Invesco Launches CIT to Expand Private Markets Access in Retirement Plans
February 26, 2026
Global asset management firm Invesco Ltd. (NYSE: IVZ) launched the Invesco Core Plus Real Estate Trust, a collective investment trust,...
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
Strategic Storage Trust VI Opens Self-Storage Facility in Toronto
February 26, 2026
Strategic Storage Trust VI Inc., also known as SST VI, a publicly registered non-traded real estate investment trust sponsored by...
SEC Bars Two Sales Agents for Roles in $112M Royal Bengal Ponzi Scheme
February 26, 2026
The U.S. Securities and Exchange Commission has issued final orders barring Broward County, Florida, residents Ricardi Celicourt and Brisly Guillaume...
$1 Billion Ex-Ameriprise Financial Team Affiliates With NewEdge Advisors
February 25, 2026
Seven Bridges Wealth Advisors of White Plains, N.Y., has affiliated with NewEdge Advisors, a New Orleans-based registered investment adviser supporting...
ExchangeRight Fully Subscribes $38.1M Essential Income 5 DST
February 25, 2026
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust offerings, has fully subscribed ExchangeRight Essential Income 5...
Pravati Capital Partners With SEI to Broaden Adviser Access to Litigation Finance
February 25, 2026
Litigation financing firm Pravati Capital has announced a strategic partnership with SEI (Nasdaq: SEIC) to offer litigation finance as an...
Concorde Investment Services Adds KOA Financial Group to Broker-Dealer Platform
February 25, 2026
Concorde Investment Services, an independent broker-dealer and registered investment adviser, announced that KOA Financial Group has joined its platform. KOA Financial...
Osaic’s $1.2 Billion Bard Financial Deepens Partnership With Transition to W-2 Model
February 24, 2026
Osaic Inc., one of the nation’s largest wealth management firms and an independent broker-dealer, announced that Branford, Conn.-based Bard Financial...
Inland Fully Subscribes $120M Multifamily DST in Chicagoland Suburb
February 24, 2026
Real estate investment manager Inland Real Estate Investment Corporation, or Inland Investments, which specializes in offering public and private tax-advantaged...
NexMetro Launches $100 Million Private Equity BTR Investment Fund
February 24, 2026
NexMetro Communities – a national build-to-rent developer and investment sponsor – has launched NexMetro Direct Access Fund 2026, LLC, and aims...
Madison Appoints Andrew Nerney to Lead Midwest Sales Expansion
February 24, 2026
Madison Capital Group, a vertically integrated real estate investment and development firm, has appointed Andrew Nerney as executive vice president,...
Wells Fargo Partners With The Wyoming Reserve for Precious Metals Storage
February 24, 2026
The Wyoming Reserve Opportunity Zone Fund Corporation, a high-security, precious metals-focused vaulting and operating business in Casper, announced that Wells...
Saba Capital, Cox Capital Plan Tender Offers for Blue Owl BDCs
February 23, 2026
Saba Capital Management and Cox Capital Partners plan to launch tender offers for shares of several Blue Owl Capital business...
Independent Financial Group Appoints Scott Little to Lead Midwest Business Development
February 23, 2026
Independent Financial Group LLC, a privately held independent broker-dealer and registered investment adviser, has appointed 30-year industry veteran Scott Little...
Walton Global Acquires 64 Residential Lots in Southwest Florida
February 23, 2026
Walton Global, a real estate and land asset management company and sponsor of private placement investments, has acquired 64 residential...
Thompson Thrift Plans 100th Multifamily Project in Atlanta Suburb
February 23, 2026
Indianapolis-based Thompson Thrift, a full-service real estate company, announced a project to develop Lineage, a 300-unit multifamily community in Dacula,...
Madison Capital Group Launches $14M North Carolina Multifamily DST Offering
February 23, 2026
Madison Capital Group, a vertically integrated real estate investment and development firm, has launched MCG Arden NC Multifamily DST, a...
Morgan Stanley Cuts EquityZen Fees 50% to 2.5% After Acquisition
February 20, 2026
Morgan Stanley Wealth Management announced a sizeable price reduction on its newly acquired private shares platform, EquityZen, cutting transaction fees...
Thompson Thrift Closes $222M Multifamily Development LP, Plans Seven Projects Across Five States
February 20, 2026
Indianapolis-based Thompson Thrift, a full-service real estate company, closed Thompson Thrift 2026 Multifamily Development LP with more than $222 million...
Cove Capital Launches $5.5M New Mexico Industrial DST Offering
February 20, 2026
Cove Capital Investments LLC, a sponsor of debt-free Delaware statutory trust offerings for 1031 exchange and direct cash investors, has...
