender requests in the second...
Board of John Hancock CQS Multi Asset Credit Fund OKs Plan to Liquidate
July 5, 2026
The board of trustees of John Hancock CQS Multi Asset Credit Fund approved a plan to close and liquidate the...
House Bill Ties Accredited Investor Status to Adviser Advice, Not Net Worth
July 3, 2026
Rep. Troy Downing, R-Mont., introduced the Informed Investor Access Act on Thursday, legislation that would let individuals qualify as accredited...
Hamilton Point Sells Sixth Fund IX Asset, Returns $9M in Special Distribution
July 2, 2026
Hamilton Point Investments LLC has returned $9 million to investors in HPI Real Estate Fund IX through a special distribution...
Origin Interval Fund Backs Fort Worth Multifamily With $49.5M Bridge Loan
July 2, 2026
Origin Credit Advisers LLC has closed a $49.5 million bridge loan for Origin Real Estate Credit Fund, financing Grayson on...
Kinect Closes Oversubscribed $126.5M Multifamily Fund for RIA, Family Office Investors
July 2, 2026
Kinect Real Estate Partners has closed Kinect Opportunity Fund II at $126.5 million, exceeding its $100 million target, the company...
ExchangeRight’s Essential Income 7 DST Fully Subscribed at $38.95 Million
July 1, 2026
ExchangeRight has fully subscribed Essential Income 7 DST, a $38.95 million portfolio of five net-leased properties, the Southern California-based sponsor...
RREEF Property Trust’s Redemption Recovery Stalls at Quarterly Cap, Fulfilling 67.6% of June Requests
July 1, 2026
RREEF Property Trust fulfilled approximately 67.6% of stockholders’ June redemption requests after demand exceeded the nontraded real estate investment trust’s...
