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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

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.

3,848 transactions · updated Oct 27

Transactions on record
3,848
de-duplicated, verified
Largest disclosed
$5B
reported assets, in this view
Closed
47 of 200
in this view
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RIA deals, lift-outs and breakaways. Sorted by Type, Z to A.
PartiesTypeDateSizeCoverage
Allianz Global Investors · KKRClosed · Oct 28, 2026Closed—Story: AllianzGI leads KKR's first direct lending continuation vehicle
JLL Capital Markets · Greystar · Tishman Speyer · Crow Holdings CapitalClosed · Oct 27, 2026 · $630MClosed$630M
Russo Development · Kushner Real Estate Group · PCCPClosed · Oct 27, 2026 · $164MClosed$164MStory: PCCP lends $163.9M for 426-unit Paramus apartment project
WelltowerClosed · Oct 27, 2026 · $2.7BClosed$2.7BStory: Welltower buys 43 senior housing properties for $2.7 billion
Tishman Speyer · Shorenstein PropertiesClosed · Oct 27, 2026 · $133MClosed$133MStory: Shorenstein pays $866 psf for SoHo office in $132.5M Tishman sale
The Schirm Firm · Byline BankClosed · Oct 27, 2026 · $18Closed$18Story: Byline Bank lends $17.5M on Columbus multifamily buy
LBA Realty · Mesa WestClosed · Oct 27, 2026 · $61.5MClosed$61.5MStory: Mesa West lends $61.5M to refinance Sunnyvale Class A office
Southstar Development · PCCP · EmbreyClosed · Oct 27, 2026 · $71Closed$71Story: PCCP lends $71M to Embrey JV for 360-unit project
JLL Capital Markets · Greystar · Crow Holdings CapitalClosed · Oct 27, 2026 · $333MClosed$333MStory: JLL arranges $333M Greystar bridge for Palomino Park
IberdrolaClosed · Oct 27, 2026 · $1.6BClosed$1.6BStory: Iberdrola raises $1.6 billion in first U.S. green bond sale since 2009
AirTrunkClosed · Oct 27, 2026Closed—Story: AirTrunk raises A$4.25bn green loan for Sydney campus
Rithm Capital · Elecor Properties · DRA AdvisorsClosed · Oct 27, 2026Closed—Story: Rithm, DRA close joint venture at 1301 Avenue of the Americas
P3 BulletinClosed · Oct 27, 2026 · $800MClosed$800MStory: First schools open under Maryland's $800m P3 program
Blackstone · Fannie MaeClosed · Oct 26, 2026Closed—Story: Blackstone affordable arm lines up $735M in Fannie Mae debt
Ascent Real Estate Advisors · Albany Road Real Estate PartnersClosed · Oct 26, 2026Closed—Story: Ascent buys 97%-leased Dallas tower from Albany Road
Madison Realty Capital · Fortune International Group · Château GroupClosed · Oct 26, 2026 · $463MClosed$463MStory: Madison Realty lends $463M for St. Regis Sunny Isles condos
Octagon Finance · Revive Capital Development · KAI Design + BuildClosed · Oct 26, 2026 · $48Closed$48Story: Octagon lends $48.25M to convert 7Up HQ into apartments
Barings · First Washington Realty · Village Center at RoseClosed · Oct 26, 2026 · $66.2MClosed$66.2MStory: Barings pays $66.2M for Placentia grocery-anchored center
Bell Partners · Leva on Market (Bell Ballard)Closed · Oct 26, 2026Closed—Story: Bell Partners pays $95M for 261-unit Seattle building
Weidner Apartment Homes · Brandywine Realty TrustClosed · Oct 26, 2026Closed—Story: Weidner buys 341-unit Austin high-rise with Nationwide debt
Driftwood Capital · Centennial Bank · Riverside WharfClosed · Oct 26, 2026 · $145MClosed$145MStory: Centennial Bank closes $145M loan for Miami River Dream Hotel
Rockefeller · 25 Commerce Park · EastGroup PropertiesClosed · Oct 26, 2026 · $95MClosed$95MStory: EastGroup buys Denver industrial park for $95M
Roxborough Group · Pacific Urban InvestorsClosed · Oct 26, 2026 · $109MClosed$109MStory: Roxborough Group buys Fremont apartments at $444,500 per unit
BlackRock · Akaysha EnergyClosed · Oct 26, 2026 · $1.2BClosed$1.2BStory: BlackRock-owned Akaysha refinances four batteries with A$1.75bn
MicrosoftClosed · Oct 26, 2026Closed—Story: Microsoft buys 37 Ohio acres for $6.65 million

76–100 of the 200 shown · 3,848 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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