MacKenzie Launches Tender Offer for KBS Strategic Opportunity REIT II Shares
February 1, 2019
MacKenzie Capital Management is launching an unsolicited tender offer for Class A shares of KBS Strategic Opportunity REIT II, a...
Stephanie Adamson
Articles
Midas Names Administrator for New Opportunity Zone Fund
February 1, 2019
Midas Opportunity Zone Fund LLC, a Reg D opportunity zone fund managed by Midas Hospitality, has hired SS&C GlobeOp to...
Broadstone Names Senior Vice President of Acquisitions
February 1, 2019
Broadstone Real Estate LLC, a sponsor and manager of non-traded direct investment offerings, has hired Curtis Walker as senior vice...
Starwood Hires Former MetLife Exec to Lead New Opportunity Zone Investment Business
January 31, 2019
Starwood Capital Group, a private investment firm and sponsor of non-traded direct investment programs, has hired Anthony Balestrieri as a...
FS Investments Interval Fund Announces Leadership Changes
January 31, 2019
FS Energy Total Return Fund, an interval fund sponsored by FS Investments with a fundraising goal of $2 billion, disclosed...
LPL Financial Adds Former Summit Brokerage Firm to Platform
January 31, 2019
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Patriot Wealth Management to its broker-dealer and corporate registered investment...
IRS Reschedules Public Hearing on Opportunity Zones
January 31, 2019
The Internal Revenue Service has rescheduled its public hearing on investing in qualified opportunity zone funds after the previous meeting...
Sound West Launches Mixed-Use Opportunity Zone Development Near Seattle
January 30, 2019
Sound West Group, a Seattle-area developer and asset manager, has launched their opportunity zone project development called Marina Square, a...
Scaramucci’s SkyBridge Capital Names New Sub-Advisor for $3 Billion Opportunity Zone Fund
January 30, 2019
SkyBridge Capital, an alternative investment firm co-founded by Anthony Scaramucci, has reportedly chosen Westport Capital Partners as the new sub-advisor...
Inland Residential Pays Initial Liquidating Distribution
January 30, 2019
Inland Residential Properties Trust Inc., a publicly registered non-traded real estate investment trust, has paid shareholders an initial liquidating distribution...
SEC Charges Atlanta Investment Adviser with Defrauding a Private Fund and Its Investors
January 30, 2019
The Securities and Exchange Commission has charged an Atlanta investment adviser and an entity he controls with defrauding a private...
GPB Capital Hires In-House Communications Executive
January 29, 2019
GPB Capital Holdings LLC, a New York-based alternative asset management firm, has hired Brian Weisenberger as managing director to lead...
Lightyear-Backed Wealth Enhancement Group to Buy $500 Million Advisory Practice
January 29, 2019
Wealth Enhancement Group, an independent wealth management firm that oversees $9.6 billion in client assets, has signed a definitive agreement...
Dept. of Justice Targets Conservation Easement Sponsor
January 28, 2019
The Department of Justice filed a lawsuit in a Georgia federal court last month that seeks to shut down EcoVest,...
Waypoint to Develop Class A Multifamily Property in Indiana Opportunity Zone
January 28, 2019
Waypoint Residential LLC, a vertically integrated real estate investment management firm and sponsor of private placement offerings, plans to develop...
Sponsored: Capital Square 1031 Completes Record Sales Year with Over $250 Million in Real Estate Acquisitions and Two Full-Cycle 1031/DST Offerings
January 28, 2019
Leading sponsor of Delaware statutory trusts launched 10 offerings in 2018 and fully subscribed seven DSTs with 302 investors during...
Former Morgan Stanley Team Launches Independent RIA in New York
January 28, 2019
A team that oversaw $650 million in client assets at Morgan Stanley, has launched Opal Wealth Advisors, an independent registered...
Benefit Street Partners Realty Trust Originates $115.5 Million Loan
January 28, 2019
Benefit Street Partners Realty Trust Inc., a publicly registered non-traded real estate investment trust, provided a $115.5 million loan to...
Former Steadfast Execs Launch 3G Capital Advisors
January 25, 2019
Christopher Hilbert and R. Kyle Winning, two commercial real estate investment and financial services industry veterans, have launched boutique advisory...
CIM Launches Opportunity Zone Fund with $5 Billion Fundraising Goal
January 25, 2019
CIM Group, a commercial real estate firm that sponsors non-traded direct investment programs, has launched the CIM Opportunity Zone Fund...
