GWG Reorganization Plan Confirmed by Bankruptcy Court; All Securities Cancelled
August 3, 2023
GWG Holdings Inc., the bankrupt financial services firm and sponsor of non-traded direct investment offerings, announced that its reorganization plan...
Rafael Novales
Articles
Capital Square Fully Subscribes North Carolina DST Offering
August 3, 2023
Capital Square, a sponsor of tax-advantaged real estate investments, announced that its offering, CS1031 Ashford Townes BFR Housing, DST, has...
Starwood REIT Reports Negative Return of 3.25% through the First Half of 2023
August 3, 2023
Starwood Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust sponsored by Starwood Capital Group, provided...
Former Carson Group Advisor with $100 Million in Assets Rejoins LPL Financial
August 3, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Richard “Dick” Donahue has rejoined LPL Financial’s broker-dealer,...
JLL Income Property Trust Reports Lower Monthly NAV Per Share for July 2023
August 2, 2023
JLL Income Property Trust, a daily net asset value non-traded real estate investment trust, provided an update to its monthly...
Walton Global Launches California DST Offering
August 2, 2023
Walton Global, a real estate investment and land asset management company, announced the launch of its California Growth 1 Delaware...
StratCap Acquires $90 Million in Digital Infrastructure Assets
August 2, 2023
StratCap LLC, a privately held alternative investment management platform, announced that in the second quarter of 2023 the company acquired...
Social Media Best Practices for Advisors and Investment Managers
August 2, 2023
When you think of social media, what comes to mind? Do you think of chatting with friends? Young people dancing...
LPL Financial Up to Nearly 22,000 Advisors
August 1, 2023
LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, released its...
SEC Charges Former Cetera Rep with Defrauding Elderly Investor of $2.4 Million
August 1, 2023
The Securities and Exchange Commission announced charges against Clarice Saw, a former registered representative with Cetera Investment Advisors, for allegedly...
Carter Multifamily Acquires $57.5 Million Florida Property
August 1, 2023
Carter Multifamily, a division of Carter Funds focused on acquiring and managing value-add multifamily real estate, has purchased Mode at...
Cove Capital Adds Texas Asset to Debt-Free Opportunistic Fund
August 1, 2023
Cove Capital Investments LLC, a private equity real estate firm and Delaware statutory trust sponsor company announced it has purchased...
Blackstone REIT Reports 1.8% Return During Second Quarter
July 31, 2023
Blackstone Real Estate Income Trust Inc., a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE:...
Capital Square Launches LLC Offering to Fund Development of Phoenix Single-Family Build-For-Rent Community
July 31, 2023
Capital Square a sponsor of tax-advantaged real estate investments, announced the launch of Capital Square Glendale BFR, LLC.The limited liability...
FINRA Censures and Fines Concorde Investment Services Over Improper Private Placement Sales
July 31, 2023
The Financial Industry Regulatory Authority has censured and fined Concorde Investment Services LLC, a FINRA member since August 2010.The firm,...
Sponsored: Pricing Strategies for Retail Oriented Interval Funds
July 31, 2023
In an increasingly competitive capital raising environment, asset managers need to differentiate themselves by developing investment strategies that add true...
DST Fundraising on Track to Raise $5 Billion in 2023
July 28, 2023
Fundraising for Delaware statutory trust offerings, typically used to facilitate securitized 1031 exchanges, totaled just over $2.5 billion for the...
ExchangeRight Fully Subscribes $98.3 Million DST Offering
July 28, 2023
ExchangeRight, a sponsor of diversified real estate DST and REIT investments, has announced that it has fully subscribed its Net-Leased...
SEC Charges Florida Man with Operating $35 Million Ponzi Scheme that Targeted Church Members
July 28, 2023
The Securities and Exchange Commission charged Brent Seaman of Naples, Florida and various entities he managed with fraudulently raising approximately...
Walton Global Acquires 124 Acres in North Carolina
July 28, 2023
Walton Global, a real estate investment and land asset management company, announced its new land acquisition of 124 acres in...
