CIM Income NAV Updates Monthly NAV Per Share
June 18, 2021
CIM Income NAV Inc., a publicly registered non-traded real estate investment trust formerly known as Cole Real Estate Income Strategy...
Stephanie Adamson
Articles
Passco Buys Multifamily Property Near St. Louis from Watermark Residential
June 18, 2021
Passco Companies, a private real estate firm and sponsor of Delaware statutory trust offerings, has purchased Watermark at Chesterfield Village,...
Wealth Enhancement Group Buys Hybrid RIA with $446 Million in Client Assets
June 18, 2021
Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased Lighthouse Wealth Management,...
Blackstone REIT Declares May 2021 Net Asset Value Per Share, Acquisition Update
June 17, 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 Declares Monthly NAV Per Share
June 17, 2021
Hines Global Income Trust Inc., a publicly registered non-traded real estate investment trust, has declared a net asset value per...
FS/KKR Advisor Completes Merger of Two Publicly Traded BDCs in $15 Billion Deal
June 17, 2021
FS/KKR Advisor LLC (FS/KKR), a partnership between FS Investments and KKR Credit Advisors, has completed the merger of two of...
$1.2 Billion Former UBS Team Goes Indie with LPL-Affiliate Gladstone
June 17, 2021
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Puzzle Wealth Solutions to its broker-dealer, hybrid registered investment advisor,...
Black Creek Industrial REIT IV Declares Monthly NAV Per Share
June 16, 2021
Black Creek Industrial REIT IV Inc., a publicly registered non-traded real estate investment trust, has declared its monthly per share...
Starwood REIT Posts Monthly NAV Per Share
June 16, 2021
Starwood Real Estate Income Trust, Inc, a perpetual-life monthly NAV REIT sponsored by private investment firm Starwood Capital Group, has...
ExchangeRight Subscribes DST Offering of 17 Net-Leased Properties
June 16, 2021
ExchangeRight, a sponsor of securitized 1031 exchange real estate offerings, has fully subscribed its Net-Leased Portfolio 45 Delaware statutory trust...
Capital Square 1031 Buys Tennessee Multifamily Property for DST Offering
June 16, 2021
Capital Square 1031, a sponsor of Delaware statutory trust offerings, has purchased Integra Vistas, a Class A, 280-unit multifamily community...
DOL Signals Changes to Fiduciary Rule
June 15, 2021
The Department of Labor has confirmed in its Spring 2021 regulatory agenda that the Employee Benefits Security Administration plans to...
Procaccianti Hotel REIT Declares Annual NAV Per Share
June 15, 2021
The board of Procaccianti Hotel REIT Inc., a publicly registered non-traded real estate investment trust that invests in hospitality properties,...
LPL Financial Recruits Former Northwestern Mutual Advisors
June 15, 2021
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors John Patterson, Steve Owings, Joe Patterson and McKee...
Advisor Group’s SagePoint Financial Recruits Five Wealth Management Practices
June 15, 2021
Advisor Group, a network of independent wealth management firms, reported that SagePoint Financial has recruited five firms that collectively oversee...
Former LPL Broker Arrested and Charged with Defrauding Elderly Clients
June 14, 2021
A veteran financial advisor was arrested and charged with defrauding elderly clients and stealing retirement assets, according to a joint...
Cottonwood Hires SVP of Capital Markets, Head of Product Strategy
June 14, 2021
CW Markets Group, a branch office of Orchard Securities, the capital markets division and wholesale distribution arm of Cottonwood Communities...
Four Springs TEN31 Xchange Fully Subscribes DST Offering of Amazon-Leased Industrial Property
June 14, 2021
Four Springs TEN31 Xchange LLC, a sponsor of Delaware statutory trust programs, has fully subscribed FSC Industrial 7 DST, a...
Carter Multifamily Sells Two Florida Value-Add Properties
June 14, 2021
Carter Multifamily, an affiliate of Carter Funds and sponsor of private placement offerings, has sold two multifamily properties, The Oaks...
Wealth Enhancement Group Buys $900 Million New Jersey-Based RIA
June 14, 2021
Wealth Enhancement Group, an independent wealth management firm backed by private equity firm TA Associates, has purchased MACRO Consulting Group,...
