Morningstar releases survey results of institutional investor priorities and perspectives by Andrea Zander | Jul 10, 2023 Morning Star has released the results of its second annual Voice-of-the-Asset Owner Global Survey.
REITs rise more than 5% in June by Loretta Clodfelter | Jul 10, 2023 U.S. equity REITs put out a strong performance in June, as the Federal Reserve took a breather.
Time-starved U.S. financial advisors considering alternative options, J.D. Power finds by Released | Jul 7, 2023 Financial advisors say they do not have enough time to spend with clients and 20 percent say they are five years or less away from retirement.
Wealth Enhancement Group expands by adding Ryan Financial by Released | Jul 7, 2023 Wealth Enhancement Group, a national independent wealth management firm with more than $67.2 billion in total client assets, announced the acquisition of Ryan Financial, Inc., a hybrid RIA located in Denver.
Report: The evolving asset-management landscape by Released | Jul 7, 2023 How firms respond to the performance challenge will be vital for the ability to manage funds in the future.
Endeavor Real Estate Group closes $610m fund by Andrea Zander | Jul 7, 2023 Endeavor Real Estate Group, an Austin-based investment and development firm, has closed a $610 million private equity fund.
Invesco Real Estate Launches Invesco Commercial Real Estate Finance Trust by Released | Jul 7, 2023 Invesco Real Estate has launched Invesco Commercial Real Estate Finance Trust.
Trilogy Real Estate Group closes oversubscribed fund with more than $100m of capital commitments by Andrea Zander | Jul 7, 2023 Trilogy Real Estate Group recently completed fundraising for its latest offering.
BH Properties plans $1b investment into affordable housing by Andrea Zander | Jul 6, 2023 BH Properties has launched a new investment initiative into affordable housing with a goal of ultimately building a $1 billion portfolio of assets.
Industrial vacancy rises 60 bps to 4.1% on new supply and slowing demand by Andrea Zander | Jul 6, 2023 Overall industrial vacancy rate increased by 60 basis points to 4.1 percent throughout the second quarter, marking the first time since mid-year 2021 in which the rate exceeded 4 percent, according to Cushman & Wakefield in its report on second quarter industrial stats.
EQT Exeter Industrial Value Fund VI closes at $4.9b by Andrea Zander | Jul 6, 2023 EQT has held its final close for Exeter Industrial Value Fund VI at $4.9 billion in fee generating assets under management.
Robertson Stephens continues its Northeast expansion by Released | Jul 6, 2023 Robertson Stephens Wealth Management has further expanded its presence in the northeast by welcoming Haymarket Wealth Management
Cerity Partners merges with AJ Wealth by Andrea Zander | Jul 6, 2023 Cerity Partners has merged with New York City-based AJ Wealth.
Mercer Global Advisors acquires Day & Ennis by Released | Jul 6, 2023 Mercer Global Advisors has acquired Day & Ennis, a wealth management firm headquartered in Macon, Ga.
Midloch Investment Partners raises $60m for second real estate investment, targets $75m for third fund by Andrea Zander | Jul 6, 2023 Midloch Investment Partners has closed its second value-fund.
