Real Estate Investment Trusts

Options for Clients Who Lost Money Investing in Northstar Real Estate Income Trust (Northstar REIT) or Colony Credit Real Estate Inc. (CLNC)

Posted on Thursday, April 9th, 2020 at 12:12 pm    

Erez Law is currently investigating brokers across the country who recommended their clients invest in Northstar Real Estate Income Trust (Northstar REIT) or Colony Credit Real Estate Inc. (CLNC). It is alleged that brokers recommended their clients invest in Northstar REIT and Colony Credit Real Estate Inc. despite that these investments are not suitable for […]

Read More

Were You the Victim of Former Newbridge Securities Corporation Broker Kevin T. Doyle?

Posted on Monday, February 24th, 2020 at 9:13 pm    

There are options for clients of former Newbridge Securities Corporation broker Kevin T. Doyle (CRD# 2189452) who suffered investment losses. Doyle has been registered with Aegis Capital Corp. in Mineola, New York since 2017. Previously, Doyle was registered with National Securities Corporation in Mineola, New York from 2016 to 2017 and with Newbridge Securities Corporation […]

Read More

Northstar Healthcare Income Inc. Investment Losses with LPL Financial LLC Broker Enrique Lopez

Posted on Wednesday, January 22nd, 2020 at 9:43 pm    

According to public records, a former client of Enrique Lopez (CRD# 2209385) filed a FINRA complaint against LPL Financial LLC for Northstar Healthcare Income REIT (real estate investment trust) and other REIT losses. It is alleged that LPL Financial LLC failed to inform its former client of the risks associated with investing in the REITs […]

Read More

Independent Financial Group, LLC Broker Jeffrey Nesseth REIT Losses

Posted on Friday, January 3rd, 2020 at 12:22 pm    

Erez Law is currently investigating Independent Financial Group, LLC broker Jeffrey Nesseth (CRD# 1983482) regarding unsuitable real estate investment trust (REIT) losses. Nesseth has been registered with Independent Financial Group, LLC in Plano, Texas since 2011. REITs are types of companies that own or finance income-producing real estate, typically across a range of property sectors. […]

Read More

Non-Traded REIT and Energy Sector Losses with Former Concorde Investment Services, LLC broker Michele Boyer

Posted on Thursday, December 19th, 2019 at 10:24 am    

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 2017 and previously with Concorde Investment Services, LLC in Parker, Colorado from 2014 to 2016. […]

Read More

Former LPL Financial LLC Client Wins FINRA Arbitration for $1.6 Million for Non-Traded REIT Losses

Posted on Tuesday, December 3rd, 2019 at 3:15 pm    

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 clients of financial advisors Yvonne Silguero (CRD# 3211495), Ismael Retana (CRD# 3250007), and Enrique Lopez […]

Read More

Investor Alert: Former Securities Service Network, LLC Broker Adam Lunceford REIT Losses

Posted on Wednesday, October 30th, 2019 at 9:57 am    

Former Securities Service Network, LLC broker Adam Lunceford (CRD# 4686499) faces customer complaints about non-traded real estate investment trusts (REITs). Lunceford has been registered with LPL Financial LLC in Scottsdale, Arizona since 2013. Previously, Lunceford was registered with Securities Service Network, Inc. in Scottsdale, Arizona from 2010 to 2013. A REIT is a company, modeled […]

Read More

Erez Law Files Claim for REIT Losses Against Axa Advisors, LLC

Posted on Monday, October 21st, 2019 at 2:11 pm    

Erez Law recently filed a FINRA arbitration against Axa Advisors, LLC for unsuitable real estate investment trust (REIT) losses amongst other things. The Erez Law client alleges that Gloria Barbier (CRD #5719709) and Kevin Dooley (CRD #2513153) mismanaged her investments. Barbier has been registered with Axa Advisors, LLC in Miami, Florida since 2009. Dooley has […]

Read More

Erez Law Files Claim Against Axa Advisors, LLC Broker Andrew Krakauer for Corporate Capital Trust, Inc. and Northstar Real Estate Income Trust II Losses

Posted on Wednesday, October 16th, 2019 at 9:18 am    

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 been a registered representative of Axa Advisors, LLC in Woodbury, New York since 1987. The […]

Read More

Independent Financial Group, LLC Broker Shimshon Plotkin Accused of Over-Concentration in Alternative Investments

Posted on Tuesday, October 8th, 2019 at 7:34 am    

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 and 2019, three of which were denied, according to his CRD report. Recent cases are […]

Read More