Eagle Point Credit Management LLC (“Eagle Point”), a specialist credit asset manager with approximately $7.5 billion of assets under management,1 announced that Eagle Point Institutional Income Fund (the “Fund”), a non-traded closed-end fund registered under the Investment Company Act of 194...

Eversheds Sutherland has completed its annual study of the disciplinary actions reported by the Financial Industry Regulatory Authority (FINRA) in 2022. By reviewing FINRA’s monthly disciplinary reports, press releases and online database, Partners Brian L. Rubin and Adam C. Pollet found that in 2...

The Biden Administration released its 2024 budget plan this week that proposes sweeping tax increases on investors and the nation’s highest earners. Once again, among the proposals is the requested elimination of like-kind exchanges that allow for deferral for capital gains taxes under Internal Re...

CNL Healthcare Properties, a real estate investment trust focused on seniors housing, announced that its board of directors unanimously approved an estimated net asset value (NAV) per share of $6.92 as of Dec. 31, 2022. The company’s previous estimated NAV was $7.37 per share as of Dec. 31, 2021. ...

JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX) with more than $7.1 billion in portfolio assets, announced that on March 7, 2023, its Board of Directors declared a dividend for the first quarter of 2023 of $0.145 per share, a 3.6% increas...

Sila Realty Trust Inc. Tender offer Price suggests Financial Losses for investors Are you concerned about your investment in Sila Realty Trust Inc. (formerly known as Carter Validus Mission Critical REIT II)? If so, the securities attorneys at the White Law Group may be able to help you. The White L...

CION Ares Management LLC, a joint venture between affiliates of CION Investments (“CION”), a leading manager of alternative investment solutions for individual investors, and Ares Management Corporation (“Ares”), a leading global alternative investment manager, announced that the CION Ares D...

From the outside looking in, 35-year-old N.Y.-based twins Adam and Daniel Kaplan were building an enviable advisory practice. In just five years, the brothers signed 244 clients, many of them friends, family and acquaintances, while working with leading Wall Street firms like Merrill Lynch. But the ...

Versity Invest, LLC, (Versity) owners (Blake Wettengel as CEO and Tanya Muro as COO) are adapting to the current capital market’s climate with investor-focused institutional changes to their offerings. Versity is a privately held California based real estate company, with a portfolio north of ...