Capital Square 1031 Takes Delaware Statutory Trust Offering Full Cycle
June 11, 2021
Capital Square 1031, a sponsor of Delaware statutory trust offerings for 1031 exchange and other accredited investors, has sold Riverwood...
Stephanie Adamson
Articles
ExchangeRight Fully Subscribes Another DST Offering
June 11, 2021
ExchangeRight, a sponsor of securitized 1031 exchange real estate offerings, has fully subscribed its Net-Leased Portfolio 44 Delaware statutory trust...
Former Broker Sentenced to More Than Five Years for Defrauding Retail Investors
June 11, 2021
Edward E. Matthes, who was charged by the SEC in January 2020 with defrauding 26 elderly retail and advisory clients,...
iCapital and Allfunds Partner to “Improve” Global Client Access to Private Markets
June 11, 2021
iCapital Network, a financial technology platform focused on alternative investing for the asset and wealth management industries, has partnered with...
Sponsored: Now is the Time to Invest in Small Oil Companies
June 11, 2021
By: Seth Whitehead, Illinois Petroleum Resources Board Two things are clear regarding the global oil market as the world tentatively emerges...
Schwab Executive Predicts Failure of Effort to Eliminate Step-up in Basis
June 10, 2021
President Joe Biden's proposal to eliminate the step-up in basis, a federal tax provision that provides for the adjustment of...
Voya Completes Sale of Independent Financial Planning Channel to Cetera
June 10, 2021
Voya Financial Inc. (NYSE: VOYA) has completed the sale of Voya Financial Advisors’ independent financial planning channel to Cetera Financial...
JLL Income Property Trust Sells Seattle Warehouse Portfolio at Record Price
June 10, 2021
JLL Income Property Trust, a daily net asset value real estate investment trust, has sold a three-building industrial warehouse portfolio...
Greenbacker Renewable Energy Company Buys South Dakota Solar Portfolio
June 10, 2021
Greenbacker Renewable Energy Company, a publicly registered, non-traded limited liability company, has purchased a 20-megawatt portfolio of pre-operational solar projects...
SmartStop’s Reg D REIT Registers $1 Billion Public Offering
June 9, 2021
Strategic Storage Trust VI Inc., a private real estate investment trust sponsored by an affiliate of SmartStop Self Storage REIT...
Former LPL Broker to Plead Guilty to Stealing $2.9 Million from Clients
June 9, 2021
Massachusetts-based investment adviser and former LPL Financial broker, James K. Couture, will plead guilty to three counts of wire fraud...
Protective Life to Combine Insurance and Financial Planning Affiliates into Single Entity
June 9, 2021
Protective Life Corporation plans to combine its insurance and financial planning affiliates into a single organization dubbed Concourse Financial Group. Concourse...
W.P. Carey-Sponsored REIT Declares Quarterly Net Asset Value Per Share
June 9, 2021
Corporate Property Associates 18 – Global Inc., a publicly registered non-traded real estate investment trust managed by W.P. Carey Inc....
LPL Affiliated Stratos Wealth Partners Adds $120 Million Advisor
June 9, 2021
Stratos Wealth Partners, one of LPL Financial’s largest affiliates with $16.5 billion in total assets, has recruited Scott Gegerson and...
Blackstone REIT, Blackstone Infrastructure Partners to Buy Data Center REIT in $10 Billion Deal
June 8, 2021
On Monday, private equity giant Blackstone (NYSE: BX) confirmed that Blackstone Real Estate Income Trust Inc., the company’s non-traded real...
Stanger Research Group Names Co-Head of Research
June 8, 2021
The Stanger Research Group at Robert A. Stanger & Co. Inc., a national investment banking firm, announced that David Inauen...
Sila Realty Trust Urges Shareholders to Reject CMG Tender Offer
June 8, 2021
Sila Realty Trust Inc., a publicly registered, non-traded real estate investment trust formerly known as Carter Validus Mission Critical REIT...
Red Oak Arranges Acquisition Loan for Another Washington D.C. Multifamily Property
June 8, 2021
Red Oak Financial, a Michigan-based commercial real estate finance company, originated a $9.6 million acquisition and renovation loan for a...
FINRA Alerts Firms to New Phishing Campaign Using Fraudulent Email
June 8, 2021
The Financial Industry Regulatory Authority has issued Regulatory Notice 21-20 warning firms of an ongoing phishing campaign that involves fraudulent...
Hines Global Income Trust’s Second Follow-On Offering Declared Effective by SEC
June 7, 2021
The second follow-on offering for Hines Global Income Trust Inc., a publicly registered non-traded real estate investment trust, has been...
