Two SmartStop REITs Complete Merger
January 25, 2019
Strategic Storage Growth Trust Inc., a non-traded real estate investment trust sponsored by SmartStop Asset Management, has completed its recently...
Stephanie Adamson
Articles
LPL Financial Adds Former Kestra Team to its RIA and IBD Platforms
January 25, 2019
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Regal Wealth Advisors to its broker-dealer and corporate registered investment...
Bernstein Joint Venture to Launch its First Opportunity Zone Fund
January 24, 2019
A joint venture between The Bernstein Companies, a real estate investment management firm, and OPZ Capital, an opportunity zone fund...
Capital Square 1031 Takes DST Offering Full-Cycle in Less than Three Years
January 24, 2019
Capital Square 1031, a real estate investment and management firm specializing in Delaware statutory trust offerings, has sold the Crossroads...
Raymond James Financial to Buy Boutique Investment Bank
January 24, 2019
Raymond James Financial Inc. (NYSE: RJF) has entered into a definitive agreement to purchase Silver Lane Advisors LLC, a boutique...
Everest Completes Tender Offer for Shares of Cole Credit Property Trust IV
January 24, 2019
Everest REIT Investors I LLC has completed its unsolicited tender offer for shares of Cole Credit Property Trust IV Inc.,...
Massachusetts Regulators Charge Royal Alliance and Rep Over Unsuitable Annuity Exchange
January 23, 2019
The Massachusetts Securities Division has charged broker-dealer Royal Alliance Associates Inc. with failing to supervise one of its brokers who...
IFP Nabs Financial Backing from Two Partners Ahead of Broker-Dealer Launch
January 23, 2019
Independent Financial Partners (IFP), a registered investment adviser and office of supervisory jurisdiction for LPL Financial, has finalized financial commitments...
Carter Multifamily Buys Second Florida Multifamily Property this Month
January 23, 2019
Carter Multifamily, the sponsor of Carter Multifamily Growth & Income Fund LLC – a private placement fund that invests in...
Participant Capital Hires Andrew Eisen as Senior Vice President
January 23, 2019
Participant Capital, an alternative investment manager for commercial and residential real estate, has added Andrew Eisen as senior vice president...
Strategic Storage Growth Trust Shareholders Approve Merger with Affiliated REIT
January 22, 2019
Shareholders of Strategic Storage Growth Trust Inc., a non-traded real estate investment trust sponsored by SmartStop Asset Management, have approved...
Resource Royalty Fully Subscribes 1031-Eligible Oil and Gas Royalty Offering
January 22, 2019
Meramec Rich Royalties LLC, a 1031 exchange-eligible oil and gas royalty offering sponsored by Resource Royalty LLC, has been fully...
Rich Uncles NNN REIT Shakes Up Board of Directors
January 22, 2019
RW Holdings NNN REIT Inc., a publicly registered non-traded real estate investment trust also known as Rich Uncles NNN REIT...
Ladenburg Thalmann Launches Advanced Planning Group
January 22, 2019
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded diversified financial services company, has launched its enterprise-level advanced planning group,...
SkyBridge and EJF Capital Part Ways on Opportunity Zone REIT
January 18, 2019
SkyBridge Capital, an alternative investment firm co-founded by Anthony Scaramucci, has reportedly split with EJF Capital, the subadvisor to its...
Capital Square 1031 Adds Two to Sales Team
January 18, 2019
Capital Square 1031, a real estate investment and management firm specializing in tax-advantaged Delaware statutory trust offerings, has hired Brad...
Black Creek Diversified Property Fund Secures $775 Million Credit Facility
January 18, 2019
The operating partnership subsidiary of Black Creek Diversified Property Fund Inc., a publicly registered NAV REIT formerly known as Dividend...
Sponsored: Inland Private Capital’s Keith Lampi Shares Outlook for 1031 Industry
January 18, 2019
President, Director and COO of Inland Private Capital Corporation talks how investor demand, product diversity and the impact of rising...
Blackstone REIT Lowers NAV Per Share
January 17, 2019
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX),...
Carter Validus Mission Critical REIT Reaches First Quarter 2019 Share Repurchase Limit
January 17, 2019
Carter Validus Mission Critical REIT Inc., a publicly registered non-traded real estate investment trust, has reached its 2 percent share...
