LODAS Markets Adds First Private Limited Partnerships to Marketplace
August 31, 2023
LODAS Markets, an operator of a web-based marketplace for the secondary trading of illiquid real estate and alternative investments formerly...
Rafael Novales
Articles
Former UnionBanc Advisor with $385 Million in Assets Joins LPL Financial
August 31, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Matthew Holbrook has joined LPL’s employee advisor channel,...
Montego Minerals Fully Subscribes $15.7 Million Oil & Gas Fund
August 31, 2023
Montego Minerals, an investor in oil and gas royalties and mineral rights, announced the close of its seventeenth portfolio, Permian...
Guest Contributor: The Fund Audit Off-Season: Fall planning Meeting Checklist
August 31, 2023
You’ve just received the auditor’s opinion page for your financial statements. Your financials are finally complete and distributed to investors....
KVCF Law Firm Absorbed by Williams Mullen
August 30, 2023
KVCF PLC (previously known as Kaplan Voekler Cunningham & Frank), one of the more prominent legal firms in the alternative...
CMG Partners Offer $8.50 Per Share of American Healthcare REIT Stock
August 30, 2023
The board of American Healthcare REIT Inc., a non-traded real estate investment trust focused on healthcare real estate assets, sent...
DST Farmland Launches Washington DST Offering
August 30, 2023
DST Farmland, a Delaware statutory trust sponsor focused on investment in U.S. farmland, has formally launched Central Washington Farms DST...
Crescent Grove Advisors Establishes New Alternative Investment Firm
August 30, 2023
A new alternative investment firm, Barrett Upton Capital Partners LLC, has been established to “provide high-net-worth and institutional investors with...
Ultimus Fund Solutions Appoints SVP of Business Development
August 30, 2023
Ultimus Fund Solutions, an independent provider of fund administration, accounting, and investor services, announced that Steve Scaringe was appointed as...
Capital Square Secures Construction Financing for Virginia OZ Project
August 29, 2023
Capital Square, a sponsor of tax-advantaged real estate investments and developer of multifamily communities, announced that the firm has secured...
Stratos Wealth Holdings Hires Former LPL Exec as Chief Operating Officer
August 29, 2023
Stratos Wealth Holdings, comprised of a number of registered investment advisory firms with nearly $52.9 billion in client assets under...
SEC Charges Unregistered Broker for Unlawful Sale of Securities to Retail Investors
August 29, 2023
The Securities and Exchange Commission announced charges against Blake Cathey for the unlawful sale of securities of Florida-based Accanito Equity...
Invesco REIT Reports Lower Monthly NAV Per Share
August 29, 2023
Invesco Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust, declared a portfolio update and monthly...
Ex-Merrill Lynch Advisors with $325 Million in Assets Launch Practice via LPL Financial
August 29, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Megan M. Stirrat and Tenley Y. Hardt have...
BREIT Sells 22% of Bellagio Las Vegas Equity Interests
August 28, 2023
Blackstone Real Estate Income Trust Inc. and Realty Income Corporation (NYSE: O) jointly announced that Realty Income has signed a...
Capital Square Fully Subscribes $56 Million Alabama DST Offering
August 28, 2023
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities,...
SEC Fines Wells Fargo $35 Million for Overcharging Investment Accounts
August 28, 2023
The Securities and Exchange Commission charged Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC for overcharging...
Greenbacker Acquires Colorado Solar Power Projects
August 28, 2023
Greenbacker Renewable Energy Company LLC, a climate-focused investment manager and independent power producer, announced the purchase, through a wholly owned...
Financial Firm with $85 Million in Assets Joins Berthel Fisher Companies
August 28, 2023
Berthel Fisher Companies, a Cedar Rapids, Iowa-based, full-service independent financial services firm, announced the recruitment of MP Butterworth & Associates,...
Prudential Financial Agrees to Move $50 Billion in Client Assets to LPL Financial
August 25, 2023
Prudential Financial Inc. and LPL Financial Holdings Inc. announced a “strategic relationship agreement” that will transfer all the retail and...
