Category: Real Estate Investment Trusts Blog
Erez Law is currently investigating former Concorde Investment Services, LLC broker Michele Boyer (CRD# 5046676) regarding non-traded real estate investment trust (REIT) and energy sector losses. Boyer was registered with Capital Financial Services, Inc. in Lakewood, Colorado from 2016 to … Continue reading
In November 2019, a former client of LPL Financial LLC won an award in a FINRA arbitration for compensatory damages for $864,839.70, $340,000 in attorneys’ fees, and $350,000 in damages for losses sustained from non-traded REITs losses. The investors were … Continue reading
Erez Law recently filed a FINRA arbitration against Axa Advisors, LLC for losses due to unsuitable investments in Corporate Capital Trust, Inc. and Northstar Real Estate Income Trust II. The customers were clients of Andrew Krakauer (CRD #1613159), who has … Continue reading
Were you the victim of Independent Financial Group, LLC broker Shimshon Plotkin (CRD# 2431863)? Plotkin has been registered with Independent Financial Group, LLC in Chevy Chase, Maryland since 2011. Plotkin has been the subject of eight customer complaints between 2001 … Continue reading
Did former Voya Financial Advisors, Inc. broker James Flynn (CRD# 3082615) recommend you unsuitable REITs and illiquid investments? According to reports in a local newspaper, in September 2020, Flynn has fled the country and may be in the Caribbean. Flynn … Continue reading
Erez Law is currently investigating brokers across the country who recommended their clients invest in Lightstone Real Estate Income Trust (REIT). Lightstone Real Estate Income Trust was offered by Lightstone Capital Markets, a highly-regarded and diversified real estate company in … Continue reading
Erez Law recently filed a FINRA arbitration against Raymond James & Associates, Inc. alleging losses due to unsuitable investment recommendations in Uniti Group Inc. real estate investment trust (REIT). Uniti is a REIT that focuses on the acquisition and construction … Continue reading
Erez Law is currently investigating Berthel, Fisher & Company Financial Services, Inc. broker Jerry McCutchen, Sr. (CRD# 1076678) regarding real estate investment trust (REIT) losses. McCutchen was registered with Berthel, Fisher & Company Financial Services, Inc. in Mobile, Alabama from … Continue reading
In July 2019, a former client of Berthel, Fisher & Company Financial Services, Inc. won an award in a FINRA arbitration for losses sustained from real estate investment trusts (REIT) losses. The respondents in the case were Jerry McCutchen, Sr. … Continue reading
Did your broker recommend you over-concentrate your investment portfolio in NorthStar Healthcare Income REIT? Erez Law is currently investigating brokers across the country who recommend their clients invest in NorthStar Healthcare Income Real Estate Investment Trust (REIT), a public, non-traded … Continue reading