BlackRock to commit €578m to next-gen data center investment program in the U.K. by Andrea Zander | Sep 19, 2025 BlackRock, through its European value-added real estate series, has announced plans to commit up to £500 million (€578 million/$681 million) to an investment program delivering next-generation enterprise data centers across the United Kingdom, supporting evolving demands from businesses for high-density compute capabilities.
Pennybacker surpasses $700m for inaugural infrastructure platform by Kali Persall | Sep 19, 2025 Pennybacker Capital Management has closed its first infrastructure fund, Pennybacker Critical Infrastructure Partners I (PCIP I).
Kennedy Wilson to acquire Toll Brothers’ apartment living platform for $347m by Released | Sep 19, 2025 Kennedy Wilson has agreed to acquire Toll Brothers’ Apartment Living platform, including its in-house development team and its interests in a portfolio of completed properties and assets under development, for a total purchase price of $347 million.
DST offerings raise nearly $552.6 million in August by Elise Mackanych | Sep 19, 2025 Delaware statutory trust (DST) offerings have raised nearly $552.6 million in equity in August 2025, according to Mountain Dell Consulting.
PGIM and Partners Group enter partnership to deliver multi-asset solutions by Released | Sep 18, 2025 PGIM, a $1.44 trillion global investment management business of Prudential Financial, and Partners Group, a firm in the global private markets industry, have entered a strategic partnership to construct and deliver a suite of multi-asset portfolio solutions for individual and institutional investors.
Edward Jones expands services for high-net-worth clients by Released | Sep 18, 2025 Edward Jones continues to make ongoing investments to enhance its high-net-worth client experience. These include opening four new physical locations to serve high net worth clients exclusively and increasing financial adviser support through new training programs.
Caprock 2024 impact data reveals measurable progress by Released | Sep 18, 2025 Caprock, a multi-family office registered investment adviser (RIA) serving ultra-high-net-worth clients, has released new data showing that its clients’ investments are driving positive impact across important areas such as affordable housing, financial inclusion, resource sustainability and renewable energy.
The self-storage sector is on the path to recovery, according to data from Yardi Matrix by Elise Mackanych | Sep 18, 2025 The self-storage sector is showing signs of recovery and growth, according to the National Self Storage Report by Yardi Matrix. Self-storage is increasingly popular among households, as usage reached 12.6 percent in 2025.
Fed lowers rates by 0.25%, in attempt to balance dual mandate by Andrea Zander | Sep 18, 2025 The Federal Reserve lowered the federal funds rate target range by 0.25 percentage points, to a policy range of 4.00–4.25 percent.
Pitcairn appoints Carlin Calcaterra as managing director of investment strategy by Released | Sep 17, 2025 Pitcairn, a family office serving ultra-high-net-worth families, has named Carlin Calcaterra as managing director of investment strategy.
Creative Planning acquires retirement-focused RIA, SageView by Released | Sep 17, 2025 Creative Planning, a Kansas-based registered investment adviser, has acquired SageView Advisory Group, according to Wealth Management.
Franklin Templeton forms powerhouse partnership with CIP, DigitalBridge and Actis to expand infra solutions for private wealth by Kali Persall | Sep 17, 2025 Franklin Templeton, one of the world’s largest asset managers, has formed a strategic partnership with three institutional infrastructure investment firms — Actis, the sustainable infrastructure business of General Atlantic; Copenhagen Infrastructure Partners (CIP); and DigitalBridge — to deliver private infrastructure solutions to individual investors.
Marathon Asset Management expands access to its ABL Strategy on iCapital Marketplace by Released | Sep 17, 2025 Marathon Asset Management, a global asset manager specializing in private and public credit, has announced that it has broadened access to its long-established asset-based lending (ABL) strategy on iCapital Marketplace.
New Jersey-based Lane Hipple Wealth joins Moneta Group by Released | Sep 17, 2025 Moneta Group Investment Advisors, an independent, partner-owned registered investment adviser (RIA) firms, has announced that Lane Hipple Wealth Management Group, a New Jersey–based RIA with nearly $418 million in assets under management as of Dec. 31, 2024, on their latest regulatory filing, and approximately $520 million in assets under management (AUM) as of Sept. 15, 2025, has joined Moneta as its newest partner team.
Bernstein Private Wealth appoints Bowman Hallagan to lead private wealth office in Boston by Released | Sep 16, 2025 Bernstein Private Wealth Management, a unit of AllianceBernstein, has announced the appointment of Bowman Hallagan, a managing director with the firm, to head its private wealth office in Boston.
