Stockbridge Names Ex-UBS Colleague to VP of National Accounts Role
August 6, 2025
Real estate investment management firm Stockbridge has added Laura Spicciatie to its private wealth team as vice president, senior national account manager....
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
AHR Stock Price Reaches $40 Per Share, a Milestone for Legacy Investors
August 5, 2025
American Healthcare REIT Inc. (NYSE:AHR) finished today's trading session with its stock price closing just over $40 per share, a...
Capital Square Acquires Texas Active Adult Community for $34M DST Offering
August 5, 2025
Capital Square, a sponsor of tax-advantaged real estate investments and a developer and manager of housing communities, has announced the...
Inland Completes $128 Million Capital Raise for South Carolina Student Housing DST
August 5, 2025
Real estate investment manager Inland Real Estate Investment Corporation, or Inland Investments, has successfully closed its private investment offering, the Columbia...
SEC Orders Online Lending Platform Founder to Pay $10.6M for Defrauding Investors
August 5, 2025
The U.S. Securities and Exchange Commission has issued a cease-and-desist order against Huynh Tran Quang Duy, also known as Duy...
Sanctuary Wealth Partner Firm Adds Fort Worth Partner, Boosting Client Assets to $2.3B
August 5, 2025
Hybrid registered investment adviser Sanctuary Wealth added Fossil Rock Private Wealth to its network through partner firm mFORCE Capital (mFORCE). Fort...
LPL Financial Reports Strong Q2 With Net Income Up 12% Year-Over-Year
August 4, 2025
LPL Financial Holdings Inc. (Nasdaq:LPLA) reported a strong second quarter of 2025, with net income rising to $273.2 million, or...
Ameriprise Tapped to Manage Ex-Osaic Client’s $780M Investment Program
August 4, 2025
Ameriprise Financial Inc. (NYSE:AMP) announced that ChoiceOne Bank – a bank holding company headquartered in Sparta, Mich., with 56 branches...
ExchangeRight Fully Subscribes $33 Million Net-Leased Portfolio DST
August 4, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trusts, has fully subscribed ExchangeRight Net-Leased Portfolio 69 DST,...
King Street Capital Management Adds Managing Director to European Team
August 4, 2025
King Street Capital Management, a global alternative investment firm, has brought Michael Fuller on staff as a managing director on...
Carson Adds Penn. $353M-Asset Firm, Its 30th Wholly Owned Office
August 4, 2025
Carson Group, a wealth advisory firm with over $45 billion in assets under management, has fully acquired the Carson Wealth...
LPL Finalizes Acquisition of Commonwealth Financial Network
August 2, 2025
LPL Financial Holdings Inc. has completed the acquisition of Commonwealth Financial Network. The deal brings Commonwealth’s network of approximately 3,000...
Qualified Opportunity Zone Funds Raise More Than $1 Billion in Q2 2025
August 2, 2025
Investment in qualified opportunity zone funds, or QOFs, surpassed a billion in the second quarter of 2025, specifically $1.14 billion,...
Starwood Credit REIT, Calif. Teachers’ Retirement System Enter Into Subscription Agreement
August 2, 2025
Starwood Credit Real Estate Income Trust, a private placement real estate investment trust, and California State Teachers’ Retirement System, or...
ExchangeRight Adds Senior Vice President to Serve Four Corners Region
August 2, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trusts, recently announced the appointment of Tracy Mousner...
SEC Bars Floridian From Securities Industry Following Ponzi Scheme Conviction
August 2, 2025
The U.S. Securities and Exchange Commission has instituted public administrative proceedings against Paul Anthony LaRocco, a 61-year-old Ocala, Fla., resident,...
Montego Takes Fund Full Cycle, Delivering 350% Total Return to Investors
July 31, 2025
Montego Minerals, an investor in oil and gas royalties and mineral rights, announced the successful full-cycle exit of Montego Capital...
JLL Income Property Trust Acquires Phoenix Area Industrial Facility
July 31, 2025
JLL Income Property Trust, an institutionally managed, daily net asset value real estate investment trust with approximately $6.5 billion in portfolio equity...
SREIT Meets 4% of Each Stockholder’s Repurchase Request, Following Limitation Updates
July 31, 2025
Starwood REIT, or SREIT, a publicly registered non-traded REIT sponsored by Starwood Capital Group, announced that its total net asset...
Cohen & Steers REIT Reports $202M NAV, 5.92% YTD Return Through June
July 31, 2025
Cohen & Steers Income Opportunities REIT Inc., a non-traded net asset value real estate investment trust focused on income-generating real...
