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Data & Tools · RIA M&A

The RIA Deal Tracker

Every deal, team lift-out and breakaway our newsroom verifies, linked to the coverage that explains it.

3,891 transactions · updated Oct 28

Transactions on record
3,891
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
51 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Size, low to high.
PartiesTypeDateSizeCoverage
Rockefeller · 25 Commerce Park · EastGroup PropertiesClosed · Oct 26, 2026 · $95MClosed$95MStory: EastGroup buys Denver industrial park for $95M
CrowdProperty · ColCap Financial UKAnnounced · Oct 26, 2026 · $100MAnnounced$100MStory: CrowdProperty signs £100m ColCap Financial UK forward flow
Hendricks Commercial Properties · Newmark · Blackstone · Kimco Realty Corp.Announced · Oct 27, 2026 · $104MAnnounced$104MStory: Kimco takes preferred equity in Fritz Farm recap
Roxborough Fund III · Roxborough GroupClosed · Oct 26, 2026 · $109MClosed$109MStory: Roxborough buys 246-unit Fremont apartments for $109.4M
Roxborough Group · Pacific Urban InvestorsClosed · Oct 26, 2026 · $109MClosed$109MStory: Roxborough Group buys Fremont apartments at $444,500 per unit
William Warren Group Self Storage Income Fund, L.P. · William Warren GroupClosed · Oct 28, 2026 · $111MClosed$111MStory: William Warren adds nine properties to $196M self-storage fund
Walker & Dunlop · Benefit Street PartnersClosed · Oct 29, 2026 · $117MClosed$117MStory: Benefit Street Partners funds $117.3M Texas multifamily refi
Pennsylvania Public School Employees' Retirement System · Sterling United Properties I CFAnnounced · Oct 28, 2026 · $125MAnnounced$125MStory: PSERS commits $125 million to Sterling grocery-anchored fund
Seven Equity Group · San Francisco CentreAnnounced · Oct 27, 2026 · $130MAnnounced$130MStory: Seven Equity reported as possible buyer of San Francisco Centre
Tishman Speyer · Shorenstein PropertiesClosed · Oct 27, 2026 · $133MClosed$133MStory: Shorenstein pays $866 psf for SoHo office in $132.5M Tishman sale
Eagle Realty Group · JLL Capital Markets · Saber-Hightower · Bank OZKAnnounced · Oct 28, 2026 · $135MAnnounced$135MStory: JLL arranges $135M debt and equity for Yonkers apartment tower
Alexandria Real Estate EquitiesAnnounced · Oct 27, 2026 · $136MAnnounced$136MStory: Alexandria's $638.5M net loss widens as lab leasing picks up
Climate Investor Three · Climate Fund Managers · Green Climate FundClosed · Oct 29, 2026 · $140MClosed$140MStory: GCF approves $140 million for Climate Fund Managers' CI3
Driftwood Capital · Centennial Bank · Riverside WharfClosed · Oct 26, 2026 · $145MClosed$145MStory: Centennial Bank closes $145M loan for Miami River Dream Hotel
Truist · Carmel PartnersAnnounced · Oct 27, 2026 · $152MAnnounced$152MStory: Truist lends $152M for 390-unit Long Beach apartments
Russo Development · Kushner Real Estate Group · PCCPClosed · Oct 27, 2026 · $164MClosed$164MStory: PCCP lends $163.9M for 426-unit Paramus apartment project
Midtown Equities · Takenaka Corporation · Rockwood CapitalAnnounced · Oct 27, 2026 · $170MAnnounced$170MStory: Takenaka to buy 1 Broadway from Rockwood for $170 million
Maryland State Retirement and Pension System · Abacus Capital Group · TA RealtyAnnounced · Oct 28, 2026 · $175MAnnounced$175MStory: Maryland pension commits $175 million to Abacus and TA Realty funds
JLL Capital Markets · Greystar · Crow Holdings CapitalClosed · Oct 27, 2026 · $333MClosed$333MStory: JLL arranges $333M Greystar bridge for Palomino Park
Raymond James · Wells Fargo · Ted Krawec · Jordan KrawecTeam lift-out · Oct 28, 2026 · $460MTeam lift-out$460MStory: Raymond James lands $460M father-son team from Wells Fargo
Madison Realty Capital · Fortune International Group · Château GroupClosed · Oct 26, 2026 · $463MClosed$463MStory: Madison Realty lends $463M for St. Regis Sunny Isles condos
Alexandria Real Estate Equities · Campus Point by Alexandria Megacampus · KKRAnnounced · Oct 28, 2026 · $475MAnnounced$475MStory: KKR buys 49% of Alexandria's Campus Point entity for $475 million
Anchor Financial Partners · Northwestern Mutual · LPL FinancialTeam lift-out · Oct 29, 2026 · $525MTeam lift-out$525M
Foundation CreditClosed · Oct 29, 2026 · $540MClosed$540MStory: Foundation Credit closes $540M infrastructure debt fund above target
Osaic · Mary Steele · Stifel Independent Advisors · Freehold Wealth ManagementTeam lift-out · Oct 26, 2026 · $576MTeam lift-out$576M

26–50 of the 200 shown · 3,891 in all

Sizes are reported assets; undisclosed sizes sort last. Coverage links a deal’s own story when it has one.

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