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August 2, 2024

ShopOne and its JV Partners Expand Portfolio In Florida, Acquiring Two Value-Add Grocery-Anchored Shopping Centers

ShopOne ShopOne Centers REIT Inc. (“ShopOne”), together with its joint venture partners Pantheon and a leading global institutional investor, today announced the acquisition of two grocery-anchored shopping centers in Florida: Midway Plaza in Miami-Fort Lauderdale and Lithia Square in Tampa. The properties were acquired in two independent transactions, and bring the number of grocery-anchored, necessity-based…

August 2, 2024

Cerulli: JVs Between Traditional Asset Managers, Alts Providers Are On the Rise

According to Cerulli, such partnerships allow the firms involved to widen their reach. The firm found that 53% of the asset managers it surveyed currently rely on such partnerships, and another 50% plan to increase their reliance on them.

August 1, 2024

New bill proposals aim to make it easier for disabled individuals to save money

Casey is pushing for Congress to enact more reforms to make it easier to save in ABLE accounts.

July 31, 2024

Davis Polk Poaches Simpson Thacher Funds Partner Healey in DC

Registered funds partner Christopher Healey joins Davis Polk in Washington, D.C.

July 31, 2024

The Benefits of Substack as a Publishing Platform for Advisors

John Kador | WealthManagement.com Like clockwork, every Wednesday morning, Russ Thornton, an Atlanta-based advisor who specializes in helping women with retirement planning, publishes a financial newsletter called “Wealthcare for Women” on Substack. Substack is an online platform that makes it easy for authors to efficiently publish and distribute digital newsletters at no cost (as Thornton…

July 31, 2024

HPA Exchange Acquires Dignity Health Micro-Hospital in Phoenix

“HPA Exchange was founded earlier this year with the goal of targeting mission-critical healthcare real estate within growth markets that exhibit strong fundamentals, stable health system environments and a growing aging population."

July 31, 2024

Hines Announces Leadership Promotions

Hines Hines, a leading global real estate investment manager, is pleased to announce several key leadership team promotions. To capitalize on market dynamics and better uncover investment opportunities, Hines will restructure the real estate services division to complement its strong investment management platform led by Global CIO David Steinbach. Hines’ investment committee structures and governance…

July 31, 2024

Cantor Fitzgerald Infrastructure Fund Celebrates Two-Year Anniversary with $150 Million in Total Net Assets

Cantor Fitzgerald Infrastructure Fund is a continuously offered, closed-end interval fund registered under the Investment Company Act of 1940 (the "1940 Act").

July 31, 2024

Leveraging Case Studies To Showcase Your Firm’s Success

Marketing Intent Conveying the value and expertise of your firm can be a challenge. One of the most effective ways to illustrate your firm’s capabilities and successes is through well-crafted case studies. At Marketing Intent, we’ve seen firsthand how powerful these narratives can be, especially when communicating with financial advisors about your real estate offerings. …