Brookfield REIT Reports Lower Monthly NAV Per Share
September 22, 2023
Brookfield Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Oaktree Real Estate...
Rafael Novales
Articles
SEC Adopts Amendments to Fund Names Rule
September 21, 2023
The Securities and Exchange Commission adopted amendments to the Investment Company Act “Names Rule,” which addresses fund names that are...
Capital Square Names New Head of Southwestern Sales
September 21, 2023
Capital Square, a sponsor of tax-advantaged real estate investments and developer of multifamily communities, announced that Natalie Stephens has been...
FINRA Fines and Suspends Adviser for Improper Non-Traded REIT Sale
September 21, 2023
The Financial Industry Regulatory Authority fined and suspended Elba M. Nogueras for Regulation Best Interest violations related to a non-traded...
Industry Trade Groups Urge SEC to Withdraw Proposed AI Rule
September 21, 2023
The Securities and Exchange Commission continues to receive backlash to it proposed technology rule, “Conflicts of Interest Associated with the...
1031 Crowdfunding Acquires Two Florida Assisted Living Facilities for DST Offering
September 21, 2023
1031 Crowdfunding, an online marketplace for investors seeking 1031 exchange-qualified properties, announced the acquisition of two assisted living facilities in...
Sponsored: Eyeballs Financial LLC Rebrands as Finntalk Teaches Financial Literacy
September 21, 2023
THE PROBLEM - Worldwide only 33 percent of adults are financially literate. Around 3.5 billion people don’t understand basic financial...
Blackstone REIT Monthly NAV Per Share Up 0.9% in August
September 20, 2023
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX),...
Waveland Energy Partners Oversubscribes $100 Million Oil & Gas Fund
September 20, 2023
Waveland Energy Partners LLC, a private equity firm focused on the upstream oil and gas industry, announced that Waveland Resource...
Former Wells Fargo Advisor with $175 Million in Assets Joins LPL
September 20, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Aaron Cizon has joined LPL’s employee advisor channel,...
Belpointe OZ Development Reaches Construction Milestone
September 20, 2023
Belpointe PREP LLC (NYSE American: OZ), a publicly traded qualified opportunity fund, announced the topping-off of two luxury 10-story multifamily...
Inspired Healthcare Capital Buys $41 Million Property for DST Offering
September 20, 2023
Inspired Healthcare Capital LLC, a private equity firm specializing in senior housing investments, announced that they acquired a 122-unit senior...
Former Morgan Stanley Advisers with $1.2 Billion in Assets Join LPL Financial
September 19, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Burke Francis and Christopher Francis, who have more than 80...
Griffin Capital Breaks Ground on Multifamily Development in Tennessee Opportunity Zone
September 19, 2023
Griffin Capital Company LLC, a private real estate investment manager and sponsor of opportunity zone funds, together with their joint...
FINRA Fines and Suspends Former LPL-Affiliated Compliance Officer
September 19, 2023
The Financial Industry Regulatory Authority fined and suspended Jeffrey Kenneth Kirkpatrick, the ex-chief compliance officer for an RIA formerly affiliated...
Capital Square Surpasses $3 Billion in Fundraising
September 19, 2023
Capital Square, a sponsor of tax-advantaged real estate investments and developer of multifamily communities, announced that the firm has surpassed...
Ares REIT Reports Lower Monthly NAV Per Share
September 19, 2023
Ares Real Estate Income Trust Inc., a publicly registered net asset value-based perpetual life real estate investment trust formerly known...
Tom Berthel Steps Down from Berthel Fisher Broker-Dealers and Other Subsidiaries
September 18, 2023
The Berthel Fisher Companies, full-service independent financial services firm, announced that Tom Berthel, the firm's co-founder, has stepped down as...
Starwood REIT Fulfills 51% of August Redemption Requests; Reports Slightly Lower NAV
September 18, 2023
Starwood Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust sponsored by Starwood Capital Group, has...
Alternative Asset Managers Outshine Traditional Counterparts, Per Casey Quirk Survey
September 18, 2023
According to new research from global asset management strategy consultant Casey Quirk, a Deloitte business, alternatives asset managers had “strong...
