Asset Manager News & Perspectives

June 28, 2023

Caliber Expands its Internal Wholesale Team as the Firm Accelerates its Capital Markets Initiatives

CaliberCos Inc. (NASDAQ: CWD), a leading vertically integrated alternative asset manager, today announced the expansion of its internal wholesale team, which will significantly extend its reach into the Registered Investment Advisor (RIA) and independent broker-dealer channels...

June 27, 2023

Overmoon Hires Jen Ricci as Head of Retail Capital Markets

"We are incredibly excited to have Jen on the team at Overmoon as we develop partnerships with the best broker-dealers and RIAs in the country..."

June 27, 2023

Ashford Securities $500 Million In Capital Raised Since 2021

To date, over 88 independent broker-dealers and RIAs have utilized the investment products distributed by Ashford Securities.

June 27, 2023

Ashford Securities Announces $500 Million In Capital Raised Since 2021

Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), is pleased to announce that it has reached a milestone of $500 million, including $42.1 million from institutions, in capital raised in less than two years of serving investors via the independent broker-dealer and RIA distribution channels.

June 24, 2023

Owl Rock Capital Corporation Announces Upcoming Name and Ticker Change to Blue Owl Capital Corporation

Owl Rock Capital Corporation (NYSE: ORCC, or the "Company") today announced that it will soon be changing its name, ticker, and website. The Company's board of directors has already approved these changes and no shareholder vote is required...

June 24, 2023

California Self Storage Operator Vaults to Fifth Largest Player in Canada

California-based SmartStop Self Storage REIT is expanding in Canada's largest city, adding eight facilities in the greater Toronto area for $CA300 million...

June 24, 2023

SmartStop Adds Eight Self-Storage Facilities in the Greater Toronto Area for Approximately CAD $300 Million

SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully integrated self-storage company, announced today that its affiliates, Strategic Storage Trust VI, Inc. and Strategic Growth Trust III, Inc...

June 23, 2023

ExchangeRight Successfully Completes 32nd Full-Cycle Event, with Annualized Returns Ranging 8.25%–9.75%

ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the successful completion of its Net-Leased Preferred Equity Fund 3 (“NLPEF 3”), a fund that consistently generated 8.25%–9.75% annualized returns to investors throughout the offering’s six-year lifespan. The liquidation of NLPEF 3 marked the 32nd successful full-cycle event…

June 22, 2023

Peachtree Group Strengthens Its Capital Markets Team with Key Appointments

Peachtree Group has further strengthened its leadership team within its broker-dealer affiliate, Peachtree PC Investors ("PPCI"), with the appointment of industry veteran Brian Cho...