BlackRock Monticello Debt REIT Completes Initial $26.5M Retail Closing
July 11, 2025
BlackRock Monticello Debt Real Estate Investment Trust, or BlackRock Monticello Debt REIT – a private placement real estate investment trust –...
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
Fi3 Advisors Teams With Opto to Streamline Private Market Offerings
July 11, 2025
Fi3 Advisors – an independent, fee-only registered investment adviser and multifamily office serving high-net-worth individuals and families – has announced...
Empire Group Recapitalizes Three BTR Communities Across Phoenix Metro
July 11, 2025
Empire Group of Companies, a commercial developer and a sponsor of private placement funds, has recapitalized three of its single-family...
SmartStop Taps Orchard Securities for Retail Distribution
July 10, 2025
SmartStop REIT Advisors LLC, or SRA, an affiliate of SmartStop Self Storage REIT Inc. (NYSE:SMA) – an internally managed real...
Senators Introduce Legislation to Standardize Independent Contractor Classification
July 10, 2025
Three U.S. senators have introduced a package of four bills aimed at modifying federal labor law and creating a national...
iCapital to Allocate $820M Capital Raise to Acquisitions, Tech Enhancements
July 10, 2025
Global fintech platform iCapital has raised over $820 million with the completion of its latest financing round bringing the company’s...
Carson Continues Rocky Mountain Expansion With Acquisition of $608M Wealth Advisory
July 10, 2025
Carson Group announced the acquisition of Aveo Capital, a wealth advisory firm based in Englewood, Colo. The firm manages approximately $608...
Peachtree Introduces $35.5M DST Opportunity in Phoenix Submarket
July 9, 2025
Peachtree Group, a commercial real estate investment firm with a multibillion-dollar portfolio of equity and debt investments, has launched its...
ExchangeRight Essential Income REIT Launches ER Share Subclasses
July 9, 2025
ExchangeRight Essential Income REIT, a non-traded real estate investment trust sponsored by ExchangeRight and focused on net-leased properties operating in...
Private Wealth Adviser With $580M Assets Leaves Bank Channel for Sanctuary Wealth
July 9, 2025
Sanctuary Wealth has added Velorum Wealth Management to its expanding network of partner firms. Previously with Bank of Montreal Private Wealth, founder and...
MacKenzie Announces 1-for-10 Reverse Stock Split to Maintain Nasdaq Listing
July 9, 2025
MacKenzie Realty Capital Inc. (Nasdaq:MKZR) announced that its board of directors approved a 1-for-10 reverse stock split. The decision is primarily aimed...
Madison Capital Group Holdings Promotes Christine Russo to COO
July 9, 2025
Madison Capital Group Holdings – a developer and operator of suburban multifamily communities, self-storage, alternative storage, commercial, and marinas –...
Bluerock Total Income+ Real Estate Fund to Go Public, Pending Shareholder Vote
July 8, 2025
Bluerock has proposed a shareholder liquidity event for its flagship real estate fund, the Bluerock Total Income+ Real Estate Fund,...
ADISA Appoints Jade Miller as First Chief Executive Officer
July 8, 2025
The Alternative & Direct Investment Securities Association, known more commonly as ADISA, announced that Jade Miller has been appointed chief executive...
Merrill Lynch Ordered to Pay $3.6M Over Alts Feeder Funds’ ‘Layers of Fees’
July 8, 2025
The Financial Industry Regulatory Authority announced that an arbitration panel has ordered Merrill Lynch to pay nearly $3.6 million to...
Former Lincoln Financial VP Becomes Community Leader at Cetera
July 8, 2025
Cetera has named wealth management industry veteran Richard Vogel as the new community leader of Cetera Advisors. In this role,...
Cove Capital Acquires Asset for Dallas MSA Small Bay Industrial 91 DST Offering
July 8, 2025
Cove Capital Investments LLC has completed the purchase of a new small bay industrial asset in the Dallas metropolitan area....
Oaktree BDC Expands Borrowing Capacity, Optimizes Loan Terms
July 7, 2025
Oaktree Strategic Credit Fund, a non-traded business development company advised by Oaktree Fund Advisors, has amended and expanded its credit...
Bain Capital Private Credit Has Leadership Change, Declares Special Distribution
July 7, 2025
Jessica Yeager recently resigned from her position as vice president of non-traded business development company Bain Capital Private Credit in...
Cottonwood Hires New Head of Sales for Its Southeast Territory
July 7, 2025
CW Markets Group, a branch office of Orchard Securities – the capital markets division and wholesale distribution arm of Cottonwood...
