Osaic Expands W2 Affiliation Channel With $360 Million Team
February 10, 2025
Provider of wealth management solutions Osaic announced the addition of Florida-based Payant Wealth Management Group to its W2 employee affiliation...
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
SEC Fines Louisiana Man More Than $1.6M for Gift-Donation Scheme
February 10, 2025
The U.S. Securities and Exchange Commission announced that it has obtained a final judgment against Crystal World Holdings Inc., The...
AHR Celebrates One Year on NYSE, 145% Increase in Per Share Stock Price
February 10, 2025
The board and management team of American Healthcare REIT Inc. (NYSE: AHR) will celebrate the one-year anniversary of the company’s...
Non-Traded BDCs Near $100 Billion NAV as Fundraising Hits Record $35 Billion in 2024
February 9, 2025
Non-traded business development companies saw a 55.6% year-over-year rise in aggregate net asset value and a 10% increase quarter-over-quarter, closing...
Debt Investments Continue to Drive Forum Real Estate Income Fund’s Performance
February 9, 2025
Forum Investment Group announced the 2024 performance of Forum Real Estate Income Fund, delivering a 13.36% and 13.26% annualized net...
Sanctuary Wealth Adds Minneapolis-Based NewSpring Wealth Partners From UBS
February 9, 2025
Independent broker-dealer Sanctuary Wealth recently added NewSpring Wealth Partners to its growing network. Founded by wealth adviser Kristin Larson, CFP, CPWA,...
Inland Raises $126 Million for University of Tennessee, Clemson Student-Housing DSTs
February 6, 2025
Real estate investment manager Inland Real Estate Investment Corporation has completed more than $125 million in capital raised for two...
CAI Investments Completes $22.3M Capital Raise for Second Manufacturing Essential Asset DST
February 5, 2025
Real estate development company CAI Investments has completed the $22.28 million capital raise for Manufacturing Essential Asset II, DST, i.e.,...
CNL Healthcare Properties REIT Urges Stockholders to Reject Third-Party Tender Offer
February 5, 2025
The board of directors of CNL Healthcare Properties Inc., a non-traded real estate investment trust focused on senior housing, recommended...
Apollo Encourages Advisers to Increase Use of Alts Via Launch of Interactive Tool
February 5, 2025
Apollo (NYSE: APO) has launched Apollo Allocation Pro – a tool designed to provide financial advisers with an intuitive, hands-on...
Cetera Wealth Partners Adds N.Y.-Based Team With $250 Million in AUA
February 5, 2025
Financial adviser Cetera Financial Group announced that Corporate Plans Retirement Strategies LLC has joined Cetera Wealth Partners. The group, founded...
JLL Income Property Trust Fully Subscribes $104 Million Diversified DST
February 4, 2025
JLL Income Property Trust – a daily net asset value, non-listed real estate investment trust with approximately $6.6 billion in...
Commonwealth Adds $320 Million-Asset Firm, Formerly With Cambridge
February 4, 2025
Registered investment adviser Commonwealth Financial Network added Schneider Wealth Strategies to its network of independent advisers. Formerly with Cambridge Investment...
In a FINRA First, Apex Clearing Fined $3.2M for Violating Fully Paid Securities Lending Program
February 4, 2025
The Financial Industry Regulatory Authority has fined Apex Clearing Corporation, a Dallas-based clearing firm, $3.2 million for violations related to...
Inland Purchases $101.2M Multifamily Complex in Chicago Suburb
February 4, 2025
Inland Real Estate Acquisitions LLC, the purchasing arm for various Inland-sponsored programs including Delaware statutory trusts, negotiated and closed the...
Forum Partners, Pocket Storage Close First Round of Self-Storage Platform Funding
February 4, 2025
Global real estate investment and asset management firm Forum Partners and one of its portfolio companies, Pocket Storage, recently completed...
Qualified Opportunity Funds Surpass $40 Billion Equity Mark
February 3, 2025
Qualified opportunity funds tracked by Novogradac – a certified public accounting, valuation, and consulting organization – surpassed the $40 billion...
Stanger: Private Placement REITs’ Aggregate NAV Up 15.6% in the Fourth Quarter 2024
February 3, 2025
Private placement real estate investment trusts saw their combined aggregate net asset value rise to $17.9 billion in Q4, a...
Inspired Healthcare Capital Adds External Wholesaler for Pacific Northwest Territory
February 3, 2025
Inspired Healthcare Capital, a private equity firm specializing in senior housing, recently welcomed Scott Dixon as senior vice president of...
LPL Onboards Former Osaic Team Serving $600M in Client Assets
February 3, 2025
The financial advisers at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, registered investment adviser and custodial platforms, aligned...
