WisdomTree acquires farmland investment manager, Ceres Partners by Released | Aug 4, 2025 WisdomTree, a global financial firm, has announced that it entered into a definitive agreement to acquire Ceres Partners, a leading United States-based alternative asset manager specializing in farmland investments.
Alternatives are expected to grow to $3t in the next decade, marking significant opportunity for retirees by Elise Mackanych | Aug 1, 2025 Alternatives are expected to grow to $3 trillion throughout the next decade, marking a crucial opportunity for retirement savings, according to an Alternatives Watch report.
MLG Capital appoints 6 new vice presidents on private wealth and family office teams by Released | Aug 1, 2025 MLG Capital has announced the hiring of six new vice presidents on the private wealth and family office teams, expanding its footprint and deepening its relationships with accredited individuals, registered investment advisers (RIAs) and family offices across the United States.
AssetMark will incorporate private markets into managed portfolios and unified managed accounts by Elise Mackanych | Aug 1, 2025 AssetMark has announced an initiative to incorporate private market investments into discretionary strategies and unified managed accounts (UMAs), according to ConnectMoney.
Commercial real estate professionals are adjusting their strategies in response to interest rates and economic volatility by Elise Mackanych | Aug 1, 2025 As interest rates remain elevated and geopolitical tensions remain volatile, the commercial real estate landscape is changing and so are firm’s investment, fundraising and communication strategies.
J.P. Morgan Real Estate Investment Trust acquires $95m portfolio by Released | Aug 1, 2025 J.P. Morgan Real Estate Income Trust (JPMREIT) has acquired a 16-property industrial outdoor storage (IOS) portfolio for $95.2 million, excluding closing costs.
Further Capital Partners expands real assets capital formation team by Kali Persall | Jul 31, 2025 Matthew Timbrell, the former vice president, investments and capital formation at Fengate Asset Management, has joined Further Capital Partners (FCP) as senior vice president, real assets capital formation.
LRT fully subscribes $17m senior living DST by Released | Jul 31, 2025 LRT Co., a sponsor of alternative real estate investments and 1031 exchange offerings, announced it has fully subscribed its $17 million Delaware statutory trust (DST) offering, LRT Hardeeville Senior Living DST.
Managed account assets reach $13.7t, says Cerulli Report by Elise Mackanych | Jul 31, 2025 Managed account assets reach $13.7 trillion, according to The Cerulli Report – U.S. Managed Accounts 2025.
White Oak Real Estate provides $27.2 senior secured loan to 1784 Holdings for self-storage development by Released | Jul 31, 2025 White Oak Real Estate Capital (WOREC), an affiliate of White Oak Global Advisors, has announced it has provided a $27.2 million senior secured loan to 1784 Holdings, a national self-storage developer and owner specializing in developing, constructing and operating institutional quality self-storage facilities.
Inland expands senior living portfolio with $57 million for DST in Minnesota by Released | Jul 31, 2025 Inland Real Estate Investment Corp., a real estate investment manager with more than $16 billion in assets under management, has announced the successful completion of a capital raise exceeding $57 million for its private investment offering Minneapolis MSA Senior Living Portfolio II DST, a Delaware statuary trust sponsored by Inland Private Capital Corp.
ABS Global Investments appoints Steve DiMaio as head of private wealth management by Released | Jul 30, 2025 ABS Global Investments, an $8.8 billion investment management firm, known for its differentiated approach across global equities, emerging markets and late-stage private opportunities, has announced the appointment of Steve DiMaio as head of private wealth management.
Cherry Creek appoints former CIO of John Hopkins University as senior partner by Released | Jul 30, 2025 Cherry Creek Family Offices (CCFO), offering sustained prosperity for accomplished families, has announced the appointment of Jason Perlioni, former CIO of Johns Hopkins University, as senior partner and chairman of the investment committee.
Fifth Third Bancorp and Eldridge announce private credit partnership by Released | Jul 30, 2025 Fifth Third Bancorp and Eldridge have announced a strategic partnership to offer private credit arrangements to commercial bank clients.
Cresset announces new CIO, COO and chief investment strategist by Released | Jul 30, 2025 Cresset has announced the following updates to its C-suite team: current executive managing director Mike Silverman has been named CIO.
