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

FS Credit Real Estate Income Trust, a monthly net asset value real estate investment trust sponsored by FS Investments, announced that it received share repurchase requests exceeding its monthly and quarterly limitations in March 2025 and the first quarter of 2025, respectively. Read more on AltsWire: https://lnkd.in/g-C-7Jsd FS Investments Fs Credit Real Estate Income Trust, Inc. Brian Gold, CPA #FSCreditRealEstateIncomeTrust #REIT #realestateinvestmenttrust #netassetvalue #NAV #DRIP #distributionreinvestmentplan #CFO #chieffinancialofficer #Gold #repurchaserequests #excess #redemptions

Montego Minerals, an investor in oil and gas royalties and mineral rights, announced the opening of its fourth income and growth offering and the 25th portfolio overall: Montego Capital Fund 4, LP. According to the company, the $75 million offering aims to capitalize on Montego’s history of acquiring mineral assets located in the nation’s most productive energy field – the Permian Basin. Read more on AltsWire: https://lnkd.in/gKtRx55H Montego Minerals Cutler Gist Rhett Gist Sean Caldwell Janice Gist #alternativeinvestments #RIA #registeredinvestmentadviser #brokerdealer #Montego #MontegoMinerals #oil #gas #naturalgas #energy #commodities #minerals #PermianBasin #shaleformation #offering

JLL Income Property Trust, a daily net asset value, non-listed real estate investment trust with approximately $6.6 billion in portfolio equity and debt investments, has acquired Naperville Medical Center for a purchase price of approximately $16.3 million. The medical center is a newly converted single story medical outpatient building in the Chicago suburb of Naperville, Ill. Read more on AltsWire: https://lnkd.in/gepButCs JLL JLL Income Property Trust Allan Swaringen Sean Meehan Lucas Kimmel #alternativeinvestments #JLLIncomePropertyTrust #REIT #realestateinvestmenttrust #JLL #acquisition #purchase #realestate #investor #healthcare #Chicago #IllinoisJonesLangLaSalleManagement

NewEdge Advisors expands again, adding a $1.4B team from Merrill Lynch. Krueger, Fosdyck, Brown, McCall & Associates join NewEdge for its independent model and Goldman Sachs Custody Solutions. With $27B in assets, NewEdge continues to attract top-tier advisers. Read more: https://lnkd.in/gfe_2hQZ NewEdge Advisors NewEdge Capital Group Goldman Sachs Tim Krueger Cory Fosdyck, CFP®, CPWA®, CIMA® Jerry Brown, CPWA® Collin McCall, CFP® Alex Goss, CFP® Nina McClanahan, CRPC™ Bill Dalton #WealthManagement #FinancialAdvisors #RIA #NewEdgeAdvisors #FinanceNews #IndependentAdvisors #MerrillLynch #GoldmanSachs

WhiteHawk Energy Doubles Marcellus Shale Ownership in $118M Acquisition WhiteHawk Energy has significantly expanded its footprint in the Marcellus Shale, doubling its ownership interests through a $118 million transaction. With a focus on Pennsylvania’s Washington and Greene counties, this move strengthens WhiteHawk’s position in one of the most productive natural gas regions in the U.S. The acquired assets—95% operated by industry leaders EQT, Range Resources, and CNX Resources—have consistently outperformed expectations since WhiteHawk’s initial entry in 2022. This latest acquisition, the company’s sixth in three years, further consolidates its Marcellus holdings, now covering approximately 675,000 gross unit acres. What does this mean for the future of natural gas investments and mineral rights consolidation? Read more in AltsWire’s latest coverage: https://lnkd.in/gwZBfPm8 WhiteHawk Energy Preferred Capital Securities, LLC Daniel Herz Jeffrey Slotterback -CPA David Heikkinen #EnergyInvesting #NaturalGas #MarcellusShale #WhiteHawkEnergy #MineralRoyalties #EnergyAcquisitions #ShaleGas #Investing #AlternativeInvestments

Private placements are reshaping the alternative investments landscape. In 2024 alone, private placement BDCs raised a record-breaking $20.1 billion—marking a staggering 118% year-over-year growth. Meanwhile, private placement REITs now account for 16.5% of the $111.4 billion non-traded REIT market. As firms like Blackstone, KKR, BlackRock, and Goldman Sachs increasingly turn to private placements, the shift is clear: higher-yielding, semi-liquid alternatives are proving their value in capital formation. But what’s driving this surge? Explore the key trends, insights from ADISA’s 2025 Spring Conference, and expert analysis from Stanger’s latest report. Read more: https://lnkd.in/gdw3Tdff Robert A. Stanger & Company, Inc. ADISA KKR BlackRock Goldman Sachs Randy Sweetman Michael Covello, MBA Michael O'Neil #AlternativeInvestments #PrivatePlacements #REITs #BDCs #InvestmentTrends #CapitalMarkets #WealthManagement #InstitutionalInvesting #FinancialGrowth

Federal Appeals Court Overturns $93M SEC Judgment Against Commonwealth A federal appeals court has reversed a lower court's ruling that mandated Commonwealth Financial Network to pay $93 million to the U.S. Securities and Exchange Commission for alleged disclosure failures regarding revenue sharing from mutual fund share classes. Read more on AltsWire: https://lnkd.in/gwXUZJeY #Commonwealth #CommonwealthFinancialNetwork #SEC #SecuritiesandExchangeCommission #reversal #overturn #disclosurefailures #brokerdealer #fiduciaryduty #conflictofinterest #LPLFinancial #acquisition #revenuesharing #revenuesharingprogram #mutualfund #lawsuit #NationalFinancialServices

SmartStop Self Storage REIT Debuts on NYSE, Closes Strong on First Day SmartStop Self Storage REIT (NYSE: SMA) has officially made its public market debut, raising $810 million in its initial public offering. Priced at $30.00 per share, SmartStop closed its first day at $33.09—marking a 10.3% increase. Read more on AltsWire: https://lnkd.in/g9Vz2Afc SmartStop Self Storage Wayne Johnson James Barry Mike Terjung Rhonda Williams #REIT #RealEstateInvesting #SmartStop #NYSE #SelfStorage #IPO #AlternativeInvestments #StockMarket

Greenbacker CEO Steps Down; Daniel De Boer Named as Interim CEO Greenbacker Renewable Energy Company, a climate-focused investment manager with a registered investment adviser subsidiary, announced that Charles Wheeler has stepped down as chief executive officer of the company, as chairman of the company's board of directors, and as a member of the board's nominating and governance committee. Wheeler has also resigned as a director of the board, effective as of the earlier of Dec. 31, 2025, and the date on which a permanent CEO of the company is appointed. Read more on AltsWire: https://lnkd.in/gwavkWj4 Greenbacker Charles Wheeler Daniel De Boer John Hennessey #alternativeinvestments #RIA #registeredinvestmentadviser #GreenbackerRenewableEnergyCompany #Greenbacker #resignation #stepdown #leadership #chiefexecutiveofficer #CEO #netassetvalue #NAV