NAV REITs Provide Stable Returns in 2Q19
July 23, 2019
Robert A. Stanger & Company has reported that net asset value REITs posted a solid second quarter, with a 2.01...
Stephanie Adamson
Articles
AR Global’s New York City REIT Buys 60,000 SF at 196 Orchard Street for Nearly $89 Million
July 23, 2019
New York City REIT Inc., a publicly registered non-traded real estate investment trust formerly known as American Realty Capital New...
LPL Financial Recruits Former Kestra Group with $500 Million in Client Assets
July 23, 2019
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Charton Financial Group to its broker-dealer and corporate registered investment...
TD Ameritrade CEO Tim Hockey to Resign
July 23, 2019
TD Ameritrade Holding Corporation (Nasdaq: AMTD) said late Monday that its president and chief executive officer Tim Hockey will leave...
SEC Charges Atlanta Fund Adviser and Its Principal for Fraudulently Overvaluing Assets
July 22, 2019
The Securities and Exchange Commission has charged Paul Alar of Atlanta, Georgia, and his investment adviser firm, West Mountain LLC,...
ExchangeRight Adds Internal Wholesaler Scott Peterman to Sales Team
July 22, 2019
ExchangeRight, a sponsor of 1031 exchanges and other alternative direct investment offerings, has appointed Scott Peterman as vice president to...
Muinzer Adds to Opportunity Zone Holdings Ahead of OZ Fund Launch with T2 Capital
July 22, 2019
Muinzer, a vertically integrated real estate investment firm, has purchased four assets near Purdue University. The acquisitions include campus adjacent...
Advisor Group Launches Cybersecurity Program for Advisors and Clients
July 22, 2019
Advisor Group, one of the nation’s largest networks of independent wealth management firms, has introduced its CyberGuard Program, a cybersecurity...
Inland Private Launches Opportunity Zone Fund
July 19, 2019
Inland Private Capital Corporation, a sponsor of 1031 tax deferred exchanges, has launched Saint Paul Opportunity Zone LLC, an opportunity...
SEC Charges Two Oil and Gas Execs with Defrauding Retail Investors
July 19, 2019
The Securities and Exchange Commission has charged Pennsylvania resident William Milles and Canadian resident Donald Lutzko with running an oil...
Lightyear’s Wealth Enhancement Group to Acquire Another Billion Dollar RIA
July 19, 2019
Wealth Enhancement Group, an independent wealth management firm that oversees $11.8 billion in client assets, has agreed to acquire AEPG...
Pacific Oak Capital Names Chief Financial Officer
July 19, 2019
Pacific Oak Capital LLC, a sponsor of commercial real estate-focused alternative investments programs, has appointed Michael Bender as chief financial...
Blackstone REIT Increases Monthly NAV Per Share
July 18, 2019
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX),...
SEC Obtains Final Judgments Against Founders of Real Estate Crowdfunding Portal
July 18, 2019
The Securities and Exchange Commission has obtained final judgments on two co-founders of a New York-based crowdfunding portal, iFunding LLC,...
InvenTrust Buys Two Grocery-Anchored Shopping Centers for $133 Million
July 18, 2019
InvenTrust Properties Corp., a publicly registered non-traded real estate investment trust, has purchased two grocery-anchored shopping centers for a combined...
AltsWire Q&A with ADISA President Greg Mausz
July 18, 2019
AltsWire had a chance to speak with Greg Mausz, president of ADISA, who also serves as executive vice president of...
IFP Hires Former Cambridge Exec as New Chief Compliance Officer
July 18, 2019
Independent Financial Partners, an independent broker-dealer and multi-custodial registered investment advisor that split from LPL Financial earlier this year, has...
AR Capital and Schorsch to Settle SEC Charges for $60 Million
July 17, 2019
The Securities and Exchange Commission has charged AR Capital LLC, its founder Nicholas S. Schorsch, and its former CFO Brian...
Prologis to Buy Black Creek Group’s Industrial REIT in $4 Billion Deal
July 17, 2019
Black Creek Group, a Denver-based real estate investment manager and development firm, has agreed to sell its sponsored investment platform,...
Capital Square Launches First Opportunity Zone Fund
July 17, 2019
Capital Square, a sponsor of tax-advantaged real estate investments, has launched CSRA Opportunity Zone Fund I LLC, a project-specific opportunity...
