Cadre in 2026: Institutional Real Estate Access Now Runs Through Willow Wealth
Cadre built its reputation on $25,000-$50,000 minimums that got individual accredited investors into institutional-grade multifamily, industrial, and office deals once reserved for pensions and...
July 4, 2026
Managed Futures and CTA Funds: The Liquid Alt That Profits When Stocks and Bonds Both Fall
In 2022, the traditional 60/40 portfolio had its worst year in nearly a century. Stocks fell. Bonds fell. The diversification that retirees and endowments had counted on for decades simply didn't...
July 3, 2026
Two DSTs Just Sold Out. Here's the 721-Exchange REIT Roll-Up Behind Them
Two sponsors closed the same trade this week, and it tells you where the DST business is headed. On July 2, 2026, ExchangeRight announced it had fully subscribed its Essential Income 7 DST , a $38.95...
July 3, 2026
Harvest Partners Buys Integra Testing Services From Keystone Capital: Inside a Sponsor-to-Sponsor Deal
Harvest Partners, LP announced on July 1, 2026 that it has acquired Integra Testing Services, a national provider of commercial HVAC testing, balancing, and controlled-environment compliance...
July 3, 2026
Monomoy Capital Closes $1.3B Jiffy Lube Buyout: Inside Shell's Franchise Carve-Out
Shell USA has stopped changing your oil. On July 1, 2026, Monomoy Capital Partners completed its roughly $1.3 billion acquisition of Jiffy Lube International from Shell, closing a deal first...
July 3, 2026
What Family Offices' 2026 Alternatives Pivot Tells Individual Investors
Family offices now put 42% of their portfolios into alternative investments, according to the UBS Global Family Office Report 2026 , which surveyed 307 family offices with an average net worth of...
July 3, 2026
Catastrophe Bonds Explained: An Accredited Investor's Guide
The catastrophe bond market hit $65.6 billion outstanding at the end of the second quarter of 2026, a record, up 7% year over year, right as hurricane season ramps up in the Atlantic. That number...
July 3, 2026
Vinovest Review 2026: What Fine Wine and Whiskey Cask Investing Actually Costs You
A wine bottle you can't taste, stored in a warehouse you'll never visit, priced by an index most investors have never heard of. That's the pitch behind Vinovest, and it's either a clever way to...
July 3, 2026
LinqAlpha's $22M Series A: A Small Check in a Category Full of Giants
LinqAlpha closed a $22 million Series A on July 2, 2026, to build AI agents that do the grunt work of institutional stock research: pulling filings, building models, and answering the kind of...
July 3, 2026
Life Settlements: What Accredited Investors Need to Know Before Buying Someone Else's Policy
A 78-year-old policyholder wants out of a $1 million universal life policy she no longer needs. Her insurer offers her $24,360 to walk away, the cash surrender value. Instead, she sells the policy on...
July 3, 2026
The Concentration Trap: How AI Mega-Rounds Turned 'Diversified' VC Into a Single Bet
Global venture capital hit a record $510 billion in the first half of 2026. OpenAI and Anthropic alone absorbed roughly 43% of it, about $217 billion between two companies, according to Crunchbase's...
July 3, 2026
New York Life Just Tokenized Junk Bonds. Here's Why That Matters More Than Another Treasury Fund.
New York Life's $807B investment arm tokenized a high-yield bond fund settled in USDC. It's not for U.S. investors, but the signal matters.
July 2, 2026