Accordant Investments Launches First Interval Fund
September 18, 2023
Accordant Investments LLC, a registered investment advisor, has announced the launch of its first registered interval fund, Accordant ODCE Index. Accordant...
Rafael Novales
Articles
Silver Star Properties Subsidiary Files for Chapter 11 Bankruptcy
September 15, 2023
Silver Star Properties REIT Inc., a non-traded real estate investment trust formerly known as Hartman Short Term Income Properties XX...
NewStar Exchange Acquires Atlanta Built-to-Rent Community for $19 Million DST Offering
September 15, 2023
NewStar Exchange, a sponsor of Delaware statutory trust offerings, announced the acquisition of Tranquil Gardens, a single-family built-for-rent community in...
Walton Global Acquires 94 Acres in Maryland
September 15, 2023
Walton Global, a real estate investment and land asset management company, announced its new land acquisition of 94 acres in...
Former Park Avenue Securities Advisor with $102 Million in Assets Joins Cetera
September 15, 2023
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that Anne Crabbe and her team...
1031 Crowdfunding Appoints Head of National Accounts
September 15, 2023
1031 Crowdfunding, an online marketplace for investors seeking 1031 exchange-qualified properties, has appointed Tamara Darling as its new director of...
JLL Income Property Trust Fully Subscribes $90 Million DST Offering
September 14, 2023
JLL Income Property Trust, a daily net asset value non-traded real estate investment trust with $7 billion in portfolio assets,...
Industry Groups Bash SEC’s “Continued War on Technology”
September 14, 2023
Fourteen advocacy associations representing various aspects of the financial services industry voiced their strong opposition this week to the SEC’s...
Preferred Capital Securities Names New President of Preferred Shareholder Services
September 14, 2023
Preferred Capital Securities LLC, an independent managing broker-dealer, has hired Claire McLean as chief operating officer and president of Preferred...
FINRA Bars Former Charles Schwab Rep for Stealing Social Security Funds
September 14, 2023
The Financial Industry Regulatory Authority barred Ethan Christopher Martin, a former Charles Schwab registered representative, for stealing approximately $6,981 of...
ExchangeRight Takes 33rd Offering Full-Cycle
September 13, 2023
ExchangeRight, a sponsor of diversified real estate DST and REIT investments, announced that the company brought its 33rd offering full-cycle. The...
SEC Fines YieldStreet $1.9 Million Over Disclosure Failures
September 13, 2023
The Securities and Exchange Commission announced a settled action against New York-based YieldStreet Inc. and its registered investment adviser subsidiary,...
NexPoint Makes Co-Investment in DST Offering
September 13, 2023
NexPoint announced it has made an initial investment in NexPoint Life Sciences II DST, a Delaware statutory trust, through a...
North Square Selects Ultimus as New Fund Administrator
September 13, 2023
Ultimus Fund Solutions, an independent provider of fund administration, accounting, and investor services, announced it is the newly selected fund...
LPL Financial Recruits Another Wells Fargo Advisors Team
September 13, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that father and son financial advisors Michael Climer and South Carolina...
DOL Submits New Fiduciary Rule for Review; Faces Fierce Resistance
September 12, 2023
The Department of Labor is facing strong opposition to its newly released proposal that “would amend the regulatory definition of...
Cetera to Acquire Avantax for $1.2 billion
September 12, 2023
Avantax Inc. (NASDAQ: AVTA), a tax-focused financial planning firm, and the parent company of Cetera Financial Group, one of the...
SEC Broadens Marketing Rule Crackdown; Fines Nine Firms for Violations
September 12, 2023
The Securities and Exchange Commission announced charges against nine registered investment advisers for advertising hypothetical performance to the general public...
InPoint Commercial Real Estate Income Recommends Shareholders Reject Tender Offer
September 12, 2023
The board of InPoint Commercial Real Estate Income Inc., a commercial mortgage non-traded real estate investment trust, made a filing...
Cottonwood Communities to Restate Financials; Suspends Offerings
September 11, 2023
Cottonwood Communities Inc., a publicly registered non-traded real estate investment trust focused on multifamily real estate investments, announced that they...
