Retiring Advisers Drive RIA M&A as Channel Nears $4 Trillion, Cerulli Says
June 11, 2026
More than 26,000 financial advisers are projected to retire over the next decade, representing the largest addressable acquisition market 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
Cove Capital Buys Kentucky Grocery-Anchored Retail Center for $5.3M DST Offering
June 11, 2026
Cove Capital Investments has acquired a grocery-anchored retail shopping center in Princeton, Kentucky on behalf of its Princeton KY Opportunity...
Hines Closes Eighth DST at $145M, Pushing Platform Past $1.1 Billion
June 10, 2026
Hines Private Wealth Solutions LLC has closed its eighth Delaware statutory trust offering, a $145 million DST backed by a...
Distressed Pacific Oak REIT Restructures Israeli Debt, Must Sell 150 Properties in Six Months
June 10, 2026
Pacific Oak Strategic Opportunity REIT Inc. has completed a debt arrangement with the Israeli bondholders of its BVI subsidiary, restructuring more...
Texas Issues Emergency Order Against Lasater Capital Over Concealed $100M in Loan Defaults
June 10, 2026
The Texas State Securities Board issued an emergency cease and desist order against Southlake-based Lasater Capital, LLC and its principals,...
Bow River Capital Evergreen Fund Seeks Co-Investment Relief After Venture Capital Acquisition
June 10, 2026
Bow River Capital’s private equity filed an amended application for U.S. Securities and Exchange Commission co-investment exemptive relief as the...
SEC Examiners Find Undisclosed Revenue Sharing, Inconsistent Fee Billing at RIAs
June 10, 2026
The U.S. Securities and Exchange Commission’s Division of Examinations issued a risk alert detailing a pattern of undisclosed conflicts of...
WhiteHawk Minerals Opens Flat at $26.00 in NYSE Debut
June 9, 2026
WhiteHawk Minerals Corp., a natural gas mineral and royalty company, began trading Tuesday on the New York Stock Exchange under...
Bonaventure Taps Michelle Moore for National Accounts; Kerry Peoples Elevated to Lead Capital Markets
June 9, 2026
Bonaventure has appointed Michelle Moore as head of national accounts and promoted Kerry Peoples to head of capital markets, the...
Capital Square Completes 348-Unit OZ Multifamily Community in Knoxville
June 9, 2026
Capital Square and co-developer LIV Development have completed Livano Knoxville, a 348-unit, Class A multifamily community in a qualified opportunity...
ExchangeRight Fully Subscribes 15-Property, $58.6M Net-Leased DST Offering
June 9, 2026
ExchangeRight has fully subscribed Net-Leased Portfolio 72 DST, a $58.6 million Delaware statutory trust offering comprising 15 net-leased necessity-based retail...
Origin Fully Subscribes Pair of DST Offerings, Shifts Focus to $46.3M Orlando Asset
June 9, 2026
Origin Investments has fully subscribed two more Delaware statutory trust offerings through its Origin Exchange platform, closing a $48.5 million...
Silver Star Properties Files for Chapter 11, Disclosing Four Defaulted Loans and Foreclosure Threat
June 8, 2026
Editor’s Note: On June 10, this story was updated to acknowledge the discrepancy between Silver Star Property REIT’s reported assets....
Vida Fund Backs $74.4M Buford Multifamily as First Capital Deployment
June 8, 2026
Vida Companies has closed construction financing for Carrena, a 289-unit ground-up multifamily development in Buford, Ga., marking the first capital...
SEC Charges Chicago Adviser With Defrauding 28 Investors of $3.6 Million
June 8, 2026
The U.S. Securities and Exchange Commission filed a civil complaint June 5 against an unregistered Chicago-area investment adviser and two...
Bluerock Widens SEC Co-Investment Application to Cover Open-End Funds
June 8, 2026
Bluerock has filed a third amendment to its application for SEC co-investment exemptive relief, broadening the scope of the order...
Jackson Wealth Management Leaves Osaic for Carson Group in $1.1 Billion Move
June 5, 2026
Carson Group has acquired Jackson Wealth Management, a Lake Mary, Fla.-based registered investment adviser managing more than $1.1 billion in...
Nuveen Churchill Waives Half of Incentive Fee as PCAP Posts 6.83% One-Year Return
June 5, 2026
Churchill PCIF Advisor LLC waived 50% of its April income-based incentive fee payable by Nuveen Churchill Private Capital Income Fund,...
Western Asset Management to Pay $100M SEC Penalty Over Cherry-Picking Scheme
June 5, 2026
Western Asset Management Company LLC will pay $100 million to settle Securities and Exchange Commission charges that the firm failed...
Ex-Merrill Lynch Adviser Launches Valen Private Capital Via Sanctuary Wealth Platform
June 5, 2026
John Durham has launched Valen Private Capital LLC as a partner firm of Sanctuary Wealth, departing Merrill Lynch after more...
