Montego Minerals Launches $75 Million Offering in Permian Basin
April 3, 2025
Montego Minerals, an investor in oil and gas royalties and mineral rights, announced the opening of its fourth income and...
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
JLL Income Property Trust Acquires Chicago Area Medical Outpatient Facility for $16.3M
April 3, 2025
JLL Income Property Trust, a daily net asset value, non-listed real estate investment trust with approximately $6.6 billion in portfolio...
NewEdge Advisors Adds $1.4 Billion Florida Panhandle Team Formerly With Merrill Lynch
April 3, 2025
New Orleans-based registered investment adviser NewEdge Advisors LLC announced that Tim Krueger, Cory Fosdyck, Jerry Brown, Collin McCall and associates...
SmartStop Self Storage REIT Completes First Day on NYSE, Closes at $33.09
April 2, 2025
SmartStop Self Storage REIT, Inc., a self-managed and formerly non-traded real estate investment trust focused on self-storage assets, debuted on...
Federal Appeals Court Overturns $93M SEC Judgment Against Commonwealth
April 2, 2025
A federal appeals court has reversed a lower court's ruling that mandated Commonwealth Financial Network to pay $93 million to...
Stanger: Private Placements Are Becoming Major Force in Alts Landscape
April 2, 2025
Showcasing significant growth in the sector, private placement real estate investment trusts finished the year with an aggregate net asset...
WhiteHawk $118M Transaction Doubles Ownership Interests in Marcellus Shale Assets
April 2, 2025
Buyer WhiteHawk Energy LLC announced an acquisition, which increased its interest in its existing Marcellus Shale minerals and royalties position....
BlackRock CEO Champions Alts, Suggests 50/30/20 Portfolio Looking Ahead
April 1, 2025
In his 2025 annual letter, Larry Fink, chairman and chief executive officer of BlackRock (NYSE: BLK) – the world’s largest...
Stockbridge Partners With SUBSCRIBE to Enhance Access to Alts Products
April 1, 2025
Real estate investment management firm Stockbridge announced that it is partnering with SUBSCRIBE, an operating system for alternative investments serving...
Bluerock Value Exchange Announces $1.5 Million in Special Distributions
March 31, 2025
Bluerock Value Exchange, a national sponsor of 1031 exchange and Delaware statutory trust programs since 2005, announced multiple special distributions...
NASAA Seeks Public Comment on Latest Proposed Revisions to Non-Traded REIT Guidelines
March 31, 2025
The North American Securities Administrators Association, or NASAA, announced that it is requesting public comment on proposed amendments to its...
King Street, Lumyna Investments Launch Lumyna-King Street Credit Opportunities Fund
March 31, 2025
King Street Capital Management, a global alternative investment firm that manages more than $28 billion in assets, and Lumyna Investments,...
In Major Merger, LPL Expected to Acquire Commonwealth Financial Network
March 29, 2025
LPL Financial, the largest independent broker-dealer in the United States, has finalized a deal to acquire registered investment adviser Commonwealth...
Starboard Realty Advisors Puts Dan De Leon at Helm in Exec Leadership Reorg
March 29, 2025
Real estate investment firm Starboard Realty Advisors LLC announced changes to its executive leadership structure, designed to “enhance operational efficiency,...
Walton Global Launches $4.5M Florida Growth 1 DST Bordering Panama City
March 28, 2025
Walton Global, an Arizona-based real estate investment and land asset management company and sponsor of private placement investments, has launched...
RealSource Properties Maintains Positive Outlook Despite 10% Year-Over-Year Dip in NAV
March 28, 2025
RealSource Properties Inc., a multifamily real estate investment trust that seeks to raise $50 million, announced its latest net asset...
FINRA Bars Former LPL Rep for Unreported Private Securities Transactions
March 28, 2025
The Financial Industry Regulatory Authority announced that it has barred former LPL Financial-affiliated general securities representative Derek Lee Copeland as...
LPL Reportedly Pursuing Acquisition of Commonwealth Financial Network
March 27, 2025
LPL Financial, the largest independent broker-dealer in the United States, has reportedly held discussions to acquire Commonwealth Financial Network, according...
Caliber Makes Inaugural Purchase on Behalf of New 1031/721 Exchange Service
March 27, 2025
Caliber – a real estate investor, developer and manager, with an emphasis, historically on qualified opportunity funds – announced the...
ExchangeRight Adds Industry Vet Will Powers as National Sales Director
March 27, 2025
Will Powers has joined Pasadena, Calif.-based ExchangeRight as national sales director. Powers came to the company – a sponsor of...
