AltsWire

For more than 12 years, The DI Wire has been the trusted source for independent news and analysis for financial professionals who sponsor, distribute or invest in illiquid and semi-liquid alternative investments. During this time, the industry has evolved exponentially, and to better reflect this dynamic evolution, we are excited to announce our new name: The DI Wire is now AltsWire. AltsWire Spotlight Marketing Communications Damon Elder #InsightsFromthePublisher #DamonElder #alternativeinvestments #alts #industry #rebrand #AltsWire #news #analysis #evolution #audience #landscape #realestateinvestmenttrust #Delawarestatutorytrust #1031exchange #businessdevelopmentcompany #privateequity #REIT #DST #BDC

LPL Financial Announces Strategic Relationship With First Horizon Bank LPL Financial Holdings Inc. announced an agreement with Memphis, Tenn.-based First Horizon Bank – the banking subsidiary of First Horizon Corporation (NYSE: FHN) – to expand their wealth management capabilities and solutions by transitioning support of the broker-dealer and investment advisory services of First Horizon Advisors Inc. to LPL and its Institution Services platform. Read more on AltsWire: https://lnkd.in/gSDSMW9S LPL Financial First Horizon Advisors Martin de Laureal Christopher Cassidy #LPL #LPLFinancial #FirstHorizonBank #FirstHorizonAdvisors #FirstHorizon #brokerdealer #RIA #registeredinvestmentadviser #partnership #wealthmanagement #financialservices #financialadviser

The North American Securities Administrators Association, or NASAA, announced that members have voted to adopt proposed amendments to NASAA’s Dishonest or Unethical Business Practices of Broker-Dealers and Agents model rule, i.e., the Conduct Rule. The amendments were previously released for public comment on Nov. 4, 2024. The modifications update the Conduct Rule to more closely align with the U.S. Securities and Exchange Commission’s adoption of Regulation Best Interest, or Reg BI. Read more on AltsWire: https://lnkd.in/gE5fhTxR NASAA Leslie Van Buskirk Joseph Brady Pamela Epting #NASAA #NorthAmericanSecuritiesAdministratorsAssociation #amendment #RegBI #RegulationBestInterest #ConductRule #adviser #advisor #brokerdealer #vote #businesspractice

Ares Industrial Real Estate Income Trust Inc., a monthly net asset value real estate investment trust sponsored by Ares Management Corporation, announced leadership transitions, including a change on its board of directors and the planned retirement of a key executive officer. Rajat Dhanda has stepped down from the board, succeeded by Martin A. Edmondson, while Scott Recknor, head of asset management, has announced his intention to retire. Read more on AltsWire: https://lnkd.in/eWnQm5wu Ares Management Corporation Ares Wealth Management Solutions Marty Edmondson Raj Dhanda #Ares #AresIndustrialRealEstateIncomeTrust #REIT #realestateinvestmenttrust #leadership #board #realestate #AresRealEstate #alternativeinvestments #KTRCapitalPartners #investment #debt

Ares Real Estate Income Trust Refreshes Board and Introduces New Equity Incentive Plan Ares Real Estate Income Trust, a non-traded perpetual life REIT sponsored by Ares Real Estate, has made strategic governance moves, including the appointment of two new board members and the adoption of a forward-looking equity incentive plan. With the departure of longtime directors Rajat Dhanda and Daniel J. Sullivan, the Trust welcomes Andrew E. Holm and Paula Schaefer—two seasoned leaders with deep expertise in real estate investment and asset management. Schaefer, joining as an independent director, will also serve on key board committees. In tandem with the leadership updates, the Trust adopted a new equity incentive plan aimed at attracting and retaining top talent through stock- and cash-based awards. Explore the full story on AltsWire: https://lnkd.in/eTYSM-Db Ares Wealth Management Solutions Andrew Holm Paula Schaefer #Ares #RealEstateInvestment #REITs #BoardLeadership #CorporateGovernance #AlternativeInvestments #AssetManagement #PrivateMarkets #RealAssets #EquityIncentivePlan

How RIAs Are Reframing the Future of Alternative Investing As alternative investments gain traction, registered investment advisers are taking a deliberate, client-focused approach—prioritizing diversification, due diligence, and education over hype. At ADISA’s 2025 Spring Conference, RIA leaders from Ellevest, 1776 Wealth, and Wealth Enhancement Group outlined how alts can be integrated into portfolios not just as return enhancers, but as tools for personalization, impact, and long-term resilience. From the rise of private credit to the practical limits of liquidity, this panel made one thing clear: smart alt strategies require both deep understanding and a human-first mindset. Read the full recap on Altswire: https://lnkd.in/eTw6GHfR ADISA Accretive Wealth Management Ellevest 1776ing Wealth Enhancement Rizwan Ibrahim, CFA, CAIA, CFP® Sylvia S. Kwan, CFA, CAIA Sean O'Toole. Ayako Yoshioka, CFA #ADISA #alternativeinvestments #RIA #registeredinvestmentadviser #Ellevest #1776Wealth #WealthEnhancementGroup #FactRight #alternatives #goalsbasedinvesting #privateinvestments #diversification #democratization #education #duediligence #technology #AI #tax #fundstructure

For financial advisers, non-cash investment opportunities present a distinctive way to enhance client portfolios without disrupting their existing strategies. This approach offers an additional channel to boost returns while allowing clients to maintain their financial strategy. Read more on AltsWire: https://lnkd.in/gyFqT6kf Tri-Land Properties RJ Johnson Heidi Wheatley #sponsored #financialadviser #TriLandProperties #TriLand #RIA #registeredinvestmentadviser #DST #Delawarestatutorytrust #alternativeinvestments #strategy #registeredrepresentative #noncash #assetmanager #growth #client #relationship

In what has now been a years-long dispute between Silver Star Properties REIT, a publicly registered non-traded real estate investment trust formerly known as Hartman Short Term Income Properties XX Inc., and its former chief executive officer, Allen R. Hartman, the Circuit Court for Baltimore, Md., issued a mixed ruling ordering Silver Star Properties to hold an annual shareholder meeting and addressing several other key points of contention between the two parties. Read more on AltsWire: https://lnkd.in/dCwsUBwG Silver Star Properties REIT, Inc. HARTMAN SHORT TERM INCOME PROPERTIES XX, INC. #brokerdealer #registeredinvestmentadviser #RIA #selfstorage #SilverStar #SilverStarPropertiesREIT #realestateinvestmenttrust #AllenHartman #Hartman #HartmanShortTermIncomePropertiesXX #shareholders #litigation

Resource Royalty Fully Subscribes $6.2M Offering in Anadarko Basin Resource Royalty LLC has successfully closed its $6.2 million Resource Royalty 23 offering, securing full subscription ahead of schedule. The diversified oil and gas portfolio—split evenly between oil and natural gas—is located in Oklahoma’s Anadarko Basin and includes assets from some of the nation’s top operators. The offering includes 16 properties across five counties with 25 producing wells already generating revenue, and more in various stages of completion. According to CEO Beth Good, the company’s data-driven approach and focus on operational excellence positions Resource Royalty 23 for strong, sustainable distributions. Mineral rights continue to gain momentum among accredited investors, particularly those utilizing 1031 exchanges to seek yield, diversification, and direct exposure to domestic energy production. Read the full story on AltsWire: https://lnkd.in/duk7W5uq Resource Royalty Brian Sone Beth Good Christy Black Ewert #OilAndGas #EnergyInvesting #MineralRights #AnadarkoBasin #1031Exchange #PrivateEquity #PassiveIncome #ResourceRoyalty #RIA

A registration statement has been filed with the U.S. Securities and Exchange Commission for a perpetual interval fund, Calamos Aksia Hedged Strategies Fund. Read more on AltsWire:https://lnkd.in/dTGc_qRa #CalamosAksiaHedgedStrategiesFund #intervalfund #CalamosAksiaAdvisors #Aksia #registration #SEC #SecuritiesandExchangeCommission #hedgefund #equity #liquidity #repurchaseoffer #NAV #netassetvalue #alternativeinvestments