The True Life Companies Adds to Wholesaling Team
August 9, 2023
The True Life Companies, a real estate private equity firm, announced that it has added two senior professionals to its...
Rafael Novales
Articles
Former Merrill Lynch Advisors with $320 Million Under Advisement Join LPL
August 9, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor John Klein has joined LPL Financial to launch...
Pacific Oak Hires External Wholesaler for Northwest Territory
August 8, 2023
Pacific Oak Capital Markets LLC, an alternative investment distributor, announced that financial services industry veteran Jim Kenney has joined the...
Stifel Adds Three Advisory Offices Representing $670 Million of Client Assets
August 8, 2023
Stifel Financial Corp. announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors LLC, recruited three new offices with a...
Comrit Launches Second Tender Offer for Shares of Moody National REIT II
August 8, 2023
The board of Moody National REIT II Inc., a publicly registered, non-traded real estate investment trust, made a filing with...
Southern Self Storage Closes Fourth DST Offering
August 8, 2023
Southern Star Self Storage Company, a privately held real estate company specializing in DST investments, announced the closing of its...
Opportunity Zone Fund Raising Improves Quarter-Over-Quarter, But Still Sluggish
August 7, 2023
Novogradac announced that qualified opportunity funds tracked by the consulting firm reported raising $2.01 billion in equity over the first...
EQT Exeter Non-Traded REIT Declared Effective
August 7, 2023
EQT Exeter Real Estate Income Trust Inc., announced its Registration Statement on Form S-11 in connection with its initial public...
Cresset Partners Forms Joint Venture for Virgnia OZ Development
August 7, 2023
Cresset Partners, a sponsor of non-traded alternative investment funds, announced the formation of a joint venture with Level 2 Development...
EJF Capital Closes Second OZ Investment Fund
August 7, 2023
EJF Capital LLC, a global alternative asset management firm, announced the closing of its second opportunity zone investment fund, EJF...
Former Morgan Stanley Advisors with $650 Million in Assets Join LPL Financial
August 7, 2023
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have...
Blackstone Private Credit Fund Increases Distribution Rate
August 4, 2023
Blackstone Private Credit Fund, a non-traded business development company sponsored by private equity giant Blackstone (NYSE: BX), announced the increase...
RK Properties Fully Subscribes $66.6 Million DST Offering
August 4, 2023
RK Properties, a sponsor of private placements and 1031 exchange offerings, announced that they have fully subscribed its $66.64 million...
RREEF Updates Monthly NAV Per Share for July 2023
August 4, 2023
RREEF Property Trust Inc., a publicly registered daily net asset value real estate investment trust advised by DWS Group, reported...
Powell Financial Partners Joins Cetera Financial
August 4, 2023
Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that it recently acquired Powell Financial...
Red Oak Capital Holdings Relocates and Expands in the Southeast
August 4, 2023
Red Oak Capital Holdings LLC, a commercial real estate finance company and Regulation A+ sponsor, announced the relocation and expansion...
Fifth Circuit Confirms UDF Executives’ Guilt in Securities Fraud Case
August 3, 2023
The Fifth Circuit ruled this week that executives of United Development Funding were rightfully convicted on several counts of wire...
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...
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...
