Five Former Commonwealth Teams Merge to Launch $4 Billion RIA Platform
April 22, 2026
Six wealth management firms — five of them formerly affiliated with Commonwealth Financial Network — have merged to form Kintra,...
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
Osaic Adds $500M N.H. Firm to W-2 Empowered Independence Channel
April 22, 2026
Osaic Inc. has added Pointes North Wealth Management to its empowered independence channel, the firm’s W-2 affiliation model. Led by...
Bonaventure Nontraded REIT Acquires $39.5M Virginia Beach Multifamily Asset in 721 Exchange
April 22, 2026
Bonaventure Multifamily Income Trust, a nontraded real estate investment trust sponsored by Bonaventure, has acquired Royal Pointe Apartments, a 208-unit...
ExchangeRight Triples Nontraded REIT Credit Line to $600M, Eyes Bond Market Transition
April 21, 2026
ExchangeRight Essential Income REIT has expanded its revolving credit facility from $185 million to $600 million, more than tripling its...
Bluerock Value Exchange Fully Subscribes $71M Industrial DST Portfolio
April 21, 2026
Bluerock Value Exchange, or BVEX, a national sponsor of 1031 exchange and Delaware statutory trust investment programs, announced it has...
Forum’s FORAX Interval Fund Added to Envestnet’s UMA Platform
April 21, 2026
Forum Real Estate Income Fund, or FORAX – an interval fund managed by Forum Investment Group – has been added...
SEC Charges Fund Manager and C-Suite Executives in $100M Fraud Scheme
April 21, 2026
The U.S. Securities and Exchange Commission has filed a complaint in the U.S. District Court for the Eastern District of...
JLL Income Property Trust Adds $60M Indiana Distribution Center to Industrial Portfolio
April 21, 2026
JLL Income Property Trust – a daily net asset value, perpetual life real estate investment trust managed by LaSalle Investment...
ICAN Presses Case Against Accredited Investor Wealth Test as SEC Seeks Dismissal
April 20, 2026
The U.S. Securities and Exchange Commission has filed a motion to dismiss a federal lawsuit that challenges the agency’s longstanding...
Blue Owl to Acquire Sila Realty Trust in $2.4 Billion All-Cash Deal
April 20, 2026
Sila Realty Trust Inc. (NYSE: SILA) – formerly a nontraded real estate investment trust which celebrated one year on the...
InPoint Commercial REIT Year-Over-Year NAV Falls 14.9%
April 20, 2026
InPoint Commercial Real Estate Income Inc., a commercial mortgage nontraded real estate investment trust, reported total net asset value attributable...
Agencies Propose Form PF Overhaul, Raising Small Adviser Threshold
April 20, 2026
The U.S. Securities and Exchange Commission and Commodity Futures Trading Commission have jointly proposed amendments to Form PF – the...
Blue Owl BDC Declares Q2 Capital Distribution, Bringing 2026 Shareholder Returns to 35% of NAV
April 20, 2026
Blue Owl Capital Corporation II, or OBDC II, has returned 35% of its net asset value to shareholders in the...
Madison Capital Group Fully Subscribes $13.2M Fresh Stop Texas DST
April 20, 2026
Madison Capital Group, a Charlotte-based real estate investment firm, has fully subscribed its Fresh Stop Texas DST, a Regulation D...
SREIT Meets 3% of Shareholder Redemption Requests, Secures $1.7B Freddie Mac Loan
April 17, 2026
Starwood Real Estate Income Trust capped share repurchases at its 1.5% quarterly limit in March after redemption requests exceeded available...
LRT Company Fully Subscribes $20.5M Rhode Island DST for Senior Housing Development
April 17, 2026
LRT Company, a land entitlement and ground lease finance firm and sponsor of Section 1031 exchange offerings, has fully subscribed...
Sanctuary Wealth Adds $800 Million Merrill Lynch Breakaway Team
April 17, 2026
Josh Erickson and Rob Montierth, a Walnut Creek, Calif.-based advisory team that managed $800 million in client assets at Merrill...
Ares Real Estate Income Trust Posts 45% Industrial Rent Surge, Raises $401M in Q1
April 16, 2026
Ares Real Estate Income Trust, a nontraded perpetual life real estate investment trust sponsored by Ares Real Estate, reported 45.2%...
Stanger: Closed-End Fund Market Surpasses $251 Billion in Q1 2026
April 16, 2026
Nontraded closed-end funds reached $251 billion in aggregate net asset value in the first quarter of 2026, crossing the quarter-trillion...
LPL Independent Advisor Network Adds Texas Firm With $235M in Client Assets
April 16, 2026
Financial adviser Brian Bogue has launched Texas Wealth Solutions through LPL Financial’s Independent Advisor Network, bringing approximately $235 million in...
