Watermark Lodging Trust Provides Update on Distributions and SRP Suspensions
July 10, 2020
Watermark Lodging Trust, a non-traded real estate investment trust created by the merger of Carey Watermark Investors and Carey Watermark...
Stephanie Adamson
Articles
Mercer Advisors Continues Buying Spree with $910 Million RIA Acquisition
July 10, 2020
Mercer Global Advisors Inc., a registered investment adviser with $20 billion in client assets, has acquired M.J. Smith and Associates...
Griffin Capital Essential Asset REIT Sells California Office Building, Provides Rent Update
July 9, 2020
Griffin Capital Essential Asset REIT Inc., a publicly registered non-traded real estate investment trust, has sold a 273,241-square-foot office property...
Brookstone Capital and FormulaFolios Merge to Create $6.5 Billion RIA
July 9, 2020
Brookstone Capital Management and FormulaFolios, two registered investment adviser firms, are combining to create a $6.5 billion RIA. The combined company...
Pacific Oak Strategic Opportunity REIT Acquires Private REIT
July 9, 2020
Pacific Oak Strategic Opportunity REIT Inc., a publicly registered non-traded real estate investment trust formerly known as KBS Strategic Opportunity...
Securities America CEO Nominated for Second Term on FINRA Board
July 9, 2020
Securities America, a wealth management firm within Advisor Group’s network, reported that president and chief executive officer Jim Nagengast has...
Procaccianti REIT Resumes Offering, DRIP and SRP Following Temporary Suspension Due to COVID-19
July 8, 2020
Procaccianti Hotel REIT Inc., a publicly registered non-traded real estate investment trust sponsored by privately-held real estate firm Procaccianti Companies...
FINRA Fines Cadaret Grant $200,000 Over Rep’s Alleged Ponzi Scheme
July 8, 2020
Financial Industry Regulatory Authority has issued a $200,000 fine against Cadaret, Grant & Co. Inc., alleging that the broker-dealer failed...
ProEquities Names New President
July 8, 2020
ProEquities Inc., a registered investment advisor and broker-dealer, has promoted interim president Libet Anderson to president of the company. Anderson...
Securities America Recruits Credit Union Team from LPL
July 8, 2020
Securities America, a wealth management firm within Advisor Group’s network, has added Oregon Community Credit Union (OCCU) to its financial...
AltsWire Welcomes APX Energy as a New Directory Sponsor
July 8, 2020
AltsWire is pleased to welcome APX Energy as the newest member of our directory.
GWG Holdings Launches $2 Billion L Bond Offering
July 7, 2020
GWG Holdings Inc. (Nasdaq: GWGH), a financial services firm based in Dallas, has launched a $2 billion L bond offering...
Primark Registers Closed-End Interval Fund
July 7, 2020
Primark Capital LLC, an asset management company focused on investing in the lower middle market in private equity, has registered...
Hines Global Income Trust Buys UK Logistics Property
July 7, 2020
Hines Global Income Trust Inc., a publicly registered non-traded real estate investment trust, has purchased Wakefield Logistics, an industrial logistics...
LPL Financial Recruits Former Wells Fargo Team
July 7, 2020
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Glenn Drake and John Kinzer have joined LPL Financial’s broker-dealer...
EJF Capital Joint Venture to Develop Mixed-Use Project in Washington Opportunity Zone
July 6, 2020
EJF Capital LLC, an alternative asset management firm, and Holland Partner Group, a real estate investment company, announced plans to...
AR Global’s Healthcare Trust Changes Common Stock Dividend Policy
July 6, 2020
The board of Healthcare Trust Inc., a publicly registered non-traded real estate investment trust sponsored by AR Global, has approved...
Cardone Capital Closes Two Funds, Launches New Opportunity Fund
July 6, 2020
Cardone Capital, a Miami-based private equity firm that invests in multifamily properties across the southeast United States, has closed Cardone...
FS Energy and Power Fund Appoints Chief Operating Officer
July 6, 2020
FS Energy and Power Fund, a non-traded business development company sponsored by FS Investments, has appointed James Beach as chief...
Hines Seeks to Exit HMS Income Fund and Appoint Main Street as Sole Advisor
July 2, 2020
HMS Income Fund, a publicly registered non-traded business development company advised by a Hines affiliate and sub-advised by an affiliate...
