SPONSORED: Clarion Partners – From niche to norm, the mainstreaming of alternative property sectors by Sheila Hopkins | May 1, 2025 In a sponsored report, Indraneel Karlekar, managing director, global head of investment research and Jeremiah Lee, senior vice president, research officer at Clarion Partners, argue that in an evolving and growing commercial real estate universe, alternatives are becoming mainstream and deserve a material allocation from institutional investors.
Empower launches zero-fee index fund for retirement investors by Released | Apr 30, 2025 Empower has announced the launch of the first-ever zero-fee index fund designed specifically for retirement investors.
Creative Artists Agency adds advisory business by Elise Mackanych | Apr 30, 2025 CAA (Creative Artists Agency), a talent and sports agency, is adding an advisory business tailored to ultra-high-net-worth individuals and family offices to its portfolio.
Hamilton Point Investment launches DST in New Mexico by Elise Mackanych | Apr 30, 2025 Hamilton Point Investments has launched HPI Bandera DST (Delaware Statutory Trust), an offering of $20.7 million comprising the 232-unit Casa Bandera Apartments in Las Cruces, N.M.
Alternatives fundraising is expected to reach $180b in 2025, according to Stanger report by Elise Mackanych | Apr 30, 2025 Illiquid and semi-liquid alternative investment offerings reached $45.5 billion in annual fundraising through the end of March, according to Robert A. Stanger and Co.
$1.4t to be deployed in real estate living sector globally by Released | Apr 30, 2025 The living sector is expected to maintain its position as the largest investable real estate sector globally, according to JLL in its report The Global Living Investment Universe.
Edward Jones expands offerings for high-net-worth clients with alternative investments and advanced financial planning services by Released | Apr 29, 2025 Edward Jones is expanding its offerings to include alternative investments available to eligible clients in Edward Jones Generations.
RBC Capital Markets names Erwin Van Der Voort as vice chairman of global investment banking by Elise Mackanych | Apr 29, 2025 RBC Capital Markets has named Erwin Van Der Voort as vice chairman of global investment banking.
Lument appoints Jason Stevens as managing director of the real estate investment team by Released | Apr 29, 2025 Lument has announced that Jason Stevens has joined the firm’s real estate investment sales team as a managing director. Stevens will be teaming up with his former colleague Todd Stofflet, also a managing director, who joined Lument in February.
Balbec appoints CEO and four new partners by Released | Apr 29, 2025 Balbec Capital, an alternative investment manager with more than $16 billion in platform assets, has announced that Balbec partner and president Peter Troisi has been appointed CEO, succeeding founding partner Charles Rusbasan, who will transition to the role of executive chairman alongside chairman Warren Spector.
Yieldstreet, Upgrade partner to expand access to consumer credit investing by Released | Apr 29, 2025 Yieldstreet and Upgrade have completed an agreement to purchase assets through Flex Pay, Upgrade’s BNPL financing solution.
Private wealth to continue reshaping global commercial real estate: JLL by Released | Apr 29, 2025 Private wealth investors have become a formidable source in global commercial real estate in the past decade, according to JLL.
StepStone Real Estate holds $3.77b final close by Andrea Zander | Apr 29, 2025 StepStone Real Estate (SRE), the real estate arm of StepStone Group, has held a final closing of StepStone Real Estate Partners V (SREP V), its fifth flagship fund dedicated to GP-led secondaries and recapitalizations of real estate vehicles.
Lido Advisors partners with BluePointe Capital Management by Released | Apr 28, 2025 Lido Advisors, a wealth advisory firm with over $29 billion in regulatory assets under management, has announced that it will be partnering with BluePointe Capital Management, a Menlo Park, Calif.–based registered investment adviser focused on serving the needs of technology industry entrepreneurs and executives.
Beacon Pointe Advisors appoints Michael Skillman as managing director of institutional consulting services by Released | Apr 28, 2025 Beacon Pointe Advisors has announced the addition of Michael Skillman as managing director of institutional consulting services.
