JLL Income Property Trust Buys Phoenix Industrial Distribution Center
December 6, 2019
JLL Income Property Trust, an institutionally managed daily NAV real estate investment trust, has purchased the Chandler Distribution Center, a...
Stephanie Adamson
Articles
LPL Financial Recruits $550 Million Team
December 6, 2019
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Gatewood Wealth Solutions to its broker-dealer and corporate registered investment...
SEC Bars Former Securities America Broker Over $1 Billion Ponzi Scheme
December 5, 2019
The Securities and Exchange Commission has barred former Securities America broker, Ronald Roach, who recently pled guilty to participating in...
Inland Private Closes Out First Opportunity Zone Offering
December 5, 2019
Inland Private Capital Corporation, an alternative investment management firm, has fully funded its first qualified opportunity zone fund, Saint Paul...
ADISA Submits Letter to Congress Over IRS Treatment of REIT Distributions
December 5, 2019
The Alternative & Direct Investment Securities Association (ADISA), a trade group for the retail alternative investment space, has submitted a...
Belpointe’s Opportunity Zone REIT Begins Trading on the OTCQX
December 5, 2019
Belpointe REIT Inc., a Regulation A real estate investment trust that plans to invest in assets located in qualified opportunity...
Bluerock Takes Fifth DST Program Full Cycle in 2019
December 4, 2019
Bluerock Value Exchange, a sponsor of syndicated 1031 exchange offerings, has taken its fifth Delaware statutory trust program of the...
CIM REIT Closes First Tranche of Property Sale to Realty Income for $1 Billion
December 4, 2019
CIM Real Estate Finance Trust Inc. (CMFT), a publicly registered non-listed real estate investment trust formerly known as Cole Credit...
Cetera Names New Chief Executive Officer
December 4, 2019
Cetera Financial Group, a network of independent financial advisor firms, has appointed Adam Antoniades as chief executive officer and member...
Shopoff Realty Investments Expands Central Region Wholesale Team
December 4, 2019
Shopoff Realty Investments, a national manager of opportunistic and value-add real estate investments, has hired Archie Hughes and Deanna Mayer...
Massachusetts Moves Forward with State Fiduciary Standard
December 3, 2019
Massachusetts Secretary of the Commonwealth William Galvin, the state’s chief securities regulator, has signed off on new regulations that would...
Starwood REIT Expands Portfolio with $430 Million in Property Acquisitions
December 3, 2019
Starwood Real Estate Income Trust, Inc, a perpetual-life monthly NAV REIT sponsored by private investment firm Starwood Capital Group, has...
SEC Bars Former Broker for Oil and Gas Ponzi Scheme
December 3, 2019
The Securities and Exchange Commission has barred former broker, Rodney Pope, for his role in a Ponzi scheme while serving...
Capital Square 1031 Buys Texas Medical Portfolio
December 3, 2019
Capital Square 1031, a sponsor of Delaware statutory trust offerings, has purchased two newly constructed medical buildings located in Texas...
GPB Audit Committee Resigns Further Delaying Funds’ Audited Financial Release
December 2, 2019
Investors in two funds sponsored by GPB Capital, a New York-based alternative asset management firm, were informed last week that...
SEC Releases Frequently Asked Questions on Form CRS
December 2, 2019
The Securities and Exchange Commission has posted responses to frequently asked questions about Form CRS on its website and expects...
LPL Financial Recruits Former Ameriprise Team
December 2, 2019
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Canal View Financial Advisors to its broker-dealer and corporate registered...
Resource Royalty Adds 15 Oil Wells in Stack Region of Oklahoma During 3Q19
December 2, 2019
Resource Royalty LLC and its affiliated portfolio company, Meramec Rich Royalties LLC, added 15 new wells to their portfolio during...
Griffin Capital Fully Subscribes Two 1031 Exchange DST Offerings
November 27, 2019
Griffin Capital Company LLC has fully subscribed two 1031 exchange Delaware statutory trust offerings for multifamily properties located in Las...
Red Oak Capital Sells Out Latest Reg A+ Fund
November 27, 2019
Red Oak Capital Fund III, a Regulation A+ bond offering sponsored by Red Oak Capital Group, has sold out after...
