ExchangeRight Fully subscribes $38.95m Essential Income 7 DST by Released | Jul 2, 2026 ExchangeRight has announced the full subscription of Essential Income 7 DST amid continued investor demand for accelerated access to the Essential Income REIT. Essential Income 7 DST is a closed offering and is not accepting new investors.
Clearstead expands national presence with addition of strategic team in Philadelphia by Released | Jul 2, 2026 Clearstead Advisors has acquired the Philadelphia-based wealth management team formerly part of myCIO Wealth Partners.
Sovereign investors prioritize resilience, diversification amid heightened global uncertainty by Andrea Zander | Jul 1, 2026 Sovereign investors managing approximately $29 trillion are undertaking a broad reassessment of portfolio construction, according to the 14th annual Invesco Global Sovereign Asset Management Study.
Realty Income, Cloud Capital form hyperscale data center JV by Released | Jul 1, 2026 Realty Income Corp. has formed a strategic joint venture with Cloud Capital and its affiliates and a global institutional investor.
Blue Owl sells DF&I to SummitIG by Released | Jul 1, 2026 Blue Owl Capital has completed the sale of Dark Fiber and Infrastructure, LLC, known as DF&I, to SummitIG. SDC Capital Partners, a digital infrastructure investment firm, has been the majority owner of SummitIG since 2019.
Evertern Wealth expands global family office platform through strategic alliance by Released | Jul 1, 2026 Evertern Wealth, an independent multi-family office headquartered in Naples, Fla., has announced a strategic alliance with Vontobel Swiss Financial Advisers (Vontobel SFA), a wholly owned subsidiary of Vontobel Holding, one of Switzerland’s most respected wealth and investment management firms.
EP Wealth Advisors expands Northern California presence with the acquisition of Opes Wealth Management by Released | Jul 1, 2026 EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced its partnership with Menlo Park, Calif.-based Opes Wealth Management. The partnership adds specialized planning expertise and more than $900 million in assets under management (AUM).
Partners Group invests in Avenue Capital Group’s global commercial aviation leasing portfolio by Released | Jul 1, 2026 Partners Group's infrastructure secondaries strategy has invested $250 million in Avenue Capital Group's global commercial aviation leasing portfolio.
Wealth Enhancement to acquire the Shufro-Glass Group of Shufro Rose with more than $760m in client assets by Released | Jun 30, 2026 Wealth Enhancement, a national independent wealth management firm, has announced it will acquire the Shufro-Glass Group of Shufro Rose in New York.
Madison Capital Group announces Car Wash & Convenience Opportunity Fund available on iCapital marketplace by Released | Jun 30, 2026 Madison Capital Group, a Charlotte-based vertically integrated real estate investment and development firm, has announced that its Car Wash & Convenience Opportunity Fund is now available on iCapital Marketplace, providing financial advisers and wealth managers with streamlined access to the firm's latest tax-advantaged real estate investment strategy.
Concorde names Marc Morell chief compliance officer by Released | Jun 30, 2026 Concorde Investment Services, an independent broker-dealer and registered investment advisor serving financial professionals nationwide, has hired Marc A. Morell as chief compliance officer.
AI helps affordable housing operators improve efficiency, compliance by Andrea Zander | Jun 30, 2026 Artificial intelligence (AI) and smart building technology are becoming more viable for affordable housing operators, particularly as tools become more targeted, scalable and easier to deploy.
Dr. Will McIntosh launches ArcBridge Research Group in joint venture with Institutional Real Estate, Inc. by Released | Jun 30, 2026 Dr. Will McIntosh, Ph.D., one of the most recognized researchers and research executives in institutional real estate, today announced the formation of ArcBridge Research Group, a new joint venture with Institutional Real Estate, Inc. (IREI) that will provide outsourced research services, project-based consulting and independent third-party due diligence to a broad range of real estate professionals and organizations.
Family offices turning to “purpose of wealth” to prepare the next generation, new AlTi Tiedemann Global and Campden Wealth research finds by Released | Jun 29, 2026 AlTi Global, an independent global wealth manager with approximately $90 billion in combined assets, has released early findings from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report, showing that more families than ever before are exploring and defining the purpose of their wealth.
Balefire Wealth welcomes David Serposs as senior corporate solutions adviser by Released | Jun 29, 2026 Balefire Wealth has announced that David Serposs has joined the firm as senior corporate solutions adviser.
