Bonaventure completes custom UPREIT transaction for Virginia apartment asset by Released | Apr 3, 2026 Bonaventure, an operator-led multifamily real estate investment firm with approximately $2.8 billion in assets under management (AUM), has announced the contribution of Attain Downtown East (formerly known as Monticello Station) in Norfolk, Va., to Bonaventure Multifamily Income Trust (BMIT), a non-traded real estate investment trust sponsored by Bonaventure.
Digital Realty announces final close of $3.25b U.S. hyperscale data center fund by Released | Apr 2, 2026 Digital Realty has completed a final close for its inaugural U.S. hyperscale data center fund, securing $3.25 billion of total equity commitments from a diverse group of global institutional investors, including public pensions, sovereign wealth funds, endowments and foundations, corporate pensions, insurance companies and asset managers, and family offices.
Wealth Enhancement announces acquisition of Parros Financial Group by Released | Apr 2, 2026 Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, has announced it has acquired Parros Financial Group, a hybrid RIA in Ann Arbor, Mich.
Modern Wealth enters Florida market with 20th acquisition to date by Released | Apr 2, 2026 Modern Wealth Management, a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and its clients, has announced an asset purchase agreement of Legacy Wealth Management, a South Florida–based advisory firm managing approximately $1.2 billion in client assets.
Everyday essential retail: Hyper-local demand and supply constraints define these centers — where density creates scarcity, scarcity creates opportunity and execution creates alpha by Josh Kagan | Apr 2, 2026 In the current environment, where merchants are focused on providing essential goods and services, proximity to customers is paramount, which translates to a more concentrated trade area of one to two miles. This hyper-local, high-frequency demand profile creates a fundamentally different investment profile from office, industrial or other forms of retail.
Perspectives: The total portfolio approach — what its rise means for real assets by Geoffrey Dohrmann | Apr 2, 2026 For decades, institutional portfolios were built around a familiar architecture: equities, fixed income and alternatives, each in its own silo. This traditional strategic asset allocation (SAA) model served investors well in an era of stable correlations and predictable macroeconomic patterns. But the world has changed.
SPONSORED: Clarion Partners – A golden opportunity for senior housing by Sheila Hopkins | Apr 1, 2026 According to Clarion Partners’ managing global head of investment research, Indraneel Karlekar, and Jeremiah Lee, senior vice president, research officer, sustained demand from an aging population and growing interest from institutional investors in alternative commercial real estate is likely to lead to above-average returns for the senior housing sector in the coming cycle.
Mercer Advisors expands New England footprint with Charter Oak Capital Management by Released | Apr 1, 2026 Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of Charter Oak Capital Management, a Portsmouth, N.H.–based wealth management firm with more than $1.5 billion in assets under management (AUM).
T. Rowe Price names Bill Cashel as head of alternatives for its wealth channel by Released | Apr 1, 2026 T. Rowe Price, a global investment management firm, has announced today that Bill Cashel has joined the firm as head of alternatives for U.S. wealth.
Plancorp announces first major acquisition in more than 40 years, adding $1b in client assets, Fresno, Calif., office by Released | Apr 1, 2026 Plancorp Wealth Management, a national fee-only wealth management firm based in St. Louis, has announced it has acquired Regency Investment Advisors, an independent registered investment adviser (RIA) headquartered in Fresno, Calif.
Carlyle to acquire majority stake in MAI Capital Management by Released | Apr 1, 2026 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced that it has signed an agreement for funds managed by global investment firm Carlyle to acquire a majority stake in the company, valuing it at more than $2.8 billion.
Hilco Global’s Neil Aaronson on disciplined lending in a dislocated market by Andrea Zander | Apr 1, 2026 As traditional lenders pull back and refinancing pressure reshapes the commercial real estate landscape, new opportunities are emerging for capital providers willing to underwrite complexity and uncertainty.
AlTi Global announces CEO Transition, appoints Nancy Curtin as interim CEO by Released | Mar 31, 2026 AlTi Global, an independent global wealth manager with $93 billion in assets, has announced that Nancy Curtin has been appointed interim CEO of AlTi and to its board of directors, effective immediately.
EP Wealth advisors expands East Coast presence with the acquisition of Divergent Planning by Released | Mar 31, 2026 EP Wealth Advisors, a fee-only registered investment advisor (RIA), has announced its partnership with Bethesda, Md.-based Divergent Planning, establishing a new East Coast region for the firm and adding approximately $418 million in assets under management (AUM).
Savant Wealth Management partners with Exencial Wealth Advisors and Heller Wealth Management by Released | Mar 31, 2026 Savant Wealth Management, a fee-only registered investment adviser (RIA), has announced new partnerships with Exencial Wealth Advisors and Heller Wealth Management, further accelerating the firm’s national growth strategy and expanding its presence in key markets.
