Osaic Adds Ex-Commonwealth Firm Managing $460M in Client Assets
September 18, 2025
Osaic Inc., a wealth management firm and independent broker-dealer, announced that Virtus Wealth Solutions – a Morgantown, W.V.-based firm with...
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
Oak Hill Securities Fined $125K for Violations in Handling Private Placements
September 18, 2025
The Financial Industry Regulatory Authority has censured and fined Oak Hills Securities Inc., a brokerage firm in Oklahoma City, for...
Walton Global Sells Florida Master Plan Acreage to Regional Healthcare System
September 18, 2025
Walton Global, a real estate and land asset management company and sponsor of private placement investments, has finalized the sale...
Red Oak Announces Full Payoff of Reg A+ Bond Offering
September 18, 2025
Red Oak Capital Holdings LLC, a provider of private capital solutions for commercial real estate, has announced the full payoff...
DST Sales Up 40% Year-Over-Year, 2025 on Pace for Best Year Since 2022
September 17, 2025
The equity raise for Delaware statutory trust offerings in August 2025 was approximately $552.6 million, more than an 8% increase...
Former UBS Team With $1.25 Billion in Assets Joins LPL Strategic Wealth
September 17, 2025
Financial advisers Jeffrey S. “Jeff” Allen, Steve N. Armaly, Brian A. Blackburn, and Michael S. Lee have launched a new independent...
DataDasher AI Rolls Out Wholesaler-Specific Platform, Expands Beyond Adviser Market
September 17, 2025
DataDasher AI, a San Francisco-based fintech firm, has introduced a new version of its AI-powered productivity platform designed specifically for...
Inland Self-Storage Fund Completes Philly Development
September 17, 2025
Real estate investment manager Inland Real Estate Investment Corporation, or Inland Investments, and Devon Self Storage – both of which...
FINRA Launches Program to Boost Crypto and Blockchain Literacy
September 17, 2025
The Financial Industry Regulatory Authority has launched the Crypto and Blockchain Education Program, an initiative designed to equip its member...
SEC Accuses Florida Radio Host of $52M Oil and Gas Securities Scheme
September 16, 2025
A Florida-based insurance agent, Charles D. Oliver, is at the center of a U.S. Securities and Exchange Commission complaint alleging...
ARCTRUST III Shuffles C-Suite, Promoting Jason Kessler and Silvia Fernandes
September 16, 2025
ARCTRUST – a fully integrated real estate company specializing in the development, acquisition and joint-venture funding of investment properties and...
Invesco Commercial Real Estate Finance Trust Total NAV Up Nearly 4.2%
September 16, 2025
Invesco Commercial Real Estate Finance Trust Inc., or INCREF, a perpetual life real estate investment trust focused on private credit...
Walton Sells 29-Acre Parcel for Data Center Build in Spotsylvania County, Va.
September 16, 2025
Walton Global, a real estate and land asset management company and sponsor of private placement investments, has completed the sale...
Peachtree Group Launches $27.85 M Industrial DST Offering in Dallas-Fort Worth
September 15, 2025
Peachtree Group, a commercial real estate investment firm with a multibillion-dollar portfolio of equity and debt investments, launched its latest...
Griffin Capital Expands Rental Housing Platform With Build-to-Rent Division
September 15, 2025
Private real estate investment manager Griffin Capital Company LLC announced the expansion of the Griffin Residential Investment Platform with the...
Cove Capital Commences Diversified DST Seeking to Raise Nearly $15.6M
September 15, 2025
Cove Capital Investments LLC has completed the purchase of a diversified portfolio in Norton, Va., and Lexington, Kent. The acquisition...
Origin Refinances N.C. Property, Generating $13.9M in Cash-Out Proceeds
September 15, 2025
Origin Investments, a multifamily real estate fund manager, has completed the $64 million refinancing of Reverie Belmont, a newly developed...
IPC Alternative REIT Total NAV Dips Half a Percent
September 15, 2025
IPC Alternative Real Estate Income Trust Inc. – a non-traded real estate investment trust sponsored by Inland – reported a...
Private Wealth Investors Drive Alts Investments to $1T Milestone, Set to Double in Five Years
September 14, 2025
The alternative investment industry is on pace to surpass $1 trillion of cumulative capital formation in the 25 years ending...
DOL Sides With Morgan Stanley in Deferred Compensation Conflict
September 14, 2025
The U.S. Department of Labor has issued a new advisory opinion siding with Morgan Stanley and ruling that the firm's...
