NexPoint Launches $42.7M Marina Delaware Statutory Trust Offering
March 4, 2026
Alternative investment firm NexPoint has launched NexPoint Marina DST, a Delaware statutory trust offering. The offering is backed by two...
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
JLL Income Property Trust Acquires $32M West Boston Medical Center
March 4, 2026
JLL Income Property Trust, a daily net asset value, perpetual life real estate investment trust managed by LaSalle Investment Management...
Former Commonwealth Adviser With $352M in Client Assets Joins Osaic
March 4, 2026
Financial adviser Heather Hackett and her firm, Financial Planning Department, have joined Osaic, one of the nation’s largest wealth management...
Blackstone’s BCRED Meets Record 7.9% Redemption Requests
March 3, 2026
Blackstone Private Credit Fund, or BCRED, a publicly registered non-traded business development company sponsored by Blackstone Inc. (NYSE: BX) focused...
Former Morgan Stanley Adviser Convicted of Defrauding NBA Players
March 3, 2026
A federal jury in Manhattan has convicted former investment adviser Darryl Matthew Cohen of defrauding three professional basketball players out...
Savant Wealth Management Partners With $3.9B Heritage Financial Services
March 3, 2026
Savant Wealth Management, a fee-only registered investment adviser, has partnered with Heritage Financial Services, a Massachusetts-based wealth management firm with...
Origin Makes First Investment for $100M Select Asset Fund
March 3, 2026
Private real estate manager Origin Investments announced the first investment for its Origin Select Asset Fund, the 353-unit Medina Station,...
Cambridge Appoints Cody Phelps as First VP of Strategic Acquisitions
March 3, 2026
Cambridge Investment Research Inc., an independent broker-dealer, has appointed Cody Phelps as its first vice president of strategic acquisitions. In...
Inland Real Estate Group Appoints Michael Collins Head of Global Wealth
March 2, 2026
The Inland Real Estate Group LLC, a national commercial real estate investment, finance and operating company, has appointed Michael Collins...
Madison Capital Names Archie Hughes to Lead Southern Region Distribution
March 2, 2026
Madison Capital Group, a vertically integrated real estate investment and development firm, has named industry veteran Archie Hughes as executive...
SEC Updates Enforcement Manual, Codifies Wells Process Reforms
March 2, 2026
The U.S. Securities and Exchange Commission’s Division of Enforcement has announced the first significant update to its Enforcement Manual since...
Private Markets’ Retail Expansion Spurs Demand for Data, Transparency
March 2, 2026
The expansion of private markets into the retail channel is increasing demand for broader data availability, clearer reporting, and more...
Carson Group Acquires $635M California RIA Applied Financial Planning
March 2, 2026
Carson Group, a wealth advisory firm managing more than $56 billion in assets, has acquired its long-term partner firm, Applied...
BC Partners Lending Corp. to Acquire Alternative Credit Income Fund
February 27, 2026
The board of trustees of the Alternative Credit Income Fund, or ACIF, approved a definitive merger agreement with BC Partners...
John Hancock Marathon ABL Fund to Convert to Interval Fund
February 27, 2026
The John Hancock Marathon Asset-Based Lending Fund, a direct lending fund designed to provide exposure to a diversified portfolio of...
FINRA Fines Goldman Sachs-Owned Broker-Dealer $1.3M for Best Execution Failures
February 27, 2026
The Financial Industry Regulatory Authority has fined Folio Investments Inc., a broker-dealer owned by Goldman Sachs, $1.3 million for failing...
Energea Launches Latin America Solar Portfolio With $50M Reg A Offering
February 27, 2026
Energea, a renewable energy investment firm and solar generation operator, announced the launch of its LATAM Energy Portfolio, the company's...
Walton Global Sells Master Planned Community Acreage Near Dallas-Fort Worth
February 27, 2026
Walton Global, a real estate and land asset management company and sponsor of private placement investments, has sold 2,812 acres to Minto...
Stanger: BDC Fundraising Slows as Alts Raise $14.1B in January
February 26, 2026
Alternative investment fundraising for January 2026 totaled approximately $14.1 billion, a 27% drop from December 2025. Business development companies led...
DOL Proposes Return to ‘Core Factor’ Test for Independent Contractor Rule
February 26, 2026
The U.S. Department of Labor has issued a notice of proposed rulemaking that would fundamentally shift how workers are classified...
