Strategic Data Center Secures Credit Facility of up to $200 Million
September 9, 2020
Strategic Data Center Fund Manager LLC, the data center real estate division of alternative investment sponsor Strategic Capital Fund Management,...
Stephanie Adamson
Articles
Capital Square Launches Second Manufactured Housing Investment Offering
September 8, 2020
Capital Square, an investment sponsor specializing in tax-advantaged real estate offerings, has launched CS1031 Harbor View MHC LLC, a private...
Focus Financial to Buy $676 Million RIA
September 8, 2020
Focus Financial Partners Inc. (NASDAQ: FOCS), a registered investment advisor aggregator, has agreed to purchase Seasons of Advice Wealth Management...
LPL Recruits Father/Son Duo from Cadaret Grant
September 8, 2020
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Jess Murphy and Nathan Murphy to its broker-dealer and the...
Madison Capital Group Hires Head of Investor Relations
September 8, 2020
Madison Capital Group, a private investment and advisory firm, has hired Marlene Arteta as senior vice president of investor relations...
Guest Contributor: Opportunity Zone Investing in the Age of COVID-19
September 8, 2020
By: Greg Genovese, principal and president of Sound West Realty Capital The article first appeared in the Summer 2020 issue of...
Sealy Investment Securities Expands Distribution Team with Three Hires
September 4, 2020
Sealy Investment Securities, the broker-dealer affiliate of Sealy & Company, has added three senior professionals to its sales and distribution...
Carter Multifamily Buys $26.7 Million Property Near Birmingham
September 4, 2020
Carter Multifamily, the sponsor of private placement offerings that invest in value-add multifamily assets, has purchased the 240-unit Summerchase at...
RevOZ/Argosy JV Closes Opportunity Zone Investment in Downtown Sacramento
September 4, 2020
RevOZ Capital, a real estate private equity firm focused on opportunity zone investments, has formed a joint venture with Argosy...
Creative Planning Buys $1.6 Billion Atlanta-Based RIA in Largest Deal Yet
September 4, 2020
Creative Planning Inc., one of the nation's largest registered investment advisers, has purchased TrueWealth, an Atlanta-based RIA with approximately $1.6...
Sponsored: Cell Towers – An Ideal Complement (or Alternative) To Traditional Real Estate
September 4, 2020
Strategic Capital Fund Management’s latest research paper explores the essential, utility-like nature of cell tower assets and why the sector...
SEC Charges Former LPL Adviser with Stealing $330,000 from Retired Client
September 3, 2020
The Securities and Exchange Commission has filed an emergency action charging investment adviser Matthew O. Clason with stealing $330,000 from...
Strategic Capital Fund Management Hires Chief Financial Officer
September 3, 2020
Strategic Capital Fund Management, an alternative investment product sponsor focused on data center and wireless telecom infrastructure, has expanded its...
HC Government Realty Trust Raises $90 Million of Preferred Equity
September 3, 2020
HC Government Realty Trust Inc., a Regulation A real estate investment trust that invests in federally leased properties, has raised...
Private Equity-Backed Wealth Enhancement Group Buys $446 Million Hybrid RIA
September 3, 2020
Wealth Enhancement Group, an independent wealth management firm backed by TA Associates that oversees $19.4 billion in client assets, has...
Steadfast Apartment REIT Internalizes Management
September 2, 2020
Steadfast Apartment REIT Inc., a publicly registered non-traded real estate investment trust, has transitioned to a self-managed company by purchasing...
W.P. Carey-Sponsored REIT Increases Quarterly Net Asset Value Per Share
September 2, 2020
Corporate Property Associates 18 – Global Inc., a publicly registered non-traded real estate investment trust managed by W.P. Carey Inc....
MacKenzie to Deregister as a BDC to Shift Investment Focus
September 2, 2020
The board of MacKenzie Realty Capital Inc., a non-traded business development company that is taxed as a real estate investment...
Go Store It Buys Vacant Sam’s Club in South Carolina OZ for Self-Storage Conversion
September 2, 2020
Go Store It, an alternative investment sponsor that focuses on self-storage properties, has purchased an 80,000-square-foot former Sam’s Club property...
Four CIM REITs Plan to Merge to Create $5.9 Billion REIT
September 1, 2020
CIM Real Estate Finance Trust Inc. (CMFT), Cole Office & Industrial REIT Inc. (CCIT II), Cole Office & Industrial REIT...
