Carter Validus Mission Critical REIT II to Internalize Management and Rebrand
July 30, 2020
Carter Validus Mission Critical REIT II Inc., a publicly registered non-traded real estate investment trust, has agreed to internalize management...
Stephanie Adamson
Articles
AR Global’s New York City REIT to List on NYSE
July 30, 2020
The board of New York City REIT Inc., a publicly registered non-traded REIT sponsored by AR Global, has unanimously approved...
GWG Expands Sales Team with Two New Hires
July 30, 2020
GWG Holdings Inc. (Nasdaq: GWGH), a financial services firm and sponsor of non-traded direct investment offerings, has hired Michele Drummond...
LPL Nabs M&T Bank’s $20 Billion Retail Brokerage and Advisory Business
July 30, 2020
M&T Bank Corporation (NYSE: MTB) has chosen LPL Financial, the nation’s largest independent broker-dealer, to support its retail brokerage and...
CIM Income NAV Limits Share Redemptions
July 29, 2020
CIM Income NAV Inc., a publicly registered non-traded real estate investment trust formerly known as Cole Real Estate Income Strategy...
Inland’s Keith Lampi and Mountain Dell’s Taylor Garrett Discuss the Current 1031 Exchange Market
July 29, 2020
Keith Lampi, president, director and chief operating officer of Inland Private Capital Corporation, and Taylor Garrett, managing director of Mountain Dell...
SFA Partners Adds Four Wealth Management Firms to Platform
July 29, 2020
SFA Partners, a group of independent advisor-focused entities, has recruited four wealth management firms: Kolinsky Wealth Management, Lehner Carroll Shope...
ShopOne Hires Executive Vice President of Acquisitions
July 29, 2020
ShopOne Centers REIT Inc., a private real estate investment trust that invests in grocery-anchored shopping centers, has hired Chris Reed...
AltsWire Welcomes Alternative Investment Exchange (AIX) as a New Directory Sponsor
July 29, 2020
AltsWire is pleased to welcome Alternative Investment Exchange (AIX) as the newest member of our directory.
Hines Global REIT to Sell London Office Building to Hong Kong-Listed REIT for $482.6 Million
July 28, 2020
HGR Liquidating Trust, the liquidating trust of non-traded real estate investment trust Hines Global REIT Inc., has agreed to sell...
Capital Square 1031 Fully Subscribes DST Offering of Georgia Medical Facility
July 28, 2020
Capital Square 1031, a sponsor of Delaware statutory trust offerings for Section 1031 exchange and other accredited investors, has fully...
Shopoff Receives Planning Commission Approval for Chula Vista Residential Project
July 28, 2020
Shopoff Realty Investments, a private placement sponsor and manager of opportunistic and value-add real estate investments, announced that its 141-unit...
LPL Financial Adds $180 Million Financial Advisor
July 28, 2020
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Keith Boyd to its broker-dealer and hybrid registered...
Watermark Lodging Trust Secures Financing from Ascendant and Oaktree Joint Venture
July 27, 2020
Watermark Lodging Trust, a non-traded real estate investment trust created by the merger of Carey Watermark Investors and Carey Watermark...
Democrats Vow to Reverse SEC’s Regulation BI in Draft Party Platform
July 27, 2020
Without mentioning the regulation by name, Democrats took aim at Regulation BI, the Securities and Exchange Commission's broker advice rule...
Triad Recruits $130 Million Hybrid
July 27, 2020
Triad Advisors, a wealth management firm within the Advisor Group network, has added Professional Planning & Wealth LLC to its...
Guest Contributor: Brace Yourself for a Slow Economic Recovery—What RIAs Need to Know
July 27, 2020
By: Chris Barnes, chief product officer and managing director of Escalent's Financial Services Research division As the engine of economic growth,...
UDF IV Responds to NexPoint, Expresses “Serious Concerns” with Connection to Kyle Bass
July 24, 2020
United Development Funding IV (OTC PINK: UDFI) has responded to the recent letter from NexPoint Advisors L.P. expressing interest in...
SEC Charges Former Morgan Stanley Advisor with Fraud
July 24, 2020
The Securities and Exchange Commission has charged former registered representative and investment adviser Michael Barry Carter with fraud for allegedly...
CNL Strategic Capital Secures Majority Stake in Diabetes-Focused Healthcare Company
July 24, 2020
CNL Strategic Capital LLC, a publicly registered non-traded limited liability company, has closed an investment in Healthcare Safety Holdings LLC...
