MacKenzie Makes Another Starwood REIT Tender Offer on S Shares
February 25, 2025
MacKenzie Realty Capital Inc., a publicly registered traded real estate investment trust which began trading on the Nasdaq Capital Market...
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
Georgia Adviser Pair With $400M in Assets Joins LPL’s Linsco Channel
February 25, 2025
Financial advisers Joe Young, CFP, and Ryne Stokes, CFP, have joined LPL’s employee adviser channel, Linsco by LPL Financial, to launch...
CFP Board Offers Guidance on the Responsible Use of AI Within Financial Services
February 25, 2025
The CFP Board, a professional body for personal financial planners in the United States, has published a guide to assist...
HPA Exchange Fully Subscribes $15.4M DST Offering, a Phoenix Micro-Hospital
February 24, 2025
HPA Exchange LLC, a healthcare real estate investment sponsor created by the executive team of Healthcare Property Advisors – a...
Apollo to Acquire Bridge Investment Group in $1.5 Billion Stock Deal
February 24, 2025
Apollo (NYSE: APO) and Bridge Investment Group Holdings Inc. (NYSE: BRDG) have entered into a definitive agreement for Apollo to...
Interval Fund Changes Name to Lord Abbett Corporate Opportunities Fund
February 24, 2025
Lord Abbett Special Situations Income Fund – a diversified, closed-end management investment company that operates as an interval fund –...
SmartStop REIT Advisors Launch NAV REIT: Strategic Storage Trust X
February 23, 2025
SmartStop REIT Advisors Inc., the sponsor of SmartStop Self Storage REIT, Inc. and other storage-focused non-traded real estate investment trusts,...
Wichita-Based Trio With $900M in Assets Join LPL From Raymond James
February 23, 2025
Financial advisers Shane J. Prill, CFP, Vance E. Garwood, CFP, and Grant Garwood, CFP, have joined LPL Financial’s broker-dealer, registered...
SEC Obtains Final Judgement in $67 Million Mortgage and Ponzi Scheme
February 23, 2025
The U.S. Securities and Exchange Commission announced that the United States District Court for the Eastern District of Texas entered...
VestGen Wealth Partners Completes Buildout of C-Suite Team With Veteran Hires
February 23, 2025
New wealth management firm VestGen Wealth Partners LLC announced the completion of its executive leadership team to support its ambitious...
Gladstone Interval Fund Anticipates Initial Distribution Rates in March
February 23, 2025
Gladstone Alternative Income Fund – a non-diversified closed-end investment company operating as an interval fund and declared effective by the...
LPL Financial Launches ‘Centralized’ Alts Investment Platform
February 20, 2025
Wealth management industry behemoth LPL Financial LLC announced the launch of LPL Alts Connect, a full-service platform designed to streamline...
SEC Announces Cyber and Emerging Technologies Unit to Protect Retail Investors
February 20, 2025
The U.S. Securities and Exchange Commission announced the creation of the Cyber and Emerging Technologies Unit, or CETU, to focus...
Origin Exchange Acquires Nashville Multifamily Asset for Latest $44.5M DST Offering
February 20, 2025
Multifamily investment sponsor Origin Investments has completed its second acquisition as part of its Origin Exchange Delaware statutory trust investment...
Final Judgments Issued Against Recidivist, Companies in Fraud Scheme
February 20, 2025
On Dec. 23, 2024, the U.S. District Court for the Central District of California entered final consent judgments against Christopher...
Inland Acquires New Jersey Multifamily Property for $131.5 Million
February 19, 2025
Inland Real Estate Acquisitions LLC, the purchasing arm for various Inland-sponsored programs including Delaware statutory trusts, has negotiated and closed...
Aphorio Carter Purchases Pair of Kentucky Data Centers for $35 Million
February 19, 2025
Aphorio Carter Critical Infrastructure Fund LLC, a 506(c) private placement offering specializing in critical infrastructure and data center investments, announced...
U.S. Energy Completes Corporate Refinancing With $165M Loan Led by Citibank
February 19, 2025
U.S. Energy Development Corporation, a sponsor of energy-related investment programs, announced the closing of a new $165 million syndicated revolving credit facility...
FINRA Accuses Broker of Misusing Corporate Credit Card for Personal Expenses
February 19, 2025
The Financial Industry Regulatory Authority has taken disciplinary action against a former Columbia Management Investment Distributors broker for allegedly using...
JPMorgan Chase Prepares to Launch Its First Interval Fund
February 18, 2025
JPMorgan Chase filed a preliminary prospectus with the U.S. Securities and Exchange Commission for what would be the firm’s first...
