REITs

REIT Fraud Attorneys

Published on: June 8, 2025 | by Shepherd Smith Edwards & Kantas, LLP

Retiree Sues Independent Financial Group Over Moody National REIT II Losses. His Non-Traded REIT Fraud Lawsuit Alleges Overconcentration and Misrepresentations

Shepherd Smith Edwards and Kantas REIT Fraud Attorneys (investorlawyers.com) is representing an investor who entrusted his retirement savings to Independent Financial Group and one of its brokers.

Unfortunately, instead of receiving prudent investing advice, the respondent unsuitably recommended investment products that were too risky, such as Moody National REIT II, which is a non-traded real estate investment trust. This kind of privately traded real estate venture is particularly bad for retirees looking to take on low-to-no risk. Now, our client is seeking up to six figures in damages for the financial losses he suffered.

Moody National REIT II Attorneys

Published on: June 2, 2025 | by Shepherd Smith Edwards & Kantas, LLP

Moody National REIT II Investor Recovery – Our Non-Traded Real Estate Investment Trust Attorneys Are Here To Help

Shepherd Smith Edwards and Kantas Moody National REIT II Attorneys (investorlawyers.com) represent Moody National REIT II investors who have sustained serious losses because of the unsuitable recommendation of their broker-dealer.

This publicly registered non-traded real estate investment trust has experienced a number of problems in recent years, especially in the wake of the COVID-19 pandemic, when its revenue dropped from $85M to $34M. This led to negative operating income.

REIT Loss Lawyers

Published on: May 21, 2025 | by Shepherd Smith Edwards & Kantas, LLP

Our Moody National REIT Loss Lawyers Are Continuing To Investigate Investor Losses. Contact the Shepherd Smith Edwards and Kantas REIT Loss Lawyers Today

If you sustained serious Moody National REIT II losses, Shepherd Smith Edwards and Kantas REIT Loss Lawyers (investorlawyers.com) wants to talk to you. Our non-traded real estate investment trust (non-traded REIT) law firm is representing investors against the broker-dealers that sold this high-risk product to customers.

Moody National REIT II is a publicly registered non-traded real estate investment trust that is primarily involved in hospitality assets, including hotels from known brands, such as Hilton, Marriott, and others.

REIT Fraud Attorneys

Published on: April 16, 2025 | by Shepherd Smith Edwards & Kantas, LLP

Florida Investor Sues J Alden Associates Over RAD Diversified Losses. Our Non-Traded REIT Fraud Attorneys Are Representing This Claimant In Her Six-Figure Lawsuit

Shepherd Smith Edwards and Kantas REIT Fraud Attorneys (investorlawyers.com) are representing an investor who is seeking up to $500K in damages from broker-dealer J Alden Associates. This claimant is an older novice investor and a soon-to-be retiree with health issues. We believe that her J Alden broker Nathan Daniel Goad unsuitably recommended too risky products, including RAD Diversified and Key Capital while overconcentrating her portfolio. Goad is also a Florida investment adviser with the Alden Investment Group.

In her FINRA lawsuit, our client is alleging unsuitable investment recommendations, misrepresentations and omissions, failure to supervise, excessive concentration, negligence, gross negligence, breach of contract, and more. She contends that she made it clear about not wanting to take on any undue risk and needed safety. Meanwhile, her J Alden broker purportedly told her the accounts would be structured prudently to satisfy her investment goals. Instead, her money ended up in risky, unproven, illiquid investments that tied up the majority of her assets. These were investments that paid high commissions to this financial advisor.

Non-Traded REIT Recovery Attorneys

Published on: March 4, 2025 | by Shepherd Smith Edwards & Kantas, LLP

NorthStar Healthcare Income REIT Investor Sues Transamerica Financial Advisors Over Losses. Shepherd Smith Edwards and Kantas Non-Traded REIT Recovery Attorneys are Representing This Claimant In His Six-Figure Lawsuit

Real estate investment trusts (REITs) can be risky investments and they are not suitable for many retail investors and conservative retirees. In Financial Industry Regulatory Authority (FINRA) arbitration, Shepherd Smith Edwards and Kantas (investorlawers.com) is representing a Pennsylvania senior investor who is seeking up to $500K from broker-dealer Transamerica Financial Advisors over losses he sustained in REITs, such as NorthStar Healthcare Income REIT (NHI).

The claimant, as he was nearing retirement, entrusted part of his retirement savings to the broker-dealer and one of its registered representatives. Unfortunately, instead of giving him prudent investment advice, his Transamerica Financial Advisors broker unsuitably recommended risky products, including non-traded REITs.

Non-traded REIT Fraud Lawyers

Published on: January 22, 2025 | by Shepherd Smith Edwards & Kantas, LLP

KBS REIT III Investors May Want To Explore Their Options for Recovering Portfolio Losses. Our Non-traded REIT Fraud Lawyers Continue To Investigate Brokers For Unsuitable Recommendations Of This Alternative Investment

If you are an investor who sustained losses in KBS Real Estate Investment Trust III (KBS REIT III),Shepherd Smith Edwards and Kantas (investorlawyers.com) may be able to help you explore your legal options. Not only has this non-traded real estate investment trust’s net asset value (NAV) seen a significant decline of 30.5% from the previous year to $3.89/share (consider that it was $5.60/share the year prior), but also, last month,

KBS REIT III announced amendments to a loan agreement for one of its properties yet again. The news came soon after the non-traded REIT disclosed it had amended its loan agreement with lenders, including Bank of America.

Healthcare Trust REIT Loss Attorney

Published on: November 26, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Did You Suffer Investor Losses in Healthcare Trust Inc.?

REIT Rebrands With New Name National Healthcare Properties Inc.

Shepherd Edwards and Kantas Healthcare Trust REIT Loss Attorney teams (investorlawyers.com) are speaking to investors who sustained losses in Healthcare Trust Inc. (HTI), which is now called National Healthcare Properties (NASDAQ: HTIA). Formerly a non-traded real estate investment trust (another earlier name was ARC Healthcare Trust II), this real estate investment trust may have been unsuitably recommended to customers by financial advisors.

REIT Fraud Lawyers

Published on: November 13, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Are You An Investor Who Sustained Losses in KBS REIT III? Our Skilled Non-Traded REIT Fraud Lawyers Can Help You Explore Your Legal Options

Shepherd Smith Edwards and Kantas (investorlawyers.com) is continuing to investigate losses involving KBS Real Estate Investment Trust III, Inc. (KBS REIT III). We recently filed a six-figure lawsuit against LPL Financial and its Houston registered representative Bradley Alan Bowman on behalf of a Texas retiree who sustained significant losses in this publicly registered non-traded real estate investment trust (non-traded REIT), as well as other alternative investments.

In light of the recent news that KBS REIT III has amended its loan agreement with lenders, in part to extend the maturity date of its amended loan of $601.3M until November 20—this is its sixth extension agreement—the concerns over potential investor losses continue.

REIT Fraud Attorney

Published on: September 26, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Elderly Retiree Sues LPL Financial For Six-Figure REIT Losses. Our Seasoned REIT Fraud Attorney Team is representing Arkansas Widow

A novice retiree investor is seeking up to $500K in damages from LPL Financial for losses she sustained in illiquid real estate investment trusts (REITs). Shepherd Smith Edwards and Kantas (investorlawyers.com) is representing this claimant in her Financial Industry Regulatory Authority (FINRA) arbitration claim against this broker-dealer.

In her FINRA lawsuit, this Arkansas widow contends that instead of receiving prudent investment advice, her late husband’s ex-LPL financial advisor allegedly unsuitably recommended risky products, including privately traded REITs that are generally bad investments for novice investors, including retirees that are reluctant to take on undue risk.

Healthcare Trust REIT Fraud Lawyers

Published on: September 13, 2024 | by Shepherd Smith Edwards & Kantas, LLP

With Healthcare Trust REIT’s Plans To Go Public, A Likely Drop In Price Could Cause Significant Investor Losses

The Time To Explore Your Legal Options With Skilled Non-traded REIT Loss Lawyers Is Now

Shepherd Smith Edwards and Kantas (investorlawyers.com) is continuing to investigate claims of losses involving investors of Healthcare Trust REIT (HTI). Formerly named Healthcare Trust II (Arc Healthcare Trust II), this non-traded real estate investment trust recently announced plans to change its name to National Healthcare Properties, switch from external advisor Healthcare Trust Advisors, LLC to self-management, and list its common stock on a national securities change as early 2025.