Rafael Novales

Articles

Advocates React to DOL Final Retirement Security Rule

April 24, 2024

Yesterday the U.S. Department of Labor released its final Retirement Security Rule, aka the fiduciary rule, thereby expanding the types...

ExchangeRight Fully Subscribes $89 Million DST Offering

April 24, 2024

ExchangeRight, a provider of Delaware statutory trust and non-traded real estate investment trust investment offerings, has fully subscribed its Net-Leased...

Shopoff Promotes National Accounts Director

April 24, 2024

Shopoff Realty Investments, a national manager of opportunistic real estate investments and a sponsor of private placement offerings, has promoted...

Former Merrill Lynch Adviser With More Than $800 Million in AUM Goes Independent With LPL

April 24, 2024

Financial adviser Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through affiliation with LPL Financial’s supported independence...

Guest Contributor: Why Commercial Real Estate Investors Should Consider Private Debt

April 24, 2024

When investors first hear about participating in debt, they're often put off by the verbiage. Understandably, debt has negative connotations...

BREIT Early Data Reports 4% Increase in Same Property NOI for Q1 2024

April 23, 2024

Announcing preliminary same property net operating income for the first quarter of 2024, Blackstone Real Estate Income Trust Inc. expects...

Inland Fully Subscribes Student Housing DST Near University of Notre Dame

April 23, 2024

Inland Private Capital Corporation – a real estate investment manager – has completed a $26 million+ capital raise for the private...

CNL Announces Promotion for National Sales Director, Leading Capital Raise for Alts Products

April 23, 2024

CNL Securities Corp. has promoted Gzim Muja to serve as the firm’s national sales director. Muja has spent more than...

Alternative Investment Exchange Provides Alts Technology to Colorado Broker-Dealer With $500 Million AUA

April 23, 2024

Leveraging its proprietary technology, Alternative Investment Exchange (AIX) began a partnership with Colorado Financial Service Corporation to automate alternative investing...

Directory Spotlight: CORE Pacific Advisors

April 22, 2024

Pacific Oak Strategic Opportunity REIT Urges Stockholders to Reject Comrit Offer

April 19, 2024

Pacific Oak Strategic Opportunity REIT Inc., a publicly registered non-traded real estate investment trust formerly known as KBS Strategic Opportunity...

Advocacy Groups Blast Regulatory Review Process of DOL Fiduciary Rule

April 16, 2024

The Insured Retirement Institute and 10 other organizations jointly sent a letter expressing concerns about the regulatory process for the...

iCapital Partners With Bain Capital to Provide Advisers Access to Private Credit Strategies

April 16, 2024

As the apparent appetite for private credit opportunities amongst advisers and their high-net-worth clients continues to grow, given the perceived...

SEC Charges Five RIAs for Marketing Rule Violations

April 16, 2024

The U.S. Securities and Exchange Commission announced settled charges against five registered investment advisers for Marketing Rule violations. All five...

Nuveen Global Cities REIT Declares Total NAV Decrease of 0.49%, Shares Staffing News

April 16, 2024

Nuveen Global Cities REIT Inc., a publicly registered non-traded real estate investment trust, has declared a monthly net asset value...

SEC Obtains Final Judgment Against Former RIA Executive for $1 Billion Fraud

April 16, 2024

The U.S. Securities and Exchange Commission obtained a final judgment against defendant Scott Lindell, whom the SEC previously charged with...

Diversify Advisor Network Makes Fourth ’24 Acquisition With Addition of $645 Million Delaware Team

April 15, 2024

Key Advisors Wealth Management, a Delaware-based fee-only firm with $645 million in assets under management, is joining Diversify Wealth Management and...

Skyway Capital Markets Adds External Wholesaler to Lead Northeast Sales

April 15, 2024

Skyway Capital Markets LLC recently added Ran Fuchs as senior vice president to lead sales efforts in the company’s Northeastern region.Prior to joining...