Family Office Founder to Argue Workforce Housing Case at Miami Summit
Daniel Kaufman will tell attendees that patient capital and freedom from fund deadlines give family offices an edge in a segment institutional investors typically avoid.
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Monarch Capital Buys Massachusetts Flex Property for $10.7 Million
The Boston firm partnered with Lockspur Real Estate and family office capital to acquire the 115,000-square-foot buildings in Westborough.
AI Overlays for Wealth Advisors Face Math Problem, Fiduciary Risk
Hallucination rates for financial calculations reach the mid-to-high 80s in multiple studies, creating liability exposure for firms with fiduciary duties.
SEC Proposes Self-Custody Option for RIA Crypto Holdings
Advisors could hold client digital assets directly under certain conditions, ending a regulatory impasse that has complicated crypto custody since 2023.
Office Sales Resume in Houston, Denver as Buyers Return to Stabilized Assets
JLL brokered the sale of a 552,550-square-foot Galleria complex at 89.5 percent occupancy while PAULS reacquired a Tech Center tower it previously owned.
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Moishe Mana Buys Fort Lauderdale Office Tower for $89 Million
The Miami developer paid 21% below the seller's 2016 purchase price and financed the 394,000-square-foot property with $66 million in debt.
Family Office Pays $38.7 Million for Lakewood Retail Ground-Lease Package
The 14.7-acre property includes Home Depot and Albertsons parcels under absolute below-market ground leases in place for more than three decades.
Family Office Buys Fresno Apartments for $2.2 Million in Off-Market Deal
The 18-unit property in Fresno's Bullard submarket traded between two family offices after years under the seller's ownership.
Merchant Takes $256 Million Stake in $97 Billion Australian Wealth Manager
The investment in Ironbark Financial Group marks the U.S. firm's largest deal outside America as it expands its global partner network to 125 firms across six countries.
Wealth Managers Face Rising Fraud Alert Costs as False Positives Surge
Financial institutions generate 10 to 20 false positives for every fraudulent transaction caught, driving total fraud costs to $5.75 per dollar lost.
Wealth Enhancement Acquires RWA Wealth Partners to Expand Family Office Unit
The Minneapolis-based firm will fold RWA's trust, estate and tax capabilities into Reserve by Wealth Enhancement, its offering for clients with $25 million or more in investable assets.
New York Family Office Buys 214-Unit Killeen Apartment Complex in 1031 Exchange
The buyer plans to spend $1 million on capital improvements including new roofs, security upgrades and exterior work at the 1985-built property.
Corient Adds Cayman Islands Foothold With $2.6 Billion FortCay Purchase
The Miami-based multi-family office now oversees $572 billion and gains access to structures domiciled in one of the world's most popular jurisdictions for private wealth.
Charlesbank Shifts Wealth Platform Strategy From Aggregation to Institution-Building
The private equity firm, with four RIA investments since 2021, says differentiation now matters more than industry tailwinds as the consolidation cycle matures.
Investors With $5 Million to $30 Million Shift to Private Markets, Real Estate
Two-thirds of high-net-worth individuals now hold investment real estate, while private equity and venture capital allocations climb as portfolios exceed $25 million.
Blackstone Launches Single-Fund Access to Private Markets Platform
The firm's new perpetual fund combines private equity, infrastructure, real estate and credit in one allocation for wealth clients.
Corient Acquires $2.6 Billion Cayman Islands Family Office
The Miami-based RIA adds FortCay Family Advisory, which serves 14 ultra-high-net-worth families, to establish its first presence in the offshore jurisdiction.
Corient Acquires Cayman Islands Wealth Manager in Cross-Border Push
The $572 billion multi-family office adds FortCay's 14 ultra-wealthy families and $2.6 billion in assets to establish first presence in the offshore financial center.
Cabot Properties Acquires Hanover Logistics Development in Off-Market Deal
The 16,400-square-metre property near the A2 motorway was fully leased during construction and is scheduled for completion in the fourth quarter.
Family Office Buys 100-Unit Modesto Complex for $26.6 Million
Southern California buyer assumes 3.8% HUD loan on Central Valley property sold by Bay Area's Tesseract Capital Group.
Marty Burger's L&L Infinite Buys 600 Third Avenue for $245 Million
The new venture between Burger and David Levinson closed on the 575,000-square-foot Midtown tower with $215 million in debt from Bain Capital.
Dutch Family Offices Control $7.5 Billion in Permanent Capital Through Three Multi-Generational Platforms
SHV Holdings and HAL Holding together manage nearly $40 billion in operating companies and liquid portfolios structured outside conventional fund timelines.
Hong Kong Expands Tax Breaks for Private Funds and Family Offices
Proposed legislation would exempt loans, overseas property and single-investor vehicles from income tax, removing the 5% incidental-income cap.
Blackstone's BREIT Reports 9.4% Ten-Year Returns as Fed Raises Rates
Katie Keenan cited logistics, data centers and multifamily exposure as the private REIT delivered performance 35 percent higher than public REITs over the decade.
Samueli Family Office Acquires Anaheim Apartment Complex for $153.6 Million
H&S Ventures partnered with Waterford Property Company to buy the 371-unit Edge Apartments from PGIM Inc., paying about $414,000 per unit.
Mercer Advisors Refinances $1.6 Billion in Private Credit With Bank Loan
The wealth manager will cut its borrowing margin by 1.75 percentage points, saving about $29 million annually.
Osaic Faces Second Class Action Over Cash Sweep Interest Rates
Two customers claim the broker-dealer kept sweep account rates artificially low while collecting higher fees from participating banks.
Dell Family Office Co-Leads $7.7 Billion Take-Private of Baldwin Insurance Broker
DFO Management, the family office of Michael Dell, partnered with Sequence Holdings to acquire the publicly traded brokerage at $32.50 per share in cash.
Partners Group and Aboria Buy 1,570-Bed U.K. Student Portfolio for $220 Million
The five-property deal marks the first acquisition for Aboria Capital since launching with the Downing family office.
Shorenstein Buys Fully Leased SoHo Office Building for $135 Million
The San Francisco-based investor outbid private equity funds for the 155,000-square-foot property at 148 Lafayette Street, which Tishman Speyer acquired just 16 months earlier.
Soros Fund Management Lists Midtown Office Building for $100 Million
The billionaire's firm won the landmarked Argonaut Building in a 2024 foreclosure auction and now plans to vacate its grant-making tenant.
Stellberger Brothers Assemble Brooklyn Corner Site for $21.5 Million
The UHNW investors, who already control two downtown office towers through private firm 99c, are expanding into neighborhood retail and residential.
Canadian Broker Pays $750,000 to Settle SEC Anti-Money-Laundering Claims
Haywood USA failed to file suspicious activity reports and ignored red flags tied to accounts involving a convicted criminal and a banker under fraud investigation, the commission said.
Private Investors Buy $114 Million in Retail and Medical Real Estate Across Australia
Transactions spanned Queensland, Victoria, New South Wales and Western Australia, with yields on fully leased neighbourhood retail centres ranging from 5.63% to 5.80%.
Hanwha, Shinsegae Enter Seoul Ultra-Luxury Housing Market
Hanwha paid $170 million for a Gangnam site where it will build its first residential complex, joining Shinsegae's 49-unit Aman project.
Italy's €7 Billion Property Rally Masks a Fragmented Market
International capital, private equity and family offices are all active in Italy, but each group is buying different assets in different cities for different reasons.
Belgium Family Offices Buy 374-Unit Irving Apartment Complex for Value-Add Play
Baltisse and Peruna partnered with RPM Living to acquire the lakefront property near Dallas-Fort Worth Airport, targeting transit-oriented multifamily at a discount to replacement cost.
Indian Family Offices Deploy $93 Million in Real Estate Credit Across Three Cities
Arbour Investments has deployed more than ₹770 crore in private credit across Mumbai, Bengaluru and Chennai as HNIs shift toward alternative investments.
Family Offices Shift From Wealth Preservation to Direct Company Investment
Latin American family offices allocated 34% of assets to alternatives in 2025, with 16% in private equity and 7% through direct investments, according to UBS.
Family Offices Structure Real Estate Around Three Routes: Buy, Build, or Lend
Direct partnerships with developers have become the preferred method for ground-up projects, sidestepping REIT and private-equity constraints.
Family Offices Make Hospitality Top Real Estate Pick in Asia-Pacific
Knight Frank survey shows 44% of family offices plan to increase real estate exposure over the next 18 months.
Starlight Investments Raises £680 Million for 6,000-Home UK Rental Portfolio
The Toronto-based firm's second UK build-to-rent fund secured backing from the National Housing Bank and will push it into the top four operators in a sector where annual starts fell 79% over the past year.
Malaysian Regulator Exempts Ku Family From Mandatory Offer in KSL Consolidation
Success Lineage, the family's newly formed office, now holds 64.24% of the Johor property developer through three intermediate vehicles.
Lederer Family Office Pays A$255 Million for Brisbane Mixed-Use Asset
Union Investment sold Southpoint Commercial above its most recent valuation, signaling sustained demand for core Australian office and retail property.
Brookfield Veteran Joins Shui On Land Board as Asia Investor Reshuffles Continue
Stuart Mercier, who built Brookfield's Asia real estate platform into a 350-person operation, takes an independent director seat at the Hong Kong-listed developer.
Family Offices Split Into Two Camps on Direct Investment and Liquidity
Established offices seek diversification and hedge-fund exposure while newly tracked offices favor direct deals and private equity, UBS and FINTRX data show.
Straits Trading Plans Blackstone-Style Property Funds for Asia
The Singapore investor will commit up to $950 million through a joint venture with ARA Asset Management's chief executive to buy real estate, convert it to REITs and exit.
Saudi Sovereign Fund Launches Real Estate Firm for Gulf Coast Development
The Public Investment Fund will partner with private-sector firms to build housing, hotels and commercial space on a 20-square-kilometre site in Al-Khafji.
Private Investor Buys 367,000-Square-Foot Office Campus Near Reading
WillsFlower, a vehicle for an ultra-high-net-worth investor, acquired Arlington Business Park from CapitaLand below the prior guide price.
Family-Owned Pharr Buys $24.2 Million Raleigh Office Building
The McAdenville, North Carolina company acquired the 58,625-square-foot asset in the Village District from Beacon Partners.
UBS Recruits Three Teams Managing $2.6 Billion From Merrill and Morgan Stanley
The Switzerland-based bank added advisors in Washington, Colorado and Maryland as it works to rebuild its North American wealth unit after losing 196 advisors this year.
Washington State Proposes Errors-and-Omissions Insurance Mandate for RIAs
The rule would make Washington the third state to require investment advisors to carry at least $1 million in liability coverage, with compliance required by January 1, 2027.
Perrodo Family Office Nears Purchase of Savile Row Property in London
BNF Capital, the family office of French oil heirs, is partnering with Morgan Real Estate to buy 27 Savile Row from Czech landlord CPI Property Group.
Family Office Backs $76 Million Connecticut Office Conversion With Equity
The unnamed family office committed $32 million alongside a $75.5 million Bank OZK construction loan for a 286-unit apartment project in Norwalk.
Family-Backed Manga Hotels Acquires Chelsea Property for $50 Million
The closely held hospitality platform deploys ultra-high-net-worth family capital into North American hotel assets, competing with institutional buyers in core Manhattan submarkets.
Industrial Realty Group Buys Minnesota Distribution Center for $21 Million
The firm paid $49.76 per square foot for the former Sportsman's Guide facility in South St. Paul.