New Offering Added to the AI Insight Platform
January 27, 2017
AI Insight, a leader in alternative investment education for broker-dealers and advisors, has activated a new offering for training and...
Stephanie Adamson
Articles
Megatel Adds Two New Regional Vice Presidents to Sales Team
January 26, 2017
Megatel Capital Investment, the capital markets division of Megatel Homes, has hired Jennifer Middaugh and Ron Rodriguez as regional vice...
FINRA Fines Massachusetts BD $300,000 for Failing to Disclose Customer Complaints
January 26, 2017
The Financial Industry Regulatory Authority fined Massachusetts broker-dealer, Citizens Securities, $300,000 for allegedly failing to report certain disclosable events, according...
TriLinc Global Impact Fund Invests $5.4 Million in Emerging Markets
January 26, 2017
TriLinc Global Impact Fund, a non-traded, externally managed, limited liability company, has approved $5.4 million in term loan and trade...
Financial Services Institute Pledges to Lead Effort to Replace DOL Fiduciary Rule
January 25, 2017
Financial Services Institute president Dale Brown pledged to “go on offense” to block implementation of the Department of Labor fiduciary...
Four Springs Capital Hires Two Senior Vice Presidents of Sales
January 25, 2017
Four Springs Capital LLC, a sponsor of private investment programs, has hired Michael O’Shea and Cory Guy to serve as...
MacKenzie Affiliate Extends ARC Retail Tender Offer Expiration Date
January 25, 2017
Coastal Realty Business Trust, an affiliate of real estate investment firm MacKenzie Capital Management LP, has extended the expiration date...
Trump Moving Quickly on Federal Rules and Regulation – DOL Fiduciary Delay Coming?
January 24, 2017
President Donald Trump signed an executive order on Friday freezing all government regulations coming down the pipeline to give his...
Blackstone REIT Buys First Property
January 24, 2017
Blackstone Real Estate Income Trust Inc., a non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX), purchased...
Capital Square 1031 Sells Stabilized TIC-Owned Office Park in Richmond, Virginia
January 24, 2017
Capital Square 1031, a sponsor of replacement property for Section 1031 exchanges, stabilized and sold Forest Office Park in Richmond,...
W.P. Carey REIT Names New Chief Accounting Officer
January 24, 2017
Corporate Property Associates:18 – Global, a publicly registered non-traded real estate investment trust sponsored by W.P. Carey (NYSE: WPC), appointed...
FS Investments to Launch Another Interval Fund
January 23, 2017
FS Investments, a sponsor of alternative investment funds formerly known as Franklin Square Capital Partners, is launching a $1 billion...
Dividend Capital Diversified Property Fund Secures $146.6 Million in Financing
January 23, 2017
Dividend Capital Diversified Property Fund Inc., a daily NAV real estate investment trust (NASDAQ: ZDPFAX; ZDPFEX; ZDPFIX; ZDPFWX), closed on...
Sandlapper Raises $40 Million for Webb Creek Conservation Easement Acquisitions
January 23, 2017
Sandlapper Securities LLC, an independent securities brokerage firm, raised $40.3 million for six land acquisitions syndications sponsored by Webb Creek...
Steve Chipman Joins Advisor Group to Lead Broker-Dealer Acquisition Initiative
January 20, 2017
Advisor Group, one of the nation’s largest broker-dealer networks, is looking to expand its footprint by acquiring smaller independent broker-dealers...
Carter Validus Mission Critical REIT II to Offer Class I Shares
January 20, 2017
Carter Validus Mission Critical REIT II Inc., a publicly registered non-traded real estate investment trust, will begin offering 100 million...
Steadfast Apartment REIT III Buys Multifamily Property Near Atlanta for $32 Million
January 20, 2017
Steadfast Apartment REIT III Inc., a publicly registered non-traded real estate investment trust, purchased Reflections on Sweetwater in the Atlanta...
Strategic Storage Growth Trust Buys Self Storage Facility Near Chicago
January 20, 2017
Strategic Storage Growth Trust Inc., a publicly registered non-traded real estate investment trust, purchased an 82-000-square-foot self storage facility located...
Cole Hires Robert Varga as SVP, Head of National Accounts and Due Diligence
January 19, 2017
Cole Capital, a sponsor of publicly registered non-traded real estate investment trusts, has hired Robert Varga to serve as senior...
S2K Financial Names Megan Smith Director of National Accounts, Hires Two Regional Wholesalers
January 19, 2017
S2K Financial, a wholesale broker-dealer, has hired Megan Smith as the firm’s director of national accounts. Additionally, the firm appointed...
