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Connect Media, a privately held media company based in Los Angeles and the nation’s largest provider of commercial real estate (CRE) news, has acquired RENTV.com, a CRE news site founded in 1998. The acquisition also includes The REview video tool, the CRE Talk podcast and RENTV conferences. Connect Media founder and CEO Daniel Ceniceros will …

Commercial real estate firms are heading into 2027 with capital returning to the market but a sharper divide between assets that can justify new investment and those facing diminished prospects for recovery, according to Deloitte’s latest industry outlook. The report, based on a June and July survey of 950 senior executives at real estate owners …

Wellesley Hills Financial, a digital investment bank, which serves the lower- to upper-middle market, has launched an advisory practice.  The unit, named WHF Fintech & Payments Institute, provides services to fintech, payments, and B2B software companies.  The Institute team includes senior advisor O.B. Rawls, founding team lead Mark Bishopp, founder and managing member Adam Hark, …

Bitwise Asset Management has brought its crypto model portfolios to Vise Technologies, Inc., making them available to wealth firms using a platform that serves more than 135,000 accounts and has over $140 billion in platform assets. The rollout gives advisors a way to include crypto exposure within a client’s broader portfolio of stocks, bonds and …

Waverly Advisors has purchased a Virginia-based wealth management firm, bolstering the firm’s footprint in the state.  Richmond, VA-based Heartwood Wealth Advisors, founded in 2013, oversees about $1.7 billion in assets under management and is led by advisors Steve Clarke, Sid Martin, Ben Gurley, and Wes Kaufman.  The team is supported by nine other back-office team …

Kestra Financial has added a Texas-based wealth management firm, which manages over $550 million in total client assets.  Richardson, TX-based Ecclesiastes Wealth Partners, founded by Shannon Harris, provides financial planning, investment management, and wealth management services.  Ecclesiastes Wealth Partners also includes partners Sarah Walsh, Justin Snowden and Amy Bonzon, and includes five other support team …

Executive Summary The repricing of the U.S. yield curve has changed the near-term rate outlook without materially altering long-run inflation expectations. In the United States, the markets are pricing roughly another 50-75 basis points of tightening over the next 12 months, while the implied long-horizon inflation rate remains close to 2.06%. That distinction matters as …

The Securities and Exchange Commission has proposed a package of rule changes aimed at widening individual investors’ access to private-market strategies through regulated investment vehicles.  The proposals are part of the SEC’s effort to promote what Chairman Paul Atkins called the “responsible retailization” of private markets. The agency said demand for private market investments is …

XYPN, a platform for fee-only financial planners, has teamed up with Income Lab to make Income Lab’s capabilities available to its customers as a member benefit option.  Income Lab provides support to advisors to address a broad range of planning challenges, including retirement income projections, tax-aware withdrawal strategies, Roth conversion planning, Social Security optimization, Medicare …

Waverly Advisors has purchased a Virginia-based wealth management firm, bolstering the firm’s footprint in the state.  Richmond, VA-based Heartwood Wealth Advisors, founded in 2013, oversees about $1.7 billion in assets under management and is led by advisors Steve Clarke, Sid Martin, Ben Gurley, and Wes Kaufman.  The team is supported by nine other back-office team …

Kahua has secured a minority growth investment from Bain Capital’s Tech Opportunities unit at a valuation above $1 billion, giving the construction-software company fresh capital to expand its artificial-intelligence capabilities and scale its platform for large, complex capital programs. The transaction follows Kahua’s achievement of $100 million in annualized revenue and positions the Alpharetta, Georgia-based …

North American institutional investors are turning toward domestic private market investments and infrastructure as persistent inflation, geopolitical uncertainty and energy security concerns reshape portfolio strategy, according to a survey by IFM Investors. Sixty-seven percent of North American respondents said they prefer private-market opportunities in the United States and Canada, while 63% identified inflation among the …

Kahua has secured a minority growth investment from Bain Capital’s Tech Opportunities unit at a valuation above $1 billion, giving the construction-software company fresh capital to expand its artificial-intelligence capabilities and scale its platform for large, complex capital programs. The transaction follows Kahua’s achievement of $100 million in annualized revenue and positions the Alpharetta, Georgia-based …

North American institutional investors are turning toward domestic private market investments and infrastructure as persistent inflation, geopolitical uncertainty and energy security concerns reshape portfolio strategy, according to a survey by IFM Investors. Sixty-seven percent of North American respondents said they prefer private-market opportunities in the United States and Canada, while 63% identified inflation among the …

Bitwise Asset Management has brought its crypto model portfolios to Vise Technologies, Inc., making them available to wealth firms using a platform that serves more than 135,000 accounts and has over $140 billion in platform assets. The rollout gives advisors a way to include crypto exposure within a client’s broader portfolio of stocks, bonds and …

Tether and London-based Fasanara Capital have launched StableFund, an evergreen private credit vehicle backed by $400 million in sponsor co-investment and designed to raise as much as $3 billion from outside institutional investors. The fund will invest in short-duration, asset-backed credit opportunities sourced through Fasanara’s global fintech lending network. Its strategy will focus on financing …

Executive Summary The repricing of the U.S. yield curve has changed the near-term rate outlook without materially altering long-run inflation expectations. In the United States, the markets are pricing roughly another 50-75 basis points of tightening over the next 12 months, while the implied long-horizon inflation rate remains close to 2.06%. That distinction matters as …

Asset manager BlackRock is planning to add Exchange-Traded Fund share classes on five active mutual funds, according to filings with the U.S. Securities and Exchange Commission.  The five strategies that would offer ETF share classes include the $26.2 billion BlackRock High Yield Portfolio, $3.2 billion BlackRock Strategic Municipal Opportunities, $2.3 billion BlackRock California Municipal Opportunities, …