MAI Capital Management expands Mid-Atlantic presence with addition of Lowe Wealth Advisors by Released | Dec 9, 2025 MAI Capital Management, a registered investment adviser (RIA), has announced the acquisition of Lowe Wealth Advisors, a boutique, family-led RIA with $527 million in assets under management (AUM).
Invesco and LGT Capital Partners create partnership to expand access to private markets for U.S. wealth and retirement investors by Released | Dec 9, 2025 Invesco, a global asset management firm, has announced that it has entered a strategic partnership with LGT Capital Partners, a leading privately held global specialist in alternative investing.
Wrexham AFC welcomes Apollo Sports Capital as a minority investor by Released | Dec 9, 2025 Wrexham AFC and its co-chairs, Rob Mac and Ryan Reynolds, have welcomed Apollo Sports Capital, an affiliate of Apollo, a global alternative asset manager, as new minority investors in the club.
Procyon expands national presence with addition of OLV Investment Group by Released | Dec 9, 2025 Procyon, an independent registered investment advisory firm, has announced it has acquired OLV Investment Group, a wealth management firm with multiple locations in Michigan and Texas.
Stonegate Investment Group joins NewEdge Advisors by Elise Mackanych | Dec 9, 2025 Stonegate Investment Group has joined NewEdge Advisors, according to AdvisorHub.
Blue Owl raises $1.7b for digital infrastructure vehicle by Andrea Zander | Dec 8, 2025 Blue Owl Capital’s new digital infrastructure vehicle, the Blue Owl Digital Infrastructure Trust, held its first close at approximately $1.7 billion and commenced operations on Dec. 1, 2025, according to its SEC 8-K filing.
Lifting the veil on headline commercial real estate returns by Rich Hill | Dec 8, 2025 Commercial real estate is staging a comeback, though not one that lifts all segments equally. REITs have rallied about 35 percent from their 2023 lows, valuations across the four major indices appear to have bottomed, and transaction volumes have risen year-over-year for six straight quarters. Distress, a lagging indicator, continues to inch higher.
LaSalle’s ISA Outlook 2026: Americas real estate poised to break its Groundhog Day cycle by Released | Dec 8, 2025 The Americas real estate market is showing early signs of entering a new cycle in 2026, supported by stabilizing valuations, improving debt market liquidity and a sharp pullback in new development.
Office market may be entering a crucial ‘normalization’ phase by Released | Dec 8, 2025 The NAIOP Research Foundation today released its newest office market forecast, revealing that national demand for office space surged in third quarter 2025 – a sharp reversal from earlier in the year that may signal the beginning of a broader market recovery.
CareTrust REIT acquires three senior living communities by Released | Dec 8, 2025 CareTrust REIT announced the acquisition of three Texas senior living communities comprising 270 assisted living and memory care units for approximately $40 million.
BGO outlines steady global outlook as 2026 comes into focus by Andrea Zander | Dec 8, 2025 The latest edition of BGO’s The Chief Economist reviews global economic conditions as 2025 concludes and outlines expectations for commercial real estate in 2026.
Willow Wealth expands Private Markets Platform with launch of Evergreen Funds From Carlyle, Goldman Sachs Asset Management, StepStone by Released | Dec 5, 2025 Willow Wealth has launched direct access to private markets evergreen funds from Carlyle (NASDAQ: CG), Goldman Sachs Asset Management (NYSE: GS), and StepStone (NASDAQ: STEP) on its platform.
Motley Fool Wealth Management to join Apollon Wealth Management by Released | Dec 5, 2025 Motley Fool Wealth Management has signed an agreement to join the growing national organization of Apollon Wealth Management.
Citizens strengthens private wealth business with new 401(k) advisory-focused team by Released | Dec 5, 2025 Citizens Financial Group has added the 10th new advisory team to its private wealth business.
Northern Trust Wealth Management appoints Eric Freedman as CIO by Released | Dec 5, 2025 Northern Trust has appointed Eric Freedman as CIO for the wealth management business.