ExchangeRight Hires New External Wholesaler to Lead Northeast Sales
September 24, 2024
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust investment offerings, announced that Thomas Gentry joined...
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
Peachtree Group Launches Fifth Hotel DST With Tampa Acquisition
September 24, 2024
Peachtree Group, a commercial real estate investment firm with a $6.4 billion portfolio of equity and debt investments, announced the...
Vestmark Teams With BlackRock to Enhance Custom Model Portfolio Offerings
September 24, 2024
Vestmark Inc., a wealth management software and services provider, has announced a commercial partnership with BlackRock (NYSE: BLK) to enhance...
SEC Charges Sale Leaseback Program Distributors With Defrauding Investors of $5 Million
September 24, 2024
The U.S. Securities and Exchange Commission charged Anthony Lotito, Joseph Hagan and their respective entities, Revolution Leasing & Administration LLC...
HPA Exchange Launches $15.4 Million DST Offering for Dignity Health Micro-Hospital in Phoenix
September 23, 2024
HPA Exchange LLC, a healthcare real estate investment sponsor created by the executive team of Healthcare Property Advisors, has launched...
Capital Square Fully Subscribes Seventh OZ Fund in Richmond, Va., Raising $65 Million
September 23, 2024
Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities, announced that...
SEC Charges Broker-Dealer First Horizon With Reg BI Violations
September 23, 2024
The U.S. Securities and Exchange Commission charged registered broker-dealer First Horizon Advisors Inc. for failing to maintain and enforce policies...
FINRA Fines Wedbush More Than $550K in Separate Incidents
September 23, 2024
Independent broker-dealer Wedbush Securities Inc. has been fined by the Financial Industry Regulatory Authority in two separate incidents for a...
SEC Orders Firms to Pay $3.4 Million in Penalties for Forms 13F, 13H Reporting Failures
September 23, 2024
The U.S. Securities and Exchange Commission recently announced charges against 11 institutional investment managers for failing to file reports, known...
Directory Spotlight: Institute for Portfolio Alternatives
September 23, 2024
SEC Fines Macquarie RIA Subsidiary $80 Million for Overvaluing Assets and Engaging in Unlawful Cross Trades
September 20, 2024
The U.S. Securities and Exchange Commission announced registered investment adviser Macquarie Investment Management Business Trust, or MIMBT, will pay a...
Thompson Thrift LP Fund to Finance Development of Colorado Springs Multifamily Community
September 20, 2024
Indianapolis-based Thompson Thrift, a full-service national real estate company, announced that it will develop Switch, a 276-unit Class A multifamily...
Metric Financial Appoints Seasoned Exec Andy Marshall as Head of Capital Markets
September 20, 2024
Metric Financial LLC, a boutique managing broker-dealer for alternative investment sponsors and a distributor of private equity offerings based in...
CAIS Broadens Offerings from Leading Alts Asset Managers Including Apollo, Ares
September 20, 2024
CAIS, an alternative investments platform for independent financial advisers, is continuing to expand its offerings of alternative investment strategies from...
Cohen & Steers REIT Purchases Shopping Center in Georgia for $37 Million
September 20, 2024
As a joint venture, Cohen & Steers Income Opportunities REIT Inc. and The Sterling Organization LLC completed the purchase of the...
Inland Real Estate Income Trust Considers Sale, Other Strategic Alternatives
September 19, 2024
The board of directors of Inland Real Estate Income Trust Inc. – a publicly registered, non-traded real estate investment trust...
Investors Fully Subscribe ExchangeRight’s $107 Million Net-Leased Portfolio 66 DST
September 19, 2024
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust investment offerings, announced that investors have fully subscribed...
Shopoff Receives Green Light for Redevelopment of Former Oil Tank Facility in SoCal
September 19, 2024
Shopoff Realty Investments, a national manager of opportunistic real estate investments and a sponsor of private placement offerings, has secured...
SEC Takes First Enforcement Action Against Multiple Entities in Relationship Investment Scams
September 19, 2024
The U.S. Securities and Exchange Commission has charged five entities and three individuals in connection with two separate relationship investment...
Griffin Capital Completes Build on OZ Fund II Multifamily Community in Nashville
September 18, 2024
Private real estate investment manager Griffin Capital Company LLC announced the completion of construction on The Scottie, a 320-unit multifamily...
