Securities America Recruits Another Credit Union Program from LPL Financial
September 22, 2020
Securities America, a wealth management firm within Advisor Group’s network, has added USE Credit Union’s investment services program to its...
Stephanie Adamson
Articles
Highlands REIT Names Treasurer
September 22, 2020
Highlands REIT Inc., a publicly registered non-traded real estate investment trust, has appointed Kimberly Karas to serve as the company’s...
CNB Custody Now Offers Direct Real Estate in Self-Directed IRAs
September 21, 2020
CNB Custody, a division of Community National Bank, is now able to custody direct real estate investments within self-directed individual...
SEC Charges Former Transamerica Broker with Defrauding Retail Investors
September 21, 2020
The Securities and Exchange Commission has charged Scott Allen Fries, a former Ohio-based registered representative and investment adviser representative, with...
Oaktree REIT Declares Slightly Lower Net Asset Value Per Share for August
September 21, 2020
Oaktree Real Estate Income Trust Inc., a publicly registered non-traded real estate investment trust sponsored by alternative investment manager Oaktree...
Cardone Capital Buys Florida Multifamily Property Following Crowdfunding Campaign
September 21, 2020
Cardone Capital LLC, a Miami-based private equity firm that invests in multifamily properties across the southeast United States, has purchased...
KBS Names Regional President of the Western Region
September 21, 2020
KBS, a sponsor of non-traded real estate investment trusts, has promoted Giovanni (Gio) Cordoves from senior vice president and co-director...
ExchangeRight Fully Subscribes $44.5 Million Offering
September 18, 2020
ExchangeRight, a sponsor of securitized 1031 exchange real estate offerings, has fully subscribed its $44.5 million Net-Leased Portfolio 36 DST,...
Greenbacker Adds Two Senior Hires to Business Development Team
September 18, 2020
Greenbacker Capital Management LLC has added two senior professionals to newly created roles in its business development team. Christine Nguyen...
LPL Financial Recruits $1 Billion Team from Securian
September 18, 2020
LPL Financial LLC, the nation’s largest independent broker-dealer, has added San Mateo, California-based SGC Financial and Insurance Services to its...
Starwood REIT Declares Slightly Higher NAV Per Share for August
September 18, 2020
Starwood Real Estate Income Trust, Inc, a perpetual-life monthly NAV REIT sponsored by private investment firm Starwood Capital Group, updated...
U.S. Energy Invests $8.5 Million in Permian Basin Development Project
September 18, 2020
U.S. Energy Development Corporation, an exploration and production firm and sponsor of direct oil and natural gas investments, has purchased...
Blackstone REIT Posts Increased Net Asset Value Per Share in August 2020
September 17, 2020
Blackstone Real Estate Income Trust, a publicly registered non-traded REIT sponsored by private equity giant The Blackstone Group (NYSE: BX),...
ADISA Co-Sponsored Study Finds Real Estate Reliance on Section 1031 Exchanges
September 17, 2020
A study co-sponsored by the Alternative & Direct Investment Securities Association (ADISA), a trade association for the alternative and direct...
Starwood REIT Buys Light Industrial Property Near Nashville Airport for $62 Million
September 17, 2020
Starwood Real Estate Income Trust, Inc, a perpetual-life monthly NAV REIT sponsored by private investment firm Starwood Capital Group, has...
Former Members of Evolv Capital Launch Boutique Investment Banking Firm
September 17, 2020
Former members of Evolv Capital LLC have launched boutique investment banking firm Clir Capital LLC that will focus on non-accredited...
Private Equity-Backed Wealth Enhancement Group Expands Leadership Team and Board
September 17, 2020
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has...
Non-Traded REIT Sales Remain Flat in August, Stanger Lowers 2020 Fundraising Forecast
September 16, 2020
Sales of non-traded real estate investment trusts posted another flat month with $467 million raised in August 2020, down 66...
Four Springs Capital Trust Hires Industry Veteran as SVP of Capital Markets
September 16, 2020
Four Springs Capital Trust, a private real estate investment trust, has hired James Kammert as senior vice president of capital...
Black Creek Industrial REIT IV Increases Monthly NAV Per Share
September 16, 2020
Black Creek Industrial REIT IV Inc., a publicly registered non-traded real estate investment trust, has updated the monthly per share...
