BGO: CRE recovery steady, though local market dynamics demand attention by Andrea Zander | Aug 11, 2025 The latest edition of BGO’s The Chief Economist reports that recovery in commercial real estate is progressing largely as expected, with positive total returns and increased debt origination in the second quarter signaling a cyclical rebound.
Macquarie Asset Management launches Summerland Storage Partners by Released | Aug 8, 2025 Macquarie Asset Management (MAM) has announced the launch of Summerland Storage Partners, a self-storage platform with a strategy aimed at crafting a geographically diverse portfolio of self-storage assets, positioned strategically within key United States markets.
Advyzon Investment Management launches Sphere, featuring professionally managed model portfolios with zero strategist fees by Released | Aug 8, 2025 Advyzon Investment Management (AIM), a unified investment solutions platform within Advyzon, has announced the launch of Sphere, a manager-sponsored platform providing a curated hub of professionally managed portfolios.
Executive order expanding access to alternative investments in 401(k)s has passed by Released | Aug 8, 2025 The new executive order by president Donald Trump has been signed, directing the Department of Labor, Department of the Treasury and the Securities and Exchange Commission to eliminate barriers to the inclusion of private market investments and other strategies in 401(k) and other defined contribution retirement plans.
CAIS partners with Solactive to launch private credit BDC index by Released | Aug 8, 2025 CAIS, an alternative investment platform for financial advisers, has announced the launch of the Solactive CAIS Private Credit BDC Index (CAISCRED).
Star Mountain Capital appoints former CEO of CAIA Association and Boston Partners, William Kelly, as senior adviser by Released | Aug 8, 2025 Star Mountain Capital, an employee-owned investment firm with more than $4 billion in assets under management (AUM), has announced that William Kelly has joined the firm as a senior adviser.
Laura Spicciatie joins Stockbridge as vice president, senior national account manager by Released | Aug 7, 2025 Stockbridge has announced the addition of Laura Spicciatie to its private wealth team as vice president, senior national account manager.
Zachary Brown joins Real Assets Adviser editorial advisory board by Elise Mackanych | Aug 7, 2025 Zachary Brown has become a member of the Real Assets Adviser editorial advisory board.
Inland Real Estate secures $128m for University of South Carolina student housing DST by Released | Aug 7, 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 $128 million for its private investment offering Columbia SC Student Housing DST, a Delaware statutory trust sponsored by Inland Private Capital Corp.
Harrison expands private wealth law presence in California by Released | Aug 7, 2025 Harrison, a national private wealth planning law firm, has announced the opening of its new office in the San Francisco Bay Area. With this strategic addition, Harrison officially becomes a coast-to-coast operation, marking a significant milestone in the firm's growth and geographic reach.
BlackRock and PIF are world’s most valuable asset management and sovereign wealth fund brands, according to New Brand Finance report by Released | Aug 7, 2025 BlackRock is the world’s most valuable asset management (AM) brand with a value of $8.3 billion, and PIF is the most valuable and fastest-growing sovereign wealth fund (SWF) brand, according to data from Brand Finance, an independent brand valuation consultancy.
Manulife Group Retirement offers direct real assets exposure to Canadian defined contribution plans by Released | Aug 6, 2025 Manulife has announced the availability of Manulife Real Asset Pooled Fund to Canadian defined contribution (DC) retirement plans on its group retirement platform.
Cove Capital Investments complete 83-unit build-to-rent residential home acquisition in San Antonio, Texas by Released | Aug 6, 2025 Cove Capital Investments Founding Partners, Dwight Kay and Chay Lapin, have announced the Delaware Statutory Trust sponsor firm successfully completed the purchase of a brand-new Build-to-Rent multifamily residential home community in San Antonio, Texas.
CRE investors shift toward income-stable, opportunistic strategies in volatile market by Andrea Zander | Aug 6, 2025 Approximately 44 percent of firms reported changing their investment plans due to market volatility, according to Agora in its a recent real estate market sentiment report based on 200 commercial real estate decision makers.
NorthWestern Energy to serve Quantica Infrastructure’s data center development in Montana by Kali Persall | Aug 6, 2025 NorthWestern Energy Group, a utility company that serves South Dakota, Nebraska and Montana, has signed a letter of intent to provide energy services for Quantica Infrastructure’s proposed data center development in Montana.
