REIT balance sheets appear strong, active managers focus on digital transition in the third quarter by Elise Mackanych | Nov 20, 2024 In third quarter 2024, REITs demonstrated well-structured debt, according to Nareit’s REIT Industry Tracker.
California RIA and accounting firm come together through acquisition by Kali Persall | Nov 19, 2024 Allworth Financial, a registered investment adviser based in Folsom, Calif., has acquired CCA, LLP, a full-service accounting firm offering a broad range of services for business owners, executives and professionals, based in Pleasant Hill, Calif.
Osyte raises $4m to drive AI-powered investment automation and optimization for multi-asset portfolios by Kali Persall | Nov 19, 2024 Osyte, developer of an AI-powered multi-asset portfolio management technology, has closed its seed round, raising $4 million to drive AI-powered investment automation and optimization for multi-asset portfolios.
PREP Securities shores up distribution team with the addition of three senior sales professionals by Kali Persall | Nov 19, 2024 PREP Securities shores up distribution team with the addition of three senior sales professionals
State Street Global Advisors forms strategic relationship with Bridgewater Associates by Released | Nov 19, 2024 State Street Global Advisors, the asset management business of State Street Corp., is joining forces with Bridgewater Associates, one of the world’s preeminent asset managers, to widen access to core alternative investment strategies.
JLL Income Property Trust fully subscribes $100m diversified DST by Released | Nov 19, 2024 JLL Income Property Trust, an institutionally managed daily NAV REIT with approximately $6.6 billion in portfolio equity and debt investments, has fully subscribed JLLX Diversified V, DST.
Oaktree and B. Riley collaborate to launch the Great American Group by Kali Persall | Nov 18, 2024 Riley Financial, a diversified financial services company, and funds managed by Oaktree Capital Management have launched a partnership in the Great American Group, a provider of valuation, appraisal, asset disposition and real estate services, as an independent business.
Pantheon launches two secondaries evergreen funds to expand private wealth offering by Kali Persall | Nov 18, 2024 Pantheon, a global private markets investor, has launched two funds to expand its private wealth offerings across asset classes in key growth markets globally.
Prudential Financial completes integration with LPL Financial platform by Released | Nov 18, 2024 Prudential Advisors, the retail arm of Prudential Financial and LPL Financial Holdings, has launched a strategic relationship to enhance the client and financial adviser experience, expand adviser offerings and accelerate growth opportunities.
Urban retail rising in prime U.S. corridors by Mike Consol | Nov 18, 2024 Urban retail is on the rise in U.S. cities. Luxury brands and savvy investors are looking to secure prime locations in revitalized city centers, underscoring the investment potential of urban retail properties as they emerge as strong performers in the post-pandemic real estate landscape.