Articles Posted in REIT

SEC Fraud Case Against Northstar Commercial Partners Heads to Jury Trial in Denver
Israels & Neuman, PLC

January 30, 2026

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The U.S. Securities and Exchange Commission’s long-running fraud case against Denver real estate developer Brian Watson and his firm, Northstar Commercial Partners, is now being tried before a federal jury in Colorado — bringing renewed attention to one of the SEC’s most closely watched private-placement enforcement actions involving commercial real estate investments. The case centers…

Bluerock Total Income Real Estate Fund Faces Potential Losses
Israels & Neuman, PLC

September 16, 2025

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Did you invest in the Bluerock Total Income + Real Estate Fund? The Bluerock Total Income + Real Estate Fund, which is a nontraded real estate investment, recently announced its desire to be publicly listed on the NYSE. However, the shareholders of this Bluerock fund did not get enough shareholders of the fund to approve…

Complaints Against Stephen Mattocks of SagePoint Financial for REIT Sales
Israels & Neuman, PLC

July 28, 2025

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FINRA has revealed that financial advisor Stephen Mattocks of SagePoint Financial in Wichita, Kansas, has been the subject of a customer complaint which was made in June 2025. The complaint was regarding an allegedly unsuitable REIT that was recommended in 2019. REITs are “real estate investment trusts”, which pool investor money into acquiring various real…

Roger Bowlin of Concorde Investment Services Faces Allegations for Sales of REITs and Non-Traded Investments
Israels & Neuman, PLC

July 28, 2025

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Have you lost money with financial advisor Roger Bowlin, formerly with Concorde Investment Services in Mercer Island, Washington? This advisor has been alleged to have sold alternative investments to his clients, which often are investment products that are not traded on a public exchange like NYSE and NASDAQ. In particular, he allegedly recommended that his…

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Articles Posted in REIT

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