CAPTRUST Financial Advisors has announced that Meritage Portfolio Management in Kansas City has joined the firm by Released | Feb 5, 2026 Meritage provides wealth management services to high-net-worth individuals, as well as retirement plan and endowment and foundation investment management. Led by president and co-CIO Mark Eveans and principal Jim Klein, Meritage has $2.4 billion in client assets and brings 17 new colleagues to CAPTRUST, including nine advisers.
Brookfield Asset Management announces record 2025 results and 15% dividend increase by Elise Mackanych | Feb 5, 2026 Brookfield Asset Management, a global alternative asset manager headquartered in New York City with more than $1 trillion of assets under management, has announced record financial results for the quarter ended Dec. 31, 2025; the strongest results since listing.
The Super Bowl LX outlook: Real Assets Adviser editorial advisory board picks the Super Bowl winner by Elise Mackanych | Feb 5, 2026 As Super Bowl LX approaches, we’re setting aside market outlooks and capital cycles to focus on a different kind of forecasting — just for the weekend.
CAZ Investments announces launch of the CAZ GP Stakes Fund by Released | Feb 4, 2026 CAZ Investments, a private equity allocator with more than $11 billion in assets under management and a global network of 8,700 investors across 50 states and 41 countries, has announced the official launch of the CAZ GP Stakes Fund, a registered interval fund designed to make GP stakes broadly accessible to investors.
Clearstead Advisors announces acquisition of the Clarius Group by Released | Feb 4, 2026 Clearstead Advisors, a registered investment adviser (RIA), has announced the acquisition of The Clarius Group, a Seattle-based multi-family office RIA serving ultra-high-net-worth individuals and families.
Team behind SecondaryLink launches market intelligence platform dedicated to semi-liquid evergreen funds by Released | Feb 4, 2026 Institutional Link Inc., the team behind SecondaryLink, has announced the launch of EvergreenLink, a standalone intelligence platform built to bring structure, transparency, and comparability to the rapidly expanding universe of registered, semi-liquid evergreen investment funds.
Beacon Pointe Advisors welcomes three teams to its national platform by Released | Feb 4, 2026 Beacon Pointe Advisors introduces three recent registered investment adviser (RIA) acquisitions, resulting in approximately $62 billion in total firm assets under advisement.
Yardi Matrix revises 2026-2028 U.S. multifamily completions forecast upward by Released | Feb 4, 2026 Continued resilience in new construction starts has prompted Yardi Matrix to increase its forecast for U.S. multifamily completions in 2026, 2027 and 2028.
Vanguard to deliver more than half a billion in expected savings to investors since 2025 by Released | Feb 3, 2026 Vanguard has lowered expense ratios for 84 mutual fund and exchange-traded share classes across 53 funds, amounting to nearly $250 million in fee reductions in 2026.
Artis and RFA Capital complete merger transaction by Released | Feb 3, 2026 Artis Real Estate Investment Trust and RFA Financial have announced the successful completion of their combination by way of a statutory plan of arrangement under the Business Corporations Act and The Trustee Act, pursuant to which RFA acquired all of the outstanding common units, Series E preferred units and Series I preferred units of Artis.
Family offices plan to prioritize AI and alternative investments – J.P. Morgan Private Bank 2026 Global Family Office Report by Released | Feb 3, 2026 J.P. Morgan Private Bank has announced the release of its 2026 Global Family Office Report, a comprehensive analysis of the priorities, prospects and strategies shaping the world's leading family offices.
Starwood Capital appoints John Gonnella as head of U.S. asset management by Released | Feb 3, 2026 Starwood Capital Group has appointed John Gonnella as senior managing director and head of U.S. asset management, effective April 20. In this role, he will oversee the asset management strategy across Starwood Capital’s real estate assets in the United States.
Brookfield to acquire Peakstone Realty Trust in $1.2b all-cash transaction by Released | Feb 3, 2026 Brookfield Asset Management and Peakstone Realty Trust, an industrial REIT with a strategic focus on the industrial outdoor storage (IOS) sector, have announced that they have entered into a definitive agreement in which a Brookfield private real estate fund would acquire all of the outstanding shares of Peakstone for $21 per share in cash.
When governments need your money: Real estate in an era of financial repression by Chris Urwin | Feb 2, 2026 While warnings about public debt levels may feel like background noise, real estate investors can no longer afford to tune them out. Federal debt held by the public now stands at 100 percent of Gross Domestic Product (GDP).
OnePoint BFG wealth partners acquires Voyage Wealth Architects, boosting platform by $700m by Released | Feb 2, 2026 OnePoint BFG Wealth Partners, a dynamic wealth advisory and financial planning firm, has announced the acquisition of Voyage Wealth Architects, a Minneapolis-based wealth management firm overseeing $700 million in assets under management (AUM).
