American Healthcare Investors Hires EVP of Asset Management
November 18, 2020
American Healthcare Investors, a commercial real estate investment firm that specializes in the acquisition and management of healthcare-related real estate,...
Stephanie Adamson
Articles
Advisor Group’s Sagepoint Recruits $503 Million Team from LPL Financial
November 18, 2020
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited Veater Financial Group, a wealth management practice...
JLL Income Property Trust Sells L.A. Industrial Property to Current Tenant
November 18, 2020
JLL Income Property Trust, a daily net asset value REIT, has sold an industrial warehouse located in the Los Angeles...
Blackstone REIT Increases Monthly Net Asset Value Per Share
November 17, 2020
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX),...
SEC Charges Fugitive Atlanta Adviser with Fraudulent Securities Offering
November 17, 2020
The Securities and Exchange Commission has charged Atlanta-based investment adviser and radio show host Christopher Burns with defrauding investors and...
Strategic Student & Senior Housing Trust CFO to Resign
November 17, 2020
Strategic Student & Senior Housing Trust Inc., a publicly registered non-traded real estate investment trust sponsored by SmartStop Asset Management...
PTM Partners Launches Second Qualified Opportunity Zone Fund
November 17, 2020
PTM Partners, a real estate investment and development firm focused on qualified opportunity zones, has launched its second qualified opportunity...
Strategic Wireless Buys Multiple Tower Portfolios in Louisiana and Wisconsin
November 17, 2020
Strategic Wireless Infrastructure Funds Management LLC, a private placement sponsor and the wireless infrastructure division of Strategic Capital Fund Management,...
Non-Traded REIT Sales Continue Upward Trend in October 2020
November 16, 2020
Sales of non-traded real estate investment trusts continued to tick upwards during the month of October with $656 million raised,...
Capital Square 1031 Latest Property Sale Realizes 9% Return for DST Investors
November 16, 2020
Capital Square 1031, a sponsor of Delaware statutory trust (DST) offerings, has sold Perry Place, a 70-unit, multifamily community in...
SEC Charges RIAs and Broker-Dealers over Improper ETP Sales
November 16, 2020
The Securities and Exchange Commission has filed settled actions against three investment advisory firms and two dually-registered broker-dealer and advisory...
LPL Financial Adds Two Financial Advisors with $350 Million in Client Assets
November 16, 2020
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Jerry Giordano and Joseph Praino to its broker-dealer...
FINRA Seeks to Review Private Placement Marketing Communication
November 13, 2020
The Financial Industry Regulatory Authority has filed a proposed rule change with the Securities and Exchange Commission to require broker-dealers...
Starwood REIT Appoints New Chief Financial Officer and Treasurer
November 13, 2020
Starwood Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust, has appointed Chris Lowthert to serve...
Bowman Law Adds Two Due Diligence Attorneys to Focus on Private Placements
November 13, 2020
Bowman Law LLC, a third-party due diligence firm, has hired attorneys David Wegner and Arthur Loyd to expand its review...
Flat Rock Capital Corp. Receives Shareholder Approval to Convert to an Interval Fund
November 13, 2020
Flat Rock Capital Corp., a non-traded business development company sponsored by Flat Rock Global, has received shareholder approval to convert...
Guest Contributor: Are You Prepared for the Second Wave? The QSR Sector Could Benefit Investors
November 13, 2020
By: Brian D. Buehler, President and Chief Executive Officer of Triton Pacific Securities LLC The novel coronavirus disease (COVID-19) pandemic has...
SmartStop Self Storage REIT to Merge with Affiliated REIT in $370 Million Transaction
November 12, 2020
SmartStop Self Storage REIT Inc. and Strategic Storage Trust IV Inc., two affiliated publicly registered non-traded real estate investment trusts,...
CI Financial to Buy $2.7 Billion New York-Based RIA
November 12, 2020
CI Financial Corp. (TSX: CIX), an investment and wealth management company based in Canada, has agreed to purchase The Roosevelt...
IPA Elects New Board Members for 2021
November 12, 2020
The Institute for Portfolio Alternatives (IPA), a trade group representing the non-traded alternative investment industry, has elected 10 new members...
