White River Energy Launches Private Capital Division
October 6, 2023
White River Energy Corp. (OTCQB: WTRV) announced that it has established White River Private Capital Management, a wholly owned subsidiary. White...
Rafael Novales
Articles
Walton Global Sells 151 Acres for Development
October 6, 2023
Walton Global, a real estate investment and land asset management company, announced the sale of Longhorn Estates, a 151-acre parcel...
RREEF Property Trust Expands New Jersey Logistics Asset in Exchange for 15-Year Lease
October 6, 2023
RREEF Property Trust Inc., a publicly registered daily net asset value real estate investment trust advised by DWS Group, announced...
JLL Income Property Trust Reports NAV Decline of at Least 1.3% in September
October 6, 2023
JLL Income Property Trust, a daily net asset value non-traded real estate investment trust, provided an update to its monthly...
Sponsored: Four Springs IP27, DST Fund Now Available on iCapital Marketplace: Advancing Financial Advisor Access to Private 1031 DST Real Estate
October 6, 2023
Four Springs TEN31 Xchange LLC, a sponsor of Delaware statutory trust programs, announced it has launched its $150 million DST...
Capital Square Acquires Land and Secures Construction Financing for Phoenix Build-for-Rent Community
October 5, 2023
Capital Square, a sponsor of tax-advantaged real estate investments and developer of multifamily communities, announced that the firm has closed...
iCapital Inks Deal to Distribute Wellington Management Alts Offerings
October 5, 2023
iCapital, the fintech platform focused on alternative investments, and Wellington Management, one of the world's largest privately-owned asset managers with $1.1...
Bonaventure Names Industry Vet to Lead Capital Markets
October 5, 2023
Bonaventure, an integrated alternative asset manager focused on the development, construction, and property management of multifamily communities in the Mid-Atlantic...
Former Morgan Stanley Rep in Hot Water with FINRA Over “Altered” Client Check
October 5, 2023
The Financial Industry Regulatory Authority enforcement division filed an official complaint against former Morgan Stanley Wealth Management representative Damian M....
Inland Launches IPC Alternative REIT; Seeks to Raise $1.25 Billion
October 4, 2023
Inland has launched a new non-traded, perpetual-life REIT, IPC Alternative Real Estate Income Trust Inc., which seeks to raise up...
Bluerock High Income Institutional Credit Fund Raises Distribution Rate to 11%
October 4, 2023
Bluerock High Income Institutional Credit Fund, an income-focused interval fund with a portfolio comprised of pools of diversified collateralized loan...
IPA Elects New Board Members and Appoints Fidelity’s Bill Duffy as Chair-Elect for 2024
October 4, 2023
The Institute for Portfolio Alternatives has elected 11 new members to its board of directors, each elected to a three-year...
FINRA Fines and Suspends Ex-Ameriprise Rep for Failure to Disclose Felony
October 4, 2023
The Financial Industry Regulatory Authority suspended and fined Jean A. St. Pierre after she failed to disclose that she had...
The Wellington Group and TrustWealth Strategies Merge; Combine $750 Million in Assets
October 4, 2023
The Wellington Group and TrustWealth Strategies announced a merger to combine their wealth management firms, creating a combined firm with...
Blackstone REIT Redemption Requests Decline for Fifth Straight Month
October 3, 2023
Blackstone Real Estate Income Trust Inc., a non-traded real estate investment trust sponsored by Blackstone Inc. (NYSE: BX), received redemption...
T. Rowe Price and Oak Hill Advisors Launch Private Credit Fund
October 3, 2023
T. Rowe Price and Oak Hill Advisors announced the launch of their joint investment offering, the T. Rowe Price OHA...
Crescent Capital Launches $2.5 Billion Non-Traded BDC
October 3, 2023
Crescent Capital Group, a global alternative credit investment firm, announced the launch of Crescent Private Credit Income Corp., a non-exchange...
Former Fifth Third Bank Firm with $1 Billion in Assets Joins LPL Financial
October 3, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Raanan Pritzker, Brian Brenneman, and Neal Foushee have...
SEC Fines 10 Firms a Combined $79 Million in Ongoing Crackdown on Private Electronic Communications
October 2, 2023
The Securities and Exchange Commission announced charges against five broker-dealers, three dually registered broker-dealers and investment advisers, and two affiliated...
Legislation to Enhance and Prolong Opportunity Zones Introduced in US House of Representatives
October 2, 2023
Last week, members of the U.S. House of Representatives introduced the Opportunity Zones Transparency, Extension, and Improvement Act, a legislation...
