Karla D’Alleva Valas appointed head of private wealth at Fidelity Investments by Lewis Dayton | Feb 22, 2024 Karla D’Alleva Valas has been appointed the new head of private wealth at Fidelity Investments, reported Citywire.
Scott Maguire made global head of real estate securities solutions at CenterSquare by Lewis Dayton | Feb 21, 2024 Scott Maguire has been appointed the new global head of real estate securities solutions at CenterSquare Investment Management.
CI Global Asset Management launches CI Auspice Alternative Diversified Corporate Class by Released | Feb 21, 2024 CI Global Asset Management has launched CI Auspice Alternative Diversified Corporate Class.
Consumer spending drives investor revival for urban retail in 2024 by Andrea Zander | Feb 21, 2024 Urban retail is poised for an investor resurgence in 2024, underpinned by robust consumer spending, as well as record-low total retail vacancy.
Gateway markets, core property types: Not what they used to be by Andrea Zander | Feb 21, 2024 Atlanta, Dallas and Seattle rank highly as gateway markets, while once “niche” alternative sectors like manufactured housing and single-family rentals may exhibit traits of core property types, according to MetLife Investment Management.
Capital One to acquire Discover by Andrea Zander | Feb 21, 2024 Capital One Financial Corp. has plans to acquire Discover Financial Services in an all-stock transaction valued at $35.3 billion.
Strata Clean Energy secures $559m financing for 1GWh battery energy-storage project in Arizona by Released | Feb 21, 2024 Strata Clean Energy has closed on a $559 million financing for the construction and ownership of the Scatter Wash battery storage complex.
Crow Holdings closes U.S. Diversified Value-Add Real Estate Fund at $3.1b by Andrea Zander | Feb 21, 2024 Crow Holdings has held a final close of Crow Holdings Realty Partners X at $3.1 billion of commitments.
LPL launches expanded high-net-worth services by Released | Feb 21, 2024 LPL Financial, the San Francisco-based wealth management firm, has announced the launch of its expanded High-Net-Worth Services from LPL Business Solutions. This new offering empowers LPL’s more than 22,000 financial advisors in delivering an elevated experience and personalized guidance to high-net-worth clients who require sophisticated approaches to manage, safeguard and deploy their wealth.
Invitation Homes to buy $1b homes this year by Andrea Zander | Feb 20, 2024 Invitation Homes has plans to acquire between $600 million and $1 billion of homes on balance sheet in 2024, according to its Fourth Quarter 2023 Earnings Conference Call.