Inland Delivers 1.6x Equity Multiple to Investors With Colorado Disposition
April 10, 2025
Real estate investment manager Inland Real Estate Investment Corporation, or Inland Investments announced the sale of Solaire Apartments, a 252-unit...
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
Cetera President Makes Direct Play for Commonwealth Advisers Amid LPL Acquisition
April 10, 2025
With the recent announcement that LPL Financial Holdings is acquiring Commonwealth Financial Network for roughly $2.7 billion in cash, approximately...
SEC Provides Clarity on Disclosure Rules for Crypto Asset Securities Offerings
April 10, 2025
The U.S. Securities and Exchange Commission's Division of Corporation Finance today issued its views on how existing federal securities laws...
Charles Schwab Launches Alts Platform for All Eligible Retail Clients
April 10, 2025
Charles Schwab has now launched Schwab Alternative Investments Select for all eligible retail clients with more than $5 million in...
Senate Confirms Paul Atkins as U.S. Securities and Exchange Commission Chair
April 9, 2025
The U.S. Senate voted late Wednesday to confirm the appointment of Paul S. Atkins as the next U.S. Securities and...
Continuing to Prioritize CLO Debt, Bluerock Fund Pays 11th Consecutive Distribution
April 9, 2025
Bluerock High Income Institutional Credit Fund, an income-focused interval fund with a portfolio comprised of pools of diversified collateralized loan...
Four Springs Capital Markets Adds SVP to Lead Sales in California, Hawaii
April 9, 2025
Natalie Stephens has joined Four Springs Capital Markets – a provider of 1031 exchange and net lease replacement properties –...
TriLinc Global Impact Fund Appoints Permanent Chief Financial Officer
April 9, 2025
The board of TriLinc Global Impact Fund LLC, a publicly registered non-traded limited liability company, has appointed Kun Yong (Brent)...
CIM Group Names New Managing Director, Head of Private Wealth
April 8, 2025
CIM Group has appointed Barry Schanker as managing director, head of private wealth to lead the company’s dedicated private wealth...
Franklin BSP Lending Fund Files Initial Registration With SEC
April 8, 2025
The Franklin BSP Lending Fund has filed its initial registration statement with the U.S. Securities and Exchange Commission. If declared...
Carson Group Acquires Michigan $314 Million AUM Firm, Expanding Midwest Presence
April 8, 2025
Carson Group, a wealth advisory firm with nearly $41 billion in assets under management has fully acquired Mommaerts Mahaney Financial...
Morgan Stanley and iCapital Launch Tender Offer Fund Targeting Private Markets
April 8, 2025
Morgan Stanley, through its Consulting Group Advisory Services LLC, in partnership with financial technology company iCapital Fund Advisors LLC, has...
Bluespring Wealth Partners Expands Leadership to Drive Growth for Adviser Firms
April 8, 2025
Fresh off closing two acquisitions in the first quarter, Bluespring Wealth Partners – a subsidiary of Kestra Holdings and an...
RIAs Detail Approach to Alts, Emphasizing Diversification, Diligence, and Education
April 7, 2025
For registered investment advisers, incorporating alternative investments into client portfolios requires a sophisticated, client-centric strategy built on diversification, rigorous due...
Ares Real Estate Income Trust Swaps Pair of Board Members, Adopts Equity Incentive Plan
April 7, 2025
Ares Real Estate Income Trust Inc., a non-traded perpetual life real estate investment trust sponsored by Ares Real Estate, announced...
Ares Industrial Real Estate Income Trust Announces Leadership Changes
April 7, 2025
Ares Industrial Real Estate Income Trust Inc., a monthly net asset value real estate investment trust sponsored by Ares Management...
NASAA Members Adopt Conduct Rule Amendments to More Align With Reg BI
April 7, 2025
The North American Securities Administrators Association, or NASAA, announced that members have voted to adopt proposed amendments to NASAA’s Dishonest or...
LPL Financial Announces Strategic Relationship With First Horizon Bank
April 7, 2025
LPL Financial Holdings Inc. announced an agreement with Memphis, Tenn.-based First Horizon Bank – the banking subsidiary of First Horizon...
Calamos Askia Hedged Strategies Interval Fund Registers With SEC
April 6, 2025
A registration statement has been filed with the U.S. Securities and Exchange Commission for a perpetual interval fund, Calamos Aksia...
Resource Royalty Fully Subscribes $6.2M Offering in Anadarko Basin
April 6, 2025
Resource Royalty LLC, a private energy investment company and oil & gas sponsor headquartered in Dallas, has fully subscribed its...
