Nuveen Launches 1031 Exchange Platform, Providing Investors With UPREIT Pathway
May 29, 2025
Real estate investment manager Nuveen has launched a 1031 real estate exchange platform – providing a potential path for property owners...
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
ExchangeRight Closes First Essential Income DST, Enabling Accelerated REIT Access
May 28, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trusts, has fully subscribed its first offering in...
JLL Income Property Trust Fully Subscribes $158M JLLX Diversified VIII, DST
May 28, 2025
JLL Income Property Trust, an institutionally managed, daily net asset value real estate investment trust with approximately $6.5 billion in...
Carson Group Fully Acquires $365 Million Sarasota-Based Advisory
May 28, 2025
Carson Group, a wealth advisory firm with more than $42 billion in assets under management, has fully acquired Carson partner...
Griffin Capital Begins Construction on OZ-Funded Multifamily Project Near Boston
May 27, 2025
Private real estate manager Griffin Capital Company LLC, together with their joint venture development partner Hanover Company, broke ground on...
Cantor Fitzgerald Transitions 50 Alts Funds to LODAS’ Transfer Agent Platform
May 27, 2025
Global financial services giant Cantor Fitzgerald has selected LODAS Markets – a web-based marketplace for the secondary trading of illiquid...
Financial Adviser With $445M in Assets Joins Linsco by LPL Financial
May 27, 2025
Financial adviser Colin Beamish, CFP, has joined LPL’s employee adviser channel, Linsco by LPL Financial, to launch Beamish Wealth Management of...
Greenwood Star Names Ex-Bluerock Exec as Managing Director of Capital Markets
May 27, 2025
Greenwood Star Holdings LLC – a vertically integrated real estate company specializing in the acquisition, management, and disposition of multifamily...
As Shareholder Meeting Looms, Silver Star REIT Reports Staffing, Performance Updates
May 27, 2025
As the court-ordered shareholder meeting approaches for Silver Star Properties REIT – a publicly registered non-traded real estate investment trust...
Alts Fundraising Surpasses $60B; Non-Traded BDCs Raise $4B for Third Consecutive Month
May 23, 2025
Alternative Investment fundraising totaled approximately $60.6 billion through April 2025, reflecting a $180 billion annual run rate. Fundraising was led...
ADISA’s Annual Market Prediction Research Shows Major Surge in Alts Revenue
May 23, 2025
Financial firms have expanded their alternative investments options by quantity, sponsor, and asset class – providing financial professionals with more...
Priority Income Fund March Redemption Requests Exceed Tender Offer Amount
May 23, 2025
Priority Income Fund, a non-traded closed-end fund, recently completed its quarterly share repurchase offer, repurchasing approximately 60% of shares tendered...
Apollo Debt Solutions BDC Reports Special Distributions, Various Lending Activities
May 23, 2025
Apollo Debt Solutions BDC – a non-traded perpetual-life business development company sponsored by affiliates of Apollo Global Management – announced...
Goldman Sachs Real Estate Finance Trust Expands Portfolio With Industrial, Multifamily Acquisitions
May 23, 2025
Goldman Sachs Real Estate Finance Trust Inc., a non-traded real estate investment trust managed by The Goldman Sachs Group, announced...
J.P. Morgan REIT Reports $4.72M in Q1 Distributions, Acquires Another Industrial Asset
May 22, 2025
J.P. Morgan Real Estate Income Trust Inc., or JPMREIT – a non-listed perpetual life real estate investment trust – declared $4.72...
SEC Charges Ex-CEO With Operating $46M Ponzi-Like Scheme Targeting Retirees
May 22, 2025
The U.S. Securities and Exchange Commission charged San Francisco Bay Area resident Kenneth Mattson, the former chief executive officer and...
LPL’s Momentum Wealth Partners Adds $850M-Asset Team From Cetera
May 22, 2025
Beacon Financial has joined LPL Financial’s broker-dealer, registered investment adviser and custodial platforms, aligning with Momentum Wealth Partners, an existing...
Dead Wrong: FINRA Fines Broker Over Undisclosed $1 Million Bequest
May 22, 2025
The Financial Industry Regulatory Authority announced that it has fined and suspended former Securities America and Osaic broker Kenneth John...
FINRA Fines David Lerner Associates and Reps More Than $1M for Unsuitable Sales
May 21, 2025
The Financial Industry Regulatory Authority announced that it has issued a series of disciplinary actions against broker-dealer David Lerner Associates...
Ex-LPL Vice President to Lead M&A, Adviser Recruitment at Caprock RIA
May 21, 2025
Caprock, a multifamily office registered investment adviser serving ultra-high-net-worth clients, announced the appointment of Frank Giuliano as the firm’s head of...
