Our Practice Areas Breach of Fiduciary Duty Churning Failure to Supervise Financial Product Failures Institutional Investor Claims Investment Loss Recovery Misrepresentation Non-Traded REITS Omissions Overconcentration Professional Trader Claims Unsuitability Do You Need to Recover Your Losses?

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Over the years, we have collectively recovered many millions of dollars for thousands of clients related to: Alternative investments Stocks and Bonds Real estate investment trusts (REITs) and Non-traded REITs Private Placements Annuities Oil and Gas investments Trading strategies that ...

The Apple REIT (real estate investment trust) line, of which the firm was the sole underwriter, also was the subject of many investor fraud claims alleging unsuitable investment recommendations that led to significant losses.

The other two are Energy 11, LP and Energy Resources 12, LP , which are both non-traded real estate investment trusts (non-traded REITs). Spirit of America Energy Fund (SOAEX) is one of six mutual funds from Spirit of America Investment ...

Claimants Allege Broker Unsuitably Recommended Moody National REIT II and Strategic Student and Senior Housing Trust Shepherd Smith Edwards and Kantas Non-Traded REIT Investor Lawyers are representing a California retiree couple in a FINRA arbitration lawsuit against Independent Financial Group, ...

The Claimants accused the broker-dealer of unsuitably recommended syndicated conservation land easements (SCEs) that they said led to significant investment losses, along with other portfolio losses involving whole life insurance policies and real estate investment trusts (REITs). Continue Reading ›

Questions of Stockbroker Misconduct After SEC Hotel Investment Fund Manager Raises $86M From 2000 Investors Dallas-based Phoenix American Hospitality and president William Lee “Perch” Nelson were charged by the SEC with fraudulently raising $86M from 2,000 investors through misleading Regulation ...

Shepherd Smith Edwards and Kantas Is Representing Claimant, Who Sustained Losses in Blue Rock, Cottonwood, and Other Real Estate Investment Trusts Our REIT Loss Recovery Attorneys at Shepherd Smith Edwards and Kantas are representing a Texas retiree in a six-figure ...

Our Non-Traded REIT Recovery Attorneys Are Here To Help You Explore Your Legal Options Silver Star Properties (formerly Hartman Short Term Income Properties XX) has filed for Chapter 11 bankruptcy for the second time in four years, leaving retail investors ...