Montego Minerals Closes Fifth Investment Fund
October 19, 2021
Montego Minerals, an investor in oil and gas royalties and mineral rights, has closed its fifth 1031 exchange-eligible private placement...
Stephanie Adamson
Articles
Former Merrill Lynch Advisor Launches Practice with LPL Financial
October 19, 2021
LPL Financial LLC, the nation's largest independent broker-dealer, reported that financial advisor Peter Shunyia has joined the firm to launch...
Blackstone REIT Declares Monthly NAV Per Share, Reports $2.3 Billion Deal with Cabot
October 18, 2021
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX),...
Hines Global Income Trust Reports Monthly NAV Per Share
October 18, 2021
Hines Global Income Trust Inc., a publicly registered non-traded real estate investment trust, has declared a net asset value per...
American Hospitality Properties REIT Declares Special Dividend
October 18, 2021
The board of American Hospitality Properties REIT Inc., a Regulation A real estate investment trust sponsored by Phoenix American Hospitality,...
Syndicated Equities Buys Alabama Retail Property for DST Offering
October 18, 2021
Syndicated Equities, a sponsor of securitized 1031 exchange offerings, has purchased a single-tenant retail property in Huntsville, Alabama for $5.2...
WPT Industrial REIT Receives Court Approval for $3.1 Billion Sale to Blackstone REIT
October 15, 2021
WPT Industrial Real Estate Investment Trust (TSX: WIR.U), a Canadian REIT that invests in distribution and logistics properties throughout the...
ExchangeRight Fully Subscribes DST Offering of 21 Net-Leased Properties
October 15, 2021
ExchangeRight, a sponsor of securitized 1031 exchange real estate offerings, has fully subscribed its Net-Leased Portfolio 48 Delaware statutory trust...
Captrust Buys Texas-Based RIA with $2.6 Billion in Client Assets
October 15, 2021
Captrust Financial Advisors, an independent registered investment advisor, has purchased Covenant Multifamily Offices, a Texas-based wealth management firm with more...
Former Wells Fargo Financial Advisor Joins LPL Financial
October 15, 2021
LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Guy Rodgers to its broker-dealer, corporate registered investment...
Benefit Street REIT Reports Final Exchange Ratio for Capstead Merger and Reverse Stock Split
October 14, 2021
Franklin BSP Realty Trust, a publicly registered non-traded real estate investment trust formerly known as Benefit Street Partners Realty Trust...
Industry Groups Oppose Proposal to Prohibit Alternatives in IRAs
October 14, 2021
The Alternative & Direct Investment Securities Association, the Institute for Portfolio Alternatives, and other industry trade groups have submitted comment...
Opinion: SEC Whistleblower Program Invites Abuse
October 14, 2021
By: Publius Editor’s note: The author of the following guest article is a chief executive officer in the financial services industry,...
Lightstone Value Plus REIT V Buys Houston Multifamily Property
October 14, 2021
Lightstone Value Plus REIT V Inc., a publicly registered non-traded REIT formerly known as Behringer Harvard Opportunity REIT II, has...
SEC Obtains Final Judgment Against Longtime Broker Sentenced to 170 Months in Prison
October 13, 2021
A New York district court has entered a final judgment against Steven Pagartanis, a barred broker who was sentenced to...
JLL Income Property Trust Buys Two Life Sciences Properties in North Carolina
October 13, 2021
JLL Income Property Trust, a daily net asset value real estate investment trust, has purchased 5 & 47 National Way,...
InvenTrust Lists on the NYSE and Rings Closing Bell
October 13, 2021
InvenTrust Properties Corp. (NYSE: IVT), a former non-traded real estate investment trust, has listed its shares of common stock and...
Captrust Appoints Former Raymond James Exec as Chief Financial Officer
October 13, 2021
Captrust Financial Advisors, an independent registered investment advisor, has appointed Robert Miller to the role of chief financial officer. As CFO,...
Inland Private Reports 166% Total Return with DST Multifamily Portfolio Sale
October 12, 2021
Inland Private Capital Corporation, a sponsor of 1031 tax deferred exchanges, has sold two multifamily properties located in Fort Collins,...
LPL Financial Recruits Former Morgan Stanley Advisor
October 12, 2021
LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Douglas Chin to its broker-dealer, corporate registered investment...
