Sponsored: Healthy Demographic-Driven Demand for Medical Office Buildings
July 18, 2023
The healthcare sector continues to grow, despite economic headwinds, with medical office buildings (MOBs) making up the largest portion of...
Rafael Novales
Articles
Trilogy Acquires $85.8 Million Florida OZ Development
July 17, 2023
Trilogy Real Estate Group, a Chicago-based real estate investment and property management firm, announced the acquisition of Azalea Apartments, a...
FINRA Charges Advisor After Unsuitable Alts Recommendations
July 17, 2023
The Financial Industry Regulatory Authority barred Luke Johnson after the advisor convinced nine clients to invest millions in illiquid alternative...
Capital Square Living Assumes Management of Four Virginia Multifamily Communities
July 17, 2023
Capital Square Living, the multifamily property management subsidiary of Capital Square, announced the assumption of management of four Virginia multifamily...
Shopoff Creates Joint Venture with Urban Pacific to Develop Urban Town Homes
July 17, 2023
Shopoff Realty Investments, a manager of opportunistic and value-add real estate investments, and The Urban Pacific Group of Companies announced...
Former Northwestern Mutual Advisor with $28 Million in Assets Joins Cetera Financial
July 17, 2023
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that Jonathan Fagan has joined Cetera...
BGO Industrial REIT Acquires 9.4 Million SF Industrial Portfolio
July 14, 2023
BGO Industrial Real Estate Income Trust Inc., a non-traded REIT sponsored by global institutional investment management firm BentallGreenOak, announced that...
FINRA Bars Former Ausdal Rep Over Unreported Private Investment Transaction
July 14, 2023
The Financial Industry Regulatory Authority barred David R. Geake from associating with any FINRA member in all capacities for participating...
Walton Global Sells 60 Acres in Colorado
July 14, 2023
Walton Global, a real estate investment and land asset management company, announced the sale of 248 platted lots on a...
Former Wells Fargo Advisor with $145 Million in Assets Joins LPL Financial
July 14, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor David W. Rodgers has joined LPL Financial’s broker-dealer,...
Highlands REIT Recommends Shareholders Reject Mini-Tender Offer
July 14, 2023
MacKenzie Capital Management LP has launched an unsolicited mini-tender offer to purchase shares of Highlands REIT Inc., a publicly registered...
BGO Enters Retail Space with Launch of Non-Traded REIT
July 13, 2023
BGO Industrial Real Estate Income Trust Inc., a non-traded REIT sponsored by global institutional investment management firm BentallGreenOak, announced its...
SEC Proposes Amendments to Customer Protection Rule
July 13, 2023
The Securities and Exchange Commission announced formally proposed amendments to Rule 15c3-3 (the Customer Protection Rule) which would require certain...
ARCTRUST Hires External Wholesaler for Eastern U.S.
July 13, 2023
ARCTRUST Inc, a sponsor of non-traded real estate alternative investment offerings, announced that Jason Kling has joined the company as...
Former Raymond James Advisor Joins LPL Financial
July 13, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Bart DeLuca has joined LPL Financial’s broker-dealer and...
Merrill Lynch Fined $12 Million for Decade-Long Failure to File Suspicious Activity Reports
July 12, 2023
The Securities and Exchange Commission announced charges against Merrill Lynch, Pierce, Fenner & Smith Incorporated and its parent company BAC...
ExchangeRight REIT Completes 506(c) Conversion
July 12, 2023
ExchangeRight, a sponsor of diversified real estate DST and REIT investments, announced that ExchangeRight Essential Income REIT has converted to...
Opinion: Who Truly Benefits from SEC Whistleblowers?
July 12, 2023
On May 5, 2023, the Securities and Exchange Commission announced that it had given its largest whistleblower award ever, nearly...
Shopoff’s Latest Single-Family Rental Homes Development Begins Pre-Leasing
July 12, 2023
Shopoff Realty Investments, a manager of opportunistic and value-add real estate investments, announced that SolTerra Luxury Rental Homes, the company’s...
Former Ameriprise Advisor with $400 Million in Assets Joins LPL Financial
July 12, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Jason Johnson and 509 Wealth Management have joined...
