ExchangeRight Appoints Ex-Osaic Vet as Senior Wholesaler for Pacific Northwest
July 17, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trusts, has appointed James Sabbatini as senior vice...
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
J.P. Morgan REIT Secures Loans for Up to $1B and Completes $300M in Acquisitions
July 17, 2025
J.P. Morgan Real Estate Income Trust Inc., a non-listed perpetual life real estate investment trust, announced a series of recent...
Inland Completes Joint Venture Fund Multifamily Property in Milwaukee
July 17, 2025
Inland Real Estate Investment Corporation, or Inland Investments – a real estate investment manager with more than $16 billion in...
SEC Bars Ex-Hilltop and Merrill Lynch Broker After $2.9 Million Fraud Case
July 17, 2025
The U.S. Securities and Exchange Commission announced that it has officially barred former Hilltop Securities and Merrill Lynch broker Rajesh...
June 2025 DST Fundraising Soars to Year-High
July 16, 2025
The equity raise for Delaware statutory trust offerings in June 2025 was approximately $630.28 million, a modest 1.7% increase from...
SmartStop Affiliate Launches $64.8 Million Self-Storage DST Offering
July 16, 2025
Blue Door AM I LLC, an indirect subsidiary of Strategic Storage Growth Trust III Inc. and an affiliate of SmartStop...
Ultimus Names Managing Director to Lead Retail Alternatives Business
July 16, 2025
Ultimus Fund Solutions – an independent provider of fund administration services to investment advisers, fund managers, and institutional investors –...
LPL Highlights Private Markets Among Key Alts Strategies in Midyear Report
July 16, 2025
Wealth management firm LPL Financial LLC (Nasdaq:LPLA) released its Midyear Outlook 2025. According to the report, LPL is maintaining a...
Interval Funds Raise $15.4B Through May, a 28% Increase Year-Over-Year
July 15, 2025
Year-to-date through May 2025, interval funds raised $15.4 billion, a 28.3% increase from $12 billion in the same period of...
Madison Capital CEO Launches Hospitality-Focused Long Road Partners
July 15, 2025
Real estate and hospitality veterans Jay Levell and Ryan Hanks have launched Long Road Partners, a lifestyle and hospitality-focused investment and development firm with a...
LPL Adds $750M-Asset Waznik Heike Group, Formerly With Osaic
July 15, 2025
A team of 11 financial advisers from Waznik Heike Group have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms....
Capital Square Successfully Capitalizes BFR Community Near Phoenix
July 15, 2025
Capital Square Glendale BFR, LLC, an offering by Capital Square – a sponsor of tax-advantaged real estate investments and a...
Hamilton Point Investments Acquires Sixth Property for HPI Fund XIV
July 15, 2025
Hamilton Point Investments LLC – a real estate investment company based in Old Lyme, Conn. – announced the latest acquisition...
Waveland Closes Latest Private Fund, Raising 30% More Than Targeted
July 14, 2025
Waveland Energy Partners, a private investment sponsor with 25 years of experience in the American energy sector, announced the final...
Sealy Investment Securities Adds Wholesaler to Oversee Midwest Region
July 14, 2025
Sealy Investment Securities LLC, the managing broker-dealer of Sealy & Company-sponsored investment offerings, has added Kurt Gunderson as senior regional...
RIA Fined $1.75M for Failure to Disclose Conflicts of Interest, Overbilling
July 14, 2025
The U.S. Securities and Exchange Commission announced settled charges against American Portfolios Advisors Inc., or APA, formerly a registered investment...
Tri-Land Breaks Escrow on $10M Fund Targeting Grocery-Anchored Properties
July 14, 2025
Tri-Land Properties – a Chicago-based owner, operator, and redeveloper – has officially broken escrow on its fourth private real estate...
Stone Point Capital Closes 10th PE Fund, Exceeding $9 Billion Target by $2.5B
July 14, 2025
Private equity firm Stone Point Capital LLC has closed its 10th private equity fund, Trident X, with $11.5 billion in...
Capital Square Housing Trust Launches $40M Preferred Stock Offering
July 14, 2025
Capital Square Housing Trust, a private real estate investment trust sponsored by Capital Square, has launched a private placement offering...
Moody National REIT II Seeks Shareholder OK for Liquidation, Dissolution of Company
July 11, 2025
Stockholders of Moody National REIT II, a publicly registered non-traded real estate investment trust focused on hospitality investments, will meet...
