WTW Investments and SEI partner to expand private markets solutions for defined contribution plans by Released | Aug 7, 2026 SEI and WTW Investments, a global advisory, broking and solutions company, have announced an expansion of their strategic relationship to support the development of private markets solutions for the 401(k) and broader U.S. defined contribution market.
MCB Wealthbridge launches $36m student housing DST in Baltimore, Md. by Released | Aug 7, 2026 MCB Wealthbridge, a sponsor of tax-advantaged real estate investments powered by national investment and development firm MCB Real Estate, has launched the MCB The Enolia Student Housing DST, owner of a newly delivered, purpose-built housing community serving Morgan State University (MSU) in Northeast Baltimore, Md.
NX3 Commercial Group completes $15m multi-property 1031 Exchange across Florida and Texas by Released | Aug 7, 2026 NX3 Commercial Group has announced the successful completion of an approximately $15 million, three-property 1031 exchange on behalf of a repeat California-based client.
Polsinelli’s David Rubenstein on the implications of New York State’s data center moratorium by Kali Arevalo | Aug 7, 2026 David Rubenstein, a shareholder in law firm Polsinelli’s Real Estate Practice Group, was asked to weigh in on New York State becoming the first in the union to pass a statewide moratorium on new data center construction and what impact this may have on wider data center development across the region.
Cliffwater appoints Ryan Madani as managing director on Cascade real assets fund team by Released | Aug 7, 2026 Ryan Madani has joined Cliffwater as managing director, further strengthening the firm's real assets platform as it continues to expand its investment capabilities.
Sammons Financial Group announces leadership transition by Released | Aug 6, 2026 Sammons Financial Group has announced a planned leadership transition designed to support the company's continued long-term growth and strategic direction.
WestKai Private Wealth joins LPL Strategic Wealth by Released | Aug 6, 2026 LPL Financial has announced that financial adviser Don Harrell of WestKai Private Wealth has joined LPL Financial’s supported independence model, LPL Strategic Wealth.
SoFi expands access to private markets with funds from CAZ Investments and AngelList Asset Management by Released | Aug 6, 2026 SoFi Technologies, an app for digital financial services, has introduced three new private market funds from CAZ Investments and AngelList Asset Management.
Prosperity names Brian Katz as CIO by Released | Aug 6, 2026 Prosperity, an EisnerAmper company, has named Brian Katz its CIO.
Alpaca Real Estate closes debut fund at $223m by Released | Aug 6, 2026 Alpaca Real Estate (ARE) has held a final close of its inaugural vehicle, Alpaca Real Estate Fund (Fund I) with approximately $223 million in total capital commitments, inclusive of co-investments closed to date of approximately $21 million.
LPL Research launches new model portfolios to expand adviser capabilities by Released | Aug 5, 2026 LPL Financial has announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings.
Chiron Real Estate Inc. appoints Matthew Whitlock as CIO by Released | Aug 5, 2026 Chiron Real Estate has announced the appointment of Matthew Whitlock as CIO, effective Aug. 3. Whitlock will lead the company’s investment activities, with responsibility for sourcing, structuring and executing senior housing investments, cultivating strategic partnerships, and helping guide the continued growth of Chiron’s senior housing platform.
Energea names Peter Lenardos CFO by Released | Aug 5, 2026 Energea, a global renewable-energy developer and operator managing four active investment portfolios, has appointed Peter Lenardos as CFO.
Orion Real Estate Group and Secure Properties launch 2026 private real estate investment fund by Released | Aug 5, 2026 Orion Real Estate Group and Secure Properties have announced the launch of Orion Pro Fund 2026, a real estate investment vehicle providing accredited investors access to income-producing net-lease assets with components eligible for 100 percent bonus depreciation tax benefits, offering the potential for meaningful near-term tax advantages alongside income-producing real estate.
Corient welcomes Summit Trail Advisors, deepening its ultra-high-net-worth leadership by Released | Aug 5, 2026 Corient has announced that Summit Trail Advisors, a registered investment adviser (RIA) focused exclusively on serving ultra-high-net-worth clients, will join Corient.
