JPMREIT acquires newly constructed single-family rental townhomes in Venice, Fla. by Released | Dec 22, 2023 J.P. Morgan Real Estate Income Trust has announced the acquisition of an initial tranche of 36 townhomes in Fiore, Fla.
Darie Urbanky, CI Financial’s president, COO and head of asset management, to retire next year by Released | Dec 21, 2023 CI Financial Corp. has announced Darie Urbanky, president, COO and head of CI Global Asset Management (CI GAM), has decided to retire on or before Dec. 31, 2024.
SEC releases accredited investor report, suggest exclusion of retirement assets by Andrea Zander | Dec 21, 2023 The U.S. Securities and Exchange Commission (SEC) released a report Dec. 14 on its review of the definition of accredited investor. SEC is required to publish a report every four years evaluating the definition.
J.P. Morgan Asset Management partners with iCapital by Released | Dec 21, 2023 J.P. Morgan Asset Management has formed a partnership with iCapital to open up access for Australian wholesale investors to alternative investments.
Clearhaven Partners raises $580m for Fund II by Released | Dec 21, 2023 Clearhaven Partners has closed its sophomore fund.
Milliman annual Public Pension Funding Study finds public pensions shifted portion of equity, fixed-income assets to private equity and real estate by Released | Dec 20, 2023 Milliman, Inc., has released the results of its annual Public Pension Funding Study (PPFS), which explores the funded status of the nation’s 100 largest public defined benefit pension plans.
Co-CIO of Barrett Upton Capital Partners shares 2024 outlook for alternative investments by Andrea Zander | Dec 20, 2023 The alternatives sector has become a crucial third category alongside traditional equities and debt.
Wealth Enhancement Group acquires $236m AUM RIA firm by Released | Dec 20, 2023 Wealth Enhancement Group has acquired Asset Management Resources.
Cop28 takeaways for Australia, Southeast Asia and the planet by Lewis Dayton | Dec 20, 2023 The 28th Conference of the Parties (Cop28), the United Nations Climate Change Conference, wrapped up last week on Dec. 12, following two weeks of panels, discussions, protests, commitments, fund launches and more.
U.S. multifamily market faces challenges ahead, according to Yardi by Andrea Zander | Dec 20, 2023 The 2024 U.S. Multifamily Outlook from Yardi® Matrix anticipates a year of challenges, including slowing national rent growth.
Research finds top two criteria for picking alternative managers by Andrea Zander | Dec 19, 2023 Analyzing alternative managers and mandates can be a challenging endeavor for financial advisers.
Candice Nakagawa joins Wilmington Trust by Andrea Zander | Dec 19, 2023 Candice Nakagawa has been named president of Wilmington Trust’s Western region and market leader for California.
Ropes & Gray: Global secondaries trends to expect in 2024 by Andrea Zander | Dec 19, 2023 There has been a notable shift in deal mix, with a balanced volume of GP-led and portfolio sales, according to Ropes & Gray in a recent post.
Alternative Investment Exchange expands partnership with Virtus Real Estate Capital by Released | Dec 19, 2023 Alternative Investment Exchange has expanded partnership with Virtus Real Estate Capital.