Proposed tax reform package offers changes to federal opportunity zone programs by Elise Mackanych | May 14, 2025 The current administration has unveiled a tax reform package that will change the federal opportunity zone program, according to AltsWire.
iCapital acquires Citi Global Alternatives by Released | May 14, 2025 iCapital and Citi have announced that iCapital is acquiring Citi Global Alternatives, one of Citi’s indirect subsidiaries and the adviser to Citi Wealth’s global alternative investment fund platform.
iAltaA Holdings launches with $20m in initial funding, backed by WestCap by Released | May 14, 2025 iAltA Holdings, a private markets infrastructure company, has announced its launch with an initial funding of $20 million led by WestCap, a strategic operating and investing firm with more than $6 billion in assets under management.
Hightower makes strategic investment in Lindbrook Capital by Released | May 14, 2025 Hightower has announced that it has made a strategic investment in Lindbrook Capital, a financial planning and wealth management practice with approximately $3.8 billion in assets under management.
Rothschild and Co. appoints Matthew Greenberger as managing director and head of real estate, North America by Released | May 13, 2025 Rothschild and Co. has announced that Matthew J. Greenberger will join the firm as managing director and head of real estate, North America, based in New York City. In this role, Greenberger will lead Rothschild and Co.’s real estate advisory activities across the region.
Interval funds near $100b in AUM, says Pitchbook by Elise Mackanych | May 13, 2025 Interval funds are close to surpassing $100 billion in assets under management, according to Pitchbook.
Christopher Schelling joins Aksia as a managing director by Elise Mackanych | May 13, 2025 Christopher Schelling has joined Aksia, an alternative investments firm, as a managing director, as of May 12.
Number of markets where renters need to earn $100K to afford rent has doubled since 2020 by Released | May 12, 2025 The rising costs of living have affected affordability for renters across the country. Nationwide, renters today need to earn more than $80,000 to comfortably afford the typical rental, up from $60,000 just five years ago.
Cold storage rises as hot niche in real estate, says MetLife IM’s Will Pattison by Andrea Zander | May 12, 2025 The cold storage sector is emerging as a promising niche within real estate, driven by demographic shifts, evolving consumer preferences, and changes in food and pharmaceutical supply chains.
Goldman Sachs launches online investment university with alternatives curriculum by Elise Mackanych | May 9, 2025 Goldman Sachs has launched an online investment university for advisers and investors, Goldman Sachs Investment University.
Mercer Global acquires Tufton Capital Management by Released | May 9, 2025 Mercer Global Advisors, a national registered investment adviser (RIA), has announced the acquisition of Tufton Capital Management, a Hunt Valley, Md.–based financial planning and advisory firm.
Hub International acquires assets of Prestige Wealth Partners by Released | May 9, 2025 Hub International, a global insurance brokerage and financial services firm, has announced that it has acquired the assets of Prestige Wealth Partners.
Morningstar introduces medalist rating system for semiliquid funds by Released | May 8, 2025 Morningstar, a provider of independent investment insights, has introduced the Morningstar Medalist Rating for Semiliquid Funds, expanding its established Medalist Rating framework to the growing segment of semiliquid investment vehicles.
Alternative investment managers are increasingly targeting private wealth investors by Elise Mackanych | May 8, 2025 Private wealth channels are seeing a significant influx of alternative investment managers (alt IMs), which is boosting long-term growth in assets under management (AUM), according to Fitch Ratings.
Black Chamber Partners’ data center fund closes above $2b by Kali Persall | May 8, 2025 BlackChamber Real Estate Opportunity Fund Il, an opportunistic real estate fund focused on the development of hyperscale data centers in the United States, has held a final close.
