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KKR Restructures Share Classes Across Two Conglomerate Vehicles In Coordinated Move

July 3, 2026

Grayscale Kathryn Masci and Daniel Plourde as Interim Co-CFOs as Edward McGee Steps Down

July 3, 2026

Rithm Perpetual Life Residential Trust Draws $7.1 Million in New Capital

July 3, 2026

Trulieve Eliminates Chief Accounting Officer Brett Walsh, Shifts Duties to CFO Jan Reese

July 3, 2026

ExchangeRight Fully Subscribes $38.95 Million Essential Income 7 DST as Demand for Accelerated REIT Access Continues

July 2, 2026

SEC Reopens Its ETF Rulebook as a $16 Trillion Market Outpaces Seven-Year-Old Framework

July 2, 2026

Goldman Sachs Private Credit Fund Clears All Quarterly Redemptions as Demand Stays Below Cap

July 2, 2026

Lucid Capital Markets Principals Seize Control of Stark Focus Group

July 2, 2026

Featured Partner: Prospect Capital Management

July 1, 2026

Blue Owl Digital Infrastructure Trust Names Jack Viellieu Chief Operating Officer

July 1, 2026

Lafayette Square USA Raises $29.4 Million Through Investor Capital Drawdown

July 1, 2026

Nu-Med Plus Pivots to Gold Exploration, Ceding Control to Avid Gold Investors

July 1, 2026

Equity Residential, AvalonBay Set Shareholder Votes as Merger Terms Come Into Focus

June 30, 2026

Barings Private Credit Expands SMBC Revolver to $540 Million

June 30, 2026

Kayne DL 2021 Loses Its Only Adviser-Linked Director, Board Now Fully Independent

June 30, 2026

Ameren Missouri Raises $500 Million Through 5.75% First Mortgage Bonds Due 2056

June 30, 2026

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Featured Partners

Prospect Capital Management

Prospect Capital Management is a leading alternative investment manager headquartered in New York City, with more than $9.4 billion in assets under management and 39+ years of experience investing across credit, private equity, and real estate. Founded in 1988 by a veteran team of senior professionals from Merrill Lynch’s merchant bank and high yield bond groups, Prospect has built a long-tenured platform serving institutional and individual investors through multiple economic cycles. The firm has consistently distinguished itself through industry firsts, including launching the first levered closed-end high yield bond fund, the first levered bank loan fund, and the first and only multi-line business development company.

FactRight

FactRight is recognized as the premier provider of credible perspective and expert advice for wealth managers navigating the complex landscape of alternative investments. The firm’s mission is to mitigate risk and increase transparency by rigorously investigating and explaining investment sponsors and their diverse product offerings. FactRight’s team of credentialed risk mitigation and investment professionals brings deep expertise to the due diligence process. By delivering unbiased, third-party assessments, the company empowers financial advisors—including broker-dealers and RIAs—to meet stringent compliance regulations and select alternative investments that align with their clients' risk profiles. This strategic partnership helps wealth managers build stronger, more valuable, and fully informed client relationships in an increasingly complex sector.

CNB Custody

CNB Custody provides custody services for alternative and traditional investments in Roth IRAs, Traditional IRAs and Simplified Employee Pension (SEP) plans as well as many types of non-qualified accounts. With 4 decades of experience, we’ve built a solid reputation on providing exceptional service, accuracy and competitive fees. Located in the heartland of America, we pride ourselves on delivering a level of customer care and dedication unmatched in the industry. We are known for our expertise, responsiveness and reliability.

Connetic Ventures Capital

The Connetic Venture Capital Access Fund (VCAFX) is an SEC-registered, closed-end interval fund managed by Connetic RIA LLC that gives investors diversified access to private, venture-backed technology companies. Rather than relying on traditional VC gatekeeping, VCAFX uses a proprietary AI-driven sourcing platform called Wendal® to evaluate opportunities at scale, building a portfolio of 100+ (currently 158) portfolio companies spanning stages from pre-seed to late stage. As of June 30, 2026, the fund held roughly $43.6 million in net assets, with a $2,500 minimum investment, daily NAV pricing, and simplified 1099 tax reporting instead of the K-1s typical of direct VC fund interests.

Inland Real Estate Investment Corporation

Inland Real Estate Investment Corporation (“Inland Investments”) is an industry-leading real estate investment manager and a member company of The Inland Real Estate Group of Companies, Inc. (“Inland”), is one of the nation’s largest vertically integrated commercial real estate investment, finance, development, and operating groups. For nearly six decades, Inland member companies have supported our investment, development, and finance products through an end-to-end suite of commercial real estate services spanning acquisitions, asset management, property management, and operations.

ExchangeRight

ExchangeRight and its affiliates’ vertically integrated platform features more than $7.4 billion in assets under management that are diversified across over 1,400 properties, and 28 million square feet throughout 47 states, as of May 31, 2026. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios that target secure capital, stable income, and strategic exits, all of which have historically met or exceeded investor projections since ExchangeRight’s inception. On behalf of investors nationwide, the company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that have successfully operated in the industrial, necessity retail, and healthcare industries. Past performance does not guarantee future results. Please visit www.exchangeright.com for more information.

Medalist Diversified Inc.

Medalist Diversified, Inc. (NASDAQ: MDRR) is a publicly-traded real estate company headquartered in Richmond, Virginia, operating a Delaware Statutory Trust sponsorship platform through wholly-owned subsidiary MDRR Sponsor TRS, LLC. Medalist sponsors DST offerings targeting commercial real estate leased to high-quality institutional tenants, principally in the Southeast, mountain states, and California.

InvestX

InvestX is a North American fund manager specializing in late-stage venture and pre-IPO private equity investments, dedicated to sourcing differentiated opportunities for its client base. Since its establishment in 2014, the firm has strategically invested in leading private companies across transformative sectors, including Cybersecurity, Fintech, Space, Software, and Artificial Intelligence. InvestX is driven by a commitment to invest in businesses that demonstrate proven innovation at scale and works to support world-class leadership teams. The firm often participates in subsequent funding rounds and provides expert capital markets guidance to its portfolio companies, ensuring they have the resources needed for continued substantial growth.

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