RK Properties Buys Orlando Multifamily Property for Delaware Statutory Trust
October 12, 2020
RK Properties, a sponsor of alternative private placements and 1031 exchange offerings, has purchased CODA Apartments, a 296-unit multifamily property...
Stephanie Adamson
Articles
Sponsored: An Interview with David Gladstone, Founder of The Gladstone Companies.
October 12, 2020
The following interview was conducted by Brannon McPherson, managing director at Timbrel Capital LLC, and was published as part of...
Capital Square Expands Sales Team with Latest Hire
October 9, 2020
Capital Square, an investment sponsor specializing in tax-advantaged real estate offerings, has hired Nick Headley as senior regional vice president...
LPL Financial Adds $350 Million Credit Union Team
October 9, 2020
LPL Financial LLC (Nasdaq: LPLA), the nation’s largest independent broker-dealer, announced that the wealth management division at GreenState Credit Union...
Wealth Enhancement Group Buys RIA with Nearly $1 Billion in Client Assets
October 9, 2020
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $20.3 billion in client assets, has...
Sponsored: Bad Odds – Wire Transfer and Other Fraud Risks Intensify for Alts Managers
October 9, 2020
By: Amy Small, Senior Vice President and Executive Director of Institutional Custody at UMB Bank Alternatives managers spend significant time and...
Shopoff Names Executive Vice President of Real Estate and Senior Development Manager
October 9, 2020
Shopoff Realty Investments, a private placement sponsor and manager of opportunistic and value-add real estate investments, has promoted Brian Rupp...
California State Teachers’ Retirement System Allocates $1 Billion to Owl Rock Capital
October 8, 2020
The California State Teachers' Retirement System (CalSTRS) has allocated $1 billion to Owl Rock Capital, an alternative asset manager focused...
DST Farms Launches First Farmland Delaware Statutory Trust Offering
October 8, 2020
DST Farms, a new Delaware Statutory Trust sponsor focused on investment in U.S. farmland, has launched its first offering, Delta...
Advisor Group’s SagePoint Recruits Two Longtime Advisors from LPL Financial
October 8, 2020
SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited two Oregon- based independent financial professionals with...
FINRA Fines and Suspends Former NYLife Broker for Selling Unapproved Securities
October 8, 2020
The Financial Industry Regulatory Authority has fined and suspended a former NYLife Securities broker for allegedly soliciting two investors to...
ExchangeRight Nabs Big Returns for Investors with Another Full Cycle DST Offering
October 7, 2020
ExchangeRight, a sponsor of securitized 1031 exchange real estate offerings, has taken its Delaware statutory trust offering, Net-Leased Portfolio 3...
Clir Capital Hires Director of National Accounts
October 7, 2020
Clir Capital, a boutique investment banking firm focused on non-accredited investment offerings, has hired Katie Shook as director of national...
Capital Square Secures Construction Loan for Second OZ Fund Development
October 7, 2020
Capital Square, a sponsor of tax-advantaged real estate investments, has secured a loan from Fulton Bank N.A. to construct Scott’s...
CAI Investments Completes Purchase of Harrah’s Reno Hotel and Casino
October 7, 2020
A partnership between CAI Investments, a property manager/developer and private placement sponsor, and Gryphon Private Wealth Management has completed its...
Pacific Oak Strategic Opportunity REITs Complete Merger
October 6, 2020
Pacific Oak Strategic Opportunity REIT Inc., a publicly registered non-traded real estate investment trust, has completed its previously announced merger...
Capital Square 1031 Launches Third Offering of Florida Manufactured Housing Community
October 6, 2020
Capital Square 1031, a sponsor of Delaware statutory trust offerings, has launched CS1031 Maplewood Estates MHC DST, a Regulation D...
SEC Charges John McAfee and Bodyguard with Fraudulently Touting ICOs
October 6, 2020
The Securities and Exchange Commission has charged John McAfee, the founder of international computer security software giant McAfee, for promoting...
LPL Financial Recruits $200 Million Team from Blucora
October 6, 2020
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Reason Financial to its broker-dealer and hybrid registered investment advisor...
SEC Bars Former Commonwealth Broker Who Pled Guilty to Stealing $3.7 Million from Clients
October 5, 2020
The Securities and Exchange Commission has barred former long-time Commonwealth Financial broker, Gerald Allan Eaton, after he pled guilty to...
