ExchangeRight Adds Industry Vet Will Powers as National Sales Director
March 27, 2025
Will Powers has joined Pasadena, Calif.-based ExchangeRight as national sales director. Powers came to the company – a sponsor of...
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
PEM Adds VP of Capital Markets, Acquires Pair of Carolina Properties
March 27, 2025
Professional Equity Management, or PEM, a multifamily real estate firm and sponsor of private placement offerings, recently appointed Matt Peoples...
Cerulli: For Advisers, Fiduciary Duty Pays Off With Long-Term Investor Satisfaction
March 27, 2025
Recent Cerulli Associates research illustrated that 70% of affluent investors believe their financial services providers are obligated to always put...
Stanger: Retail Alts on Pace to Raise $175 Billion in 2025
March 26, 2025
Alternative Investment fundraising amid illiquid and semi-liquid offerings totaled approximately $28.8 billion through February 2025, per the latest data provided...
J.P. Morgan REIT Acquires Two Sunbelt Assets for Nearly $67 Million
March 26, 2025
J.P. Morgan Real Estate Income Trust Inc., or JPMREIT – a non-listed perpetual life real estate investment trust – has...
Eastham Capital Fund V Sells Florida Asset for $22 Million
March 26, 2025
Eastham Capital, a private equity real estate firm and a sponsor of multifamily private real estate offerings, announced the $21.75...
ARCTRUST Fully Subscribes $7M Offering to Revitalize Pair of D.C. Properties
March 26, 2025
ARCTRUST Private Capital, the capital markets division of the ARCTRUST Group of Companies, announced that Project DC DuPont Circle LLC...
LPL Reports Record $1.74 Trillion in Client Assets, Fueled by Atria Acquisition and Adviser Recruitment
March 25, 2025
LPL Financial Holdings Inc. (Nasdaq: LPLA) reported record results for fiscal year 2024, led by robust asset growth, a strategic...
SmartStop Self Storage REIT Files for Underwritten IPO After 1-for-4 Reverse Stock Split
March 25, 2025
SmartStop Self Storage REIT, Inc., a self-managed and non-traded real estate investment trust focused on self-storage assets, has initiated an...
U.S. Energy Development Corp. Execs Launch Private Real Estate Investment Company
March 25, 2025
The investment leaders behind U.S. Energy Development Corporation, or USEDC, announced the launch of U.S. Property Development LLC, a private...
Merger of AlphaCore, Callan Capital to Form RIA With $6.5 Billion in Assets
March 25, 2025
Independent registered investment adviser AlphaCore Wealth Advisory announced its merger with Callan Capital, a San Diego-based wealth management firm overseeing $2.4 billion in...
ExchangeRight Fully Subscribes Five-Property, $24.78M All-Cash 9 DST
March 25, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust investment offerings, has fully subscribed its Net-Leased...
Trilogy Real Estate Group Fully Subscribes $58.5M Multifamily DST Offering Near Milwaukee
March 24, 2025
Trilogy Real Estate Group, a Chicago-based real estate investment and property management firm and a sponsor of private placement offerings,...
Hines Global Income Trust Secures $1.35 Billion Credit Facility
March 24, 2025
Hines Global Income Trust Inc., a publicly registered non-traded real estate investment trust sponsored by Hines and also known as...
FS Credit Real Estate Income Trust Appoints New CFO, Reallocates $100M to DRIP
March 24, 2025
FS Credit Real Estate Income Trust, a monthly net asset value real estate investment trust sponsored by FS Investments, has...
SEC Fines Cambridge RIA $15 Million for Nondisclosure, Breaching Fiduciary Duty
March 21, 2025
The U.S. Securities and Exchange Commission obtained a final judgment by consent against Cambridge Investment Research Advisors Inc., or CIRA,...
FINRA Launches Review to Streamline Capital Raising Process
March 20, 2025
The Financial Industry Regulatory Authority has announced a comprehensive review of its rules and regulations, with an initial focus on...
SEC Updates Marketing Rule Guidance, Easing Restrictions on Advertising Performance
March 20, 2025
The U.S. Securities and Exchange Commission released new guidance on the adviser marketing rule, specifically easing restrictions on the investment...
Another Ameriprise Team With $275 Million in Assets Heads to LPL Financial
March 20, 2025
Financial advisers Larry Hubbard, APMA; Craig Conner, CFP, APMA, ChFC, BFA; and Jade Maasch, CFP, BFA, APMA, have joined LPL...
FINRA Fines Former Wells Fargo Rep for Unauthorized Transaction Involving Client With Dementia
March 20, 2025
The Financial Industry Regulatory Authority announced that it has fined former Wells Fargo representative Jarrett Carter Thomas $7,500 for making...
