Cetera Wealth Partners Adds N.Y.-Based Team With $250 Million in AUA
February 5, 2025
Financial adviser Cetera Financial Group announced that Corporate Plans Retirement Strategies LLC has joined Cetera Wealth Partners. The group, founded...
Mari Nicholson
Mari Nicholson is the managing editor of Alts Wire. 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 Alts Wire 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
JLL Income Property Trust Fully Subscribes $104 Million Diversified DST
February 4, 2025
JLL Income Property Trust – a daily net asset value, non-listed real estate investment trust with approximately $6.6 billion in...
Commonwealth Adds $320 Million-Asset Firm, Formerly With Cambridge
February 4, 2025
Registered investment adviser Commonwealth Financial Network added Schneider Wealth Strategies to its network of independent advisers. Formerly with Cambridge Investment...
In a FINRA First, Apex Clearing Fined $3.2M for Violating Fully Paid Securities Lending Program
February 4, 2025
The Financial Industry Regulatory Authority has fined Apex Clearing Corporation, a Dallas-based clearing firm, $3.2 million for violations related to...
Inland Purchases $101.2M Multifamily Complex in Chicago Suburb
February 4, 2025
Inland Real Estate Acquisitions LLC, the purchasing arm for various Inland-sponsored programs including Delaware statutory trusts, negotiated and closed the...
Forum Partners, Pocket Storage Close First Round of Self-Storage Platform Funding
February 4, 2025
Global real estate investment and asset management firm Forum Partners and one of its portfolio companies, Pocket Storage, recently completed...
Qualified Opportunity Funds Surpass $40 Billion Equity Mark
February 3, 2025
Qualified opportunity funds tracked by Novogradac – a certified public accounting, valuation, and consulting organization – surpassed the $40 billion...
Stanger: Private Placement REITs’ Aggregate NAV Up 15.6% in the Fourth Quarter 2024
February 3, 2025
Private placement real estate investment trusts saw their combined aggregate net asset value rise to $17.9 billion in Q4, a...
Inspired Healthcare Capital Adds External Wholesaler for Pacific Northwest Territory
February 3, 2025
Inspired Healthcare Capital, a private equity firm specializing in senior housing, recently welcomed Scott Dixon as senior vice president of...
LPL Onboards Former Osaic Team Serving $600M in Client Assets
February 3, 2025
The financial advisers at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, registered investment adviser and custodial platforms, aligned...
Peachtree Group Expands DST Platform, Hiring SVP to Lead Multifamily Acquisitions
February 2, 2025
Peachtree Group, a commercial real estate investment firm with a multibillion-dollar portfolio of equity and debt investments, announced the expansion...
New Inland Outlook Report Says Multifamily and Self-Storage May Benefit in 2025
February 2, 2025
Real estate investment manager Inland Real Estate Investment Corporation, a member of The Inland Real Estate Group of Companies Inc.,...
KBS REIT III Kicks Off 2025 by Extending Maturity Date on Another Loan
February 2, 2025
KBS Real Estate Investment Trust III, Inc., a publicly registered non-traded real estate investment trust, has extended the maturity date...
FINRA Fines Former IBN Rep for Unsuitable Alternative Investment Sales
February 2, 2025
The Financial Industry Regulatory Authority has suspended former IBN Financial Services representative Angelo J. Piccone for five months and fined...
Griffin Capital Hires Director of Housing Market Research
February 2, 2025
Private real estate investment manager Griffin Capital Company LLC announced the appointment of Steve Guggenmos to serve as director of housing...
NorthStar Healthcare Income REIT to Be Acquired by Welltower Affiliate in $900M Transaction
January 30, 2025
Welltower Inc. (NYSE: WELL) and NorthStar Healthcare Income Inc. – an internally managed, public, non-listed real estate investment trust that...
Pitcairn Acquires $2.5B Alts-Focused Firm and Forms New RIA
January 30, 2025
Pitcairn, a family office that has served ultra-high-net-worth families for more than a century, has announced its acquisition of Brightside...
LPL Highlights Q4 Results; Earnings Per Share Up 26% Year-Over-Year
January 30, 2025
LPL Financial Holdings Inc. highlighted results for the fourth quarter ended Dec. 31, 2024, reporting net income of $271 million, or...
SEC Committee to Continue Discussing Challenges Facing Emerging Fund Managers
January 30, 2025
In an upcoming meeting on Feb. 25, 2025, the U.S. Securities and Exchange Commission’s Small Business Capital Formation Advisory Committee will...
LPL Financial Lures $1 Billion SoCal Team From Osaic
January 29, 2025
Financial advisers John P. Schlatter, CFP, Robert Rojano, Alec Hoag, CFP, and Michael Madden, CFA, have joined LPL Financial’s broker-dealer,...
