Advocacy Group Charges SEC with Withholding Docs Related to Internal Information Breaches
December 1, 2022
The New Civil Liberties Alliance, a conservative civil rights organization, filed a complaint in federal court alleging that the Securities...
Rafael Novales
Articles
Atria Taps Former LPL Managing Director to Lead Independent Channel
December 1, 2022
Atria Wealth Solutions Inc., a wealth management solutions holding company, has named former LPL Financial senior executive William P. Morrissey...
ExchangeRight Takes $45.7 Million DST Offering Full Cycle
December 1, 2022
ExchangeRight, a sponsor of securitized 1031 exchanges and other real estate offerings, announced that it has taken its 31st offering...
Sponsored: Three Strategies for Value-Add Real Estate Investing
December 1, 2022
Among commercial real estate investment strategies, value-add real estate investing has historically offered some of the highest potential for returns...
Hartman vREIT XXI Issues “Going Concern” Warning
November 30, 2022
In its recently filed quarterly report with the Securities and Exchange Commission, Hartman vREIT XXI Inc., a non-traded real estate...
Owl Rock Core Income Corp. Reports Monthly NAV Per Share
November 30, 2022
Owl Rock Core Income Corp., a non-traded business development company, has declared a net asset value per share for its...
Perigon Wealth Management Acquires $330 Million RIA and Adds Financial Advisor
November 30, 2022
Perigon Wealth Management, an independent wealth management firm with more than $4 billion in client assets under management, acquired Nauset...
Greenbacker Closes on $150 Million Credit Facility
November 30, 2022
Greenbacker Renewable Energy Company LLC, an asset manager and sponsor of investment vehicles focused on renewable energy, completed the closing...
Schorsch-Related SPAC to Liquidate
November 29, 2022
G&P Acquisition Corp. (NYSE: GAPA.U), a publicly traded special purpose acquisition company led by former non-traded REIT kingpin Nicholas Schorsch,...
Griffin Capital Adds Another Industry Vet to Sales Team
November 29, 2022
Griffin Capital Company has hired Andy Marrone to serve as a senior vice president on their “Wealth Solutions Team.” Prior to...
Blackstone Updates Monthly NAV Per Share and Total Return
November 29, 2022
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX),...
Commonwealth Adds $750 Million Minnesota RIA
November 29, 2022
Commonwealth Financial Network announced the addition of Minnesota-based Ryan Financial Group to its network of financial advisors. Formerly with Lincoln Financial...
Blackstone REIT Redemptions Soar While Equity Raise Stumbles
November 28, 2022
In 2016, private equity giant The Blackstone Group (NYSE: BX) unveiled Blackstone REIT and began the transformation of the non-traded...
Apollo’s $5 Billion Non-Traded REIT Now Effective
November 28, 2022
Apollo Realty Income Solutions Inc., a $5 billion non-traded NAV real estate investment trust sponsored by Apollo Global Management Inc.,...
Carter Multifamily Buys Alabama Apartments for $36.6 Million
November 28, 2022
Carter Multifamily, an affiliate of Carter Funds and sponsor of private placement offerings, has acquired Astoria Apartments, a 252-unit multifamily...
Invesco REIT Declares Monthly Net Asset Value Per Share and Portfolio Update
November 28, 2022
Invesco Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust, declared a portfolio update and monthly...
GWG Directors Jump Ship
November 23, 2022
GWG Holdings Inc., the bankrupt financial services firm and sponsor of non-traded bond offerings backed by life settlements, revealed late...
Labor Dept. Publishes Final ESG Rule for Retirement Investments
November 23, 2022
The U.S. Department of Labor on Tuesday published a final rule that allows plan fiduciaries to consider climate change and...
Ares Industrial REIT Updates Monthly NAV Per Share
November 23, 2022
Ares Industrial Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust managed by Ares Management Corporation...
Leitbox Sells Michigan Self-Storage Facility for $20.5 Million
November 23, 2022
Leitbox Storage Partners, a sponsor of private placement investments, sold a newly developed self-storage facility in Bloomfield Hills, Michigan for...
