Pantzer reaches final close above $1b by Andrea Zander | Oct 15, 2025 Pantzer Properties has held a final close for its Panco Strategic Real Estate Fund VI, with total capital commitments of $1.012 billion.
NFI-ODCE Index posts 0.52 percent quarterly return by Andrea Zander | Oct 15, 2025 The NFI-ODCE Index reported a modest total return of 0.52 percent net of fees for the third quarter of 2025, reflecting a 0.29 percent decline from the previous quarter.
Q&A: ERI’s Kurt Spring on the opportunity set in U.S. affordable housing by Kali Persall | Oct 15, 2025 Kurt Spring, managing partner and head of asset management at Equity Resource Investments (ERI), discusses opportunities in the U.S. affordable housing market and why it is being increasingly classified as social infrastructure.
CAIS expands relationship with Schwab Advisor Services to streamline adviser execution for ticker-traded alternative investments by Released | Oct 14, 2025 CAIS, an alternative investment platform for independent financial advisers, has announced an expanded technology integration with Schwab Advisor Services, the industry leader and largest custodian of registered investment adviser (RIA) assets.
Time Equities launches TEI Diversified Income & Opportunity Fund VII by Released | Oct 14, 2025 Time Equities (TEI) has launched its TEI Diversified Income & Opportunity Fund VII, a new private real estate investment fund designed to provide accredited investors with access to a diversified portfolio of income-producing and value-oriented real estate assets throughout the United States and select international markets.
Wellington Management appoints Michael Trihy as head of portfolio management, private investments by Released | Oct 14, 2025 Wellington Management, an investment management firm with more than $1.3 trillion in assets under management, has announced the appointment of Michael Trihy as head of portfolio management, Venture Growth Evergreen, private investments.
Cetera welcomes 34-member Pillar Financial Group with $1.8b in client assets by Released | Oct 14, 2025 Cetera has announced the addition of Pillar Financial Group, led by seven partners including CEO Luke Madsen and a 34-member advisory team.
Shaquille O’Neal joins Jacmel Infrastructure as founding partner by Kali Persall | Oct 14, 2025 15-time NBA All-Star, four-time NBA champion, and Hall of Famer Shaquille O’Neal has become a founding partner of Jacmel Infrastructure, Jacmel Partners’ investment platform targeting critical infrastructure across the United States.
Creative Planning to acquire SageView by Released | Oct 10, 2025 Creative Planning has entered into a definitive agreement to acquire SageView Advisory Group.
HarbourVest Partners expands credit secondaries platform by Released | Oct 10, 2025 HarbourVest Partners has established a dedicated credit secondaries investment team.
Greenspring Advisors, Wealthstream Advisors merger to form independent, employee-owned firm focused on long-term client success by Released | Oct 10, 2025 Greenspring Advisors and Wealthstream Advisors have merged.
Mercer Advisors adds Singer Burke to its ultra-high-net-worth Regis Group by Released | Oct 10, 2025 Mercer Global Advisors has added Singer Burke, a premier, Los Angeles-based wealth management, tax, and business management firm with a 50-year legacy of serving highly accomplished creative professionals and executives in the media and entertainment sector.
Partners Group’s next generation infrastructure evergreen hits $1b in assets by Released | Oct 9, 2025 Partners Group’s next generation infrastructure evergreen fund has reached $1 billion in assets following its launch in early 2024.
Fitch Ratings completes 2025 alternative investment manager peer review by Released | Oct 9, 2025 Fitch Ratings has completed a periodic peer review of alternative investment managers (alt IMs), affirming the ratings of 10 issuers and upgrading one.
Inland Investments, Scion form strategic student housing relationship by Released | Oct 9, 2025 Inland Real Estate Investment Corp. and The Scion Group have formed a strategic relationship focused on operating off-campus purpose-built student housing properties owned by affiliates of Inland Investments and located at leading, top-tier universities throughout the United States.
