Corporate Action Central

This page is dedicated to helping you understand more about listing events and the options account holders have once a listing occurs. Refer to the FAQ below for general information.

 

Learn about recent listings and use the on-page resources to assist you once you make a decision about your holding by clicking on a specific listed alternative investment to the right.

Listing FAQ's

1.  What is a corporate action and why does a non-traded alternative investment choose to do one? 2. What are my options once an alternative investment joins a traded exchange? 3.  Why should I stay with First Trust Retirement? 4.  Does an advisor need to request a sale of shares? 5.  What are First Trust Retirement’s Fees in a Listing/Corporate Action Event? 6.  If I choose to move my investment, do I have other alternative investment options under the First Trust Retirement umbrella? 7.  Where should I direct my questions?

 

 

Recent Listings
American Finance Trust Class A (AFIN) - 7/25/2019
New York REIT, Inc. No Longer NYSE Traded - 10/15/2018
Columbia Property Trust, Inc. - 10/10/2013
New York REIT, Inc. - 03/31/2014
FS Investment Corporation - 02/19/2014
United Development Funding IV - 06/04/2014
Monogram Residential Trust, Inc. - 11/10/2014
Global Net Lease, Inc. - 06/02/2015
TIER REIT, Inc. - 07/23/2015
KKR Advisors, LLC FKA CNL Corporate Capital Trust II - 11/14/2017
Recent Mergers & Liquidity Events
Corporate Capital Trust, Inc. & FS KKR Capital Corp - 12/19/2018
CPA17 & W. P. Carey, Inc. - 11/01/2018
Griffin-American & NorthStar - 12/03/2014
American Realty Capital Healthcare Trust, Inc. & Ventas, Inc. - 01/16/2015
Cole Corporate Income Trust, Inc. & Select Income REIT. - 01/30/2015
SmartStop Self Storage, Inc. and Extra Space Storage Inc. - 10/01/2015
Industrial Income Trust, Inc. (IIT) and Western Logistics II, LLC - 11/04/2015
...