Rafael Novales

Articles

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...

Carter Exchange Sells Georgia Property, Delivers 32% Avg. Annual Return to Investors

July 11, 2023

Carter Exchange Fund Management Company LLC, a real estate company focused on tax-advantaged investment strategies, announced the sale of Station...

JLL Income Property Trust Reports Lower Monthly NAV Per Share, Fulfillment of All Share Repurchases

July 11, 2023

JLL Income Property Trust, a daily net asset value non-traded real estate investment trust, provided an update on its portfolio...

Comrit Launches Second Tender Offer for Shares of CNL Healthcare Properties

July 11, 2023

Comrit Investments 1 LP, a Tel Aviv-based investment fund, has launched another unsolicited tender offer to purchase shares of CNL...

SEC Charges Advisor for Defrauding Gold Star Family Members

July 11, 2023

The Securities and Exchange Commission charged former U.S. Army financial counselor Caz L. Craffy for defrauding Gold Star family members...

FINRA Expels Firm for Reg BI Violations

July 10, 2023

The Financial Industry Regulatory Authority announced that it has expelled Monmouth Capital Management for churning and excessively trading customer accounts...

RREEF Property Trust Provides Portfolio Update, Monthly NAV Per Share Decreases

July 10, 2023

RREEF Property Trust Inc., a publicly registered daily net asset value real estate investment trust advised by DWS Group, filed...

Former Kestra Financial Firm with $200 Million in Assets Joins LPL Financial

July 10, 2023

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that the family team at Sopher Financial Group has joined LPL...

ADISA Video: How to Approach Impact Investing

July 10, 2023

In an interview with ADISA board member Greg Mausz, Paulina Stannard, head of Impact at CI Private Wealth explains how...

ExchangeRight’s Essential Income REIT Becomes Publicly Reporting Company

July 7, 2023

ExchangeRight, a sponsor of diversified real estate DST and REIT investments, has announced the ExchangeRight Essential Income REIT has become...

Trilogy Real Estate Group Closes $100 Million Multifamily Fund

July 7, 2023

Trilogy Real Estate Group, a Chicago-based real estate investment and property management firm, announced that the company has completed fundraising...

Pacific Oak Strategic Opportunity REIT Secures Largest NYC Office Lease of 2023

July 7, 2023

Pacific Oak Strategic Opportunity REIT Inc., through a joint venture with Savanna, announced that it has executed a lease for...

Bluerock Total Income+ Real Estate Fund Pays $1 Billion in Total Distributions

July 7, 2023

Bluerock Total Income+ Real Estate Fund, a closed-end interval fund, announced it has paid total distributions to shareholders exceeding $1...

Invesco Real Estate Launches Non-Traded REIT

July 6, 2023

Invesco Real Estate announced the launch of Invesco Commercial Real Estate Finance Trust Inc., a private fund focused on bringing...

Former Cetera Advisors with $375 Million in Assets Join LPL Financial

July 6, 2023

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Scott Hartman and Adam Johnston have joined LPL...