LPL Adds $1B Northwestern Mutual Duo, $385M Wells Fargo Team
September 24, 2026
LPL Financial has recruited three adviser teams that together manage approximately $1.4 billion in assets, the company said. The two...
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
SEC Bars Adviser Over $509K in Undisclosed Referral Fees Tied to Failed Real Estate Fund
September 24, 2026
The U.S. Securities and Exchange Commission has barred Keith Gebert, founder of the former New Jersey advisory firm Rightbridge Private...
Alts Fundraising Hits $119B Through August as Hard Assets Pass Credit
September 23, 2026
Alternative investment fundraising totaled $119 billion through August 2026, up 14.1% from the previous month but down 13% from $137.3...
Bluerock Value Exchange Fully Subscribes $60 Million Industrial DST
September 23, 2026
Bluerock Value Exchange has fully subscribed BR Diversified Industrial Portfolio 7 DST, or DIP 7, raising $60 million in equity...
Inland’s ALT REIT Buys Two Wisconsin Self-Storage Facilities for $32.2 Million
September 23, 2026
IPC Alternative Real Estate Income Trust Inc., or ALT REIT, a nontraded real estate investment trust sponsored by Inland, has...
Olympus Property Launches $28.64M Chicago-Area Multifamily DST
September 23, 2026
Olympus Property has launched Olympus Station 250 DST, a $28.64 million equity offering backed by a newly built 166-unit Class...
CAIS Adds Seven to Advisory Council as Platform Assets Climb 55%
September 23, 2026
CAIS, an alternative investment platform for independent financial advisers, added seven members to the CAIS Advisory Council, including executives from...
SEC Charges Florida Man Over $860K Scheme Targeting Police Officers
September 23, 2026
The U.S. Securities and Exchange Commission on Sept. 23 charged a Port St. Lucie, Florida, man and his company over...
Blackstone Fully Subscribes First DST Under BXREX 1031 Exchange Program
September 22, 2026
Blackstone Real Estate has fully subscribed its first Delaware statutory trust offering, a $175.6 million deal under its Blackstone Real...
Apollo Debt Solutions BDC Q3 Redemption Requests Ease to 14.7%, Still Nearly Triple Cap
September 22, 2026
Shareholders in Apollo Debt Solutions BDC asked to redeem about 14.7% of outstanding shares in the fund's third-quarter tender offer,...
Blue Owl’s OCIC Adds $300M to Facility, Lowers Rate as Redemptions Stay Elevated
September 22, 2026
Blue Owl Credit Income Corp., known as OCIC, expanded its main revolving credit facility to $4.2 billion from $3.9 billion,...
$12B Composition Wealth Adds General Counsel/CCO, Head of Advisers
September 22, 2026
Composition Wealth, a Los Angeles-based registered investment adviser with more than $12 billion in assets, has named Gabrielle Glemann general...
Concorde-Affiliated Fortitude Grows DST Team, Extends Western Reach
September 22, 2026
Concorde Investment Services said Sept. 22 that four registered representatives have joined Fortitude Investment Group LLC, a Concorde-affiliated firm specializing...
Olympus Property Fully Subscribes $41.32M DST for Texas Multifamily Community
September 21, 2026
Olympus Property has fully subscribed Olympus Coronado DST, raising all $41.32 million of investor equity in the Delaware statutory trust,...
Sightbridge Taps StratCap’s Katie Peterson for Private Wealth Role
September 21, 2026
Sightbridge Capital Partners LLC has named Katie Peterson managing director, private wealth, adding a 14-year alternative investment distribution veteran alongside...
Invesco REIT Buys $87.2M Raleigh Retail Center as Capital Raise Accelerates
September 21, 2026
Invesco Real Estate Income Trust Inc. acquired a fully leased Raleigh, N.C., retail property for $87.2 million on Sept. 10,...
FINRA Outside-Activity Overhaul Spares Private Placement Oversight
September 21, 2026
The U.S. Securities and Exchange Commission on Sept. 15 approved a Financial Industry Regulatory Authority rule that replaces two of...
DWS-Advised RREEF Property Trust to Liquidate, Sell Seven Properties
September 18, 2026
RREEF Property Trust's board of directors has approved a plan to liquidate and dissolve the nontraded real estate investment trust,...
LaSalle Registers Nontraded REIT Targeting Commercial Real Estate Debt
September 18, 2026
JLL has filed to register a second nontraded real estate investment trust – this one aimed at commercial real estate...
Priority Income Fund Reopens Tender Offer as NAV Holds at Multiyear Low
September 18, 2026
Priority Income Fund Inc. has opened its latest round of quarterly share repurchases, offering to buy back up to 1,621,557...
