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The RIA Deal Tracker 2726 transactions · updated Sep 30

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

TypeFirmWindowSizeSort
200 of the latest transactions shown
DateTypePartiesSizeCoverage
Oct 30, 2026RumoredBrightline West · U.S. Department of TransportationundisclosedBrightline West's $6 billion loan is doing equity's job
Sep 30, 2026ClosedFaris Lee Investments · Lakewood CenterundisclosedFaris Lee arranges $38.7 million sale of Lakewood Center's Home Depot and Albertsons parcels
Sep 30, 2026ClosedTA Realty · Stockbridge Partners$56.6MStockbridge buys Maryland industrial asset at TA Realty's 2022 basis
Sep 30, 2026ClosedBeazley · Zurich Insurance$10.8BZurich completes $10.8bn Beazley takeover, adding Bermuda cyber ILS platform
Sep 30, 2026ClosedLongpoint Partners · Lena Centers · Asana Partners · JLL Capital MarketsundisclosedJLL closes Bedminster grocery-anchored center sale to Asana Partners at undisclosed price
Sep 30, 2026ClosedSpire Investment Partners · Concurrent$5.4BFidelity gives sub-$100M RIAs until June 2027 to find a custodian
Sep 30, 2026ClosedSoLa Impact · KeyBank Community Development Lending and Investment$92.9MKeyBank provides $92.9M for SoLa Impact's 166-unit South LA project
Sep 30, 2026ClosedApollo · Brookfield · CBRE$131MApollo lends Brookfield $130.5M for a Rialto logistics build
Sep 30, 2026ClosedCityview · PCCP$76MCityview sells Belle on Bev into a $76 million PCCP joint venture
Sep 30, 2026AnnouncedTaurus Investment Holdings · L&G Institutional Retirement · L&G Asset ManagementundisclosedL&G retirement arm funds first US ground-up housing: 201 Concord units
Sep 30, 2026ClosedDwight Capital · Hunington Properties$47MDwight Capital closes $47 million HUD construction loan for Hunington's Katy apartments
Sep 30, 2026ClosedMid-America Real Estate CorporationundisclosedMid-America arranges Lombard sale of 68%-leased High Point Centre
Sep 30, 2026AnnouncedCGI · European Space Agency · OVHcloudundisclosedESA selects OVHcloud and CGI for sovereign Earth observation cloud
Sep 30, 2026ClosedEssex Realty Group · Icarus Investment Group$5.2MIcarus Investment Group pays $5.23 million for 68-unit Chicago Lawn portfolio
Sep 30, 2026ClosedBay Crane Mid-Atlantic · 1788 Holdings$15M1788 Holdings pays $15M for 103,000-square-foot Capitol Heights industrial building
Sep 30, 2026AnnouncedAIB Data Centers · NebiusundisclosedNebius signs 50MW, 12-year capacity deal with AIB Data Centers
Sep 30, 2026AnnouncedMohr CapitalundisclosedMohr Capital announces sale of a 1,057,350-square-foot Indiana warehouse
Sep 30, 2026ClosedSpire Investment Partners · Concurrent Investment Advisors$5Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
Sep 30, 2026ClosedLogistics Property Co. · Pacific Coast Capital Partners$68.3MLogistics Property Co. obtains $68.3M refinancing for Mesa industrial park
Sep 30, 2026ClosedChambers Reserve · CBRE$53MCBRE arranges $53M sale of 125-unit Lacey townhome community
Sep 30, 2026AnnouncedTraysar · ArmadaundisclosedTraysar and Armada plan to explore putting sovereign AI compute underground
Sep 30, 2026ClosedCapodagli Property Company · SCALE Lending$67.5MSCALE Lending provides $67.5 million construction loan for Capodagli's second Rahway phase
Sep 30, 2026ClosedTIAA · Nuveen · Schroders$2.6KNuveen closes $13 billion Schroders deal, creating a $2.6 trillion manager
Sep 30, 2026ClosedWellington · Nest$4Nest replaces 1,000-stock EM book with 100-150 as NYC boards weigh $5bn climate allocation
Sep 30, 2026Team lift-outRockefeller · Piedmont Wealth Partners · Truist Bank$1BRockefeller recruits Piedmont Wealth Partners, a $1B Truist team in Charlotte
Sep 30, 2026ClosedVintage South Development · LBX Investments$54.3MLBX pays $54.3 million for Vintage South's two-property Nashville portfolio
Sep 30, 2026ClosedMorgan Stanley Real Estate Investing · KLA Corp. · JLL Capital Markets$84.1MFund managed by Morgan Stanley Real Estate Investing buys Milpitas R&D building for $84.1 million
Sep 30, 2026AnnouncedOracle · TencentundisclosedTencent signs $7bn five-year lease for 100,000 Oracle GPUs in Southeast Asia, FT reports
Sep 30, 2026ClosedRiverside · Lavaca Plaza · JLL Capital MarketsundisclosedJLL arranges Lavaca Plaza sale to Riverside in downtown Austin
Sep 30, 2026ClosedBrennan Investment Group · JLL Capital Markets · Barings$150MBrennan and Barings secure $150M industrial outdoor storage financing
Sep 30, 2026AnnouncedBAM Capital · BAM Multifamily Growth Fund V · The Marling at Town CreekundisclosedBAM Capital enters Southeast with 334-unit North Carolina apartment buy
Sep 30, 2026ClosedChildress Klein Properties · Ascentris Real Estate$68.3MChildress Klein, Ascentris refinance Charlotte office pair with $68.3M life company loan
Sep 30, 2026AnnouncedPrimaris REIT · Upper Canada Mall$411MPrimaris REIT agrees to buy Newmarket's Upper Canada Mall for $411 million
Sep 30, 2026AnnouncedSnappy Kraken · Financial Planning AssociationundisclosedFPA rebuilds PlannerSearch to match consumers on mindset and life events
Sep 30, 2026ClosedApexundisclosedApex secures financing for 150-MW Illinois solar project, with no terms disclosed
Sep 30, 2026ClosedLone Star Real Estate Fund VII · Catella Panta Rhei Dutch Residential Fund$252MLone Star fund buys Dutch residential portfolio for €215.5 million
Sep 30, 2026AnnouncedKingsRock Advisors · AraxundisclosedArax adds private capital markets services through KingsRock partnership
Sep 30, 2026AnnouncedPrestige Hospitality Ventures Ltd. · CPP Investments$309MCPP Investments commits $309 million for 27% of Prestige's India hotel platform
Sep 30, 2026RumoredContra Costa Transit AuthorityundisclosedUnnamed Florida city eyes P3s for a $2.2bn mobility program
Sep 30, 2026Team lift-outUBS · Cullman/Holt Group · Ascend Advisory Group · Wells Fargo Advisors Financial Network$1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Sep 30, 2026ClosedOaktree Capital Management$2BOaktree closes debut asset-backed finance fund at $2bn
Sep 30, 2026ClosedCatena · Urban PartnersundisclosedUrban Partners sells 10 Finnish logistics assets to Catena for €191m
Sep 30, 2026Announceda.s.r. real assets investment partners · RCLCO Fund AdvisorsundisclosedRCLCO Fund Advisors and a.s.r. form cross-border real estate investment alliance
Sep 30, 2026AnnouncedWaverly Advisors · Heartwood Wealth Advisors$1.7BNuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
Sep 30, 2026AnnouncedHarrison Street · Vicinity Energy · Antin Infrastructure Partners$2.9BNuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
Sep 30, 2026AnnouncedWealth Enhancement · RWA Wealth Partners$22.5BNuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
Sep 30, 2026AnnouncedMerchant · Ironbark$256MNuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
Sep 30, 2026AnnouncedHightower · Sandy Cove Advisors$752MNuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
Sep 30, 2026ClosedNuveen · Schroders$2.6TNuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
Sep 30, 2026AnnouncedWellington Management · Nest$5Nest awards Wellington a £3.5bn emerging markets equity mandate
Sep 30, 2026AnnouncedAmazon · Constellation Energy · Calvert Cliffs Clean Energy CenterundisclosedAmazon signs 20-year PPA with Constellation for Calvert Cliffs expansion
Sep 30, 2026ClosedEni · Plenitude · Ares$1.6BPlenitude completes €1.56bn capital increase with Eni and Ares
Sep 30, 2026ClosedIbexundisclosedSaaS buyout median falls to 11.7x as three continuation vehicles close unpriced
Sep 30, 2026ClosedAnderson Global · Sun CapitalundisclosedSaaS buyout median falls to 11.7x as three continuation vehicles close unpriced
Sep 30, 2026ClosedNew 2ND Capital · Center Rock · Power Services GroupundisclosedSaaS buyout median falls to 11.7x as three continuation vehicles close unpriced
Sep 30, 2026RumoredBain Capital · Edged USundisclosedMeta and Mercury announce deals as nuclear generation sets a record
Sep 30, 2026ClosedHut 8undisclosedMeta and Mercury announce deals as nuclear generation sets a record
Sep 30, 2026ClosedGlobelequndisclosedMeta and Mercury announce deals as nuclear generation sets a record
Sep 30, 2026AnnouncedMercury · NZ CleanundisclosedMeta and Mercury announce deals as nuclear generation sets a record
Sep 30, 2026AnnouncedMeta · Apex Clean EnergyundisclosedMeta and Mercury announce deals as nuclear generation sets a record
Sep 30, 2026AnnouncedProject Beehive · Valar AtomicsundisclosedValar Atomics proposes 456-reactor SMR data center campus in Utah
Sep 30, 2026AnnouncedAmazon · Constellation EnergyundisclosedAmazon signs 20-year PPA for Calvert Cliffs nuclear uprate
Sep 30, 2026BreakawayDana Cornell · Uniting Wealth Partners · Morgan Stanley$1BMorgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners
Sep 30, 2026ClosedDigitalBridge · SoftBank$3.1BSoftBank closes $3.1bn DigitalBridge take-private, de-listing the $108bn manager
Sep 30, 2026AnnouncedAlightundisclosedAlight buys a 2-GW Swedish solar pipeline, price undisclosed
Sep 30, 2026Team lift-outThe Retirement Planning Groupteam of 4on the wire
Sep 30, 2026Team lift-outCetera Planning Partners · The Retirement Planning Groupteam of 4on the wire
Sep 30, 2026Team lift-outJeff Cullman · UBS · Wells Fargo Advisors Financial Network (Ascend Advisory Group) · Cullman/Holt Groupteam of 7A WealthManagement.com column argues advisory partnership drift starts when goals diverge
Sep 30, 2026Team lift-outJeff Cullman · UBS · Ascend Advisory Group (Wells Fargo Advisors Financial Network affiliate) · Cullman/Holt Groupteam of 7A WealthManagement.com column argues advisory partnership drift starts when goals diverge
Sep 30, 2026BreakawayJeffrey S. Cullman · Ascend Advisory Group (Wells Fargo FiNet) · The Vazquez-Monasterio Team · UBS Wealth Management USAteam of 7A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Sep 30, 2026ClosedSentinel Real Estate · Hearthstone InvestmentsundisclosedSentinel Real Estate acquires U.K. affordable rental manager Hearthstone
Sep 30, 2026AnnouncedMarubeni · NexgenundisclosedNexGen seals Philippine solar off-take with Marubeni affiliate
Sep 30, 2026AnnouncedSpaceX · Google · Planet LabsundisclosedGoogle's first orbital data center is four chips and one kilowatt
Sep 29, 2026ClosedMoishe Mana · Ken Griffin$1.1BKen Griffin closes $1.1 billion cash purchase of Moishe Mana's Wynwood portfolio
Sep 29, 2026ClosedSpire Investment Partners · Concurrent$5.4BConcurrent acquires Spire Investment Partners, its first RIA platform purchase
Sep 29, 2026ClosedWealth Care · HB Wealth$700MHB Wealth buys $700 million Austin RIA Wealth Care, its seventh market
Sep 29, 2026ClosedRezolv Energy · Dama Solar · European Investment Bank$113MEIB backs Rezolv's 1.3 GWp Dama Solar with $113 million
Sep 29, 2026Team lift-outCambridge Investment Research · LPL Financial · Lakewood Wealth Management$170Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Sep 29, 2026RumoredNvidiaundisclosedNvidia pitches insurers on backing neocloud GPU loans as lenders balk
Sep 29, 2026ClosedCalifornia Gold Development Corp. · Hanley Investment Group Real Estate Advisors$9.3MHanley arranges $9.3 million Victorville retail sale to California Gold Development
Sep 29, 2026AnnouncedGalvanize Real EstateundisclosedGalvanize Real Estate buys three-property Orange County industrial portfolio totaling 280,000 sq ft
Sep 29, 2026ClosedPanRaj Holding, LLC · 10th St Realty, LLC · Cushman & Wakefield$6MCushman & Wakefield arranges $6M sale of vacant Union City cold storage building
Sep 29, 2026AnnouncedHightower Signature Wealth · Hightower · Sandy Cove Advisors$752MHightower agrees to buy $752M Sandy Cove for its W-2 channel
Sep 29, 2026ClosedSlate Property Group · Stonehenge Investment · Alcion Ventures · Wraith Capital GroupundisclosedAlcion and Slate sell 60 East 12th Street for $82.5 million, 23.3% below 2019 basis
Sep 29, 2026ClosedBerkadia$78MBerkadia completes $78 million sale of San Ramon apartments at $390,000 a unit
Sep 29, 2026AnnouncedIronbark Financial Group · Merchant Investment Management$256MMerchant takes $255.9 million stake in $97 billion Australian wealth firm Ironbark
Sep 29, 2026AnnouncedU.S. General Services Administration · Cushman & WakefieldundisclosedGSA and Cushman market seven warehouses bought for ICE detention centers
Sep 29, 2026ClosedFlagship Healthcare Properties · AEW Capital Management · BGOundisclosedBGO buys 11-property surgery center portfolio across nine markets
Sep 29, 2026AnnouncedWealth Enhancement · RWA Wealth Partners$22Wealth Enhancement agrees to buy RWA Wealth Partners, a $22 billion Boston RIA
Sep 29, 2026AnnouncedNorthwest Bank · Luzern Associates$34.5MNorthwest Bank lends $34.5M on Medtronic-anchored Beverly industrial buy
Sep 29, 2026ClosedIntercontinental Real Estate Corporation · PXV MultifamilyundisclosedPXV and Intercontinental buy 196-unit Virginia Beach apartments
Sep 29, 2026ClosedSterling Organization · Cohen & Steers Income Opportunities REIT Inc · Goldman Sachs Asset ManagementundisclosedGoldman Sachs Asset Management sells 303,000-sf Phoenix center to Cohen & Steers REIT and Sterling
Sep 29, 2026AnnouncedDalfen Industrial · Airport Logistics Center · JLLundisclosedDalfen puts 800,000-sf Austin logistics park up for sale
Sep 29, 2026Team lift-outWells Fargo Advisors Financial Network (FiNet) · UBS · Cullman/Holt Group · Ascend Advisory Group$1UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet
Sep 29, 2026AnnouncedRetirement Plan Advisory Group · Edward Jones · AboonundisclosedEdward Jones plans 2027 release of AI workplace retirement plan tool
Sep 29, 2026AnnouncedNxN Data Centers$100MNxN buys 1MW Évora data center and targets €100m in Portugal
Sep 29, 2026ClosedNxN Data CentersundisclosedNxN buys 1MW Évora data center and targets €100m in Portugal
Sep 29, 2026ClosedTA Realty · Stockbridge Partners · Cushman & Wakefield$56.6MStockbridge buys TA Realty's Upper Marlboro industrial building for $56.6M
Sep 29, 2026AnnouncedHarrison Street$2.9BNYPA takes majority stake in a solar P3, P3 Bulletin reports
Sep 29, 2026ClosedNYPAundisclosedNYPA takes majority stake in a solar P3, P3 Bulletin reports
Sep 29, 2026ClosedDelft Networks · EurofiberundisclosedEurofiber completes entanglement-ready dark fiber loop between Delft and Rotterdam
Sep 29, 2026Team lift-outPiedmont Wealth Partners · Truist Bank · Rockefeller Global Family Office$1BRockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte
Sep 29, 2026ClosedCitadel · Mana Common · Moishe Mana · Ken Griffin$1.1BMoishe Mana sells 30 Wynwood acres to Ken Griffin for $1.1 billion
Sep 29, 2026ClosedBaggage Building · DZL · BWE$42.5MBWE arranges $42.5 million refinancing for Nashville's Baggage Building
Sep 29, 2026ClosedBrand Street Properties · Deer Park Town Center · PGIM · AEW Capital Management · Newmark$125MNewmark arranges $125 million Deer Park Town Center sale to AEW joint venture
Sep 29, 2026ClosedSterling Organization · Pavilions Marketplace · Sterling Value Add Partners IVundisclosedSterling Organization buys West Hollywood Pavilions Marketplace for value-add fund
Sep 29, 2026AnnouncedCBRE Japan · Mitsubishi Logistics Corporation · Trammell Crow CompanyundisclosedTrammell Crow breaks ground on 233,335-square-foot Charlotte spec industrial project
Sep 29, 2026ClosedGreystone · Related Urban Development Group · BlackRock Impact Opportunities Fund$167MRelated Urban closes $167M financing for Miami income-restricted apartments
Sep 29, 2026AnnouncedBritish International Investment · Zanaco$65EIB and BNP Paribas split $794m grid guarantee; Achmea and ILX plan debt vehicle
Sep 29, 2026ClosedEnable Ventures$50EIB and BNP Paribas split $794m grid guarantee; Achmea and ILX plan debt vehicle
Sep 29, 2026AnnouncedCrédit Agricole · EcoTreeundisclosedEIB and BNP Paribas split $794m grid guarantee; Achmea and ILX plan debt vehicle
Sep 29, 2026AnnouncedInvestEU · BNP Paribas · European Investment Bank$794EIB and BNP Paribas split $794m grid guarantee; Achmea and ILX plan debt vehicle
Sep 29, 2026ClosedBTP Green · ItalyundisclosedItaly's green bond draws $129bn of orders for $9.4bn sale
Sep 29, 2026AnnouncedBNP Paribas · European Investment BankundisclosedEIB and BNP Paribas split a $794m guarantee portfolio for EU grid equipment
Sep 29, 2026AnnouncedDelta Industrial Park · Link LogisticsundisclosedLink Logistics adds an 878,104-square-foot distribution center in Gastonia
Sep 29, 2026ClosedCowboy Clean Fuels · Milkywire · SalesforceundisclosedCowboy Clean Fuels sells its first durable carbon removal credits in Salesforce-backed deal
Sep 29, 2026ClosedBaringsundisclosedBarings acquires a leased Hanover cross-dock for its core European strategy
Sep 29, 2026ClosedSC Capital Partners Group · Rivervale Mall · SC Core Fund (SCORE)undisclosedSC Capital Partners sells Rivervale Mall for S$276m, 20% above 2019 cost
Sep 29, 2026ClosedMaverick Silicon · CScale · Intel Capital · Premji Invest · Sutter Hill Ventures · Valor Equity Partners · Nvidia · Atreides Management$145MCScale exits stealth with $145m Series C backed by Nvidia and Intel Capital
Sep 29, 2026AnnouncedCoreWeave · CognitionundisclosedCoreWeave offers Nvidia's Vera Rubin NVL72, with Cognition as first customer
Sep 29, 2026ClosedVärde Partners · Empire Group$65.5MVärde closes $65.5 million floating-rate refinancing on Phoenix single-family rental community near TSMC
Sep 29, 2026AnnouncedAmazon · StatkraftundisclosedAmazon signs 36MW Shetland wind PPA with Statkraft for 2030 delivery
Sep 29, 2026ClosedNew 2ND Capital · Center Rock · Power Services GroupundisclosedCenter Rock closes Power Services Group continuation vehicle led by New 2ND Capital
Sep 29, 2026AnnouncedBrightRay Veridian · BrightRayundisclosedBrightRay’s 40MW Macau data center hinges on an unnamed tenant
Sep 29, 2026AnnouncedBUUU Group Limited · BrightRayundisclosedBrightRay’s 40MW Macau data center hinges on an unnamed tenant
Sep 29, 2026ClosedSun Capital · Anderson GlobalundisclosedIbex closes $87m secondaries fund as three continuation vehicles close unpriced
Sep 29, 2026AnnouncedInvictus · NYLIMundisclosedBlackRock and GID write construction loans; VAC recapitalizes a Henderson office
Sep 29, 2026ClosedArrow Linen · Goose Property$55MBlackRock and GID write construction loans; VAC recapitalizes a Henderson office
Sep 29, 2026ClosedPortman · Capital Group · Adkisson GroupundisclosedBlackRock and GID write construction loans; VAC recapitalizes a Henderson office
Sep 29, 2026ClosedVAC Development · CAST Capital Partners$100MBlackRock and GID write construction loans; VAC recapitalizes a Henderson office
Sep 29, 2026ClosedPTM Partners · GID · Berkadia$125MBlackRock and GID write construction loans; VAC recapitalizes a Henderson office
Sep 29, 2026ClosedBlackRock · Greystone · Related Urban · Freddie Mac$167MBlackRock and GID write construction loans; VAC recapitalizes a Henderson office
Sep 29, 2026AnnouncedReverion · Kembara$175MReverion raises $175m for a fuel-cell factory and Italy sells €8bn green bond
Sep 29, 2026AnnouncedGimlet Cloud · CerebrasundisclosedGimlet Cloud to deploy 100MW of Cerebras wafer-scale compute for inference
Sep 29, 2026BreakawayCarson Group · Nikki Lude · Ciara Stewart · Commonwealth Financial Services · Heritage Financial & Investment Services$120Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol
Sep 29, 2026Rumored5C · HypertecundisclosedHypertec CEO names 5C as IPO candidate after $5bn-$6bn round
Sep 29, 2026AnnouncedHarrison Street Asset Management · Vicinity Energy · Antin Infrastructure Partners$2.9BHarrison Street agrees to buy majority of Vicinity Energy at $2.92 billion enterprise value
Sep 29, 2026AnnouncedKPI GreenundisclosedKPI Green to acquire 507.9 MW of operating wind farms in India, report says
Sep 29, 2026AnnouncedCorning · AT&T$3BAT&T commits more than $3bn to Corning fiber in multi-year supply deal
Sep 29, 2026RumoredBain Capital · Edged USundisclosedBain Capital in talks to acquire Edged US from Koch, Bloomberg reports
Sep 29, 2026AnnouncedEnergy Vault · GosheundisclosedEnergy Vault is buying Goshe and secures up to $40M in S2G credit
Sep 29, 2026ClosedHut 8undisclosedHut 8 closes $1.07 billion revolver above its $7.5 billion project debt
Sep 29, 2026Team lift-outRFG Advisoryteam of 4MissionSquare's two arms log 190 advisor moves in one month
Sep 29, 2026Team lift-outEP Wealth Advisorsteam of 4Advisors start retirement cash-flow work years before a business sale
Sep 29, 2026Team lift-outBrookwood Investment Groupteam of 4on the wire
Sep 29, 2026Team lift-outAvantax Planning Partnersteam of 4on the wire
Sep 29, 2026ClosedTenneT Netherlands$1.5BTenneT Netherlands prices a EUR 1.5bn green bond, terms unreported
Sep 29, 2026ClosedRezolv · Dama SolarundisclosedRezolv closes funding for 1.3-GWp Dama Solar in Romania
Sep 29, 2026Team lift-outThe Chandler, Marcontell & BLACK teamteam of 4on the wire
Sep 29, 2026AnnouncedInvictus Capital Partners · New York Life Investment ManagementundisclosedNYLIM agrees to acquire majority stake in Invictus, a credit manager with more than $20 billion gross AUM
Sep 28, 2026Team lift-outWells Fargo Advisors Financial Network (FiNet) · Jeff Cullman · Cullman/Holt Group · UBS Financial Servicesteam of 7Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
Sep 28, 2026BreakawayWells Fargo Advisors Financial Network (FiNet) · Cullman/Holt Group · Ascend Advisory Group · UBS Wealth Management USA$1.3BA $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio
Sep 28, 2026AnnouncedRelated Ross · Palm Beach CountyundisclosedPalm Beach County approves Related Ross' $300M convention hotel with land sale-leaseback
Sep 28, 2026AnnouncedSamsung · Helix Digital Infrastructure · KKR$1Samsung commits $1 billion to KKR's Helix, lifting disclosed capital past $11 billion
Sep 28, 2026AnnouncedJGC · LNG Canada · Fluor Corp.undisclosedFluor and JGC each take $7.5bn in LNG Canada's phase two
Sep 28, 2026AnnouncedRobinhood Markets Inc. · Apex Clearing Corporation · PEAK6 Investments · Bruce Markets LLCundisclosedBruce Markets plans weekend U.S. equity trading, pending regulatory approval
Sep 28, 2026ClosedRegal Ventures · Snowball Developments · Devli Real EstateundisclosedRegal Ventures, Snowball, Devli JV buys Windsor, Conn. industrial asset
Sep 28, 2026AnnouncedIncome Lab · XYPNundisclosedXYPN adds Income Lab as a member benefit for more than 2,300 planners
Sep 28, 2026AnnouncedJump · XYPNundisclosedXYPN partners with Jump to offer members discounted AI practice tools
Sep 28, 2026ClosedRegal Ventures · Snowball Developments · 600 Day Hill Road · Devli Real EstateundisclosedRegal Ventures JV buys Windsor, CT industrial leased through 2034
Sep 28, 2026ClosedWestwood Financial · Peninsula MarketplaceundisclosedWestwood Financial buys 99%-leased Ralphs-anchored center in Huntington Beach
Sep 28, 2026ClosedJLL · Family Dollar · GA Group Real Estate · FD Retail Properties LLC$75JLL and GA Group close $74.7 million sale-leaseback on 47 Family Dollar stores
Sep 28, 2026ClosedNorthmarq$2.2MColorado family office sells 18-unit Fresno apartments to local family office for $2.23M
Sep 28, 2026ClosedBXP · Jemal Equities · Burke & Herbert Bank & Trust$92.3MBXP sells Dupont Circle office to Jemal Equities for $92.3 million
Sep 28, 2026ClosedGreystone · Grand Lifestyles · Freddie Mac$35.4MGreystone closes $35.37 million Freddie Mac loan for Grand Lifestyles' Naperville acquisition
Sep 28, 2026ClosedJP Morgan · Newmark · ZG Capital Partners$66.5MNewmark arranges $66.5 million J.P. Morgan refinancing for ZG’s 836–838 Broadway office
Sep 28, 2026AnnouncedLincoln Property Company · Henry S. Miller · Pepper SquareundisclosedHenry S. Miller and Lincoln will start Pepper Square phase one in May 2027
Sep 28, 2026ClosedPTM Partners · General Investment and Development$125MGID affiliate lends $125 million to PTM Partners for St. Pete tower
Sep 28, 2026RumoredIndependence Realty Trust, Inc. · Irenic Capital ManagementundisclosedIrenic urges IRT to drop its Centerspace merger and sell itself
Sep 28, 2026ClosedPortmanundisclosedPartners Capital sells or contracts all Phase I acres at North Houston Commerce Park
Sep 28, 2026AnnouncedPortman · Capital Group · Adkisson GroupundisclosedPartners Capital sells or contracts all Phase I acres at North Houston Commerce Park
Sep 28, 2026ClosedCapital Group · Opportunity Fund VI · David Weekley familyundisclosedPartners Capital adds 116,143-square-foot Houston retail portfolio to Opportunity Fund VI
Sep 28, 2026ClosedDauntless Capital Partners · Arlo Wynwood · Quadrum Global$44.3MDauntless Capital Partners buys Arlo Wynwood hotel in Miami for at least $44.3M
Sep 28, 2026AnnouncedAlibaba CloudundisclosedAlibaba Cloud names Turkey, Finland and the Netherlands as next regions
Sep 28, 2026AnnouncedEaton · Infineon TechnologiesundisclosedInfineon to supply silicon carbide devices for Eaton's 800VDC transformer platform
Sep 28, 2026AnnouncedNvidia · Global SwitchundisclosedGlobal Switch to host Nvidia Blackwell deployment in Paris, tenant unnamed
Sep 28, 2026AnnouncedNorthampton Capital Partners · Provident Data CentersundisclosedNorthampton and Provident Data Centers form joint venture for 54-megawatt North Dallas facility
Sep 28, 2026ClosedGranite Properties · Regency Plaza · PAULSundisclosedPAULS re-acquires 15-story Regency Plaza from Granite in Denver Tech Center
Sep 28, 2026AnnouncedKKR · Mirastar · PLP$170MKKR and Mirastar acquire eight UK logistics assets from Ares
Sep 28, 2026ClosedAres Real Estate · KKR · MirastarundisclosedKKR and Mirastar acquire eight UK logistics assets from Ares
Sep 28, 2026AnnouncedEnergy VaultundisclosedEnergy Vault wins New South Wales approval for 1-GWh battery project
Sep 28, 2026AnnouncedCellnex · EricssonundisclosedEricsson to upgrade Cellnex's Polish tower RAN; no contract value disclosed
Sep 28, 2026AnnouncedWaverly Advisors · Heartwood Wealth Advisors$1.7BWaverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
Sep 28, 2026ClosedOrion Real Estate Group · Watauga Village$26.1MOrion Real Estate Group pays $26.1M for Food Lion-anchored Boone shopping center
Sep 28, 2026AnnouncedMeta · FirmusundisclosedMeta agrees to lease AI capacity from Firmus in Southeast Asia
Sep 28, 2026ClosedGreystone · Related Urban Development Group · Greystone Housing Impact Investors · BlackRock Impact Opportunities Fund · Greystone Real Estate Capital · Freddie Mac$167MGreystone assembles $167M financing for Related Urban's Gallery at Lummus Parc
Sep 28, 2026ClosedPTM Partners · GID · Berkadia$125MPTM Partners closes $125M construction loan from GID for St. Pete high-rise
Sep 28, 2026AnnouncedTelstra · Australia PostundisclosedAustralia Post signs three-year Telstra connectivity deal across 4,000 sites
Sep 28, 2026AnnouncedEaton · Oaktree Capital Management · COL Group$810MEaton agrees to buy COL Group from Oaktree for €810 million
Sep 28, 2026ClosedCrescent Real Estate · Endeavor Real Estate Group · The Hotel at Avalon · Cox$220MEndeavor and Cox reported buyers of Alpharetta's Hotel at Avalon for $220 million
Sep 28, 2026AnnouncedLoeb Partners Realty · George Comfort & Sons · Jamestown · New York Life$386MGeorge Comfort announces $386M New York Life refinancing of 200 Madison
Sep 28, 2026ClosedItaly Ministry of Economy and FinanceundisclosedItaly completes €8bn green bond sale with €110bn order book
Sep 28, 2026AnnouncedAlterra IOSundisclosedAlterra IOS adds four Houston industrial sites, taking metro portfolio to 39 properties
Sep 28, 2026ClosedTranswestern Investments · 320 Overland DriveundisclosedTranswestern Investments buys Chicago industrial building for a separate account
Sep 28, 2026AnnouncedUS DFCundisclosedWorld Bank backs Paraíba P3 with $50m as DFC approves Jordan water financing
Sep 28, 2026AnnouncedParaíba sanitation P3 · World Bank$50MWorld Bank backs Paraíba P3 with $50m as DFC approves Jordan water financing
Sep 28, 2026AnnouncedReverion$175MReverion raises $175 million Series B for 250 MW fuel-cell factory
Sep 28, 2026AnnouncediCapital · DTCCundisclosedDTCC invests in iCapital and announces alternatives-processing collaboration
Sep 28, 2026AnnouncedRockpoint Industrial · Richmond Trade Center · RockpointundisclosedRockpoint announces acquisition of 1.03 million sf Richmond industrial campus
Sep 28, 2026ClosedAnderson Global · Sun CapitalundisclosedSun Capital closes Anderson Global continuation vehicle with no disclosed price

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