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Market Trends in Estate Planning: the news, the names and what changed.
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VineBrook Homes Trust Launches Tender Offer For Up To $30 Million Of Class A Stock
1+ day, 7+ hour ago (226+ words) VineBrook Homes Trust has launched a tender offer to purchase up to $30 million of its Class A common stock, representing as many as 909,090 shares. The company is offering shareholders $33 per share in cash. The tender offer is expected to expire…...
Form 8.3 - The Vanguard Group, Inc.: Prologis, Inc.
3+ day, 21+ hour ago (282+ words) TradingView Form 8.3 - The Vanguard Group, Inc.: Prologis, Inc. 10-Sep-2026 / 14:46 GMT/BST PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) (a) Full name of discloser:…...
Office Properties Income Trust prices $425M of 8.75% senior secured notes due 2031
3+ day, 14+ hour ago (122+ words) TradingView Office Properties Income Trust prices $425M of 8.75% senior secured notes due 2031 Office Properties Income Trust priced $425 million of 8.75% senior secured notes due 2031 and plans to use proceeds to repay secured credit facilities. - Priced $425 million aggregate principal of 8.75% senior secured notes…...
Glenbrook Capital Management Issues Letter to San Juan Royalty Trust Officer Requesting Explanation and Transparency Around Expenses, Capital Expenditures and the Trust's Financial Position
3+ day, 16+ hour ago (629+ words) Published on 09/10/2026 at 03:26 pm EDT Argent Trust CompanyAttn: San Juan Basin Royalty Trust Officer3838 Oak Lawn Avenue, Suite 1720Dallas, TX 75219 To the Trust Officer: As the holder of 724,480 units of San Juan Basin Royalty Trust ("SJT" or the "Trust"), Glenbrook Capital Management,…...
Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc — TradingView News
3+ day, 21+ hour ago (45+ words) Form 8.3 - The Vanguard Group, Inc.: LondonMetric Property plc 10-Sep-2026 / 14:48 GMT/BST A consortium comprising LondonMetric Property plc and Schroder Real Estate Investment Trust Limited Yes, Picton Property Income Limited LondonMetric Property plc 10p ordinary Schroder Real Estate Investment Trust Limited ordinary…...
&Partners picks Wealth.com for estate planning rollout
3+ day, 20+ hour ago (219+ words) &Partners, an advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility and community, has named Wealth.com, an AI-powered estate and tax planning platform, as its enterprise-wide estate planning solution. The agreement gives more than 100 &Partners advisors a…...
REG - Barclays PLC Prologis, Inc. - Form 8.3 PROLOGIS, INC.
3+ day, 21+ hour ago (143+ words) Owner or controller of interest and short Name of offeror/offeree in relation to whose If an exempt fund manager connected with an disclosures in respect of any other party to the offer? to which the disclosure relates following the…...
Redwood Trust declares Q3 dividends, proposes $150M convertible notes offering
4+ day, 18+ min ago (144+ words) TradingView Redwood Trust declares Q3 dividends, proposes $150M convertible notes offering Redwood Trust declared Q3 2026 common and Series A preferred dividends and announced a proposed $150 million convertible notes offering. - Board declared Q3 2026 common dividend of $0.18 per share, payable Sept 30, 2026 to holders of record Sept…...
Trust Industry Turns to Peer Collaboration and Education as Technology, AI and Fiduciary Pressures Reach a Critical Inflection Point
3+ day, 20+ hour ago (140+ words) GAITHERSBURG, Md., Sept. 10, 2026 ATO President Jennie Menzie and 2026 Annual Meeting Chair Bill McFadden highlight the value of education, peer exchange and industry collaboration for trust organizations The Association of Trust Organizations (ATO), a national organization, is helping trust company executives navigate…...
Offshore Trust Back Tax Collection Wave Spreads to Enterprises Including Haidilao
4+ day, 1+ hour ago (1166+ words) On September 9, a thought-provoking scene unfolded in the Hong Kong stock market. Haidilao's share price faced massive sell-offs during the opening call auction, hitting an intraday low of HK$10, down 12.13% from the previous trading day's closing price of HK$11.38. By…...