KBS Growth & Income REIT Increases Regular Dividend
April 11, 2018
The board of KBS Growth & Income Real Estate Investment Trust, a publicly registered non-traded REIT, has approved an increase...
Stephanie Adamson
Articles
Carter Validus Mission Critical REITs Name New Chief Executive Officer
April 11, 2018
Carter Validus Mission Critical REIT Inc. and Carter Validus Mission Critical REIT II Inc., two publicly registered non-traded real estate...
SEC Charges Texas Company, Principals in Alleged Multimillion Dollar Ponzi Scheme Targeting Seniors
April 11, 2018
The Securities and Exchange Commission has charged two Texas companies and their principals in a $2.4 million Ponzi scheme and...
Securities America Recruits Former NPH Wealth Management Firm
April 11, 2018
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS), has recruited Morrison, Nordmann &...
Griffin-American Healthcare REIT IV Declares First Net Asset Value
April 10, 2018
The board of Griffin-American Healthcare REIT IV Inc., a publicly registered non-traded real estate investment trust, has approved a $9.65...
FS Investments Closes Fund Management Transactions with EIG and KKR
April 10, 2018
FS Investments, the nation’s largest sponsor of business development companies, has closed two previously announced transactions where partnerships with KKR...
RIA with $9.5 Billion AUM Leaving LPL to Launch Broker-Dealer
April 10, 2018
Independent Financial Partners (IFP), a registered investment adviser and office of supervisory jurisdiction for LPL Financial, is launching its own...
The IPA Rebrands as the Institute for Portfolio Alternatives
April 10, 2018
The Investment Program Association, a trade organization representing the non-traded alternative investment industry (which the association refers to as the...
SEC Fines PNC, Securities America, and Geneos $15 Million for Share Class Violations
April 9, 2018
PNC Investments LLC, Securities America Advisors Inc., and Geneos Wealth Management Inc. have settled charges with the Securities and Exchange...
Summit: Non-Traded BDC Fundraising Declined 58% in 2017
April 9, 2018
Non-traded business development companies posted another fundraising decline in 2017 with $840 million equity raised, a 58 percent decline from...
InvenTrust Increases Distribution Rate
April 9, 2018
The board of InvenTrust Properties Corp., a publicly registered non-traded real estate investment trust, has approved a three percent increase...
Strategic Storage Trust IV Acquires 580-Unit Self Storage Facility in Las Vegas
April 9, 2018
Strategic Storage Trust IV Inc., a publicly registered non-traded real estate investment trust, has purchased an approximately 580-unit self storage...
Summit: Non-Traded REITs End 2017 with Nearly $4 Billion Raised
April 6, 2018
Non-traded real estate investment trusts raised a total of $879 million in capital in the fourth quarter of 2017, bringing...
Commonwealth Nabs $263 Million Team from INVEST Financial
April 6, 2018
Commonwealth Financial Network, the nation’s largest private registered investment adviser and independent broker-dealer, has added Riverstone Wealth Partners LLC of...
Phillips Edison Promotes Ted Kallergis to Vice President of Investment Management
April 6, 2018
Phillips Edison & Company, an internally-managed real estate investment trust, has promoted Ted Kallergis to vice president of investment management. In...
KBS Legacy Sells Two Multifamily Properties for $105 Million
April 6, 2018
KBS Legacy Partners Apartment REIT Inc., publicly registered non-traded real estate investment trust, sold two multifamily properties, the Lofts at...
JLL Income Property Trust Reduces Fees and Increases Dividend Yield
April 5, 2018
JLL Income Property Trust, an institutionally managed, daily valued perpetual life REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), has reduced fees...
FINRA Bars Former LPL Broker for Paying Taxes with Customer Funds
April 5, 2018
The Financial Industry Regulatory Authority has barred former LPL Financial broker Laura Ortega Shean for allegedly converting approximately $124,000 in...
Select Capital Corporation Expands National Accounts Team
April 5, 2018
Select Capital Corporation, the dealer manager for private offerings and public non-traded REITs sponsored by SmartStop Asset Management LLC, has...
Pathway Capital Opportunity Fund Appoints Kristin Van Dask as CFO, CCO, Treasurer, and Secretary
April 5, 2018
The board of Pathway Capital Opportunity Fund Inc., a closed-end interval fund managed by Prospect Capital Management, has appointed Kristin...
