Triad Recruits Hybrid RIA from Spire Securities
May 23, 2019
Triad Advisors LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Argent Bridge Advisors,...
Stephanie Adamson
Articles
SEC Bars Four Unregistered Brokers that Sold Woodbridge Securities
May 22, 2019
The Securities and Exchange Commission has barred Claude Mosley, Andrew Costa, Randy Rondberg, and Marcus Bray, four unregistered brokers that...
Black Creek Industrial REIT IV to Buy Dallas Industrial Portfolio for $115 Million
May 22, 2019
Black Creek Industrial REIT IV Inc., a publicly registered non-traded real estate investment trust, has agreed to purchase a five-building...
Dakota Wealth Management Reaches $1 Billion AUM with Latest Acquisition
May 22, 2019
Dakota Wealth Management, an independent investment management firm managing $1 billion in client assets, has agreed to acquire Springside Partners,...
Rockefeller Foundation Launches Opportunity Zone Building Initiative
May 22, 2019
The Rockefeller Foundation, a private philanthropy foundation established by the Rockefeller family, has launched an initiative to help U.S. cities...
Catalyst Launches First Real Estate Opportunity Zone Fund
May 21, 2019
Catalyst, a private equity firm, has launched its first real estate opportunity zone fund and plans to raise $150 million...
Waypoint Residential Names New Chief Operating Officer
May 21, 2019
Waypoint Residential LLC, a vertically integrated real estate investment management firm and sponsor of private placement offerings, has hired Andrew...
Phoenix American Financial Services Hires Sales Director
May 21, 2019
Phoenix American Financial Services Inc., a provider of fund administration, fund accounting and transfer agent services for the alternative investment...
KKR and Western Natural Resources Partner to Pursue O&G Investments in Williston Basin
May 21, 2019
KKR, a global investment firm, and Western Natural Resources LLC, have partnered to purchase producing and undeveloped oil and gas...
Blackstone REIT Increases Monthly NAV Per Share
May 20, 2019
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX),...
Hartman REIT Boards Give Update on Merger Progress
May 20, 2019
The boards of three Hartman real estate investment trusts reaffirmed that their merger, announced nearly two years ago, is progressing...
Phillips Edison Buys Grocery-Anchored Center in Chicago Metro
May 20, 2019
Phillips Edison & Company Inc. (PECO), an internally-managed real estate investment trust that invests in grocery-anchored shopping centers, has purchased...
Strategic Storage Growth Trust II Completes Second Acquisition
May 20, 2019
Strategic Storage Growth Trust II Inc., a private real estate investment trust sponsored by SmartStop Asset Management, has purchased a...
Goldman Sachs to Buy United Capital for $750 Million
May 17, 2019
The Goldman Sachs Group Inc. (NYSE: GS) has agreed to acquire United Capital Financial Partners Inc., a registered investment advisor...
LPL Financial Recruits Fee-Only Advisor with $1.1 Billion in Client Assets
May 17, 2019
LPL Financial LLC, a retail investment advisory firm and independent broker-dealer, has recruited financial advisor Peter Heilbron to its corporate...
Marcus Investments to Launch First Retail Real Estate Fund
May 17, 2019
Marcus Investments, a Midwest-based investment firm, will launch its first real estate fund, Marcus RE Fund I LP, that will...
Black Creek Industrial REIT IV to Buy Las Vegas Industrial Portfolio
May 17, 2019
Black Creek Industrial REIT IV Inc., a publicly registered non-traded real estate investment trust, has agreed to purchase a portfolio...
CNL Healthcare Sells Medical Portfolio to Welltower for Nearly $1.3 Billion
May 16, 2019
CNL Healthcare Properties Inc., a publicly registered non-traded real estate investment trust, has sold a portfolio of 55 Class A...
Virtua Capital Management Hires Two Industry Veterans as VPs of Strategic Relationships
May 16, 2019
Virtua Capital Management, the capital formation arm of private equity real estate investment manager Virtua Partners, has hired Michele Drummond...
Capital Square 1031 Expands Sales Team with Two New Regional Vice Presidents
May 16, 2019
Capital Square 1031, a real estate investment and management firm specializing in Delaware statutory trust offerings, has expanded its sales...
