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Investigations

FS Specialty Lending Fund: Investor Loss Investigation

August 7, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in FS Specialty Lending Fund (FSSL) (formerly, FS Energy and Power Fund) to their customers. Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with FS Specialty Lending Fund (FSSL), formerly...

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Drake Energy Opportunity Fund: Investor Loss Investigation

August 5, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in Drake Energy Opportunity Fund, LP to their customers. Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with Drake Energy’s private placement offering. Investors who suffered losses in the Drake...

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Elm River Energy Opportunity Fund: Investor Loss Investigation

August 5, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in Elm River Energy Opportunity Fund, LP to their customers. Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with Elm River Energy’s private placement offering. Investors who suffered losses in...

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Digital Ally Inc. (NASDAQ: DGLY): Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating unsuitable recommendations of investments in Digital Ally Inc. (NASDAQ: DGLY) by Aegis Capital and other full-service brokerage firms. The law firm urges all investors who suffered investment losses in excess of $100,000 to contact the firm immediately at 888-997-9956.  KlaymanToskes is investigating Aegis Capital and other brokerage/investment advisory...

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Starwood Real Estate Income Trust (SREIT): Investor Loss Investigation

August 1, 2025 | Investigation

Understanding Your Rights: Potential Recovery Options for Starwood (SREIT) Investors National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in Starwood Real Estate Income Trust (SREIT) to their customers, when the investment was sold for a share price of $20. Our firm believes many investors may have been...

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Bourne Seniors Housing Funds: Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating financial advisors who unsuitably recommended investments in Bourne Seniors Housing Funds. Bourne Financial Group, based in Winter Park, FL, is a real estate private equity firm that made several investment offerings to investors, according to SEC filings. KlaymanToskes is currently representing investors who suffered losses in Bourne Seniors...

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RREEF Property Trust (RPT): Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in RREEF Property Trust (RPT). Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with DWS Group’s investment offering.  If your financial advisor recommended an unsuitable Real Estate Investment Trust (“REIT”)...

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Dynamic Absolute Return Fund (Dynamic Alpha Fund): Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating losses sustained by investors in the Dynamic Absolute Return Fund (DARF), formerly known as the Dynamic Alpha Fund, a hedge fund managed by Lattice Capital Management LLC, following its significant decline in value. The fund suffered catastrophic losses in 2025, raising concerns of negligence, misrepresentation, and unsuitable investment...

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MRC HV Investors, LLC (Madison Realty Heritage Village): Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating financial advisors who unsuitably recommended investments in MRC HV Investors, LLC, a private placement offering connected to Heritage Village Assisted Living & Memory Care in Mesa, Arizona. KlaymanToskes is also investigating Madison Realty Companies for its role in the private placement offering known as Madison Realty Senior Care...

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EcoVest Capital Syndicated Conservation Easements: Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who recommended unsuitable syndicated conservation easement investments through EcoVest Capital. These transactions have been flagged by the IRS and Department of Justice as abusive tax shelters, with EcoVest named as a central promoter in multiple high-risk investment offerings. The IRS has identified syndicated...

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Forsythia Group Conservation Easement: Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who recommended unsuitable conservation easement investments through Forsythia Group, LLC. Syndicated conservation easements have recently been labeled by the IRS as one of the “worst tax scams ever created.” These transactions are now under intense regulatory scrutiny following high-profile prosecutions and legislative reforms...

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Conservation Easement Investment Risks and Investor Recovery Options

August 1, 2025 | Investigation

Conservation easement investments, often promoted as both a means of land preservation and a way to secure tax benefits, have proven risky for many investors. Due to increased IRS scrutiny, particularly regarding syndicated conservation easements, numerous investors are facing audits, disallowed tax deductions, and substantial financial penalties.  KlaymanToskes is currently representing investors who suffered losses...

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GK Investment Holdings 7% Bonds: Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in GK Investment Holdings 7% bonds. The company recently warned investors that it may default on its bond obligations and potentially enter bankruptcy unless 90% of bondholders agree to exchange their old bonds for new, extended-term bonds. Based on...

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Fidelity Brokerage Services Annuity Investor Loss Investigation: Altamonte Springs (Orlando) Branch

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating Fidelity Brokerage Services and financial advisors who may have unsuitably recommended investments in annuities that were inappropriate based on customers’ risk tolerance, liquidity needs, and/or financial goals. The focus of the investigation is Fidelity’s Altamonte Springs, Florida branch, located at 175 East Altamonte Drive, Suite 1000, which services...

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Legion Capital Corporation: Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in Legion Capital Corporation (OTCPK: LGCP) stocks and bonds. Legion Capital has recently defaulted on bond maturity payments, suspended interest and dividend distributions, and withdrawn a planned securities offering with the SEC. Our law firm has been contacted by...

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Franchise Group, Inc. (FRG): KlaymanToskes Investigates Investor Losses at B. Riley Financial

August 1, 2025 | Investigation

Have You Suffered Investment Losses in Franchise Group, Inc., Vitamin Shoppe, or Pet Supplies Plus? Contact KlaymanToskes National investment loss lawyers KlaymanToskes is investigating allegations of misconduct related to B. Riley Financial’s recommendation that investors purchase shares of Franchise Group, Inc. (NASDAQ: FRG) and its subsidiaries, including Vitamin Shoppe and Pet Supplies Plus. Franchise Group’s...

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Block 216 QOF, LLC (Baker Tilly Capital): Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating financial advisors who unsuitably recommended investments in Block 216 QOF, LLC, an Opportunity Zone Fund promoted by Baker Tilly Capital. Recent reports indicate significant financial distress, with Block 216, a prominent Portland, Oregon skyscraper project featuring the Ritz Carlton hotel, now potentially facing foreclosure that could lead to...

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Hartman vREIT XXI (Silver Star Properties REIT): Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in Hartman vREIT XXI, now operating as Silver Star Properties REIT. Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with Hartman vREIT XXI (Silver Star Properties REIT).  If your financial...

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Hartman Retail III DST: Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in Hartman Retail III DST to their customers. Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with Hartman’s private placement offering. If your financial advisor recommended unsuitable investments in Delaware...

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Colorado Bankers Life Annuities: Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss attorneys KlaymanToskes issues an important notice to investors whose broker or investment advisor may have recommended investing in Colorado Bankers Life Insurance or other related annuities. If you invested in any of the following insurance companies, you may be eligible for financial recovery: These companies, which held annuities for approximately 262,000 policyholders,...

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Medical Properties Trust (REIT): Investor Loss Investigation

August 1, 2025 | Investigation

What is Medical Properties Trust (REIT)? Medical Properties Trust, Inc. (“MPT”) is a publicly traded real estate investment trust (“REIT”) that primarily invests in hospitals in the United States and several other countries. MPT (NYSE: MPW) has faced a number of challenges recently, including a reported 2023 fourth-quarter net loss of $664 million, a recently...

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Hamilton Point Real Estate Opportunity Fund III: Investor Loss Investigation

August 1, 2025 | Investigation

National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in Hamilton Point Real Estate Opportunity Fund III, LLC to their customers. Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with Hamilton Point Investments’ private placement offering. If your financial...

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Greenbacker Renewable Energy: Investor Loss Investigation

August 1, 2025 | Investigation

KlaymanToskes Has Potential Recovery Options for Greenbacker Renewable Energy Co. (GREC) Investors National investment loss lawyers KlaymanToskes is investigating brokerage firms and brokers/investment advisors who may have unsuitably recommended Greenbacker Renewable Energy Co. to their customers, following the company’s announcement that it is suspending shareholder redemptions indefinitely. Our firm believes investors may have been misled...

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Hatteras Investment Partners LP (Hatteras Funds): Investor Loss Investigation

August 1, 2025 | Investigation

Investigating Potential Claims for Hatteras Investment Partners LP (Hatteras Funds) National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in Hatteras Investment Partners L.P. Funds to their customers. Hatteras reportedly sold their funds to the Beneficient company in 2021, which is tied to GWG Holdings. In April 2022...

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Hatteras Core Alternatives Fund: Investor Loss Investigation

August 1, 2025 | Investigation

Investment Losses in Hatteras Core Alternatives Fund? Contact KlaymanToskes for Recovery Options National investment loss lawyers KlaymanToskes is investigating the Hatteras Core Alternatives Fund and financial advisors who unsuitably recommended investments in Hatteras Funds to their customers. Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with...

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iCap Equity: Investor Loss Investigation

August 1, 2025 | Investigation

What Happened with iCap Investments? National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors who unsuitably recommended investments in iCap Equity, LLC and its affiliated companies to their customers. Our firm believes many investors may have been misled regarding the risks associated with iCap’s investment offerings. Important alert to iCap Equity investors:...

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Vista Funds (Oppenheimer & Co.): Investor Loss Investigation

August 1, 2025 | Investigation

Understanding Your Rights: Financial Recovery for Improper Vista Funds/Oppenheimer Investments National investment loss lawyers KlaymanToskes is investigating Oppenheimer Alternative Investment Management and financial advisors who unsuitably recommended investments in Vista Funds to their customers. Our law firm believes many investors may have been misled regarding the risks and liquidity issues associated with Oppeheimer’s private placement...

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Stifel Nicolaus Structured Note Misconduct: Investor Loss Investigation

August 1, 2025 | Investigation

Structured notes are financial products that combine elements of traditional debt instruments, like bonds, with derivatives (contracts whose value is derived from an underlying asset or index). In October 2024, Stifel Nicolaus was ordered to pay over 14.3 million after a FINRA panel found they misled investors about the risks of these notes, leading to...

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Emerson Equity Customers File DST Investment Loss Claims

August 1, 2025 | Investigation

Investors who purchased Delaware Statutory Trust (DST) investments through Emerson Equity LLC are now filing claims to recover losses. Contact the investment loss attorneys at KlaymanToskes today at +1 (888) 997-9956 or request a free case evaluation to determine if you are eligible for recovery. National investment loss lawyers KlaymanToskes are investigating Emerson Equity and their financial advisors for...

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Madison Realty CO Aspen House DST: Investor Loss Investigation

August 1, 2025 | Investigation

Investors who suffered losses on MRSC CO Aspen House DST due to unsuitable investment advice may be eligible for financial compensation. Contact the investment loss attorneys at KlaymanToskes today at +1 (888) 997-9956 or request a free case evaluation to determine if you are eligible for recovery. National investment loss lawyers KlaymanToskes is investigating brokerage firms and financial advisors...

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