Cox Capital expands liquidity program for retail private markets investors with tender offer for Class I shares of Blue Owl Credit Income Corp. by Released | Oct 7, 2026 Cox Capital Partners has announced that Cox Capital Retail Secondaries Fund I, a private investment fund managed by an affiliate of Cox Capital, has commenced a cash tender offer to purchase Class I shares of Blue Owl Credit Income Corp. (OCIC) effective Oct. 5, 2026, expanding its Class I tender offer program.
AI, capital markets top real estate issues for 2027 by Released | Oct 7, 2026 Artificial intelligence (AI), capital markets and rising construction costs are expected to be among the most significant issues affecting real estate in 2027, according to The Counselors of Real Estate’s annual “Top Ten Issues Affecting Real Estate” report.
KKR to acquire Gen II Fund Services for more than $5b from Hg and General Atlantic by Released | Oct 6, 2026 KKR, a global investment firm, has announced an agreement to acquire Gen II Fund Services, a global firm in private capital fund administration, for a total enterprise value of $5.1 billion.
Capital Square launches fourth Texas Active Living DST featuring age-restricted cottage homes near San Antonio by Released | Oct 6, 2026 Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities nationwide, has announced the launch of CS1031 Texas Active Living New Braunfels, DST.
Wealthspire launches dedicated sports and entertainment practice by Released | Oct 6, 2026 Wealthspire has announced the launch of Wealthspire Sports & Entertainment (WSE), a dedicated practice serving professional athletes, entertainers, creators and other individuals whose careers and financial lives often require specialized advice and coordination.
Aspen Standard Wealth acquires $1b Cullen Investment Group by Released | Oct 6, 2026 Aspen Standard Wealth, a home for successful independent registered investment advisers (RIAs), has announced that it has acquired Cullen Investment Group, an RIA based in Lafayette, La., with more than $1 billion in AUM.
Hightower’s The Bahnsen Group expands national footprint with addition of Hightower Naples by Released | Oct 6, 2026 Hightower has announced that Hightower Naples, a Naples, Fla.–based wealth management practice overseeing approximately $1.1 billion in assets under management, has joined The Bahnsen Group, a Hightower Company (TBG).
LPL Financial welcomes Praxis Financial Partners by Released | Oct 5, 2026 LPL Financial has announced that Praxis Financial Partners advisers Scott Christian, Cecil Loyd, Jay Gentry and Matt Dion have joined LPL Financial’s broker/dealer and registered investment adviser platform.
CAZ Investments announces launch of the CAZ GP Stakes Growth Fund, expanding GP stakes opportunities for investors by Released | Oct 5, 2026 CAZ Investments, a Houston-based alternative investment firm, has announced the launch of the CAZ GP Stakes Growth Fund, a registered interval fund designed to give investors exposure to the long-term growth of some of the leading private asset managers.
Northern Trust Wealth Management continues Northeast region expansion with two senior appointments by Released | Oct 5, 2026 Northern Trust Wealth Management has appointed Beth Emswiler and Andrew Borner as senior managing directors in the Northeast region.
Harrison Street says selectivity will drive real estate outcomes by Andrea Zander | Oct 5, 2026 The next phase of alternative real estate investing is expected to be driven more by asset selection and execution than by broad sector exposure, according to a new paper by Mike Gordon, global CIO of real estate at Harrison Street Asset Management.
Nuveen acquires Schroders, creating public-to-private asset and wealth manager with $2.6t of AUM by Kali Arevalo | Oct 5, 2026 Nuveen has completed its acquisition of Schroders, establishing one of the world’s leading active public-to-private asset and wealth managers. The combination joins together two renowned institutions with responsibility for a combined $2.6 trillion in assets under management across institutional and wealth channels.
Walker & Dunlop Investment Partners deploys $136m for Fund VII by Kali Arevalo | Oct 2, 2026 Walker & Dunlop Investment Partners (WDIP) has fully invested its Fund VII, having deployed a total of $135.8 million across 16 multifamily and industrial investments throughout the United States.
Uniting Wealth Partners adds former Morgan Stanley and Ameriprise advisers by Kali Arevalo | Oct 2, 2026 Two advisers from Morgan Stanley and Ameriprise are joining Uniting Wealth Partners (UWP) in its upstate New York office.
North American family offices shift from caution to optimism, report finds by Kali Arevalo | Oct 2, 2026 Family offices in North America are raising their expectations as they navigate the Great Wealth Transfer alongside rapid new wealth creation and technology transformation, according to findings from the 2026 North America Family Office Report, produced by RBC and Campden Wealth.
