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Larry Roth Steps Down From RCAP Board After Four Months

Larry Roth Steps Down From RCAP Board After Four Months

September 1, 2015

Company says he is focusing on his role as CEO of Cetera Financial Group Sep 1, 2015 @ 11:10 am By Mason Braswell Four months after joining the board of directors for RCS Capital Corp., Larry Roth, chief executive officer of Cetera Financial Group, is resigning from the board, according to an announcement from the …

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CNL Financial Group Hires Vice President for CNL Securities

September 1, 2015

Scott Belval will serve as Vice President of Sales. Orlando, Fla., Sept. 1, 2015 (GLOBE NEWSWIRE) -- CNL Financial Group has hired Scott Belval as vice president of sales for CNL Securities Corporation. In his position, Belval will be responsible for overseeing business development in the Boston area. "It's a pleasure to have Scott join …

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Inland Residential Properties to Buy Luxury Frederick Apartment for $46M

September 1, 2015

By Erika Morphy | Washington, DC The Haven at Market Square FREDERICK, MD—Inland Residential Properties Trusthas entered into an agreement to acquire the fee simple interest in The Haven at Market Square for $45.8 million in cash, according to a Securities and Exchange Commission filing. The seller is an LLC that is an unaffiliated third …

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Blue Vault Explains Liquidity Options For Non-Traded REIT Holders

July 26, 2015

The DI Wire Non-traded REITs are illiquid investments designed for the long-term investor seeking yield and potential appreciation of underlying assets. Sometimes, life events force the need for liquidation years prior to liquidity options becoming available. Blue Vault Partners, LLC, a provider of data and analytics for non-traded REITs and BDCs, constructed a two minute …

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Moody National REIT I, Inc. To Acquire $1.725 Billion Portfolio

July 26, 2015

PR Newswire HOUSTON, May 21, 2015 /PRNewswire/ -- Moody National REIT I, Inc. (the "REIT"), announced today it is under contract to acquire a 149-hotel portfolio (the "Project 149") from a third party seller, for an aggregate purchase price of $1.725 billion, excluding acquisition costs. The portfolio includes 14,000 units spread across 32 states. Project …

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DOL Poised to Advance Final Fiduciary Rule

January 21, 2016

Politico reports the measure will move to the Office of Management and Budget by Jan. 31, setting in motion the last stages of review before finalization Jan 20, 2016 @ 2:08 pm | By Mark Schoeff Jr. | Investment News The Labor Department is poised to advance as early as this month a final rule that would …

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DOL Fiduciary Rule Could Decimate Number of IBDs

November 20, 2015

Commonwealth executives predict that a combination of higher costs and less revenue will cause widespread consolidation in the industry Nov 18, 2015 @ 12:33 pm By Bruce Kelly The Labor Department's fiduciary rule could present a one-two punch to independent broker-dealers, leading to widespread consolidation that could cut the number of firms in the industry …

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CPA:17 - Global Acquires Jacksonville University Student Housing Facility for $18 Million

January 21, 2016

Newly completed, state-of-the-art residence building on long-term triple-net lease 07:30 ET from CPA:17 - Global | PR Newswire NEW YORK, Jan. 21, 2016 /PRNewswire/ -- W. P. Carey Inc., a global net lease real estate investment trust (REIT) specializing in corporate sale-leaseback and build-to-suit financing and the acquisition of single-tenant net lease properties, announced today that CPA®:17 …

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Strategic Storage Trust II Buys California Self Storage Facility for $4.7 Million

January 21, 2016

Jan 20 2016 | Article by: The DI Wire Strategic Storage Trust II Inc., a publicly registered non-traded real estate investment trust, purchased a self storage facility in Lancaster, California for approximately $4.7 million. The 10-building facility, which was built in 1991, is comprised of approximately 550 units totaling 71,900 rentable square feet. The property sits …

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JLL Income Property Trust Acquires Newly Constructed Medical Office Building in New Jersey

January 21, 2016

January 19, 2016 09:00 ET | SOURCE: JLL Income Property Trust | Marketwired CHICAGO, IL--(Marketwired - Jan 19, 2016) - JLL Income Property Trust, an institutionally-managed, non-listed, daily valued perpetual life REIT (NASDAQ: ZIPTAX) (NASDAQ: ZIPTMX) (NASDAQ: ZIPIAX) (NASDAQ: ZIPIMX), today announced it acquired 140 Park Avenue, a newly constructed 100,000 square foot medical office building …

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IPA Chief Foresees Direct Investment Industry Changes

January 21, 2016

JANUARY 20, 2016 | CHRISTOPHER ROBBINS |Financial Advisor This year will bring both vigorous growth and regulatory challenges to the direct investment industry, says the newly named leader of the Investment Program Association. As Anthony J. Chereso became the president and CEO of the IPA earlier this month, he made improving and expanding direct investments, which include …

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Phillips Edison Grocery Center REIT II, Inc. Ends 2015 Strong

January 15, 2016

Acquires Seven Shopping Centers in December January 13, 2016 09:00 AM Eastern Standard Time CINCINNATI--(BUSINESS WIRE)--Phillips Edison Grocery Center REIT II, Inc. (the “Company”) is pleased to announce a strong close to 2015, acquiring seven grocery-anchored shopping centers in December for a total purchase price of $123 million. In doing so, the Company added two …

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Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.

Ramón A. Rivera-Ramos Registered Principal, Kovack Securities, Inc. Blue Vault Nontraded REIT and Nontraded BDC Reviews September 1, 2016