Compound Planning surpasses $5b in AUM; adds four senior hires by Released | Apr 9, 2026 Compound Planning, a digital family office committed to reimagining wealth management for the next generation, has announced it reached $5 billion in assets under management (AUM) — marking 75 percent growth since January 2025.
Easterly Asset Management appoints Kevin Heckman as senior vice president of sales, mid-Atlantic by Released | Apr 8, 2026 Easterly Asset Management (Easterly), home to investment teams providing investors with a portfolio of solutions across alternatives, active equity and active fixed income, has announced the appointment of Kevin Heckman as senior vice president of sales, mid-Atlantic.
MSCI advances transparency in private markets with acquisition of PM Insights by Released | Apr 8, 2026 MSCI has acquired PM Insights, a specialist private markets data and analytics firm that provides daily secondary market reference data, including on pricing, valuation, transaction and liquidity, for private company securities.
$2.4b advisory team launches Evertern Wealth in Naples, Fla. by Released | Apr 8, 2026 Evertern Wealth, a newly formed independent wealth and family office advisory firm, has launched in Naples, Florida. The firm is led by veteran advisers Jason Stephens and Mic Lundon, whose team previously oversaw approximately $2.4 billion in client assets.
Cushman & Wakefield: Peak industrial vacancy likely in rearview mirror as demand holds and supply slows by Andrea Zander | Apr 8, 2026 The U.S. industrial real estate market entered 2026 on solid footing, with first-quarter fundamentals signaling a market that is stabilizing and beginning to rebalance, according to Cushman & Wakefield.
Bain Capital on aviation real estate as a hybrid of real estate and infrastructure by Andrea Zander | Apr 8, 2026 Aviation real estate includes hangars, terminals and fixed-base operations (FBOs), which are supported by long-term demand tied to global mobility and constrained by limited airport supply.
Argosy Real Estate Partners exits Pflugerville, Texas, land investment by Elise Mackanych | Apr 7, 2026 A partnership between Argosy Real Estate Partners V and Bowtruss Real Estate Development has exited its investment in a 17-acre site in Pflugerville, Texas.
Hightower Signature Wealth expands with $3.2B Lexington Wealth Management acquisition by Released | Apr 7, 2026 Hightower, an independent wealth management firm in the United States, has announced an agreement for Lexington Wealth Management to join Hightower Signature Wealth (HTSW).
Newmark’s Jessica Morin on how AI is reshaping office demand by Andrea Zander | Apr 7, 2026 Artificial intelligence (AI) is expected to slow office-using employment growth by roughly 2.1 percentage points by 2030, creating a moderate headwind rather than a collapse in demand, according to Newmark. The firm recently released a report on AI’s impact on office jobs and demand, highlighting emerging demand tied to AI, cloud and data infrastructure, particularly in major tech and talent hubs.
Nuveen: Economic uncertainty drives ‘great stay’ and delays retirement by Andrea Zander | Apr 7, 2026 New research from Economist Enterprise, supported by Nuveen, highlights growing financial strain among U.S. workers and its implications for employers.
Perspectives: GP stakes in real assets — real or questionable alignment of interests? by Geoffrey Dohrmann | Apr 7, 2026 For more than a decade, GP stakes investing has been a fixture of the private equity landscape. Specialist firms have raised billions of dollars to buy minority interests in general partners, offering managers permanent capital, balance-sheet strength and the ability to scale. Now, the trend is migrating into real estate, infrastructure and other real asset strategies. The question is no longer what GP-stakes investing is, but whether its arrival in our corner of the market is a healthy development for investors who rely on alignment, discipline and long-term stewardship.
Inland completes $71.7m equity raise for New Jersey multifamily DST by Released | Apr 6, 2026 Inland Real Estate Investment Corp., a vertically integrated real estate investment and finance company with more than $16 billion in assets under management, has announced the completion of more than $71.7 million in equity raised in the private investment offering of Inland Jersey City Multifamily DST, a Delaware statutory trust sponsored by Inland Private Capital Corporation.
Chicago-based Rothschild Wealth Partners announces partnership with Bussenger Financial Group by Released | Apr 6, 2026 Rothschild Wealth Partners, headquartered in the Chicago area, is an independent wealth management firm overseeing more than $8 billion in client assets, has announced its partnership with Bussenger Financial Group, a Deer Park, Ill.-based advisory firm overseeing more than $170 million in client assets.
Private wealth attorney Michael Stiff joins Holland & Knight in Denver by Released | Apr 6, 2026 Holland & Knight has bolstered its Private Wealth Services Group with the addition of Partner Michael Stiff in Denver. He was previously a partner with BakerHostetler.
S&P Global, Cambridge Associates and Mercer launch private markets performance datasets for private credit and real assets by Released | Apr 6, 2026 S&P Global has announced the launch of the S&P Global, Cambridge Associates, Mercer Private Markets Performance Analytics datasets, the first release from the collaboration introduced in 2025.
