CAIS Mercer Survey shows alts moving from niche to norm by Released | Dec 12, 2025 Alternative investments have moved from the margins to the mainstream, according to insights from nearly 800 financial advisers surveyed in the fourth annual study conducted by CAIS and Mercer.
Diamond Hill to be acquired by First Eagle Investments by Released | Dec 12, 2025 Diamond Hill Investment Group and First Eagle Investments have announced that they have entered into a definitive agreement under which First Eagle will acquire all outstanding shares of Diamond Hill for $175 per share in an all-cash transaction valuing the company at approximately $473 million.
Canopy partners with Alto IRA to streamline investing in private deals by Released | Dec 12, 2025 Alto, a self-directed individual retirement account (IRA) platform bringing private markets to individual retirement portfolios, has announced a new partnership with Canopy, a special purpose vehicle (SPV) management solution empowering fund managers and investors to seamlessly close and manage private transactions.
The evolution of build-to-rent: From niche concept to national housing solution by Alex Chalmers | Dec 12, 2025 Build-to-rent (BTR) housing, once a niche investment concept, has evolved into a mainstream sector driven by demographic demand, affordability pressures and a rapidly expanding development pipeline.
Walker & Dunlop annual survey reveals bold optimism driving affordable housing market by Released | Dec 12, 2025 Walker & Dunlop, Inc.’s annual survey, conducted at the Affordable Housing Finance (AHF) Live conference, revealed a notable optimism in investment activity uptick and enthusiasm in HUD’s role in supporting housing construction.
Savills forecasts real estate investment to surpass $1t in 2026 as it releases global outlook by Released | Dec 11, 2025 Global real estate investment turnover is set to surpass $1 trillion in 2026, up 15 percent over 2025; the first time this barrier has been breached since 2022, according to Savills World Research.
Cohen & Steers launches two new ETFs by Released | Dec 11, 2025 Cohen & Steers has added to its suite of actively managed exchange-traded funds (ETFs) with the launch of two new strategies: The Cohen & Steers Infrastructure Opportunities Active ETF and the Cohen & Steers Short Duration Preferred and Income Active ETF.
J.P. Morgan unveils 2026 Global Alternatives Outlook highlighting opportunities for investors in private markets amid the AI boom by Released | Dec 11, 2025 J.P. Morgan Asset Management has released its eighth annual Global Alternatives Outlook, providing a 12- to 18-month outlook across key alternative asset classes, equipping investors to make tailored portfolio decisions.
2026 real estate outlook — advisers recommend discipline, strong underwriting by Loretta Clodfelter | Dec 11, 2025 In a recent webinar, members of the Real Assets Adviser Editorial Advisory Board shared their outlook for the 2026 real estate market within the private wealth channel.
Fed cuts rates by 25bps at December 2025 meeting by Andrea Zander | Dec 11, 2025 The Federal Reserve concluded its December 2025 meeting with the Federal Open Market Committee voting to cut interest rates by 25 basis points — a decision with implications for real assets investors.
Creative Planning acquires Marshall Financial Group, growing AUM by $900m by Released | Dec 10, 2025 Creative Planning, one of the nation’s largest registered investment advisers (RIAs), has announced it has acquired Marshall Financial Group, an established RIA in Doylestown, Pa.
Lincoln Property and PGIM launch partnership to scale outpatient medical investments by Released | Dec 10, 2025 Lincoln Property Co., a global, full-service real estate firm, and PGIM’s real estate business, a real estate investment manager, have announced the formation of a strategic joint venture partnership to pursue outpatient medical investments across the United States.
Wealth Enhancement announces acquisition of L.M. Kohn & Co. by Released | Dec 10, 2025 Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it has acquired L.M. Kohn & Co., a hybrid registered investment adviser (RIA) headquartered in Cincinnati, Ohio.
NewEdge Capital Group names James Jesse CEO by Released | Dec 10, 2025 NewEdge Capital Group, a wealth management firm supporting advisers and their clients through NewEdge Advisors and NewEdge Wealth, has announced that James Jesse has joined the firm as CEO.
Monroe Capital launches Monroe Capital Enhanced Corporate Lending Fund by Released | Dec 10, 2025 Monroe Capital, a private credit asset manager, has announced the launch of Monroe Capital Enhanced Corporate Lending Fund (MLEND), a perpetual-life, continuously offered, nontraded business development company (BDC) designed to provide retail investors access to Monroe’s direct lending strategy.
