First Eagle BDC Extends Fee Waivers, Appoints Interim Chief Compliance Officer
May 2, 2025
First Eagle Private Credit Fund, a non-traded business development company, announced that its advisers – First Eagle Investment Management LLC...
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
Silver Star REIT Announces Change in Legal, Compliance Leadership
May 2, 2025
Silver Star Properties REIT Inc., a publicly registered non-traded real estate investment trust formerly known as Hartman Short Term Income...
SEC Charges Former Adviser With ‘Egregious’ Fraud in Nearly $22 Million Scheme
May 2, 2025
The U.S. Securities and Exchange Commission announced that it has charged former New York-based adviser Derek Taller with engaging in...
Summit Wealth Departs Commonwealth to Launch RIA With SEI
May 1, 2025
Financial advisory Summit Wealth Group announced that it has selected global asset manager SEI to support its transition to a...
Peachtree Group Launches Eighth Debt-Free DST Offering
May 1, 2025
Peachtree Group, a commercial real estate investment firm with a multibillion-dollar portfolio of equity and debt investments, has launched its...
Mission Wealth Secures Minority Investment From Private Equity Firm
May 1, 2025
Wealth management firm Mission Wealth has received a minority investment from Boston-based Great Hill Partners, a private equity firm specializing...
SEC Charges Investment Adviser With $2.7M Fraud Targeting Korean-American Seniors
May 1, 2025
The U.S. Securities and Exchange Commission filed charges against Jenni Yoon Jeong Lee (a/k/a Jenni Lee or Yoon Jeong Lee)...
In Light of Tariff Impacts, Cetera CIO Recommends Diversification
April 30, 2025
Cetera Financial Group shared early insights this week on the economic impact of the tariffs implemented by the Trump administration....
Stanger: Private Placement REIT Capital Formation Beginning to Pick Up Pace
April 30, 2025
In the first three months of 2025, the Stanger NAV REIT Total Return Index achieved a three-month return of 1.2%,...
Ultimus Fund Solutions Adds Experienced EVP of Fund Services
April 30, 2025
Ultimus Fund Solutions – an independent provider of fund administration services to investment advisers, fund managers, and institutional investors –...
Flat Rock Opportunity Fund Adjusts Fee Structure, Sharply Reducing Annual Expenses
April 30, 2025
Flat Rock Opportunity Fund, a closed-end interval fund investing in collateralized loan obligations, implemented important updates to its fee structure...
SEC Charges Three Texans in $91M Ponzi Scheme Affecting 200+ Investors
April 30, 2025
The U.S. Securities and Exchange Commission has charged Dallas-Fort Worth residents Kenneth W. Alexander II, Robert D. Welsh, and Caedrynn...
JLL REIT Fully Subscribes $105 Million Multifamily, Industrial DST Program
April 29, 2025
JLL Income Property Trust, a daily net asset value, non-listed real estate investment trust with approximately $6.5 billion in portfolio...
Griffin Capital Breaks Ground on OZ-Funded Project in St. Petersburg
April 29, 2025
Griffin Capital Company LLC has commenced construction on The Henry at Whitney Village, a 325-unit multifamily development in St. Petersburg,...
ExchangeRight Fully Subscribes $23.4M All-Cash DST Spanning Three States
April 29, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust investment offerings, has fully subscribed its Net-Leased All-Cash...
Fintech’s VENTURE.co Appoints Industry Vet as Chief Revenue Officer
April 29, 2025
VENTURE.co Fund Services has hired Tony Olivo as chief revenue officer. He joins VENTURE.co from Vistra (formerly Phoenix American), where...
Edward Jones to Offer Alts to High-Net-Worth Clients Through CAIS
April 29, 2025
Edward Jones is significantly expanding its investment offerings, introducing access to alternative investments for its most affluent clients enrolled in...
Qualified Opportunity Zone Funds Raise More Than $810 Million in Q1 2025
April 28, 2025
Qualified opportunity zone funds experienced a robust first quarter in 2025, attracting an additional $810 million in equity, according to...
Bridgeview Launches Sacramento Neuro-Rehab Hospital $77M DST Offering
April 28, 2025
Bridgeview Real Estate Exchange, a sponsor specializing in Delaware statutory trusts, has introduced a new $77 million investment offering designed...
Inland Securities Adds Two External Wholesalers, Promotes Another
April 28, 2025
Inland Securities Corporation, the dealer manager and placement agent for real estate investment programs offered by Inland Real Estate Investment...
