SEC Withdraws 14 Proposed Rules, Signaling Lighter Regulatory Touch
June 16, 2025
The U.S. Securities and Exchange Commission recently announced the withdrawal of 14 proposed rulemakings issued between 2020 and 2023, indicating...
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
‘Discretionary Renters’ Driving Growth of Build-for-Rent Communities
June 16, 2025
Commercial real estate agency Walker & Dunlop recently released its 2025 built-for-rent report, titled The Growth of Built-for-Rent, which includes...
Ex-Merrill Lynch Team With $300M in Assets Moves to Ameriprise
June 16, 2025
Private wealth advisory practice Allegiant Private Wealth recently joined the independent channel of Ameriprise Financial Inc. (NYSE:AMP) from Merrill Lynch,...
Sila Realty Trust Celebrates One Year on New York Stock Exchange
June 15, 2025
Sila Realty Trust Inc. (NYSE:SILA), a net lease real estate investment trust with a focus on healthcare assets, celebrated the...
Eaton Vance Floating-Rate Opportunities Fund to Liquidate This Summer
June 14, 2025
The board for Eaton Vance Floating-Rate Opportunities Fund, a closed-end interval fund sponsored by global asset manager Eaton Vance, has...
Private Credit Firm TradeBacked Appoints Brett Frum as Director of Sales
June 13, 2025
TradeBacked, a private credit fund that provides inventory-backed liquidity to cash flow-positive businesses, announced that Brett Frum has joined as...
Hartman vREIT XXI Reports First Official NAV Update Since 2022
June 13, 2025
Hartman vREIT XXI, a non-traded real estate investment trust sponsored by Hartman Income REIT Management Inc., announced that the estimated...
Blue Owl Technology Finance Corp. Down 3.44% Following First Day on NYSE
June 12, 2025
Blue Owl Technology Finance Corp. – a business development company focused on investing in U.S. upper middle-market technology companies –...
Bluespring Acquires SilverStar, Executes LifeBridge Merger to Create $1.4B AUM Firm
June 12, 2025
Bluespring Wealth Partners – a subsidiary of Kestra Holdings and an acquirer of both independent registered investment advisers and hybrid...
Janus Henderson Highlights Asset-Backed Lending in Midyear Outlook
June 12, 2025
Global asset management group Janus Henderson Investors recently released its Investment Outlook Mid-Year 2025, offering its overall view on the...
Apollo Debt Solutions BDC Completes $496M Debt Securitization and Amends Credit Facility
June 12, 2025
Apollo Debt Solutions BDC – a non-traded perpetual-life business development company sponsored by affiliates of Apollo Global Management – announced...
FINRA Fines Rialto Markets $50K for Cybersecurity Failures
June 12, 2025
The Financial Industry Regulatory Authority announced that it has fined and censured Rialto Markets LLC for failing to maintain adequate...
Commonwealth Adds $1.5B Upstate N.Y.-Based Angelo Planning Group
June 11, 2025
Wealth management firm Commonwealth Financial Network added Rochester, N.Y.-based Angelo Planning Group, or APG, to its network of independent advisers....
First Eagle Launches Interval Fund Focused on Private, Public Credit Opportunities
June 11, 2025
First Eagle Investments has launched the First Eagle Real Estate Debt Fund, a closed-end interval fund which First Eagle is electing...
LoCorr Funds Adds Industry Veteran to National Accounts Team
June 11, 2025
Alternative investments company LoCorr Funds has hired industry veteran John A. Norris to accelerate the distribution of LoCorr investment strategies...
CAIS Expands Alts Platform Execution Capability to Interval Funds
June 11, 2025
Alternative investment platform CAIS has launched a new execution capability for ticker-traded alternative investment funds, i.e., interval funds. The feature...
Senior Living, Flex Industrial-Focused Vita Investments Launches Reg A+ Offering
June 11, 2025
Spark Fund One – a real estate investment vehicle created by Vita Investments – announced the launch of its Regulation...
SREIT Board Amends Share Repurchase Plan, Increasing Limits
June 10, 2025
The board of directors for Starwood Real Estate Income Trust, or SREIT, a publicly registered non-traded REIT sponsored by Starwood Capital...
Cetera Launches Dedicated RIA and Branches Channel Led by Jen Hanau
June 10, 2025
Offering additional pathways for financial advisers choosing to operate as an independent registered investment adviser, Cetera announced the launch of...
Carson Group Acquires $570 Million-Asset Rocky Mountain Wealth Advisory Firm
June 10, 2025
Wealth advisory firm Carson Group has acquired Wambolt & Associates, a wealth advisory firm based in Littleton, Colo. Led by founder...
