Invesco REIT Reports Minor Increase in Total NAV, New Industrial Acquisition
August 22, 2024
Invesco Real Estate Income Trust Inc. – a publicly registered non-traded real estate investment trust that invests primarily in stabilized,...
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
BlueGate Boat & RV Storage Names JC Reed as Chief Operating Officer
August 22, 2024
BlueGate Boat & RV Storage, a provider of boat and RV storage solutions and an affiliate of Madison Capital Group,...
DST Fundraising Remains on Sluggish Pace Through the First Half of 2024
August 21, 2024
As of July 31, 2024, the year-to-date equity raise for Delaware statutory trust offerings, was just over $3.01 billion, inclusive...
NewStar Exchange Fully Subscribes $19.1 Million, BTR Atlanta Community DST Offering
August 21, 2024
NewStar Exchange, a sponsor of Delaware statutory trust offerings, announced that NewStar 6 Tranquil Gardens BTR, DST has been fully...
SEC Charges CEO and Convicted Felon Spouse in $56 Million Ponzi Scheme, Obtains Emergency Relief
August 21, 2024
The U.S. Securities and Exchange Commission filed an emergency action and obtained an asset freeze against Wells Real Estate Investment...
Nuveen Global Cities REIT Total NAV Inches Up
August 21, 2024
Nuveen Global Cities REIT Inc., a publicly registered non-traded real estate investment trust with nearly 500 properties that are 95%...
ElmTree Funds Announces REIT-Affiliated Early Investor Incentive Program
August 20, 2024
Private equity real estate firm ElmTree Funds announced an incentive program to benefit early investors in the firm’s recently launched ElmTree...
SmartStop Self Storage REIT Reports Mixed Results in Q2 2024, Continues Canadian Expansion
August 20, 2024
SmartStop Self Storage REIT, Inc., a self-managed and non-traded real estate investment trust focused on self-storage assets, announced its second...
Pennsylvania- and Florida-Based Teams Join NewEdge Wealth, Combine for $1.8 Billion AUM
August 20, 2024
Registered investment adviser NewEdge Wealth LLC added two advisory teams, one from Morgan Stanley and the other from Merrill Lynch....
Billionaire Carl Icahn Pays $2 Million to Settle SEC Investigation
August 19, 2024
The U.S. Securities and Exchange Commission announced charges against billionaire Carl C. Icahn and his publicly traded company, Icahn Enterprises...
Capital Square Receives Zoning Approval for Virginia Opportunity Zone Development
August 19, 2024
Capital Square – a sponsor of tax-advantaged real estate investments and an active developer and manager of multifamily communities –...
Mountain V Launches $20 Million Oil and Gas Fund
August 19, 2024
Mountain V Oil & Gas Inc., an oil and gas exploration and development company, has launched Mountain V 2024 Fund...
LPL Introduces Tech Consulting Service to Reduce Common Barriers to Technology Utilization and Effectiveness
August 19, 2024
Financial advisers have increased their use of technology in the past few years, according to recent research within the latest...
FINRA Fines NY-Based Broker-Dealer $225,000 for Anti-Money Laundering Lapses
August 19, 2024
The Financial Industry Regulatory Authority announced that it has censured and fined the full-service independent broker-dealer, American Portfolios Financial Services...
Directory Spotlight: The Private Shares Fund
August 19, 2024
LPL Lures Former Lincoln Team Who Brings $615 Million in Assets
August 16, 2024
Financial advisers Jason Walker, Vladimir Nikitenko, CFP, H. Scott Braswell, Rosty Tkachenko, and John Hydrick, CFP, have joined LPL Financial’s...
Origin Investments, CEDARst Companies Refinance Multifamily Community in Qualified Opportunity Zone
August 16, 2024
Multifamily investment sponsor Origin Investments and developer CEDARst Companies, its joint venture partner, have refinanced The Rosie multifamily community with...
Crescent Private Credit Income Corp. Shares 0.5% Decrease on Total NAV
August 16, 2024
Crescent Private Credit Income Corp., a non-traded perpetual-life business development company, had an aggregate net asset value of approximately $160.2...
Cove Capital DST Acquires Three Net Lease Properties
August 16, 2024
Cove Capital Investments LLC, an investment sponsor that specializes in providing accredited investors access to debt-free Delaware statutory trust investment...
Morgan Stanley Fined $400,000 for Trade Confirmation Disclosure Failures
August 16, 2024
The Financial Industry Regulatory Authority announced that it has censured and fined Morgan Stanley Smith Barney LLC $400,000 for inaccurate...
