|
John B. Levy & Company — October 21, 2025 — The Giliberto-Levy High-Yield Real Estate Debt Index (G-L 2) posted a total return of -0.13% for the second quarter of 2025, marking its first negative quarterly result since the third quarter of 2015. This compares with a revised +1.00% total return for the first quarter.
How to find unity in the division and chaos of today
Cedars Hill Group — October 7, 2025 — The tension between tradition and novelty is timeless. It causes pain and if we don’t learn from it, we ultimately become stuck in our ways and eventually outmoded... JB Levy & Co — September 30, 2025 — We're excited to announce the successful closing of a $19 million capital stack for the acquisition of a 130,000 square-foot flex portfolio in Owings Mills, MD. This strategic transaction underscores our commitment to identifying and capitalizing on high-potential commercial real estate opportunities...
The final installment in a three-part deep dive into duration risk
Cedars Hill Group — September 16, 2025 — The markets are worried about inflation and weaker growth at the same time which is creating schizophrenic pricing in the yield curve. Investors expect that the Fed will be forced to lower rates against their will while tariffs keep upward pressure on inflation, and the AI capex boom will support corporate profits but be a drag on employment... The shape of the yield curve is wreaking havoc for total return bond investors
Cedars Hill Group — September 22, 2025 — Issue 200! Thanks for investing your time in reading these musings on life and the markets for 200 issues. It is my sincerest hope that you have earned a good return on that investment. Ascentage Group — September 22, 2025 — Our firm’s fall update (here) examines how technology is transforming the construction supply chain. We focus on three critical areas: supply chain operations, financial management of vendors and materials, and the growing push to reduce the industry’s carbon footprint.
or how rich can get richer Cedars Hill Group — September 16, 2025 — Portfolio construction is like building a house, if you only build with cheap materials, you will not have the most robust house. While this may appear on the surface like mental gymnastics to justify buying tech stocks it’s not and it's also not a rant against value investing. What hopefully unfolds from here is a nuanced approach that I recently gained a deeper appreciation for and wanted to share but also reinforce in my own mind... Brookline, MA — August 13, 2025 — Facility Grid, a leading provider of cloud-based software engineered to streamline commissioning (Cx) and operational readiness (OR) activities in the construction industry, today announced a strategic investment from Nexa Equity, a growth-oriented private equity firm focused on partnering with founders to scale B2B software businesses. The partnership is a major milestone in Facility Grid’s mission to deliver cutting-edge solutions that empower commissioning providers, building owners, general contractors, and trade contractors to effectively track, verify, and manage building systems throughout construction and ongoing operations.
Oakline Holdings — August 7, 2025 — Oakline Holdings (“Oakline”), a Boston & Toronto based firm focused on investing in high-quality vertical market software businesses, is pleased to announce its investment in Anark Corporation (“Anark”), a Colorado based industrial software company providing technical data publishing and collaboration solutions.
Jonas Catalog Holdings acquires a portion of Jonas Brothers’ music catalog. Music Row, July 17, 2025 -- Jonas Catalog Holdings 1, a new strategic outlet managed by Jonas Group Entertainment Holdings, has acquired a significant portion of pop supergroup The Jonas Brothers‘ music catalog. “Joining forces with Jonas Group Entertainment feels like coming full circle,” share the Jonas Brothers. “We are passionate about songwriting and the creative process, and Leslie DiPiero has always been a true champion for songwriters and creators. We look forward to working with her and the team.”
|
About UsPickwick serves exceptional companies and leading investment funds across the US, offering investment banking expertise and fund placement advisory to lower middle-market clients. We tightly couple our strategic advisory services with our financial and transaction services and believe that this approach is highly differentiated in the financial advisory marketplace. |
|
