Cove Capital Purchases Two Southwest Properties for $12.8M Offering
June 23, 2025
Delaware statutory trust company Cove Capital Investments LLC has completed the purchase of a two-property net lease portfolio located in Arizona...
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
Bluerock Value Exchange Launches $37.8M Multifamily DST in North Carolina
June 22, 2025
Bluerock Value Exchange, a national sponsor of 1031 exchange and Delaware statutory trust investment programs, announced the launch of its...
VineBrook Externalizes Property and Asset Management, Scrapping Full-time Workforce
June 21, 2025
VineBrook Homes Trust Inc., a private real estate investment trust externally advised by an affiliate of NexPoint Advisors, announced it...
Interval Fund Watch: ABL Wealth Advisors, Russell Investments Register With SEC
June 20, 2025
The alternative investments industry continues to see the proliferation of investing opportunities, and interval funds – which have found particular...
Polen Interval Fund Broadens Strategy to Include CLOs
June 20, 2025
Global asset manager Polen Capital announced that it has amended the investment strategy of its interval fund, Polen Credit Opportunities...
Former LPL Exec Andy Kalbaugh Named President of The Wealth Consulting Group
June 19, 2025
The Wealth Consulting Group, or WCG, a hybrid registered investment adviser and wealth management platform, has named former LPL executive...
Escalent Annual Report Measures Financial Advisers’ Adoption of Alts by AUM
June 19, 2025
Amid economic volatility and uncertainty, advisers are making noticeable adjustments to their portfolio strategies—particularly in their use of alternative investments....
Silver Star Executes Triple Share Increase in Ongoing Battle With Former CEO Hartman
June 19, 2025
The ongoing battle between Silver Star Properties REIT, a publicly registered non-traded real estate investment trust formerly known as Hartman...
Red Oak Capital Provides $2.3M Refinance for Atlanta-Area Multifamily Property
June 19, 2025
Commercial real estate firm and investment sponsor Red Oak Capital Holdings LLC has closed a $2.31-million bridge loan for the...
Cohen & Steers Appoints Green Street Vet as Head of Real Estate Strategy and Research
June 18, 2025
Cohen & Steers Inc. (NYSE:CNS) has appointed Seth Laughlin as senior vice president and head of real estate strategy and...
FINRA Moves to Improve BDCs’ Access to IPOs, Broadening Investor Pool
June 18, 2025
In response to comments, the Financial Industry Regulatory Authority announced an amendment to a recent proposal, signaling a shift in...
EverMark Investment Partners Launches $425M Asset Practice With LPL Strategic Wealth
June 18, 2025
Financial advisers Matthew Sweeney, CFP, John Folsom, and Tanner Carter, CFP, have launched a new independent practice, EverMark Investment Partners through...
Walton Global Completes Phase 2 of Land Sale to D.R. Horton in Texas
June 18, 2025
Walton Global, a real estate investment and land asset management company, announced the sale of the remaining 30 acres of...
ADISA Names John Grady New Executive Director
June 18, 2025
The Alternative & Direct Investment Securities Association, known more commonly as ADISA, announced this morning that industry veteran John Grady...
Senate Finance Committee Bill Includes Win for OZs but Differs From House on SALT and QBI Provisions
June 17, 2025
The Senate Finance Committee released its portion of text for that chamber’s version of the reconciliation tax legislation that was...
Capital Square Debuts Completed OZ Development in Charleston
June 17, 2025
Capital Square, a sponsor of tax-advantaged real estate investments and a developer and manager of housing communities, announced the long...
ExchangeRight Essential Income REIT Launches Class D Shares for RIAs
June 17, 2025
ExchangeRight Essential Income REIT, a non-traded real estate investment trust sponsored by ExchangeRight and focused on net-leased properties operating in...
SEC Obtains Final Judgment Against RIA Charged With Misappropriating Client Funds
June 17, 2025
The U.S. Securities and Exchange Commission obtained final judgments against Santa Barbara, Calif.-based investment adviser, El Capitan Advisors Inc., and...
Cetera Continues Aggressive Appeal to Commonwealth Advisers
June 16, 2025
Cetera Wealth Management is intensifying its recruitment drive of Commonwealth Financial Network advisers before they transition to LPL Financial. Todd...
Bluerock Value Exchange Fully Subscribes $31.6 Million DIP IV DST
June 16, 2025
Bluerock Value Exchange, a national sponsor of 1031 exchange and Delaware statutory trust investment programs announced it has fully subscribed...
