Cetera Holdings bought The Retirement Planning Group, a registered investment advisory firm with $1.4 billion in assets. The acquisition of a pure RIA is a first for Cetera, which owns a network of independent broker-dealers. The deal expands the company’s affiliation options for financial advisor...

House lawmakers Monday unanimously approved legislation that would increase the number of investors who can buy private securities by expanding the criteria beyond income and wealth. One of the bills, the Fair Investment Opportunities for Professional Experts Act, would deem as accredited investors ...

Carter Exchange Fund Management Company, LLC (“Carter Exchange”) a real estate company focused on tax-advantaged investment strategies, today announced the sale of Station at Poplar Tent (the “Property”), a garden-style apartment community located at 50 Poplar Station Circle ...

Blackstone Real Estate Investment Trust is selling a 1,000-room resort hotel in the Texas Hill Country for $800 million in a deal that is being called the second-biggest hotel transaction since the pandemic and a major bet on the convention and leisure industry. The JW Marriott San Antonio Hill Coun...

Forum Investment Group LLC (“Forum”), a Denver-based real estate development and investment firm, along with co-general partner, Mass Equities Inc. (“MEQ”), announced the purchase of a 4.5-acre site with plans to develop a six-building, 206-unit, multifamily community, named ...

NEW YORK–(BUSINESS WIRE)–Global Net Lease Inc. (NYSE: GNL, “GNL”) and The Necessity Retail REIT Inc. (NASDAQ: RTL, “RTL”) – together with their respective advisors and property managers and AR Global – today announced that they have entered into a cooperation ...

CaliberCos Inc. (NASDAQ: CWD), a leading vertically integrated alternative asset manager, today announced it has engaged with Skyway Capital Markets, which is serving as the exclusive managing broker dealer for the primary investment products in Caliber’s funds marketed by Caliber’s internal who...

Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities, announced today the acquisition of Ashford Townes, a 74-unit newly constructed build-for-rent townhome community in the affluent Raleigh suburb of ...

Blackstone’s retail real estate fund, valued at $69 billion, experienced a seventh consecutive month of limited investor withdrawals in May, as it faced substantial redemption requests. The fund, known as the Blackstone Real Estate Income Trust or BREIT, disclosed that it received $4.4 billion in ...

Belpointe PREP, LLC (NYSE American: OZ) (“Belpointe OZ” or “the Company”), a publicly traded qualified opportunity fund, today announced its unaudited quarterly net asset value (“NAV”) as of March 31, 2023 of $351.7 million or $99.82 per Class A unit. “We are pleased to present our ini...