Alpaca Real Estate closes debut fund at $223m by Released | Aug 6, 2026 Alpaca Real Estate (ARE) has held a final close of its inaugural vehicle, Alpaca Real Estate Fund (Fund I) with approximately $223 million in total capital commitments, inclusive of co-investments closed to date of approximately $21 million.
LPL Research launches new model portfolios to expand adviser capabilities by Released | Aug 5, 2026 LPL Financial has announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings.
Chiron Real Estate Inc. appoints Matthew Whitlock as CIO by Released | Aug 5, 2026 Chiron Real Estate has announced the appointment of Matthew Whitlock as CIO, effective Aug. 3. Whitlock will lead the company’s investment activities, with responsibility for sourcing, structuring and executing senior housing investments, cultivating strategic partnerships, and helping guide the continued growth of Chiron’s senior housing platform.
Energea names Peter Lenardos CFO by Released | Aug 5, 2026 Energea, a global renewable-energy developer and operator managing four active investment portfolios, has appointed Peter Lenardos as CFO.
Orion Real Estate Group and Secure Properties launch 2026 private real estate investment fund by Released | Aug 5, 2026 Orion Real Estate Group and Secure Properties have announced the launch of Orion Pro Fund 2026, a real estate investment vehicle providing accredited investors access to income-producing net-lease assets with components eligible for 100 percent bonus depreciation tax benefits, offering the potential for meaningful near-term tax advantages alongside income-producing real estate.
Corient welcomes Summit Trail Advisors, deepening its ultra-high-net-worth leadership by Released | Aug 5, 2026 Corient has announced that Summit Trail Advisors, a registered investment adviser (RIA) focused exclusively on serving ultra-high-net-worth clients, will join Corient.
Wealth Enhancement announces acquisition of Miramar Capital, an independent RIA with more than $592m in client assets by Released | Aug 4, 2026 Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, announced it has acquired the investment advisory business of Miramar Capital, an independent RIA in Northbrook, Ill.
Summit Financial adds $520m in assets through partnerships with Kamal Capital Group, M Group Investment Advisor by Released | Aug 4, 2026 Summit Financial, a preeminent investment advisory firm offering integrated wealth management and planning services, has announced the addition of two investment advisory firms, Kamal Capital Group and M Group Investment Advisor, to its rapidly expanding national platform.
Quincy Wells Advisors names Matt DenBleyker CIO by Released | Aug 4, 2026 Quincy Wells Group, has named Matt DenBleyker CIO of Quincy Wells Advisors.
Hightower Signature Wealth adds $2.5b in AUM through addition of Stearns Financial Group by Released | Aug 4, 2026 Hightower Advisors, a wealth management firm, has announced the addition of Stearns Financial Group (SFG) to Hightower Signature Wealth (HTSW).
AlphaCore Wealth Advisory strengthens Northeast presence with addition of Brave Family Advisors by Released | Aug 4, 2026 AlphaCore Wealth Advisory, an independent wealth advisory firm, has announced the addition of Brave Family Advisors a boutique wealth practice overseeing $700 million in client assets.
REDI targets the next phase of real estate data by Andrea Zander | Aug 3, 2026 When the Real Estate Data Initiative (REDI) launched earlier this year, much of the conversation centered on the real estate industry’s long-standing struggle with fragmented investment data.
Concorde welcomes Grace Capital Management to its broker-dealer platform by Released | Aug 3, 2026 Concorde, an independent broker-dealer and registered investment adviser serving financial professionals nationwide, has announced that Grace Capital Management has joined its platform.
Bluerock expands wealth distribution team with three senior regional vice presidents, strengthening adviser coverage nationwide by Released | Aug 3, 2026 Bluerock, an alternative asset manager with more than $20 billion in acquired and managed assets, has announced the expansion of its wealth distribution team with the appointment of three senior divisional leaders as senior regional vice presidents at Bluerock Capital Markets (BCM), the dedicated dealer manager for Bluerock.
Capital Square launches $42.9m DST for apartment community near Richmond, Va. by Released | Aug 3, 2026 Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities nationwide, has announced the launch of CS1031 Colony at Centerpointe Apartments, DST, a Delaware statutory trust offering ownership interests in a 255-unit, class A–, garden-style apartment community located in the Richmond suburb of Midlothian, Va.
