ExchangeRight appoints Tracy Mousner as senior vice president of the Four Corners Region by Released | Jul 28, 2025 ExchangeRight, a provider of diversified real estate REIT and DST investments, has announced the appointment of Tracy Mousner as senior vice president of the Four Corners region.
Former Ameriprise advisers launch Laurel Oak Wealth Management RIA by Released | Jul 28, 2025 A team of five New Jersey–based financial advisers who previously managed more than $2.3 billion in client assets has launched Laurel Oak Wealth Management, a new independent registered investment advisory firm.
Private credit firms, including KKR and Blackstone, prepare for executive order allowing private assets to be included in retirement funds by Elise Mackanych | Jul 28, 2025 Private credit firms are preparing for upcoming support from the current presidential administration to include more private assets in retirement funds, according to Bloomberg.
Harbourfront Wealth acquires Millar Private Wealth by Released | Jul 25, 2025 Harbourfront Wealth Holdings has announced the acquisition of Millar Private Wealth Management.
AssetMark announces expansion into private markets by Released | Jul 25, 2025 AssetMark, a provider of innovative wealth management solutions, has announced its upcoming expansion into alternative asset classes, with new capabilities expected to launch in fourth quarter 2025.
Private market fund managers expect most compelling investments to no longer be publicly listed by Released | Jul 25, 2025 Publicly listed markets are losing out on the most compelling investments, and the trend is set to increase, new research from Wealth Club, a U.K.-based non-advisory investment service for tax-efficient and private market investments shows.
Venu Krishnamurthy joins HarbourVest Partners from BlackRock by Released | Jul 25, 2025 HarbourVest Partners, a global private markets investment firm with more than $147 billion in assets under management as of March 31, 2025, has announced the appointment of Venu Krishnamurthy as managing director and head of global private wealth.
BlackRock, Hamilton Lane, Invesco and KKR among fund managers to join SEI Access by Released | Jul 25, 2025 SEI has announced the addition of 17 fund managers to SEI Access, a platform designed to provide an end-to-end investment experience and increased access to alternative investment products for wealth managers and financial advisers.
Coller Capital appoints Burke Bradford and Kevin Peters as directors in private wealth secondary solutions by Released | Jul 24, 2025 Coller Capital, a private market secondaries manager, has announced the appointments of Burke Bradford and Kevin Peters as directors within its private wealth secondaries solutions (PWSS) team.
JLL Income Property Trust has fully subscribed JLLX Diversified 9 DST by Released | Jul 24, 2025 JLL Income Property Trust, an institutionally managed, daily NAV real estate investment trust (REIT) with approximately $6.5 billion in portfolio equity and debt investments, announced that it has fully subscribed JLLX Diversified 9 DST.
EP Wealth partners with Rappaport Reiches Capital Management by Released | Jul 24, 2025 EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced a strategic partnership with Chicago-based Rappaport Reiches Capital Management (RRCM), strengthening its presence in the Midwest.
Avila Real Estate Capital closes inaugural debt fund, expands originations team by Andrea Zander | Jul 24, 2025 Avila Real Estate Capital (AREC), a private real estate credit platform focused on residential development and homebuilding, has held a close for its inaugural debt fund and the expansion of its originations team with five senior hires.
Opportunities in the office sector: A Q&A with Dan Domb, managing member and COO at Rockpoint by Andrea Zander | Jul 24, 2025 Over the past several years, the office sector has faced challenges from shifting tenant preferences, the persistence of hybrid work, and a reset in valuations driven by higher interest rates and capital market caution.
SPONSORED: The numbers supporting 30%+ IRR returns in hyperscale data center development by Sheila Hopkins | Jul 23, 2025 Real estate has faced its share of headwinds in recent years, but one sector has stood out, producing returns at levels not seen in decades: hyperscale data center development.
SPONSORED: Lower-middle CRE debt market — Not too small, not too big, just right by Sheila Hopkins | Jul 23, 2025 According to a report cited by Cory Johnson, CEO of Pender Capital, regional banks historically have accounted for roughly 59 percent of CRE debt origination volume.
