$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.
Invesco and MassMutual come to agreement to repurchase $1b of Invesco preferred stock by Released | Apr 28, 2025 Invesco Ltd. and MassMutual have announced an agreement for Invesco to repurchase $1 billion of its $4 billion of outstanding Invesco Ltd. Series A Preferred Stock otherwise noncallable until May 2040 at the price and on terms described in the agreement.
Capital Group and KKR receive approval to sell two retail credit funds by Elise Mackanych | Apr 28, 2025 Capital Group and KKR will begin selling two credit funds, following approval from the U.S. Securities and Exchange Commission.
Apollo launches New Markets to expand opportunities for everyday investors by Elise Mackanych | Apr 28, 2025 Apollo Global Management has launched a division to oversee four businesses focused on increasing access to investments and forming relationships with asset managers.
Groups form Net Zero Data Center Alliance to enhance data center sustainability by Kali Persall | Apr 25, 2025 Four entities have announced the formation of the Net Zero Data Center Alliance, a collaboration to develop and deploy zero-emission data centers with integrated bio-farm technology and sustainable construction solutions in an effort to revolutionize data center sustainability.
BridgeFT partners with iCapital to create comprehensive data solution across all asset classes by Released | Apr 25, 2025 BridgeFT, an API-first wealth infrastructure software company, and iCapital, a global fintech platform and alternative investment marketplace for the wealth and asset management industries, has announced a partnership to deliver a comprehensive data solution across all asset classes for the wealth management industry, including registered investment advisers (RIAs), wealth management firms and turnkey asset management programs (TAMPs).
