David Hauser || M&A and HNWI Wealth Tracker

Las Vegas must build roughly 5,000 apartment units annually to ease its rental affordability crisis, yet current construction would take over a...

• Family offices are bypassing funds to co-invest directly in startups and unlisted growth firms for earlier value access.
• India family offices grew...

Coinbase CEO Brian Armstrong is weighing a California exit over the proposed 5% one-time billionaire tax, calling it “deeply un-American” and...

• Redemption pressure hits semi-liquid retail funds hard, with Blackstone, Blue Owl and Apollo capping exits amid software defaults
• US insurers face...

Digital asset-backed credit lets HNWIs tap liquidity without selling crypto holdings, preserving upside and avoiding immediate capital gains.

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Trump's August 2025 executive order and March Labor Department safe-harbor proposal open 401(k) menus to private equity, private credit, and crypto,...

For HNWIs holding rental properties, qualifying as a real estate professional converts normally passive losses into non-passive ones that can offset...

A complete plan combines foundational documents with advanced tools for protection and transfer.

• Wills and trusts form the base: wills direct...

Mark Cuban warns that a California wealth tax would prompt him to require multi-billion-dollar portfolio companies to relocate, labeling stayers...

A practical sequence for HNWIs nearing retirement:

• Start with administration basics: Asset titles, beneficiary designations, and trusts determine if...

Stevens Capital Partners hit $800M AUM in under six years with 65% growth from 2025-2026 while acquiring a Dallas CPA firm serving 300+ clients.

This...

• Churn destroys multiples: 28% monthly churn cut a 92% margin, $192K ARR SaaS to just 1.4x profit.
• Prep, not timing, wins: Top-quartile $10K-$100K...

FT flags real strain in direct lending: Ares scaled a continuation vehicle in half after buyers rejected marks, revealing bifurcation where only top...

• Guaranteed real returns: 30-year TIPS yield 3.05% after inflation—the highest since 2010—with zero default risk.
• Perfect hedge: Principal adjusts...

Francisco Partners' all-cash $650M acquisition of Weave at $7.40 per share offers a 34% premium to the August 17 close, highlighting take-private...

Las Vegas typical rent reached $1,747 in July, $215 below the U.S. median of $1,962, rising just 0.2% year over year while 57.9% of listings offered...

State-led property tax cuts are forcing municipalities to confront major revenue losses, with direct implications for local services and property...

HNWIs and founders face two fast-evolving tax frontiers that punish last-minute planning.

• Crypto 1099-DA gaps: Noncovered lots often arrive blank,...

Clark County is proposing fines of $500 for a first violation and up to $1,000 per subsequent violation on platforms like Airbnb for advertising...

Entry-level demand is fleeing as starter-home affordability worsens, with views per listing dropping below 2019 levels despite tighter supply, while...