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Landmark Properties has raised about $140 million at the initial close of its second value-add student housing fund. Landmark Realty Partners II is seeking $500 million in commitments to acquire undercapitalized or undermanaged properties. The vehicle is Landmark’s second institutional fund dedicated to value-add student housing acquisitions and its 10th institutional investment vehicle across all …

BridgeInvest has raised more than $612 million in limited-partner equity for its fifth commercial real estate credit fund. BridgeInvest Specialty Credit Fund V held its second close in July, about a year after launching. The open-ended fund expects to exceed $1 billion in equity commitments by 2027, according to the Miami-based investment manager. Fund V …

Asset-tokenized platform Securitize has launched the Neuberger Securitize High Income Tokenized Fund, marking it as the first high-yield bond fund with investment manager Neuberger Berman.  The fund aims to attract risk-adjusted returns by investing primarily in high-yield and fixed-income investments across public blockchain networks such as Avalanche, Ethereum, Solana, and Sui.  The move comes as …

Vestmark has been tapped by Vanguard to provide an expanded source of model portfolios to registered investment advisors, as asset classes and service preferences continue to be growing factors for clients.  Vanguard has launched the Vanguard Custom Model Portfolios, which aims to provide advisors with customized portfolios through the firm. Through its partnership, Vestmark will …

Simplicity Group Holdings, a financial products distribution firm, has acquired Geneva, Ill-based Wright Wealth Group, bolstering the firm’s footprint in the greater Chicago market.  Wright Wealth Group, founded in 2010, is led by Eric Wright and provides insurance solutions, index and Fixed annuities, wealth and estate planning, health benefits and personal lines coverage.  As part …

Balentine has acquired Alpharetta, Georgia-based Valuation Growth Advisory in an all-stock transaction, adding business-advisory services to its family-office platform for entrepreneurs and multigenerational families. Tom Matthesen, VGA’s founder, will become head of Business Advisory within Balentine’s Family Office Solutions group. He will work alongside Mark Bell, Balentine’s chief strategy officer and head of family-office solutions, …

Federal Reserve Chair Kevin Warsh will take center stage Friday at the Jackson Hole Economic Policy Symposium, where investors want a clearer explanation of how the central bank plans to return inflation to 2% and whether higher Treasury yields reduce the need for another rate increase. This year’s symposium theme, “Financial Innovation: Implications for Payments …

Executive Summary The Treasury Department’s decision to double long-end bond buybacks produced the desired initial market response, but investors should not confuse a successful squeeze on crowded positions with a durable change in the interest rate outlook. The action can reduce the amount of duration the private market must absorb at the margin. In that …

WealthReach and VastAdvisor, an AI organic growth platform, have partnered to provide additional help to advisors in bridging the gap between paid advertising and digital exposure.  Through the partnership, WealthReach would help identify anonymous visitors to various RIAs’ websites, as well as individuals who are actively researching a firm’s services, whether it’s through various platforms, …

Simplicity Group Holdings, a financial products distribution firm, has acquired Geneva, Ill-based Wright Wealth Group, bolstering the firm’s footprint in the greater Chicago market.  Wright Wealth Group, founded in 2010, is led by Eric Wright and provides insurance solutions, index and Fixed annuities, wealth and estate planning, health benefits and personal lines coverage.  As part …

Copenhagen Infrastructure Partners has closed its second Growth Markets Fund with approximately $3 billion in commitments, extending a fundraising cycle that has brought the energy-infrastructure manager more than €16 billion across three major strategies since early 2025. Growth Markets Fund II, including associated vehicles, is nearly three times the size of its $1 billion predecessor. …

Advisors Asset Management and Wilshire have launched the AAM Wilshire Infrastructure Fund, an interval fund designed to give individual investors access to private infrastructure assets historically concentrated among institutions such as pension plans and endowments. Sun Life Financial has committed $150 million in seed capital to the fund, which trades under the tickers AAWIX, AAWDX …

Nasdaq Fund Secondaries, LODAS Markets and Harrison Street Asset Management are developing a managed transaction environment intended to give interval fund investors another way to seek liquidity outside their funds’ scheduled repurchase windows. The planned system would use periodic auctions to facilitate transfers of interval fund interests. Harrison Street, through an affiliated investment advisor, will …

Federal Reserve Chair Kevin Warsh will take center stage Friday at the Jackson Hole Economic Policy Symposium, where investors want a clearer explanation of how the central bank plans to return inflation to 2% and whether higher Treasury yields reduce the need for another rate increase. This year’s symposium theme, “Financial Innovation: Implications for Payments …

U.S. employers unexpectedly shed 23,000 jobs in July, falling far short of the 88,000 gain projected by economic consensus, according to data released by the U.S. Bureau of Labor Statistics. The drop was compounded by sharp downward revisions to prior months. May payroll additions were revised down by 66,000 to 63,000, while June figures were …

Executive Summary Inflation expectations have fallen sharply following last week’s benign CPI and PPI prints, yet the market continues to price a meaningful probability of an interest rate hike by the Federal Reserve — a disconnect that appears mispriced. On balance, the Fed will likely look through the near-term energy spike and hold rates steady …

Federal Reserve Chair Kevin Warsh will take center stage Friday at the Jackson Hole Economic Policy Symposium, where investors want a clearer explanation of how the central bank plans to return inflation to 2% and whether higher Treasury yields reduce the need for another rate increase. This year’s symposium theme, “Financial Innovation: Implications for Payments …