Creative Planning acquires Hawaii-based Mosaic Pacific by Released | Jul 16, 2025 Creative Planning, a registered investment adviser (RIA), has announced the acquisition of Mosaic Pacific, a financial advisory practice serving clients throughout Hawaii.
Canadian housing market saw increase in housing prices, year-over-year, according to Royal LePage by Released | Jul 16, 2025 According to the Royal LePage House Price Survey and Market Forecast, the aggregate price of a home in Canada eased upwards modestly in the second quarter of 2025, increasing 0.3 percent year over year to $826,400.
BlackRock plans to include private assets in its retirement funds by Elise Mackanych | Jul 16, 2025 BlackRock will offer target-date retirement funds that include private assets, according to AdvisorHub. With the firm’s recent push to incorporate alternative assets, BlackRock plans to launch the target-date fund, LifePath, by next year.
Blue Owl and Voya partner to offer private market investments to defined contribution retirement plans by Released | Jul 15, 2025 Blue Owl Capital, an alternative asset manager, and Voya Financial, a provider of retirement, investment and benefit solutions, have announced a strategic partnership to develop private markets investment products for defined contribution retirement plans.
Capital Square Housing Trust launches $40m preferred stock offering by Released | Jul 15, 2025 Capital Square Housing Trust, a REIT sponsored by Capital Square, has announced the offering of up to 4 million shares of its Series 2 Class A and Class I Redeemable and Convertible Preferred Stock at $10 per share.
True North Advisors expands into San Francisco Bay Area with acquisition of Blue Investment Partners by Released | Jul 15, 2025 True North Advisors, a Texas-based registered investment adviser (RIA), has announced the acquisition of Blue Investment Partners, an investment management firm based in Danville, Calif., with approximately $353 million in assets under management (AUM) as of June 30, 2025.
Hotel sector’s resilience: Insights from Aimbridge’s chief global growth officer by Andrea Zander | Jul 15, 2025 The hotel sector is once again showing its resilience despite facing macroeconomic and geopolitical pressures, including tariffs, supply-chain issues, financial volatility and global trade impacts.
Insurers increasingly look to boost private assets allocations amid expected influx of capital by Kali Persall | Jul 15, 2025 Insurance investment managers are increasingly looking to boost their private assets allocations amid an anticipated increase in capital to invest in their organizations in the year ahead.
Industry veteran and former CIO of CBIZ Investment Advisory Services launches Grenadilla Advisory by Released | Jul 14, 2025 Financial adviser Anna Rathbun has announced the launch of Grenadilla Advisory, a wealth management firm dedicated to crafting tailored investments and building harmonious portfolios for individuals and families.
SmartStop REIT Advisors forms retail distribution partnership with Orchard Securities by Released | Jul 14, 2025 SmartStop REIT Advisors (SRA), an affiliate of SmartStop Self Storage REIT, an internally managed REIT and an owner and operator of self-storage facilities in the United States and Canada, has announced a new retail distribution partnership with Orchard Securities.
Procyon expands Northeast presence with acquisition of Wooster Corthell Wealth Management, bringing total AUM to $8b by Released | Jul 14, 2025 Procyon, an independent registered investment advisory firm, has announced its acquisition of Wooster Corthell Wealth Management, a Connecticut-based boutique advisory managing approximately $600 million in client assets.
ExchangeRight launches new ER share subclasses for its Essential Income REIT by Released | Jul 14, 2025 ExchangeRight (ER), a provider of diversified REIT and Delaware statutory trust (DST) investments, has announced the launch of new subclasses for the ER shares of the Essential Income REIT.
BGO announces the launch of BGO DataCenters by Released | Jul 14, 2025 BGO has launched BGO DataCenters, a dedicated real estate investment and development platform focused on delivering customized sustainable, hyperscale and AI-optimized digital infrastructure across Europe.
U.S. housing deficit grew to 4.7m despite construction surge by Released | Jul 11, 2025 America’s housing shortage grew to an all-time high of 4.7 million units, according to a new Zillow analysis of recently released census data.
Net U.S. industrial absorption holds steady, corporate demand fuels modern warehouse leasing amid rising vacancy by Released | Jul 11, 2025 The U.S. industrial market is marked by continued resilience in the second quarter, despite broader economic uncertainty and regional volatility, according to Cushman & Wakefield.
