Industry Groups Urge Fifth Circuit to Dissolve DOL Fiduciary Rule
June 7, 2018
The American Council of Life Insurers and the National Association of Insurance and Financial Advisors sent a letter to the...
Stephanie Adamson
Articles
OppenheimerFunds and The Carlyle Group Launch $1 Billion Interval Fund
June 7, 2018
A joint venture between OppenheimerFunds and The Carlyle Group have launched the OFI Carlyle Private Credit Fund, a $1 billion...
Steadfast Apartment REIT III Buys Virginia Multifamily Property
June 7, 2018
Steadfast Apartment REIT III Inc., a publicly registered non-traded real estate investment trust, has purchased Cottage Trails at Culpepper Landing,...
SEC Charges Equipment Leasing Company and its Founder in Alleged $80 Million Fraud
June 7, 2018
The Securities and Exchange Commission has charged an equipment leasing company and its founder with defrauding investors in connection with...
Griffin Capital Securities Promotes Multiple Members of its Sales Team
June 6, 2018
Griffin Capital Securities LLC, the wholesale broker-dealer subsidiary of Griffin Capital Company, has promoted a number of its sales professionals,...
$1.7 Billion Hybrid Leaves LPL for PCS
June 6, 2018
RFG Advisory, a hybrid registered investment advisor, has selected Private Client Services as its new broker-dealer. According to their leadership...
InvenTrust Buys Whole Foods-Anchored Property Near Atlanta
June 6, 2018
InvenTrust Properties Corp., a publicly registered non-traded real estate investment trust, has purchased the Kennesaw Marketplace, a new 114,000-square-foot retail...
MacKenzie Affiliate Launches Tender Offer for Presidio Property Trust Shares
June 6, 2018
SCM Special Fund 3 LP, an affiliate of Mackenzie Capital Management, has launched an unsolicited tender offer for 1.6 million...
Public REIT Gladstone Launches $150 Million Public Preferred Stock Offering
June 5, 2018
Gladstone Land Corporation (NASDAQ: LAND), a publicly-traded real estate investment trust, has filed for a continuous public offering of up...
Summit: Non-Traded BDCs Raise $112 Million During First Quarter of 2018
June 5, 2018
Non-traded business development companies had a record low raise with $112 million during the first quarter of 2018, which is...
EP Wealth Advisors Acquires $400 Million RIA
June 5, 2018
EP Wealth Advisors LLC, an independent registered investment advisor that specializes in client-centric financial planning and investment management services, has...
SEC Charges Investment Adviser and Two Former Managers for Misleading Retail Clients
June 5, 2018
The Securities and Exchange Commission has settled charges against New York-based investment adviser deVere USA Inc. related to its alleged...
Griffin-American Healthcare REIT IV Announces Offering Close Date
June 4, 2018
Griffin-American Healthcare REIT IV Inc., a publicly registered non-traded real estate investment trust sponsored by Griffin Capital Company and American...
KBS REIT III Sells Northern California Office Park, Generates 18% Return
June 4, 2018
KBS Real Estate Investment Trust III, a publicly registered non-traded real estate investment trust, has sold Rocklin Corporate Center, a...
Wedbush Securities Founder Steps Down, Appoints New Co-Presidents
June 4, 2018
Wedbush Securities, a financial services and investment banking firm headquartered in Los Angeles, California, has appointed Rich Jablonski and Gary...
SEC Charges 13 Private Fund Advisers for Repeated Filing Failures
June 4, 2018
The Securities and Exchange Commission announced settlements with 13 registered investment advisers who they claim repeatedly failed to provide required...
Steadfast Apartment REIT III Sets New Date for Offering Close
June 1, 2018
The board of Steadfast Apartment REIT III Inc., a publicly registered non-traded real estate investment trust, has decided to terminate...
W.P. Carey REIT Increases Net Asset Value
June 1, 2018
Corporate Property Associates 18 – Global Inc., a publicly registered non-traded real estate investment trust managed by W. P. Carey...
JLL Income Property Trust Reports 6% Growth in Revenue in 1Q18
June 1, 2018
JLL Income Property Trust, a non-traded daily NAV REIT sponsored by Jones Lang LaSalle (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), announced...
Griffin-American Healthcare REIT IV Buys Medical Office Building Near Detroit
June 1, 2018
Griffin-American Healthcare REIT IV Inc., a publicly registered non-traded real estate investment trust sponsored by Griffin Capital Company and American...
