Partners Group hires Anastasia Amoroso as chief investment strategist for private wealth and retirement by Released | Jun 3, 2025 Partners Group has appointed Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement.
EQT announces executive committee changes by Released | Jun 3, 2025 EQT has announced the appointment of James Yu, who joined EQT in 2013 and most recently served as global head of EQT Capital Markets, as head of client relations and capital raising.
Desert Sky Advisors joins Steward Partners in Arizona by Released | Jun 3, 2025 Steward Partners, a full-service, employee-owned, independent financial services firm, has announced that Desert Sky Advisors — a private wealth advisory practice providing personalized, goals-based financial advice — has joined its platform, establishing the firm’s first office in Arizona.
Partners Group launches royalties evergreen fund by Elise Mackanych | Jun 2, 2025 Partners Group has launched an evergreen fund for the wealth market. This fund, investing in royalties, will invest alongside an existing evergreen fund for institutional royalties.
Citi Private Bank appoints Chris Biotti as head of North America by Elise Mackanych | Jun 2, 2025 Chris Biotti has been appointed head of Citi Private Bank for North America, where he began in late May.
Focus Financial Partners acquires Churchill Management Corp. by Released | Jun 2, 2025 Focus Financial Partners, an interdependent partnership of wealth management, business management and related financial services firms, has announced that Focus Partners Wealth will acquire Churchill Management Corp. in a transaction expected to close in the third quarter of 2025, subject to customary closing conditions.
Experiential anchors and foot traffic-focused strategies drive retail revival by Andrea Zander | Jun 2, 2025 Malls in the U.S. are experiencing a resurgence, specifically by a shift in anchor tenant strategy at assets, with malls increasingly embracing experiential venues, restaurants, and fitness centers alongside traditional department stores, according to Placer.ai.
Global real estate managers hold more than $5.1 trillion in AUM by Loretta Clodfelter | Jun 2, 2025 The real estate investment management industry represents several trillion dollars in assets under management globally, according to the IRE.IQ Real Estate Managers Guide, released May 29, 2025.
Simplify introduces the Simplify Kayne Anderson Energy and Infrastructure Credit ETF by Released | May 30, 2025 Simplify Asset Management, a provider of exchange-traded funds (ETFs), has announced the launch of the Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG).
JLL Income Property Trust fully subscribes $158m diversified DST by Released | May 30, 2025 JLL Income Property Trust, an institutionally managed, daily NAV REIT with approximately $6.5 billion in portfolio equity and debt investments, has announced that it has fully subscribed JLLX Diversified VIII DST.
Goodwin’s Brian Lerman on how interest rate volatility is reshaping real estate investment by Andrea Zander | May 30, 2025 Brian Lerman, a partner in Goodwin’s real estate industry practice, recently shared insights on how institutional investors are navigating the challenges posed by today’s interest rate environment, which is driving more cautious and strategic behavior among investors.
InterRent REIT to be acquired by CLV Group in partnership with GIC in $4b all-cash transaction by Andrea Zander | May 30, 2025 InterRent Real Estate Investment Trust has entered into an arrangement agreement with Carriage Hill Properties Acquisition Corp., a newly formed entity owned by CLV Group and GIC, pursuant to which the purchaser will acquire InterRent in an all-cash transaction valued at approximately $4 billion, including the assumption of net debt.
Savills forecasts growth in retail investment as rent increases in some markets attract investors by Released | May 30, 2025 Savills says that it is anticipating an uptick in investment in retail real estate globally as in some locations retailers are again expanding their store networks, leading to the return of rental growth across a number of prime retail markets driving investor interest.
Financial firms are expanding their alternative investments, says ADISA survey by Released | May 29, 2025 ADISA, a trade association for the alternative investments industry, has announced the results of its 2025 market prediction survey.
New York leads Oxford Economics’ 2025 Global Cities Index by Andrea Zander | May 29, 2025 For the second consecutive year, New York leads Oxford Economics’ 2025 Global Cities Index, edging London for the top spot.
