March 3, 2021
Alternative Investment Exchange (AIX), a financial technology services provider focused on non-traded alternative investments, has partnered with Kalos Financial’s independent...
March 3, 2021
Wealth Enhancement Group, an independent wealth management firm, has purchased North American Management, an independent registered investment adviser based in...
March 2, 2021
Griffin Capital Essential Asset REIT Inc., a publicly registered non-traded real estate investment trust, has completed its merger with Cole...
March 2, 2021
Hines Global Income Trust Inc., a publicly registered non-traded real estate investment trust, reported that Jason Maxwell will resign from...
March 2, 2021
CAI Investments, LLC, a property manager/developer and private placement sponsor, has completed its latest Delaware statutory offering, CAI Investments Lake...
March 2, 2021
Shopoff Realty Investments, a manager of opportunistic and value-add real estate investments, has promoted James O’Malley to the role of...
March 1, 2021
SmartStop Self Storage REIT Inc., a publicly registered non-traded real estate investment trust, announced that Michael McClure will be retiring...
March 1, 2021
By: Bradford Updike, Lead Attorney on Oil & Gas and Conservation-Oriented Real Estate at Mick Law P.C., L.L.O. For those of...
March 1, 2021
The adviser of Owl Rock Core Income Corp., a new non-traded business development company, has agreed to waive 100 percent...
March 1, 2021
Megatel Homes, a Texas-based homebuilder that funds part of its operations through private placements offered by its capital markets division...
February 26, 2021
Capital Square 1031, a sponsor of Delaware statutory trust offerings, has purchased a two-building, 115,627-square-foot research and development industrial campus...
February 26, 2021
Shopoff Realty Investments, a manager of opportunistic and value-add real estate investments, has sold 45 acres of raw land in...
February 26, 2021
U.S. Energy Development Corporation, an exploration and production firm and sponsor of direct oil and natural gas investments, has purchased...
February 26, 2021
Good Life Companies (Good Life), an independent hybrid registered investment advisor, has appointed Rachel Bashore as chief operating officer to...
February 25, 2021
The Financial Industry Regulatory Authority has fined Securities America $125,000 for purportedly helping 12 recruited brokers take nonpublic personal customer...
February 25, 2021
JLL Income Property Trust, a non-traded daily net asset value real estate investment trust, has purchased 170 Park Avenue, a...
February 25, 2021
Private equity firm Resolute Capital Partners has hired Casey Minshew as president of energy. In this newly created position, Minshew...
February 25, 2021
LPL Financial LLC, the nation’s largest independent broker-dealer, has added WWK Investments to its broker-dealer, corporate registered investment advisor and...
February 25, 2021
Advisor Group, a network of independent wealth management firms, has launched its new National Advisory Board (NAB), consisting of 12...
February 24, 2021
InvenTrust Properties Corp., a publicly registered non-traded real estate investment trust, announced that Thomas McGuinness, president and chief executive officer,...
