True North Advisors expands shareholder group, adding industry veterans in client advisory and growth strategy by Released | Aug 21, 2025 True North Advisors, a founder-led, Texas-based registered investment adviser (RIA) with more than $5.18 billion in assets under management (as of June 30, 2025) has announced the addition of four team members to its shareholder group as of July 31, 2025.
RWA Wealth Partners acquires San Francisco-based Moirai Wealth Management by Released | Aug 21, 2025 RWA Wealth Partners, a national independent and wealth management firm responsible for $18 billion in client assets, has announced the acquisition of Moirai Wealth Management, a San Francisco–based independent registered investment adviser (RIA) with $344 million in assets under management.
Crowd Street partners with Callan to expand access beyond commercial real estate and into private markets by Released | Aug 21, 2025 Crowd Street, a private market investment platform, has announced a new strategic relationship with Callan, an adviser for hundreds of institutional investors.
Coastal markets are back on the map for multifamily investors by Brendan Gibney | Aug 21, 2025 A growing number of investors are turning their attention back to coastal strongholds such as San Francisco and Seattle and appreciating the factors that make West Coast metros uniquely resilient as multifamily markets across the country face increased volatility.
U.S. ports see strong imports but industrial markets near ports face softening conditions by Andrea Zander | Aug 21, 2025 Healthy U.S. import volumes in the first half of 2025 have not translated into stronger demand for industrial commercial real estate in many markets near ports, according to Cushman & Wakefield’s U.S. Midyear Ports Update.
Templum and FusionIQ announce partnership to expand access to private market investments by Released | Aug 20, 2025 Templum and FusionIQ have announced their partnership to bring highly sought-after investment opportunities to the FusionIQ platform.
Brown Brothers Harriman expands Philadelphia office with addition of managing director Katie Casey by Released | Aug 20, 2025 Brown Brothers Harriman and Co. (BBH) has announced the addition of Katie Casey to the multi-family office in Philadelphia.
Vantage Data Centers unveils plans for a $25b mega-campus in Texas to meet AI demand by Kali Persall | Aug 20, 2025 Vantage Data Centers, a global provider of hyperscale data centers, has announced its largest investment to date of more than $25 billion to develop a mega-scale, 1.4-gigawatt data center campus in Shackelford County, Texas.
Thor Equities Group acquires 221-acre site for data center development in Ohio by Released | Aug 20, 2025 Thor Equities Group has announced the acquisition of a 221-acre site with potential to expand significantly in Van Wert County, Ohio, for data center development.
97% of RIAs manage less than $1 billion, according to a study by Smart Asset by Elise Mackanych | Aug 20, 2025 Ultra-large registered investment advisers (RIAs) are rare in the United States, as fewer than 3 percent manage $1 billion or more, according to SmartAsset.
Greystone Real Estate Capital closes inaugural LIHTC Fund by Released | Aug 19, 2025 Greystone Real Estate Capital, a national tax credit syndicator and subsidiary of Greystone Select Incorporated has closed its Greystone Affordable Housing Fund I LP, a $103 million multi-investor Low-Income Housing Tax Credit (LIHTC) fund.
Investors turn to semiliquid funds for access to private assets by Elise Mackanych | Aug 19, 2025 Asset managers see semiliquid funds’ limitations as an asset rather than an obstacle when offering private assets to retail investors, says Morningstar.
Clinton Warren has been appointed central market executive for Citi Private Bank by Elise Mackanych | Aug 19, 2025 Citi Private Bank has appointed Clinton Warren as North America’s central market executive, effective in the Fall of 2025.
Kim Hourihan is appointed head of global strategy at Invesco Real Estate by Elise Mackanych | Aug 19, 2025 Invesco Real Estate has appointed Kim Hourihan as head of global strategy, as of July 2025.
LaSalle real estate debt strategy attracts approximately $700m in capital commitments by Andrea Zander | Aug 19, 2025 LaSalle Investment Management has secured approximately $700 million in capital commitments from institutional investors.
