SEC Changes Review Process for Non-Traded REIT Sales Materials
April 26, 2017
The Securities and Exchange Commission has implemented changes to their review process of sales literature for non-traded REITs and other...
Stephanie Adamson
Articles
W. P. Carey Hires Director of Self Storage
April 26, 2017
W. P. Carey Inc. (NYSE: WPC), a publicly traded net lease real estate investment trust and sponsor of non-traded REITs,...
BDCA May Target Institutional Investors
April 25, 2017
Business Development Corporation of America, a publicly registered non-traded BDC advised by an affiliate of Benefit Street Partners, will hold...
Ameriprise to Acquire Texas-Based Independent Broker-Dealer
April 25, 2017
Ameriprise Financial has signed an agreement to acquire Investment Professionals Inc., an independent broker-dealer based in San Antonio, Texas specializing...
Non-Traded BDC Fundraising Drops in 2016, Posts Highest Total Returns in Four Years
April 25, 2017
Non-traded business development company fundraising continued to drop in 2016, ending the year with $1.9 billion in sales, according to...
Athena Capital Hires New Managing Director
April 25, 2017
Athena Capital Advisors LLC, a private independent registered investment advisor, has hired Douglas Cohen as a managing director leading the...
Medley Program Added to AI Insight Platform
April 25, 2017
AI Insight, a leader in alternative investment education for broker-dealers and advisors, has activated new offerings for training and review...
Program Added to AI Insight Platform Resource Royalty
April 25, 2017
AI Insight, a leader in alternative investment education for broker-dealers and advisors, has activated new offerings for training and review...
John Henry Oil Corporation Program Added to AI Insight Platform
April 25, 2017
AI Insight, a leader in alternative investment education for broker-dealers and advisors, has activated new offerings for training and review...
Resource Innovation Office REIT Suspends Sales Amid Restructuring Plans
April 24, 2017
Resource Innovation Office REIT Inc., a publicly registered non-traded real estate investment trust, is planning to restructure its $1.1 billion...
Non-Traded REITs Post Less Than $5 Billion in Sales in 2016
April 24, 2017
Non-traded real estate investment trusts experienced their lowest annual capital raise since 2004 last year, according to the most recent...
CNL Lifestyle Issues Liquidating Distribution, Revises NAV
April 24, 2017
CNL Lifestyle Properties Inc., a publicly registered non-traded real estate investment trust, paid stockholders a distribution relating to the sale...
House Committee Sets Hearing Date for Dodd-Frank Replacement
April 21, 2017
House Financial Services Committee Chairman Jeb Hensarling (R-TX) announced that the committee will hold a hearing to discuss an updated...
Cornerstone Research Finds SEC Actions Against Broker-Dealers Up 20 Percent
April 21, 2017
Cornerstone Research, an economic and financial consulting firm, released a new research report where it found an increase in SEC...
UDF III Appoints New Chief Financial Officer
April 21, 2017
The general partner of United Development Funding III LP, a non-traded limited partnership, appointed Stuart Ducote as its chief financial...
Everest Completes KBS REIT III Tender Offer
April 21, 2017
Everest REIT Investors I and II completed their tender offer to purchase up to 1.8 million shares of KBS Real...
Blackstone’s Non-Traded REIT Raising and Spending a Ton of Equity
April 20, 2017
Blackstone Real Estate Income Trust, Inc., a non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX), purchased...
NorthStar Real Estate Income Trust Increases NAV
April 20, 2017
The board of NorthStar Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust, approved an estimated...
Moody’s Upgrades VEREIT’s Debt Rating
April 20, 2017
Moody’s Investors Service upgraded VEREIT Operating Partnership L.P.‘s senior unsecured rating to Baa3 from Ba1 and VEREIT Inc.‘s (NYSE: VER)...
Strategic Storage Growth Trust Reports Significant NAV Growth
April 19, 2017
The board of Strategic Storage Growth Trust Inc., a publicly registered non-traded real estate investment trust sponsored by SmartStop Asset...
