DayMark Wealth Partners announces final close of growth-focused DayMark Fund I in partnership with Opto Investments by Released | Jun 23, 2026 DayMark Wealth Partners, a fee-based independent registered investment adviser (RIA) overseeing more than $6 billion in assets, has announced the $25 million final close of DayMark Fund I in partnership with Opto Investments.
Larry Greenberg joins Willow Wealth as president by Released | Jun 23, 2026 Willow Wealth has announced that Larry Greenberg has been named president, reporting to CEO Mitchell Caplan.
Perspectives: REITs can signal direction — why the six- to 12-month rule is a slogan, not a law by Geoffrey Dohrmann | Jun 23, 2026 Every so often, one of those tidy little market sayings gets repeated often enough that it starts to sound like settled science. “Public REITs typically lead private commercial real estate valuations by six to 12 months” is one of them. It is a useful shorthand, but it is still a shorthand. And for institutional investors, shorthand can be dangerous if it is mistaken for a law of nature.
Valence launches wealth management firm built around the client, not the adviser by Released | Jun 22, 2026 Valence has announced its launch, introducing a fundamentally new operating model for wealth management.
Sanctuary Wealth continues expansion with launch of Pierstone Wealth Management by Released | Jun 22, 2026 Sanctuary Wealth, a registered investment adviser (RIA) that helps financial advisers thrive with greater freedom, flexibility, control and choice, welcomes Pierstone Wealth Management and its founder, Kyle Young.
Hub International names Paul Collins northeast area president by Released | Jun 22, 2026 Hub International Ltd., a global insurance brokerage, has announced the appointment of Paul Collins as Northeast Area president, effective July 1, 2026.
How AI can turn real estate operations into investment insight by Andrea Zander | Jun 22, 2026 David Stifter, the CEO of PredictAP, discusses how AI is being applied to some of commercial real estate’s most detailed back-office functions, including invoice coding, accounting workflows and expense management.
Cushman & Wakefield report highlights strong growth and tight supply in U.S. medical outpatient building sector by Released | Jun 22, 2026 Cushman & Wakefield has released its 2026 Vital Signs report, signaling continued strength across the medical outpatient sector driven by surging healthcare demand, an aging population and an ongoing shift toward outpatient care.
ExchangeRight fully subscribes $52.8m Net-Leased All-Cash 18 DST by Released | Jun 18, 2026 ExchangeRight, a provider of diversified real estate investment trust (REIT) and DST (Delaware statutory trust) investments, has announced the full subscription of Net-Leased All-Cash 18 DST.
Osaic welcomes Signature Private Wealth Management from Wells Fargo Advisors Financial Network by Released | Jun 18, 2026 Osaic, a provider of wealth management strategies, has announced that Signature Private Wealth Management has joined its growing network of independent advisers.
Morningstar Wealth teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to develop public/private model portfolios by Released | Jun 18, 2026 Morningstar has announced that its Morningstar Wealth division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisers a single, research-driven way to access private markets.
Newmark: Data center growth drives industrial demand in Texas by Andrea Zander | Jun 18, 2026 As projects expand across Texas, they are creating new demand for the industrial real estate needed to support construction, operations, equipment movement, manufacturing and long-term maintenance, according to Jamil Harkness – senior research analyst, national industrial at Newmark.
Invesco releases 2026 midyear investment outlook focused on resilient economy by Released | Jun 17, 2026 Invesco has released its 2026 Midyear Investment Outlook, with expectations for the global economy to re-accelerate in the second half of the year.
Modera Wealth Management expands Florida presence with Northstar transaction by Released | Jun 17, 2026 Modera Wealth Management, a fee-only wealth management firm for individuals, families, business owners and nonprofit institutions, has announced its transaction with Northstar Financial Planners, a Plantation, Fla.–based registered investment adviser.
Arixa Capital surpasses $8b in loan originations, strengthens leadership team by Released | Jun 17, 2026 Arixa Capital, a private real estate lender and alternative investment manager, has announced that it has surpassed $8 billion in total loan originations since inception.
