Soreide Law Group is investigating potential investor claims involving KKR Real Estate Select Trust (“KREST”), including whether securities brokers and financial advisors properly explained the investment’s illiquidity, quarterly redemption limits, valuation risks, and the possibility that investors could be unable to fully access their money during periods of elevated withdrawal demand. KREST is a non-traded […]

Soreide Law Group is investigating potential investor claims involving recommendations of Oaktree Strategic Credit Fund (“OSC”), a $7.3 billion non-traded business development company (“BDC”) sponsored by Oaktree Capital Management and affiliated with Brookfield Asset Management that has recently faced heightened redemption demands, reduced distributions, declining share values, and broader scrutiny surrounding private credit investments. OSC […]

Soreide Law Group is investigating potential investor claims involving Blue Owl private credit funds, including Blue Owl Credit Income Corporation (OCIC), Blue Owl Technology Income Corporation (OTIC), Blue Owl Capital Corporation (OBDC), Blue Owl Capital Corp II, and Blue Owl Technology Finance Corp., following reports of redemption restrictions, declining net asset values, dividend reductions, and […]

Soreide Law Group is investigating potential investor claims involving the BlackRock HPS Corporate Lending Fund (“HLEND”) after BlackRock reportedly restricted investor withdrawals when redemption requests exceeded the fund’s quarterly liquidity limits, raising concerns about whether brokers and financial advisors properly explained the risks of this illiquid private credit investment. HLEND is a $26 billion non-traded […]

Investors in the Stone Ridge Alternative Lending Risk Premium Fund (LENDX) may have been exposed to significant liquidity and valuation risks tied to consumer and fintech-originated lending, and Soreide Law Group is investigating whether securities brokers and financial advisors properly disclosed those risks when recommending the investment. LENDX is an interval fund sponsored by Stone […]

Soreide Law Group is investigating potential investor claims involving Starwood Real Estate Income Trust (SREIT), a publicly registered non-traded real estate investment trust sponsored by Starwood Capital Group that has recently faced redemption restrictions, declining net asset values, reduced distributions, and liquidity concerns that may have impacted retail investors. SREIT was marketed as an income-producing […]

Soreide Law Group is investigating investor claims involving Goliath Ventures, formerly known as Gen-Z Venture Firm, after federal authorities alleged that the cryptocurrency investment operation functioned as a $328 million Ponzi scheme that affected more than 2,000 investors nationwide. Goliath Ventures promoted investments tied to cryptocurrency liquidity pools and allegedly promised investors high monthly returns […]

Soreide Law Group is investigating potential investor claims involving recommendations and sales of Master Limited Partnership (“MLP”) stocks by securities brokers and financial advisors. MLPs are publicly traded partnership investments, primarily connected to energy infrastructure, pipelines, oil, gas, and natural resource operations, that are often marketed to investors for their high cash distributions and tax […]

Investors potentially experienced sales practice violations by securities broker Preston Alan Walchli [CRD: 7265249, Scottsdale, Arizona], according to disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Walchli worked for Realta Equities Inc. from February 8, 2023, to the present, Realta Investment Advisors Inc. from February 10, 2023, to February 18, 2025, Wealth Strategies Advisory Group […]