Osaic Adds $530 Million Team from Primerica, Faces Poaching Lawsuit
October 29, 2025
Primerica Financial Services has filed a $50 million lawsuit in the U.S. District Court of Georgia, alleging that Osaic Wealth...
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
NexPoint Launches $46.3M Multifamily DST in Orlando MSA
October 29, 2025
Alternative investments firm NexPoint has launched NexPoint Oasis DST, a Delaware statutory trust offering seeking to raise approximately $46.3 million from...
Citizen Energy Ventures Debuts $20 Million Anadarko Basin Drilling Fund
October 28, 2025
Citizen Energy Ventures, a Tulsa-based affiliate of Citizen Energy, has launched a $20 million private placement offering, Citizen Energy 2025...
FS Specialty Lending Fund Completes Conversion, Aims for November Listing
October 28, 2025
FS Specialty Lending Fund – previously a non-traded business development company sponsored by Future Standard and formerly known as FS...
Florida-Based $1.6B RIA Joins Ameriprise Financial From Oppenheimer
October 28, 2025
Ameriprise Financial Inc. (NYSE: AMP) announced that The Atlantic Group, a financial advisory practice managing more than $1.6 billion in client...
ExchangeRight Fully Subscribes $38 Million All-Cash 13 DST
October 28, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust offerings, has fully subscribed its Net-Leased All-Cash...
Regan Capital Registers Its First Interval Fund With SEC
October 27, 2025
Regan Capital LLC has announced the registration of the Regan Capital Alternative Income Fund with the U.S. Securities and Exchange...
Kestra Private Wealth Services Adds Arizona RIA With $866 Million in Assets
October 27, 2025
Kestra Private Wealth Services, a registered investment adviser subsidiary of wealth management firm Kestra Financial Inc., announced the addition of...
StratCap Digital Infrastructure REIT Waives More Than $1.4M in Fees Over 13 Months
October 27, 2025
StratCap Digital Infrastructure REIT Inc. – a non-listed, publicly registered perpetual-life real estate investment trust, – announced that its adviser,...
Starwood Real Estate Income Trust Total NAV Dips 1.18% Month-Over-Month
October 27, 2025
Starwood REIT, or SREIT, a publicly registered non-traded REIT sponsored by Starwood Capital Group, announced that its total net asset...
QOF Funds Raise $436.8M in Q3 as Opportunity Zone ‘Dead Period’ Nears
October 26, 2025
Investment in qualified opportunity zone funds, or QOFs, added an additional $436.8 million in equity during the third quarter of...
VestGen Debuts Retirement Initiative With Addition of $662M Ex-Osaic RIA
October 26, 2025
Wealth management firm VestGen Wealth Partners LLC announced a strategic expansion into the retirement plan market with the launch of...
Ares Real Estate Income Trust Secures $200 Million Capital Infusion
October 26, 2025
Ares Real Estate Income Trust Inc., a non-traded perpetual life real estate investment trust sponsored by Ares Real Estate, announced...
FINRA Fines Broker-Dealer $250K for Customer Protection Rule Violations
October 26, 2025
Broker-dealer Vision Financial Markets has been censured and fined $250,000 by the Financial Industry Regulatory Authority for repeatedly failing to accurately calculate its required...
Alternative Investment Fundraising Tops $148B Year-to-Date
October 23, 2025
Alternative Investment fundraising totaled approximately $148.4 billion through September, according to investment banking firm Robert A. Stanger & Co. Public...
BREIT Projects 3% Same-Property NOI Growth Through Q3 2025
October 23, 2025
Blackstone Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust sponsored by Blackstone Inc. (NYSE: BX),...
Inland, Devon Complete Self-Storage Redevelopment in Michigan
October 23, 2025
Real estate investment manager Inland Real Estate Investment Corporation, or Inland Investments, and Devon Self Storage – both of which...
LPL Adds $280M Alabama Firm, Formerly With Raymond James
October 23, 2025
Shawn Gentle of Gentle Family Wealth Partners has joined LPL Financial’s broker-dealer and registered investment adviser platform. He reported serving...
Keith Lampi Departs Inland After Nearly 25 Years; Ella Neyland, Denise Kramer Step Into Leadership Roles
October 22, 2025
After nearly a quarter century with The Inland Real Estate Group of Companies, Keith Lampi has stepped down from his...
Invesco Real Estate Appoints Charlie Rose as CEO of Commercial REIT
October 22, 2025
Invesco Real Estate has named Chase Bolding as head of North America for Invesco Real Estate. Charlie Rose, global head...
