Regulations

October 16, 2023

7 Top SEC Exam Priorities for 2024

The Securities and Exchange Commission has released its 2024 examination priorities to inform investors and registrants of the key risks, exam topics and priorities that the division plans to focus on in the upcoming year...

August 1, 2023

Concerns percolate about how SEC’s AI proposal aligns with Reg BI

An SEC proposal to eliminate conflicts of interest in financial advisors’ use of technology that predicts investor behavior is raising concerns about how it will work with Regulation Best Interest. A split Securities and Exchange Commission voted 3-2 Wednesday to release a proposal for public comment that would require brokerages and investment advisory firms to “eliminate or…

May 5, 2023

ExchangeRight Income Fund to Become SEC Reporting Company

ExchangeRight Income Fund, doing business as ExchangeRight Essential Income REIT, is a self-administered real estate company, formed on January 11, 2019, focusing on investing in single-tenant, primarily investment-grade net-leased real estate.

March 30, 2023

Zoning on Lightstone’s Moxy Hotel in Williamsburg Ruled Improper

David Lichtenstein’s Lightstone Group was riding high in early March after it opened the Moxy Hotel in Williamsburg, which...

January 30, 2023

Capital Square Launches CSRA Opportunity Zone Fund VIII to Develop 348-Unit Class A Multifamily Community in Knoxville, Tennessee

Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily...

December 11, 2022

Five Years In, Opportunity Zones are Hitting Their Stride

When the Tax Cuts and Jobs Act of 2017 put in place new tax incentives for investors tied to Opportunity Zones, no one was quite sure how well...

November 17, 2022

Capital Square’s Second Opportunity Zone Fund Completes Stabilization, Permanent Financing and Special Distribution to Investors

Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and a developer of mixed-use multifamily...

October 18, 2022

Inland Private Capital Corporation Unlocks Value for Investors in Florida Opportunity Zone

In addition to receiving a majority of their original investment principal following the refinance, investors in the Fund will continue to receive regular distributions, based upon cash flow from operations for the duration of the investment.