More Bad News for The Non-Traded REIT’s Investors Publicly registered non-traded real estate investment trust, Moody National REIT II, announced in August 2021 that its Board had made the decision to postpone the valuation of its shares.

Hospitality Investors Trust Was One of the REITs Marketed Cetera Advisors Network broker Jeffrey Gerard Meyers, an Overland Park, Kansas financial advisor, is named in two pending customer disputes. The claimants are accusing him of making unsuitable investment recommendations involving ...

Couple’s FINRA Arbitration Claim Seeks Up to $500K in Damages A retired couple from Payson, Utah have filed a Financial Industry Regulatory Authority (FINRA) arbitration claim against Woodbury Financial Services over losses they sustained while investing in GPB Capital Holdings ...

Former Financial Advisor Also Cost Investors Over Variable Annuities The Financial Industry Regulatory Authority (FINRA) has filed a complaint accusing ex-Western International Securities registered representative Megurditch Mike Patatian of unsuitably recommending to 59 customers that they purchase non-traded real estate ...

Ex-Broker Mike Shustek is Accused of Fraudulently Enriching Himself and the Company Michael Vincent Shustek , an ex-MVP American Securities stockbroker and the CEO of a number of real estate investment trusts (REITs) is facing SEC charges. The ex-broker is ...

On July 26, this publicly registered non-traded real estate investment trust ( non-traded REIT ) announced its merger with Capstead Mortgage Corporation. The combined company will be named Franklin BSP Realty Trust and is set to become the fourth biggest ...

This investor suffered losses in real estate investment trusts (REITs) and other non-publicly traded investments . The claimant, who is a retiree, suffered up to $500K in investment losses, which he is seeking in damages. Securities America broker, Alan Duane ...

Non-Traded REIT Seeks To Restructure $1.3B in Unsecured Debt If you are an investor whose broker recommended that you invest in Hospitality Investors Trust (HIT), you may have grounds for a Financial Industry Regulatory Authority (FINRA) arbitration claim to recover ...

SEC Looks at Reimbursements Made to Legendary Capital REIT III If your financial advisor recommended that you invest in Lodging Fund REIT III and you suffered losses, you may have grounds for a broker fraud claim to recover damages.

The investor contends that a broker from the firm overconcentrated his IRA and a non-IRA account in CNL Lifestyle Properties, which is an illiquid, privately traded real estate investment trust ( non-traded REIT ). This caused him to lose a ...