Securities America Nabs $560 Million Hybrid
December 13, 2019
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added Goldstein & Associates, an...
Stephanie Adamson
Articles
Go Store It Buys Newly Constructed Self-Storage Facility in South Carolina
December 13, 2019
Go Store It, an alternative investment sponsor that focuses on self-storage properties, has purchased a newly constructed storage facility located...
Industrial Property Trust Shareholders Approve $4 Billion Deal with Prologis
December 12, 2019
Yesterday, shareholders of Industrial Property Trust, a publicly registered non-traded real estate investment trust sponsored by Black Creek Group LLC,...
ExchangeRight Adds External Wholesaler Danny Carmona to Sales Team
December 12, 2019
ExchangeRight, one of the nation’s largest sponsors of securitized 1031-exchangeable real estate investments, has hired Danny Carmona as senior vice...
Oaktree REIT Breaks Escrow, Buys $80 Million Multifamily Property
December 12, 2019
Oaktree Real Estate Income Trust Inc., a publicly registered non-traded REIT sponsored by global alternative investment manager Oaktree Capital Management...
Wentworth Buys $2.7 Billion Hybrid
December 12, 2019
Wentworth Management Services LLC, an independent broker-dealer holding company, has acquired Aurora Private Wealth, a Rockaway, New Jersey-based hybrid registered...
SEC Obtains Asset Freeze to Halt Alleged Reg D Offering Fraud
December 11, 2019
The Securities and Exchange Commission has obtained a temporary restraining order and asset freeze against a California solar panel company...
Capital Square Launches Second Opportunity Zone Fund
December 11, 2019
Capital Square, a sponsor of tax-advantaged real estate investments, has launched its second qualified opportunity zone fund, CSRA Opportunity Zone...
ExchangeRight Takes Another Multifamily DST Program Full Cycle
December 11, 2019
ExchangeRight, one of the nation’s largest sponsors of securitized 1031-exchangeable real estate investments, has brought another multifamily Delaware statutory trust...
Hatteras Sky Launches Opportunity Zone Fund to Develop SLC Mixed-Use Property
December 11, 2019
Hatteras Sky, a real estate development firm, has launched an opportunity zone fund targeting a hotel development in downtown Salt...
KBS REIT II Schedules Liquidation Vote and Provides Portfolio Update
December 10, 2019
KBS Real Estate Investment Trust II, a publicly registered non-traded REIT, has scheduled its annual meeting of the stockholders where...
NorthStar Healthcare Lowers NAV Per Share
December 10, 2019
NorthStar Healthcare Income Inc., a publicly registered, non-traded real estate investment trust, has lowered its estimated net asset value to...
IFS Securities Shuts Down
December 10, 2019
IFS Securities, a broker-dealer based in Atlanta, has shut down after requesting that FINRA and the 25 states where it...
Greenbacker to Buy Solar Portfolio, Secures $68 Million Financing with German Bank
December 10, 2019
Greenbacker Renewable Energy Company LLC, a publicly registered, non-traded limited liability company, plans to purchase a 27.7-megawatt, 14-location portfolio of...
Republican Senators Introduce Bill to Expand Opportunity Zone Reporting Requirements
December 9, 2019
A group of Republican Senators have introduced the IMPACT Act, a bill to reinstate and expand reporting requirements to determine...
New York Attorney General Files Lawsuit Against Private Equity Fund Manager
December 9, 2019
New York Attorney General Letitia James has filed a lawsuit against Laurence G. Allen and the various corporate entities he...
Securities America Launches Super OSJ With Former SA Stone Wealth Management Broker
December 9, 2019
Securities America, a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has partnered with wealth management industry veteran David...
StHealth BDC Appoints Former Florida Senator as Interim Director
December 9, 2019
The board of StHealth Capital Investment Corporation, a publicly-registered, non-traded business development company formerly known as First Capital Investment Corp,...
Priority Income Fund Selects Dealer-Manager for Follow-On Offering
December 6, 2019
Priority Income Fund Inc., a non-traded closed-end fund, has named Preferred Capital Securities LLC, a broker dealer and wholesale distributor,...
SEC Charges Longtime Broker with Defrauding Retail Investors
December 6, 2019
The Securities and Exchange Commission has charged a Connecticut investment adviser with allegedly misappropriating $560,000 from his advisory clients by...
