CenterSquare Names Longstanding Investment Heads as Co-CIOs
December 9, 2025
CenterSquare Investment Management, an independent and employee-owned asset manager, has announced the appointments of Dean Frankel, global head of real estate...
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
Monroe Capital’s $1 Billion ‘M-LEND’ BDC Declared Effective
December 8, 2025
The U.S. Securities and Exchange Commission has declared effective a non-traded business development company from Chicago-headquartered asset management firm Monroe...
Waveland Acquires Minority Working Interests in Eight-Well Permian Basin Project
December 8, 2025
Waveland Energy Partners, a private investment sponsor with 25 years of experience in the American energy sector, has acquired minority...
Madison Communities Acquires Asheville Multifamily Community for DST Offering
December 8, 2025
Madison Communities, the multifamily development affiliate of Madison Capital Group Holdings, has acquired Madison Long Shoals, an 86-unit Class A...
Wyoming Reserve Achieves FTZ Activation, Expanding Potential Tariff-Exempt Storage
December 8, 2025
The Wyoming Reserve Opportunity Zone Fund Corporation announced that the U.S. Customs and Border Protection has officially approved final activation...
Prudential Advisors Adds Former Raymond James Team With $550M-Plus Assets
December 8, 2025
Prudential Advisors, the retail arm of Prudential Financial Inc., added Premier Planning Partners, a Mishawaka, Ind., practice with more than...
DST Sales Reach $724M for November, $7.34B Year-to-Date
December 4, 2025
Delaware statutory trust investments will meet Mountain Dell Consulting’s forecast of $7.5 billion in equity raised by the end of...
iCapital Joins BNY, Nasdaq, S&P Global in $50M Investment in Blockchain Firm
December 4, 2025
Global fintech platform iCapital has joined BNY, Nasdaq, and S&P Global in a $50 million strategic investment in Digital Asset, the...
$220 Million Ex-Cetera Team Transitions to Osaic
December 4, 2025
Osaic Inc., one of the nation’s largest wealth managers and independent broker-dealers, announced that Sanders Wealth Management, an independent 50-year-old...
Callodine Group Launches Interval Fund, Takes Majority Stake in $1.4B Corrum Capital
December 4, 2025
Callodine Group has launched the Callodine Specialty Income Fund, or CALIX, a closed-end interval fund designed to provide investors with...
UBS Taps Industry Veteran Justin Frame to Lead Tucson Office
December 4, 2025
UBS Global Wealth Management announced that it has appointed, Justin Frame, current managing director and market executive for the Pacific...
Energy Investing: Favorable Policy Changes Adjust the Map, Not the Mission
December 3, 2025
Despite a favorable environment for the oil and gas sector under the Trump administration – driven in part by expanded...
NexPoint Fully Subscribes $28 Million Hospitality-Focused DST Offering
December 3, 2025
Alternative investments firm NexPoint has fully subscribed its NexPoint Lodging I DST, a $28 million Delaware statutory trust offering. Launched...
SEC Charges Shima Capital Founder in $170 Million Crypto Scheme
December 3, 2025
The U.S. Securities and Exchange Commission announced that it has charged Yida Gao, founder of Shima Capital Management LLC, with...
Quotient, TritonPoint RIAs Partner With Opto to Build Private Markets Programs
December 3, 2025
Registered investment advisers Quotient Wealth Partners and TritonPoint Wealth announced an alliance to build a series of custom private markets...
Inland Investments Completes $149M Senior Living DST Spanning Three States
December 2, 2025
Real estate investment manager Inland Real Estate Investment Corporation, or Inland Investments, announced the full subscription of National Senior Living...
ExchangeRight Fully Subscribes $22.6 Million Essential Income 3 DST
December 2, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust offerings, has fully subscribed ExchangeRight Essential Income...
Guggenheim Investments Registers BDC Targeting Middle Market Debt
December 2, 2025
Guggenheim Investments, a U.S.-based asset manager with over $249 billion in assets under management, has filed a registration statement with...
Blackstone Secures $800 Million Investment in CityCenter Las Vegas
December 1, 2025
Las Vegas’ CityCenter resort complex, owned by funds affiliated with Blackstone Real Estate (NYSE: BX), is getting an $800 million...
ADISA Announces Results of 2026 Board Elections
December 1, 2025
The Alternative & Direct Investment Securities Association, i.e., ADISA – which labels itself the nation’s largest trade association serving the...
