Real estate, infrastructure manager M&A reaches multi-year high in 2025 by Andrea Zander | Mar 6, 2026 Merger and acquisition activity among real estate and infrastructure managers increased in 2025, with 45 transactions completed, a 15 percent year-over-year rise and the highest annual total in several years, according to Hodes Weill & Associates.
Cliffwater files for fourth interval fund by Andrea Zander | Mar 6, 2026 Cliffwater has filed for its fourth interval fund, the Cascade Real Assets fund, reported Citywire.
For real estate investors, the West Coast is hot, Florida is not by Released | Mar 5, 2026 U.S. investor home purchases ticked up 2 percent from a year earlier in the fourth quarter, coming in at just under 50,000, according to a new report from Redfin. That’s the eighth straight quarter of minimal changes in investor activity.
Special situations as a strategy in today’s market by Andrea Zander | Mar 5, 2026 In a market defined by repricing and prolonged deleveraging, the opportunity set is pervasive, but it’s increasingly idiosyncratic rather than driven by broad market momentum.
IP Capital Partners launches IPCP Southeast Industrial Fund II with projected $1b in purchasing power by Released | Mar 5, 2026 IP Capital Partners (IPCP) has launched IPCP Southeast Industrial Fund II (SEIF II), its next flagship income and growth vehicle targeting high-quality industrial properties across the Southeast United States.
Real Assets Adviser appoints David Butler to editorial advisory board by Elise Mackanych | Mar 5, 2026 David Butler has been appointed to the Real Assets Adviser editorial advisory board.
Hightower adds first external acquisition to Hightower Signature Wealth with $5b Journey Strategic Wealth by Released | Mar 5, 2026 Hightower Advisors, one of the leading independent wealth management firms in the United States, has announced it has entered into an agreement with Journey Strategic Wealth, marking its first external acquisition into Hightower Signature Wealth (HTSW).
Fidelity expands alternative investment resources for wealth management firms with new model portfolios and education program by Released | Mar 4, 2026 Fidelity Investments has announced two new suites of turnkey model portfolios and an expanded set of educational resources to better support wealth management firms as they seek to understand and implement alternative investments in their practices.
Angeles Family Office appoints Kate Flume as senior managing director, expands Dallas presence by Released | Mar 4, 2026 Angeles Family Office (AFO), the family office affiliate of Angeles Wealth Management, designed to serve families with complex, large-scale wealth, has announced the appointment of Kate Flume as senior managing director.
Wealth Enhancement announces acquisition of The H Group and affiliated wealth management practice by Released | Mar 4, 2026 Wealth Enhancement, a national independent wealth management firm, has announced it has acquired The H Group and its affiliated practice, FocusPoint Solutions, which collectively oversee more than $6.7 billion in client assets.
Massachusetts-based Heritage Financial joins Savant Wealth Management by Released | Mar 4, 2026 Savant Wealth Management, a fee-only registered investment adviser (RIA), has announced it has partnered with Heritage Financial Services, a Massachusetts-based wealth management firm with $3.9 billion in assets under management (AUM) and offices in Westwood, Woburn and Rockland, Mass.
J.P. Morgan Asset Management grows private wealth alternatives with senior hires by Released | Mar 4, 2026 J.P. Morgan Asset Management has announced the appointment of Stephanie Davis as head of private wealth alternatives, leading an increased focus on serving financial advisors across the United States.
SPONSORED: Redwood Investment Management – Opening the private real estate debt market to individual investors by Sheila Hopkins | Mar 3, 2026 In a sponsored interview published in the March issue of Real Assets Adviser, Steve Kirschner, senior vice president – National Institutions at Redwood Investment Management, explains how the firm is working to make private real estate debt available to individual investors by focusing on managing risks before thinking about returns.
SPONSORED: Accordant – Key considerations in allocating to private markets in model portfolios by Sheila Hopkins | Mar 3, 2026 As the investment landscape evolves, financial advisers and portfolio managers are increasingly integrating private market strategies — such as private real estate, private credit and private equity — into model portfolios. However, this is easier said than done.
Inland appoints Michael Collins as head of global wealth by Released | Mar 3, 2026 The Inland Real Estate Group, a commercial real estate investment, finance and operating group, has announced Michael Collins will serve as head of global wealth of Inland Securities Corporation (ISC).
