AR Global’s American Finance Trust Takes Steps to Explore NASDAQ Listing
May 23, 2018
American Finance Trust Inc., a publicly registered non-traded real estate investment trust sponsored by AR Global, has engaged BMO Capital...
Stephanie Adamson
Articles
Fifth Circuit Denies States’ Second Attempt to Intervene in Fiduciary Rule Case
May 23, 2018
The Fifth Circuit Court of Appeals has denied the second request by the Attorneys General of California, Oregon, and New...
Commonwealth Nabs Teams from LPL and Ameriprise
May 23, 2018
Commonwealth Financial Network, the nation’s largest privately held registered investment adviser and independent broker-dealer, has recruited two teams, one from...
EP Wealth Names New CFO, Promotes Head of Advisor Development
May 23, 2018
EP Wealth Advisors LLC, an independent registered investment advisor, has hired Chad Sinclair as its chief financial officer and has...
Senate Democrats Want Supreme Court to Weigh in on DOL Fiduciary Rule
May 22, 2018
A handful of Senate Democrats sent a letter to Labor Secretary Alexander Acosta urging the Department of Labor to reverse...
Strategic Storage Trust II Reports Significant First Quarter Growth
May 22, 2018
Strategic Storage Trust II Inc., a publicly registered non-traded real estate investment trust sponsored by SmartSop Asset Management, reported its...
Capital Square 1031 Completes DST Offering of Multifamily Property Near Atlanta
May 22, 2018
Capital Square 1031, a sponsor of Delaware statutory trust investments, announced that CS1031 Fairway View Apartments DST, comprised of a...
HC Government Realty Trust Names New Senior Director of National Accounts
May 22, 2018
HC Government Realty Trust Inc., a Regulation A real estate investment trust that invests in federally-leased properties, has appointed James...
Griffin-American Healthcare REIT III Increases First Quarter FFO by Nearly 20%
May 21, 2018
Griffin-American Healthcare REIT III Inc., a publicly registered non-traded real estate investment trust co-sponsored by American Healthcare Investors and Griffin...
NorthStar/RXR to Explore Strategic Alternatives
May 21, 2018
The board of NorthStar/RXR New York Metro Real Estate Inc., a publicly registered non-traded real estate investment trust sponsored by...
InvenTrust Buys Grocery-Anchored Retail Center in Palm Beach Gardens, Florida
May 21, 2018
InvenTrust Properties Corp., a publicly registered non-traded real estate investment trust, has acquired PGA Plaza in Palm Beach Gardens, Florida...
FINRA Bars Broker for Fraudulent Variable Annuity Exchange, Falsifying Documents
May 21, 2018
The Financial Industry Regulatory Authority has barred a former Navy Federal Brokerage Services advisor for allegedly engaging in securities fraud,...
Strategic Storage Growth Trust Reports Strong Growth Across Multiple Metrics in First Quarter 2018
May 18, 2018
Strategic Storage Growth Trust Inc., a publicly registered non-traded real estate investment trust, announced its operating results for the first...
States Launch Hail Mary Attempt to Save DOL Fiduciary Rule
May 18, 2018
In a last-ditch effort to save the Department of Labor’s fiduciary rule, the Attorneys General for California, New York and...
Kestra Recruits Wells Fargo Advisors Team with $300 Million in AUM
May 18, 2018
Kestra Private Wealth Services LLC, a registered investment adviser subsidiary of Kestra Financial Inc. has added Liberty Wealth Solutions to...
Blackstone REIT Updates NAV Per Share
May 18, 2018
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX),...
Griffin Essential Asset REIT II Reports Higher Revenue, Lower FFO in Q1
May 17, 2018
Griffin Capital Essential Asset REIT II Inc., a publicly registered non-traded real estate investment trust, reported its operating results for...
InvenTrust Names First Chief Operating Officer
May 17, 2018
InvenTrust Properties Corp., a publicly registered non-traded real estate investment trust, has appointed Ivy Greaner to the newly created role...
Capital Square 1031 Buys Portfolio of Nine Medical Office Buildings in Five States
May 17, 2018
Capital Square 1031, a real estate investment and management firm specializing in Delaware statutory trust offerings, has purchased a portfolio...
SEC Charges California Investment Adviser in Alleged Multi-Million Dollar Fraud
May 17, 2018
The Securities and Exchange Commission announced that investment adviser William Jordan of Orange County, California, has settled charges for perpetrating...
