PREP Property Group launches 1031 exchange platform, PREP Exchange by Released | Dec 18, 2025 PREP Property Group, a national owner and operator of retail real estate, has announced the formation of PREP Exchange, an affiliate created to provide accredited investors with seamless 1031 exchange solutions through high-quality, fractional Delaware statutory trust (DST) investments
Prospera Financial Services welcomes Alphera Wealth Advisors by Released | Dec 18, 2025 Prospera Financial Services, a boutique wealth management firm supporting a nationwide network of independent advisers, has announced that New York Citys–based Alphera Wealth Advisors has joined its platform.
Alternatives gain traction among DC plan advisers following federal policy shift by Released | Dec 17, 2025 One in four defined contribution (DC) plan advisers now say they are likely to recommend alternative investments within DC lineups, with another 10 percent reporting they are already doing so.
NexPoint launches multifamily DST offering for Alabama property by Released | Dec 17, 2025 NexPoint, a multibillion-dollar alternative investment firm, has announced the launch of NexPoint Outlook DST, a Delaware statutory trust (DST) offering of a multifamily property in Birmingham, Ala.
Significant gaps between asset managers’ and advisers’ priorities for value-add programs by Released | Dec 17, 2025 FUSE Research Network released new findings highlighting key differences between asset managers and financial advisers regarding the value-add program topics they consider most important.
EP Wealth Advisors expands presence in Phoenix with acquisition of Clearview Wealth Advisors by Released | Dec 17, 2025 EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced the acquisition of Clearview Wealth Advisors, a planning-focused firm serving clients across the Pacific Northwest and the Phoenix metropolitan area.
U.S. unemployment rises in November, with implications for investors by Andrea Zander | Dec 17, 2025 The latest employment report from the U.S. Bureau of Labor Statistics (BLS) revealed signs of meaningful weakness in the labor market, with the unemployment rate climbing to 4.6 percent, the highest level since September 2021.
Focus Financial Partners announces leadership transition as part of succession strategy by Released | Dec 16, 2025 Focus Financial Partners, a fiduciary advice company, comprising independent wealth management, multi-family office and business management services, has announced that Adam Birenbaum has been named the company’s incoming CEO, as well as a member of its board of directors, effective Feb. 1, 2026.
Shulman Rogers welcomes Kevin Lees to its corporate and investment funds practices by Released | Dec 16, 2025 Shulman Rogers has announced that Kevin Lees has joined the firm as a shareholder in the corporate and investment funds practices.
Callodine Group announces hiring of Hunter Allen as head of intermediary distribution by Released | Dec 16, 2025 Callodine Group has announced that Hunter Allen has joined subsidiary Manning & Napier as head of intermediary distribution.
Slate Asset Management and Hamilton Lane acquire majority stake in Cold-Link Logistics by Released | Dec 16, 2025 Slate Asset Management, a global investor and manager focused on essential real estate and infrastructure, and private markets investment management firm Hamilton Lane have announced the acquisition of a majority equity stake in Cold-Link Logistics, one of the 10 largest privately held cold storage platforms in North America.
Morgan Stanley Real Estate investing acquires LAX last-mile delivery facility by Released | Dec 16, 2025 Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), has announced the acquisition of a last-mile delivery distribution facility adjacent to Los Angeles International Airport (LAX) that is long-term net-leased to a major multinational ecommerce retailer.
Banks’ comeback, legacy constraints and a reset market are redefining opportunities for private lenders by Andrea Zander | Dec 15, 2025 In today’s fast-evolving real estate debt market, the reemergence of banks, shifting capital structures and the lingering effects of legacy portfolios have reshaped both competition and opportunity for private lenders.
Cerity Partners and Nasdaq Private Market form alliance to expand private market offerings by Released | Dec 15, 2025 Cerity Partners, an independent wealth management firm, has announced a strategic partnership with Nasdaq Private Market (NPM), a firm in secondary liquidity for private companies and employee shareholders.
Stonepeak’s infrastructure debt note begins trading on the Australian Securities Exchange by Released | Dec 15, 2025 Stonepeak has announced that its Stonepeak-Plus INFRA1 Note, an unsecured, deferrable, redeemable, floating-rate debt security, has started trading on the Australian Securities Exchange under the ticker code SPPHA.
