Caliber launches a 1031 exchange program by Released | Apr 1, 2025 Caliber, a real estate investor, developer and manager, has announced the launch of the Caliber 1031 Exchange, a full-service program that offers accredited investors access to highly curated real estate investment opportunities, enabling them to defer taxes while diversifying their portfolios.
SPONSORED: Mick Law — 2024 year-end oil & gas report, a new beginning by Sheila Hopkins | Apr 1, 2025 In a sponsored report published in the April issue of Real Assets Adviser, Bradford Updike, director at Mick Law, presents an overview of the oil and gas market, including a chart of 2024 investments, as well as cautiously optimistic forecasts of future trends.
Rockefeller hires Merrill, UBS teams with $1.2b combined by Andrea Zander | Mar 31, 2025 Rockefeller Global Family Office has hired two teams that managed $1.2 billion combined in client assets at Merrill Lynch and UBS Wealth Management USA, according to Advisor Hub, citing a source familiar with the moves.
LPL Financial to acquire Commonwealth Financial Network by Andrea Zander | Mar 31, 2025 LPL Financial Holdings has entered into a definitive purchase agreement to acquire Commonwealth Financial Network.
Wealth Enhancement acquires XO Wealth Management by Released | Mar 31, 2025 Wealth Enhancement, a national independent wealth management firm, has announced the acquisition of XO Wealth Management, an independent RIA in Dallas
Canadian alternative funds see updated risk rating guidelines from AIMA and CAIA by Elise Mackanych | Mar 31, 2025 The Alternative Investment Management Association (AIMA) and Chartered Investment Analyst Association (CAIA) have released an updated risk rating system for alternative funds in Canada, according to a report by AIMA.
LPL Financial discusses acquiring Commonwealth Financial by Elise Mackanych | Mar 31, 2025 LPL Financial has held preliminary discussions to acquire Commonwealth Financial Network.
CI Global Asset Management announces improvements to its private markets funds by Released | Mar 31, 2025 CI Global Asset Management (CI GAM) today announced enhancements to its private markets funds designed to make these innovative investment solutions accessible to a broader range of accredited investors.
Richard Litton, Harbor Group International, highlights office real estate recovery as interest rates decline by Andrea Zander | Mar 30, 2025 Richard Litton, president of Harbor Group International, highlights the impact of declining interest rates on commercial real estate investment and transaction volumes. He discusses the increasing investor appetite for commercial real estate assets, particularly in sectors like multifamily and class A+ office properties, where strong fundamentals and demand are driving opportunities. Litton also addresses institutional […]
The private equity industry pushes for tax deduction campaign by Elise Mackanych | Mar 28, 2025 The private equity industry is working to change the way taxes are tallied for indebted businesses in the hopes of increasing tax deductions, according to Financial Advisor.
ExchangeRight announces new national sales director, Will Powers by Released | Mar 28, 2025 ExchangeRight, a provider of diversified real estate DST (Delaware Statutory Trust) and REIT (real estate investment trust) investments, is pleased to announce the addition of Will Powers as national sales director.
Commercial real estate maintains strong flow into U.S. markets, according to CBRE by Elise Mackanych | Mar 28, 2025 U.S. commercial real estate investing is expected to increase in volume by eight percent in 2025, according to a real estate capital flows report by CBRE.
Vanguard Group discusses the possibility of private assets with Blackstone and Carlyle Group by Elise Mackanych | Mar 28, 2025 Vanguard Group has held discussions with Blackstone and Carlyle Group to consider possible collaborations that would market private assets to individual investors, according to Bloomberg.
XYPN sees record adviser recruitment in 2024 by Elise Mackanych | Mar 28, 2025 XY Planning Network (XYPN) has reached a record adviser number of 2,000, after 456 new additions in 2024.
Trilogy Real Estate Group’s Milwaukee multifamily DST is fully subscribed by Released | Mar 28, 2025 Trilogy Real Estate Group, a Chicago-based real estate investment and property management firm, announced that its latest Delaware statutory trust offering, Trilogy Franklin WI Multifamily DST, has been fully subscribed.
