CI Financial to Acquire $5.1 Billion RIA, Its Second Largest to Date
May 11, 2021
CI Financial Corp. (TSX: CIX; NYSE: CIXX), a dual-listed investment and wealth management company based in Canada, has agreed to...
Stephanie Adamson
Articles
Phillips Edison & Company to Host Webinar on Potential Listing and Liquidity Plan
May 11, 2021
Phillips Edison & Company Inc., publicly registered non-traded real estate investment trust focused on grocery-anchored shopping centers, plans to host...
Phillips Edison to Pursue Public Offering in Conjunction with Listing
May 10, 2021
Phillips Edison & Company, Inc., an internally managed real estate investment trust that invests in grocery-anchored shopping centers, has filed...
Guest Contributor: Don’t Call it a Loophole!
May 10, 2021
By: John Harrison, Executive Director of The Alternative and Direct Investment Securities Association (ADISA) As part of his recently released American...
Bipartisan Legislation “Parity for Non-Traded REITs Act” Introduced in House
May 10, 2021
Representatives Tom Suozzi (D-NY) and Darin LaHood (R-IL) introduced the “Parity for Non-Traded REITs Act” on Friday, a bill that...
Main Street’s BDC Names New CFO and Treasurer
May 10, 2021
MSC Income Fund, a non-traded business development company formerly known as HMS Income Fund, disclosed that Brent Smith will resign...
SEC Bars Former Geneos Broker Who Pled Guilty to Selling Phony Humanitarian Investment
May 7, 2021
The Securities and Exchange Commission has barred Bradley Joseph Tennison, a former Geneos Wealth Management broker who pled guilty to...
RREEF Property Trust Posts Daily NAVs for April 2021 and Rent Update
May 7, 2021
RREEF Property Trust Inc. (NASDAQ: ZRPTAX; ZRPTIX; ZRPTTX), a publicly registered daily NAV REIT advised by DWS Group, has provided...
Triton Pacific Partners with Genesis Healthcare on New Physician Services Platform
May 7, 2021
Triton Pacific Capital Partners, a private equity firm based in Los Angeles, has partnered with Genesis Healthcare Partners as the...
LPL Financial Recruits Financial Advisor from FSC Securities
May 7, 2021
LPL Financial LLC (Nasdaq: LPLA), the nation's largest independent broker-dealer, has added financial advisor Joel Drake to its broker-dealer, hybrid...
Sponsored: FactRight Hires Jeff Baumgartner as Due Diligence Manager
May 7, 2021
FactRight, LLC (FactRight), a third-party due diligence firm that provides research and analysis on alternative investments on behalf of broker-dealers,...
Bluerock Total Income+ Real Estate Fund Reports Solid Returns and Increased Capital Inflows
May 6, 2021
The Bluerock Total Income+ Real Estate Fund (Tickers: TIPRX, TIPPX, TIPWX, TIPLX), a closed-end interval fund, reported that the fund...
Four Springs’ Reg D REIT Secures Investment from Carlyle’s Global Credit Platform
May 6, 2021
Four Springs Capital Trust, a Regulation D real estate investment trust, has received a $300 million investment from The Carlyle...
Modiv’s Crowdfunded REIT Reports Quarterly NAV Per Share
May 6, 2021
Modiv Inc., a publicly registered non-traded crowdfunded real estate investment trust formerly known as RW Holdings NNN REIT Inc. and...
Cetera Recruits $2.4 Billion Texas-Based Team
May 6, 2021
Cetera Advisors LLC, a wealth management firm within the Cetera network, has recruited Totus Wealth Management, a Texas-based team with...
Phillips Edison Reports Higher NAV Per Share and Record Leasing
May 5, 2021
The board of Phillips Edison & Company, Inc., an internally managed real estate investment trust that invests in grocery-anchored shopping...
Black Creek Appoints SVP to Lead Southeast Industrial Investments
May 5, 2021
Black Creek Group, a real estate investment management firm and sponsor of non-traded real estate investment trusts, has promoted Enoch...
Guest Contributor: What’s the Cost of Liquidity? The Illiquidity Premium and Alternative Investments
May 5, 2021
By: Thomas J. Powell, Senior Managing Partner, Resolute Capital Partners When it comes to investing, what does the average person most...
Coldstream and Paracle Advisors to Merge, Creating $5.7 Billion RIA
May 5, 2021
Coldstream Wealth Management, a registered investment adviser with $4.3 billion in client assets, and Paracle, an RIA with $1.4 billion,...
Four Springs Capital Trust Appoints Senior Director of Real Estate
May 5, 2021
Four Springs Capital Trust, a private real estate investment trust, has hired Marcia Minton as senior director of real estate....
