American Realty Capital
A private sponsor and manager of alternative investment, particularly nontraded REITs
Known as ARC, this full-service investment advisory firm is by far the largest current sponsor of nontraded REITs and other illiquid alts.
Six large, ARC-sponsored nontraded REITs and BDCs that have raised equity in 2014:
RCS Capital Corp. (RCAP)
A publicly traded securities firm
Cetera Financial Group
When all deals are completed, will have 9,700 reps providing retail financial advice on about $214B in current asset.
American Realty Capital Properties Inc. (ARCP)
A listed, net-lease real estate investment trust
$21.3B in total assets. Also manages nontraded REITs sponsored by Cole Capital with about $5B in assets.
Significant M&A
Other businesses
Mr. Schorsch's empire doesn't stop at the entities listed above. Two others of note:
China may suspend some tariffs on US goods.
Shares up 5% in premarket trading following stronger results.
Trump policies mean finding new ways to gain from low-carbon bets.
Former Twitter company now less reliant on advertising.
Advisors should not just focus on rollovers in money movement advice
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.