TCI Wealth Advisors appoints its first CIO, Michael Preis by Elise Mackanych | Apr 24, 2025 TCI Wealth Advisors has appointed Michael Preis as CIO. In this role, Preis is focused on long-term planning with time-tested principles.
PolarBlue rolls out unique energy platform, names Simon Treacy executive chairman by Kali Persall | Apr 23, 2025 Simon Treacy, a Singapore-based private equity real assets veteran of MGPA/BlackRock, CapitaLand and Lendlease, has become the executive chairman of PolarBlue.
SoFi expands access to private market funds, including Cosmos Fund by Released | Apr 23, 2025 SoFi is expanding members’ access to private market funds, which provide exposure to privately held companies before their potential initial public offering.
Nomura announces acquisition of Macquarie’s U.S. public asset management business by Released | Apr 23, 2025 Nomura and Macquarie announced that they have entered into an agreement for Nomura to acquire Macquarie’s U.S. and European public asset management business, with approximately $180 billion in retail and institutional client assets across equities, fixed income and multi-asset strategies.
MSCI and Moody’s partner to provide independent risk assessments for private credit investments by Released | Apr 23, 2025 MSCI and Moody’s Corp. have created a solution to provide independent risk assessments for private credit investments at scale. As the private credit market continues to evolve and grow, the need for consistent standards and better tools has become essential for investors to assess, compare and communicate the risk of their investments.
Multifamily supply is climbing, resulting in high vacancy rates in sunbelt markets by Elise Mackanych | Apr 23, 2025 Multifamily units saw a significant number of completions in 2024, the largest one-year increase since 1974, according to Trepp, a provider of commercial real estate data, insights and technology solutions.
LPL Financial promotes five executives to managing director roles by Released | Apr 22, 2025 LPL Financial has announced that five of its executives have been promoted into new managing director roles. Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent Simonich have been elevated from executive vice president positions and will become managing directors at the firm.
DayMark Wealth Partners adds $200m advisory team in Chicago and Park City by Released | Apr 22, 2025 DayMark Wealth Partners has announced the addition of a $200 million advisory team led by John Kaufman, which will further the firm’s expansion into Chicago and Park City, Utah.
Global data center market to exceed $304b in capital expenditure by 2026 by Released | Apr 22, 2025 Knight Frank, a global real estate adviser, has published its global data centers report, revealing a surge in market expansion, with a projected 46 percent increase in data center capacity worldwide by 2027.
CRE market shows stability despite looming rate and trade challenges by Andrea Zander | Apr 22, 2025 Commercial real estate faces near-term challenges, according to Marcus & Millichap. Potential inflation, slowing economic growth and interest-rate uncertainty are causing unease.
Resource Royalty launches Resource Royalty 24, a mineral rights and royalty offering by Elise Mackanych | Apr 22, 2025 Resource Royalty, a private energy investment company, has launched Resource Royalty 24, a direct-title, 1031 exchange–eligible, mineral rights offering.
Private credit gains popularity in RIA portfolios by Elise Mackanych | Apr 21, 2025 Private credit investments have increasingly become a mainstream aspect of registered investment adviser (RIA) portfolios, according to Alternative Fund Advisors’ RIA Private Credit Usage Survey.
Monterey Private Wealth joins Creative Planning by Released | Apr 21, 2025 Creative Planning, a registered investment adviser (RIA), has announced that Monterey Private Wealth, a renowned financial advisory firm based in Monterey, California, has joined Creative Planning.
Archway Capital launches its second opportunity fund targeting $100m by Released | Apr 21, 2025 Archway Capital, a Los Angeles-based alternative investment manager focused on real estate debt investments, has announced the launch of the second vintage of its opportunity fund strategy.
Despite year-on-year uptick, office transactions remain sparse in 2024 by Released | Apr 21, 2025 The office sector continues to face difficulties, but there is a distinct separation in performance between the amenity-rich premier office assets and the older, lower-quality buildings where few employees have returned to the office, according to S&P Global Market Intelligence.
