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 ...

II GPB Capital Holdings Private Placement Funds GWG Holdings L Bonds Harvest Volatility Management CYES and Other Strategies UBS Yield Enhancement Strategy High Yield “Junk” Bonds and Funds Master Limited Partnerships (MLPs) Non-Traded or Privately Traded REITs Northstar Financial Services ...

The firm’s offerings have included different kinds of municipal bonds, its Spirit of America funds, the Energy 11, LP and Energy Resources 12, LP non-traded mutual funds, the Apple REITs, different types of insurance products, as well as other products ...

Claimant Suffered Losses in Priority Income Fund, Moody National REIT and Other Alternative Investments A Durango retiree is suing Centaurus Financial for up to $500,000 following significant losses in high-risk, illiquid alternative investments recommended by broker Bill Burks II.

Claimants and Their Six-Figure FINRA Lawsuit Two investors are suing Emerson Equity, control person Dominic Julio Baldini, and broker Forrest James for up to $500K in damages over losses they sustained in the following alternative investments, which were primarily Delaware ...

Shepherd Smith Edwards and Kantas Is Representing This Claimant in Her Six-Figure FINRA Lawsuit A retiree from Katy, TX, is suing Great Point Capital and former broker Rene Castro for up to $500,000 following allegedly unsuitable recommendations in risky alternative ...

Former customers of broker Dimitrios Michelis are seeking $5.8 million in damages following allegations of “selling away” and the recommendation of high-risk real estate investment trusts (REITs).

Shepherd Smith Edwards and Kantas REIT Investor Loss Lawyers Continues To Investigate In December 2025, KBS Real Estate Investment Trust III’s board announced its latest Net Asset Value (NAV) of $2.89/common stock share, which is down from $3.89 the year ...