| Oct 30, 2026 | Rumored | Brightline West · U.S. Department of Transportation | undisclosed | Brightline West's $6 billion loan is doing equity's job |
| Oct 29, 2026 | Announced | UBM Development | undisclosed | UBM Development sets 7% coupon on five-year green bond of up to €100m |
| Oct 5, 2026 | Announced | BH3 Management · L Catterton Real Estate · Dacra | undisclosed | BH3 joins Dacra and L Catterton to revive Miami Design District office tower with 40% more space |
| Oct 5, 2026 | Announced | Bank OZK · Rafferty Real Estate · Eagle Realty Group · Saber-Hightower | $140M | Bank OZK finances construction of 282-unit Yonkers rental at Ridge Hill |
| Oct 5, 2026 | Closed | Ambrose | $38M | Ambrose sells fully leased Whitestown industrial building for $38M |
| Oct 5, 2026 | Closed | Solaris Capital · ProEquity Asset Management | $32.3M | ProEquity and Solaris Capital close $32.34M refinancing of El Dorado Hills office campus |
| Oct 5, 2026 | Announced | Macquarie Capital · Zerra DC · AGP | undisclosed | Macquarie Capital takes a stake in Asia-Pacific data centre platform Zerra DC |
| Oct 5, 2026 | Announced | Hightower Naples · The Bahnsen Group · Hightower | $1 | Bahnsen Group to acquire $1.1 billion Hightower Naples under its franchise model |
| Oct 5, 2026 | Announced | Macquarie Capital · Zerra DC | undisclosed | Macquarie Capital backs Zerra DC's 2GW Asia-Pacific data centre pipeline |
| Oct 5, 2026 | Closed | Pacific Life Re · American National Insurance Company | $3B | Pacific Life Re completes $3bn longevity reinsurance deal with American National |
| Oct 5, 2026 | Closed | Logistics Property Co. · JLL | $195M | JLL arranged $195 million sale of Chicago two-level logistics building |
| Oct 5, 2026 | Closed | Trinity Capital Advisors · Mortenson Properties, Inc. | undisclosed | Trinity Capital and Mortenson buy 15-acre Richmond industrial site |
| Oct 5, 2026 | Announced | Hightower Naples · The Bahnsen Group | $1.1B | Bahnsen Group to acquire $1.1 billion Hightower Naples under its franchise model |
| Oct 5, 2026 | Announced | Schwab · Alto · Forge Trust Co. · Forge Services Inc. | $20B | Alto to buy Forge Trust from Schwab, combining over $20 billion in retirement assets |
| Oct 5, 2026 | Announced | Schwab · Alto · Forge Trust Co. | $20B | Alto to buy Forge Trust from Schwab, pooling $20 billion in retirement assets |
| Oct 5, 2026 | Announced | Posel Management Company | undisclosed | Posel lists 16 Philadelphia-area retail properties with more than $81 million in published asks |
| Oct 5, 2026 | Announced | Public Sector Pension Investment Board · Ares Management | undisclosed | BDT & MSD buys majority stake in Sunrise Senior Living at $1 billion valuation |
| Oct 5, 2026 | Announced | National Healthcare Properties | undisclosed | BDT & MSD buys majority stake in Sunrise Senior Living at $1 billion valuation |
| Oct 5, 2026 | Closed | BDT & MSD · Sunrise Senior Living · Public Sector Pension Investment Board | undisclosed | BDT & MSD buys majority stake in Sunrise Senior Living at $1 billion valuation |
| Oct 5, 2026 | Announced | Routable · Anchorage Digital | undisclosed | Anchorage Digital buys payments firm Routable, plans stablecoin and tokenized deposit offerings |
| Oct 5, 2026 | Rumored | Altruist · Vanguard Group | undisclosed | Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum |
| Oct 5, 2026 | Closed | North Palisade Partners · ACORE Capital | $71.3M | ACORE lends $71.25M for North Palisade's Santee industrial build |
| Oct 5, 2026 | Announced | Maryland Public Service Commission · Flatiron Energy · REV Renewables | undisclosed | Maryland awards 440 MW in first storage round, 360 MW below its target |
| Oct 5, 2026 | Closed | Peru | undisclosed | Peru signs its first transmission bundle, P3 Bulletin reports |
| Oct 5, 2026 | Closed | Protoscale Capital · Founders Fund · Pantera Capital · Anvil · Theta Blockchain Ventures · Bullish | $5M | Founders Fund leads $5M Anvil token purchase as collateral protocol launches SDK |
| Oct 5, 2026 | Announced | OHT Partners | undisclosed | OHT Partners breaks ground on 402-unit Austin apartment project |
| Oct 5, 2026 | Announced | Homer City Redevelopment · Amazon Web Services | undisclosed | AWS files plan for 36-building campus at former Pennsylvania coal plant |
| Oct 5, 2026 | Announced | Aspen Standard Wealth · Cullen Investment Group | $1 | Aspen Standard Wealth acquires Cullen Investment Group, its fourth deal of 2026 |
| Oct 5, 2026 | Closed | AXS Opportunity Fund · Parallel Capital Partners · One North Central · Newmark | undisclosed | AXS Opportunity Fund acquires 20-story One North Central in Phoenix |
| Oct 5, 2026 | Closed | Logistics Property Co. | undisclosed | LogiPropCo buys 76 acres in Buckeye for third Phoenix project |
| Oct 5, 2026 | Closed | Arad Holdings · Wilmington Trust | $9.3M | Arad Holdings buys 70 Broad Street for $9.35 million, 89% below 2016 ask |
| Oct 5, 2026 | Announced | SC Ventures · Circle · Qube Research & Technologies · OKX · Ripple | undisclosed | OKX takes investment from Circle, Ripple, Qube and SC Ventures in tokenized-equity push |
| Oct 5, 2026 | Closed | Logistics Property Co. · 1237 W. Division St. | undisclosed | Logistics Property Co. sells Chicago multistory warehouse for $195 million |
| Oct 5, 2026 | Closed | Rise Properties Trust · Trinity Property Consultants | $72M | Rise Properties sells Kent apartments for $72M, 11% below 2019 basis |
| Oct 5, 2026 | Announced | Amazon · Constellation Energy | undisclosed | Constellation signs 20-year nuclear PPAs with Google and Amazon in PJM |
| Oct 5, 2026 | Announced | Constellation Energy · Google | undisclosed | Constellation signs 20-year nuclear PPAs with Google and Amazon in PJM |
| Oct 5, 2026 | Closed | Novele · Locke Health · Boisei Labs · Arup Ventures · Barton Malow | $17M | Novele raises $17 million Series A for AI energy software in commercial buildings |
| Oct 5, 2026 | Announced | Applied Digital | undisclosed | Applied Digital signs agreement for access to up to 1GW of potential power capacity in Finland |
| Oct 5, 2026 | Closed | Clutterbuck Capital · Siemens Energy Ventures · SiteGround Capital · Lowercarbon Capital · Type One Energy · Breakthrough Energy Ventures | $200M | Type One Energy raises $200 million with Siemens Energy Ventures backing |
| Oct 5, 2026 | Closed | Rezolv Energy · Dama Solar · European Investment Bank | undisclosed | Rezolv secures up to €561m from 14 lenders for 1.3GW Dama Solar |
| Oct 5, 2026 | Announced | SC Ventures · QRT · Circle · OKX · Ripple | undisclosed | Circle and SC Ventures join OKX financing at a $25 billion valuation |
| Oct 5, 2026 | Announced | DIGIT · HSBC | undisclosed | UK names six banks to underwrite digital gilt pilot on HSBC Orion |
| Oct 5, 2026 | Closed | BKM Capital Partners · Kayne Anderson Real Estate | $103M | BKM and Kayne Anderson buy Orlando industrial portfolio for $103 million |
| Oct 5, 2026 | Announced | Neinor Homes · Orion Capital Managers | undisclosed | Neinor agrees to sell €110 million land portfolio to Orion joint venture |
| Oct 5, 2026 | Closed | Davis Management Co. · Davis Fund V | undisclosed | Davis Management buys San Jose R&D building in Fund V's first California deal |
| Oct 5, 2026 | Announced | BDT & MSD · PSP Investments · Sunrise Senior Living | undisclosed | BDT & MSD funds sign definitive agreement to acquire Sunrise from PSP |
| Oct 5, 2026 | Announced | CUSIP Global Services · MSCI | undisclosed | CUSIP Global Services and MSCI extend identifiers to private companies |
| Oct 5, 2026 | Closed | Lumos Fiber · Allo Fiber | undisclosed | Lumos closes Allo Fiber's Joplin network, adding to T-Mobile's JV target |
| Oct 5, 2026 | Announced | Rockpoint Industrial · Rockpoint | undisclosed | What five industrial deals show about pricing by building function |
| Oct 5, 2026 | Closed | Byline Bank · Stockbridge Partners | undisclosed | What five industrial deals show about pricing by building function |
| Oct 5, 2026 | Closed | Monarch Capital Partners | undisclosed | What five industrial deals show about pricing by building function |
| Oct 5, 2026 | Closed | BKM Capital Partners · Link Logistics · Kayne Anderson | undisclosed | What five industrial deals show about pricing by building function |
| Oct 5, 2026 | Closed | Amazon | undisclosed | What five industrial deals show about pricing by building function |
| Oct 5, 2026 | Closed | Energy Capital Partners · Next Wave Energy Partners | $834M | Energy Capital Partners raises $834m continuation vehicle for Next Wave Energy Partners |
| Oct 5, 2026 | Announced | Anthropic · Century Aluminum · TeraWulf | team of 480 | TeraWulf to double Muskie contracted capacity to 1GW; second phase moves into 2029 |
| Oct 5, 2026 | Announced | Kentucky Power · TeraWulf | team of 1000 | TeraWulf to double Muskie contracted capacity to 1GW; second phase moves into 2029 |
| Oct 5, 2026 | Team lift-out | Strong Wealth Management Group · Wells Fargo · UBS | $410M | LPL lands $1.1 billion Georgia team from Wells Fargo's FiNet |
| Oct 5, 2026 | Closed | Reclinker · AP Ventures · Clean Growth Fund | $13M | Clean Growth Fund co-leads £10m Series A into cement recycler Reclinker |
| Oct 5, 2026 | Announced | Enagas Emprende · digHy | undisclosed | Enagas Emprende takes a stake in Spanish hydrogen software startup digHy with no terms disclosed |
| Oct 5, 2026 | Closed | Firmus · CDC Data Centres | undisclosed | Firmus and CDC end Project Southgate after building 42MW of planned 1.6GW |
| Oct 5, 2026 | Announced | Forum Markets, Incorporated · Edge Node Inc. · Forum Edge AI LLC | undisclosed | Forum Markets forms compute joint venture with Edge Node, holding 51% |
| Oct 5, 2026 | Announced | Government of the Hong Kong Special Administrative Region | undisclosed | Hong Kong prices US$2.6 billion digital green bond in fourth tokenized sale |
| Oct 5, 2026 | Team lift-out | OneDigital | team of 25 | on the wire |
| Oct 5, 2026 | Team lift-out | Matt Dion · Praxis Financial Partners · LPL Financial · Wells Fargo Advisors Financial Network | $1.1B | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 5, 2026 | Team lift-out | Praxis Financial Partners · Jay Gentry · LPL Financial · Wells Fargo Advisors Financial Network | $1.1B | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 5, 2026 | Team lift-out | Praxis Financial Partners · Cecil Loyd · LPL Financial · Wells Fargo Advisors Financial Network | $1.1B | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 5, 2026 | Team lift-out | Praxis Financial Partners · Scott Christian · LPL Financial · Wells Fargo Advisors Financial Network | $1.1B | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 5, 2026 | Team lift-out | Matt Dion · Wells Fargo Advisors Financial Network (FiNet) · Praxis Financial Partners · LPL Financial | team of 4 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 5, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · Praxis Financial Partners · Jay Gentry · LPL Financial | team of 4 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 5, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · Praxis Financial Partners · Cecil Loyd · LPL Financial | team of 4 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 5, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · Praxis Financial Partners · Scott Christian · LPL Financial | team of 4 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 5, 2026 | Team lift-out | The FLAHARTY, INMAN & WEICHT team | team of 4 | on the wire |
| Oct 4, 2026 | Announced | National Advisors Trust · Cresset | $13 | Cresset-NAT combination would create a $13.1 billion trust platform for advisors |
| Oct 4, 2026 | Announced | Avenue Capital Group · Duffy Property Group | undisclosed | Avenue Capital enters €65m Irish housing JV with Duffy Property |
| Oct 4, 2026 | Team lift-out | Praxis Financial Partners · LPL Financial | $1.1B | LPL Financial to report third-quarter earnings after market close Oct. 27 |
| Oct 4, 2026 | Announced | US Department of Energy · Vistra | undisclosed | DOE offers Vistra a conditional $4.2 billion loan for 433 MW of nuclear uprates |
| Oct 4, 2026 | Closed | BKM Capital Partners · Kayne Anderson Real Estate | $57M | BKM and Kayne Anderson buy Orlando industrial portfolio for $103 million |
| Oct 4, 2026 | Team lift-out | Praxis Financial Partners · LPL Financial · Wells Fargo Advisors Financial Network | $1.1B | LPL lands $1.1 billion Georgia team from Wells Fargo's FiNet |
| Oct 4, 2026 | Closed | Amazon | $195 | Amazon pays $195M for five-level warehouse on Chicago's Goose Island |
| Oct 4, 2026 | Announced | Cox Capital · Blue Owl Credit Income Corp. | undisclosed | Cox Capital bids $10m for Blue Owl Credit Income shares at 20% below NAV |
| Oct 4, 2026 | Closed | Byline Bank · Stockbridge Capital Group | $20.3M | Byline Bank closes $20.25M term loan on Stockbridge's South Bay IOS portfolio |
| Oct 4, 2026 | Closed | Gerber Collision & Glass · Marcus & Millichap | undisclosed | Marcus & Millichap sells Cicero net-leased Gerber Collision building to 1031 buyer |
| Oct 4, 2026 | Closed | ARM Management · Four Leaf Credit Union · CBRE | $15M | CBRE originates $15M credit union refi on Midwood rent-stabilized building |
| Oct 4, 2026 | Closed | Mountain Development Corp. · Bank of Montreal · Avison Young | $22.5M | Avison Young arranges $22.5 million BMO loan on Stamford office campus |
| Oct 4, 2026 | Closed | Marigold Center · Nuveen Real Estate · First Washington Realty · JLL Capital Markets | $58.3M | Nuveen pays $58.25M for Vons-anchored San Luis Obispo center |
| Oct 4, 2026 | Announced | Mugar Enterprises · The Davis Companies · Dinosaur Capital Partners | undisclosed | Davis affiliate provides $44M senior construction loan for Boston office-to-apartment conversion |
| Oct 4, 2026 | Closed | Hubbard Street Group · Savills · CBRE | $2.8M | Hubbard Street Group buys vacant Fulton Market building for $2.75M |
| Oct 4, 2026 | Closed | Chambers Reserve · Northmarq · Freddie Mac | $25.5M | Northmarq places $25.5M Freddie Mac loan on Lacey rental townhomes |
| Oct 4, 2026 | Closed | Monarch Capital Partners · Lockspur Real Estate | undisclosed | Monarch Capital buys Westborough flex building for $10.7M in first deal |
| Oct 4, 2026 | Closed | Scannapieco · Dwight Capital | $32M | Dwight Capital closes $47 million HUD loan for Hunington Properties' Katy apartments |
| Oct 4, 2026 | Closed | Unico Properties · Riverside · Lavaca Plaza | undisclosed | Riverside buys Austin's Lavaca Plaza; Unico paid $61.4M in 2015 |
| Oct 4, 2026 | Announced | Jonathan Rose Cos. | undisclosed | Weidner, Haven Housing and PXV buy apartments as the 10-year Treasury rises |
| Oct 4, 2026 | Announced | American Landmark | undisclosed | Weidner, Haven Housing and PXV buy apartments as the 10-year Treasury rises |
| Oct 4, 2026 | Closed | Affinius Capital · Fields Holdings | $94.8M | Affinius provides $94.8 million construction loan for Oregon State student housing |
| Oct 4, 2026 | Closed | Henderson Park · Wrigley Mansion · Hormel family | undisclosed | Henderson Park group buys Wrigley Mansion from Hormel family for $17 million |
| Oct 4, 2026 | Announced | Agora Realty · Hylo Park | undisclosed | Agora starts $375 million final phase at North Las Vegas Hylo Park |
| Oct 4, 2026 | Closed | Regions Bank · Freddie Mac · Signature Property Group | $64M | Signature Property Group refinances Monroe, NC apartments with $64M Freddie Mac loan |
| Oct 4, 2026 | Closed | BKM Capital Partners · Link Logistics · Blackstone · Kayne Anderson Real Estate | $57M | Link Logistics sells Fort Lauderdale industrial campus for $57 million |
| Oct 4, 2026 | Closed | Avison Young · Yamaha Motor Corporation, U.S.A. · The Walt Disney Co. | $115M | Disney named buyer of Yamaha's 25-acre Cypress campus in $115 million sale |
| Oct 4, 2026 | Announced | Amazon · Constellation | undisclosed | Amazon and Constellation sign 20-year nuclear power purchase agreement for 690 MW at Calvert Cliffs |
| Oct 4, 2026 | Closed | GEO Group · U.S. Department of Homeland Security | $950M | GEO Group sells Adelanto ICE detention complex to DHS for $950 million |
| Oct 4, 2026 | Announced | Sabey Data Center Properties · Ares Management · Ares Secondaries | $500M | Ares secondaries funds lift Sabey data center commitment past $500 million |
| Oct 4, 2026 | Announced | Fannie Mae · Walker & Dunlop · IMT Capital | $631M | Walker & Dunlop closes $630.6M Fannie Mae refinancing for IMT's nine properties |
| Oct 4, 2026 | Announced | Sabey Data Center Properties · National Real Estate Advisors · Ares · Ares Secondaries | $500M | Ares Secondaries adds to Sabey data center stake, cumulative commitment past $500 million |
| Oct 4, 2026 | Announced | Orion Infrastructure Capital · Liberty Mutual | undisclosed | Toni McDermott of Arrow Global maps three private credit origination routes |
| Oct 4, 2026 | Closed | Aviva Investors | undisclosed | Toni McDermott of Arrow Global maps three private credit origination routes |
| Oct 4, 2026 | Announced | F2 · Golub Capital | undisclosed | Toni McDermott of Arrow Global maps three private credit origination routes |
| Oct 4, 2026 | Announced | Invictus Capital Partners · New York Life Investment Management | undisclosed | Toni McDermott of Arrow Global maps three private credit origination routes |
| Oct 4, 2026 | Closed | Highlands REIT | undisclosed | Highlands REIT expands oversubscribed tender offer, repurchases 18.7% of shares |
| Oct 4, 2026 | Announced | Blackstone Private Credit Fund | undisclosed | Blackstone Private Credit Fund board urges shareholders to reject 12.5% discount tender |
| Oct 4, 2026 | Closed | Hekemian Group · RXR · North Carolina Investment Authority · District Montvale | $45M | RXR and North Carolina Investment Authority lend $45 million for Hekemian's District Montvale |
| Oct 4, 2026 | Announced | IBM · Blackstart Digital | undisclosed | Blackstart Digital to buy IBM's Almaden campus for data center conversion |
| Oct 4, 2026 | Closed | Verda · Emergence Capital | $189M | Verda raises $189m Series B toward 250MW, with no customer named |
| Oct 4, 2026 | Announced | DWS · Peakside Capital Advisors | $2B | DWS agrees to acquire Peakside Capital, adding German and CEE value-add |
| Oct 4, 2026 | Announced | Tellus Eiendom · Slate Asset Management · One Investment Management | undisclosed | Slate and OneIM agree to buy eight Oslo grocery-anchored retail parks for €250 million |
| Oct 4, 2026 | Announced | JERA · Dell Technologies Inc. · Apollo Global Management · Rhaelm | undisclosed | Jera, Dell and Rhaelm sign MoU for 400MW AI campus at Chiba gas plant |
| Oct 4, 2026 | Announced | BT Group · PlatformX Communications Limited · TalkTalk Telecommunications Limited | $400M | BT announces plan to acquire TalkTalk and PlatformX in £400m rescue |
| Oct 4, 2026 | Team lift-out | Raymond James · Arlis Ortman · Sean Pahut · LPL Financial | $180 | Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million |
| Oct 4, 2026 | Team lift-out | Morgan Stanley · Merrill · Michael Scotto · Michael Chong | $530 | Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million |
| Oct 4, 2026 | Closed | VettaFi · SPADE Defense Index | undisclosed | VettaFi buys SPADE Defense Index, the benchmark behind Invesco's $8 billion PPA |
| Oct 4, 2026 | Closed | Talcott Resolution · Lincoln National | $6.3B | Bermuda regulator flags outsourced private-credit risk; Talcott closes $6.3bn Lincoln deal |
| Oct 4, 2026 | Closed | Rightfiber · Fastwyre Broadband | undisclosed | Rightfiber completes purchase of Fastwyre's Nebraska broadband operations |
| Oct 4, 2026 | Closed | Aviva Investors · Adriana Infrastructure CLO | undisclosed | Aviva Investors buys Adriana Infrastructure CLO, expanding its private debt platform |
| Oct 4, 2026 | Announced | HisWay Labs | undisclosed | HisWay Labs secures early funding for South African rail resilience |
| Oct 4, 2026 | Closed | Nuveen Green Capital · Silver Heights Capital · Riverwards Group | $35.8M | Silver Heights and Nuveen Green Capital lend $35.8M on Riverwards' Philadelphia apartments |
| Oct 4, 2026 | Announced | NYK · Trudvang | undisclosed | CIP's credit platform leads Antora battery equity as NBIM commits to CI VI |
| Oct 4, 2026 | Announced | Wellington Management · Nest | undisclosed | CIP's credit platform leads Antora battery equity as NBIM commits to CI VI |
| Oct 4, 2026 | Announced | Copenhagen Infrastructure Partners · Grok Ventures · Pratt Energy · Antora Energy · University Pension Plan Ontario | undisclosed | CIP's credit platform leads Antora battery equity as NBIM commits to CI VI |
| Oct 4, 2026 | Closed | Warburg Pincus · Ares Management · Awayday · LightBay Capital | undisclosed | Warburg Pincus funded Awayday holder liquidity from its $4bn-plus Capital Solutions Founders Fund |
| Oct 4, 2026 | Announced | atNorth | undisclosed | atNorth plans €2 billion Salo data center with 75MW first phase |
| Oct 4, 2026 | Announced | AT&T · Verizon · T-Mobile US | undisclosed | AT&T, T-Mobile and Verizon sign satellite spectrum joint venture and name interim CEO |
| Oct 4, 2026 | Closed | Warburg Pincus · Ares · Awayday · LightBay Capital | undisclosed | Warburg Pincus provides liquidity to Awayday holders; price undisclosed |
| Oct 4, 2026 | Announced | Payward · Singapore Gulf Bank | undisclosed | Payward and Singapore Gulf Bank launch 24/7 dollar settlement for institutional crypto |
| Oct 4, 2026 | Team lift-out | Cetera (Summit Financial Networks) · Tatyana Shevchuk · Fitzgerald Financial Group · Commonwealth Financial Network | $185M | Cetera and LPL add teams from Commonwealth and Cambridge on the same day |
| Oct 4, 2026 | Team lift-out | Cetera (Summit Financial Networks) · Gary Bolno · Fitzgerald Financial Group · Commonwealth Financial Network | $185M | Cetera and LPL add teams from Commonwealth and Cambridge on the same day |
| Oct 4, 2026 | Team lift-out | Cetera (Summit Financial Networks) · Doug Kramer · Fitzgerald Financial Group · Commonwealth Financial Network | $185M | Cetera and LPL add teams from Commonwealth and Cambridge on the same day |
| Oct 4, 2026 | Team lift-out | Cetera (Summit Financial Networks) · John Fitzgerald · Fitzgerald Financial Group · Commonwealth Financial Network | $185M | Cetera and LPL add teams from Commonwealth and Cambridge on the same day |
| Oct 4, 2026 | Team lift-out | Cambridge Investment Research · Justin Pandy · LPL Financial · Lakewood Wealth Management | team of 3 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Cambridge Investment Research · Charles Dobben · LPL Financial · Lakewood Wealth Management | team of 3 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Harrison Kennard · Cambridge Investment Research · LPL Financial · Lakewood Wealth Management | team of 3 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · Conor Holt · UBS · The Cullman/Holt Group | team of 7 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · Shannon Borton · UBS · The Cullman/Holt Group | team of 7 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · Sol Gamertsfelder · UBS · The Cullman/Holt Group | team of 7 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · Connie M. Dennis · UBS · The Cullman/Holt Group | team of 7 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · UBS · Ben Krajnak · The Cullman/Holt Group | team of 7 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · UBS · W. Bruce Holt · The Cullman/Holt Group | team of 7 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Wells Fargo Advisors Financial Network (FiNet) · UBS · Jeff Cullman · Cullman/Holt Group | team of 7 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Kestra Financial · Justin Snowden · Ecclesiastes Wealth Partners | team of 3 | FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5 |
| Oct 4, 2026 | Team lift-out | Kestra Financial · Sarah Walsh · Ecclesiastes Wealth Partners | team of 3 | FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5 |
| Oct 4, 2026 | Team lift-out | Kestra Financial · Ecclesiastes Wealth Partners · Shannon Harris | team of 3 | FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5 |
| Oct 4, 2026 | Breakaway | Ciara Stewart · Carson Group Holdings Inc. · Commonwealth Financial Services · Heritage Financial & Investment Services | team of 2 | FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5 |
| Oct 4, 2026 | Breakaway | Nikki Lude · Carson Group Holdings Inc. · Commonwealth Financial Services · Heritage Financial & Investment Services | team of 2 | FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5 |
| Oct 4, 2026 | Team lift-out | Cambridge · Justin Pandy · LPL Financial · Lakewood Wealth Management | team of 3 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Charles Dobben · Cambridge · LPL Financial · Lakewood Wealth Management | team of 3 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Harrison Kennard · Cambridge · LPL Financial · Lakewood Wealth Management | team of 3 | Envestnet's Vestmark deal promises advisors no forced platform migrations |
| Oct 4, 2026 | Team lift-out | Rockefeller · Nichole McKeon · Truist Bank · Piedmont Wealth Partners | team of 5 | Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books |
| Oct 4, 2026 | Team lift-out | Rockefeller · Ben Beeson · Truist Bank · Piedmont Wealth Partners | team of 5 | Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books |
| Oct 4, 2026 | Team lift-out | Rockefeller · Truist Bank · Brett T. Schmidt · Piedmont Wealth Partners | team of 5 | Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books |
| Oct 4, 2026 | Team lift-out | Rockefeller · Gavin Y. Shuck · Truist Bank · Piedmont Wealth Partners | team of 5 | Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books |
| Oct 4, 2026 | Team lift-out | Rockefeller · Paul S. Irving · Truist Bank · Piedmont Wealth Partners | team of 5 | Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books |
| Oct 4, 2026 | Announced | Origin Energy | undisclosed | Origin Energy plans to scale Eraring battery storage to 8.6 GWh |
| Oct 4, 2026 | Announced | GenusPlus | $94M | GenusPlus wins a USD 94m construction contract on an Australian wind farm |
| Oct 4, 2026 | Closed | Rithm Capital · Elecor Properties · DRA Advisors · 1301 Avenue of the Americas | $1.3B | DRA Advisors takes 49% of 1301 Avenue of the Americas in Rithm joint venture |
| Oct 3, 2026 | Team lift-out | The BIRD, GALENTE & DAMON team | team of 3 | on the wire |
| Oct 3, 2026 | Team lift-out | OpenArc Corporate Advisory | team of 12 | Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals |
| Oct 3, 2026 | Team lift-out | Lauren Podnos-Garner · HB Wealth · The Podnos-Garner team · Wealth Care | team of 3 | Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum |
| Oct 3, 2026 | Team lift-out | Rachel Podnos O'Leary · HB Wealth · The O'Leary team · Wealth Care | team of 3 | Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum |
| Oct 3, 2026 | Team lift-out | Steven D. Podnos · HB Wealth · The Podnos team · Wealth Care | team of 3 | Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum |
| Oct 2, 2026 | Announced | Cerity Partners · Cornerstone Capital · Echo Wealth Management | $1.7K | Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed |
| Oct 2, 2026 | Announced | Hightower Signature Wealth · Sandy Cove Advisors | $752 | Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed |
| Oct 2, 2026 | Announced | Spire Investment Partners · Concurrent Investment Advisors | $5.4K | Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed |
| Oct 2, 2026 | Announced | Hightower Signature Wealth · Sandy Cove Advisors · Hightower | $752M | HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove |
| Oct 2, 2026 | Announced | HB Wealth · Wealth Care | $700M | HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove |
| Oct 2, 2026 | Breakaway | Ameriprise · Osaic Wealth · Austin Scott · The Scott team | team of 2 | Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026 |
| Oct 2, 2026 | Breakaway | Andre Selfa · Ameriprise · Osaic Wealth · The Selfa team | team of 2 | Rise Private Wealth Management is Schwab's fourth large Ameriprise breakaway of 2026 |
| Oct 2, 2026 | Breakaway | Dana Cornell · Morgan Stanley · The Cornell team · Uniting Wealth Partners | team of 2 | Bahnsen Group to acquire $1.1 billion Hightower Naples under its franchise model |
| Oct 1, 2026 | Closed | JDJ · Newmark · The Summit · Federal Realty | $508M | Federal Realty pays $508 million for Birmingham's Summit lifestyle center |
| Oct 1, 2026 | Closed | Dimensional U.S. Core Equity 2 ETF · Dimensional U.S. Small Cap ETF · Dimensional U.S. Targeted Value ETF · Dimensional Fund Advisors | undisclosed | Dimensional converts final three ETFs into mutual fund share classes |
| Oct 1, 2026 | Closed | BH Properties · Haven Housing | undisclosed | Weidner, Haven Housing and PXV buy apartments as the 10-year Treasury rises |
| Oct 1, 2026 | Closed | Madison Realty Capital · KREA Developments · The Fuse Group | $127M | Madison Realty Capital funds $127 million take-out on Fort Lauderdale's Arcadian |
| Oct 1, 2026 | Announced | Norges Bank Investment Management · Copenhagen Infrastructure Partners · CI VI | undisclosed | CIP's credit platform leads Antora battery equity as NBIM commits to CI VI |
| Oct 1, 2026 | Rumored | Sony · Tishman Speyer | undisclosed | Manhattan office availability falls to 2020 low as leasing tops 10-year average |
| Oct 1, 2026 | Announced | Vicinity Energy · Harrison Street | $2.9K | Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed |
| Oct 1, 2026 | Closed | SoftBank · DigitalBridge | $3.1K | Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed |
| Oct 1, 2026 | Team lift-out | The Herbst, DOMINGUE & RUFOLO team | team of 4 | on the wire |
| Oct 1, 2026 | Announced | Nasdaq Fund Secondaries · LODAS Markets · Harrison Street Private Wealth · Harrison Street Real Assets Fund | undisclosed | Harrison Street and LODAS open second interval fund auction for $2 billion Harrison Street Real Assets Fund |
| Oct 1, 2026 | Closed | Marcus & Millichap · The Kwan Trust | $5.9M | Marcus & Millichap closes 41-unit North Hollywood apartments at $143,610 a unit, 5.7% cap |
| Oct 1, 2026 | Announced | Charney Companies · Tavros | undisclosed | Charney Companies and Tavros break ground on 27-story Gowanus tower |
| Oct 1, 2026 | Closed | Monarch Investment and Management Group · Northmarq · Banner Real Estate Group · Whisper Hollow Apartments | undisclosed | Northmarq arranged the sale of Whisper Hollow Apartments to Monarch Investment |
| Oct 1, 2026 | Closed | SKB · Trellis West · Newmark · KCB Partners | $30.9M | Newmark arranges $30.9 million sale of Hillsboro advanced manufacturing campus to SKB and KCB Partners |
| Oct 1, 2026 | Closed | JLL Capital Markets · Nexus Development · Vivante Newport Center · Vivante Newport Mesa | undisclosed | JLL arranges $276M in two uncrossed loans for Newport Beach seniors portfolio |
| Oct 1, 2026 | Closed | Chase Commercial Bank · The Olnick Organization · Walker & Dunlop | $171M | Walker & Dunlop arranges $170.5M Chase balance-sheet refinancing of Lenox Terrace |
| Oct 1, 2026 | Closed | 400 Iron Horse Park · Marcus & Millichap | $4.5M | Marcus & Millichap closes $4.45M Billerica industrial sale after multiple offers |
| Oct 1, 2026 | Closed | North Palisade Partners · Colliers | $22.8M | North Palisade buys Santee drive-in site, starts 290,618-square-foot project |
| Oct 1, 2026 | Announced | BXP · JLL · Fifty at First · San Francisco Recovery Fund | undisclosed | BXP and JLL join team planning 915-foot San Francisco office tower |
| Oct 1, 2026 | Closed | Rithm Capital · Elecor Properties · DRA Advisors | undisclosed | Rithm closes DRA joint venture at 1301 Avenue of the Americas, terms undisclosed |
| Oct 1, 2026 | Closed | Gantry · Workshop Cathedral Owner, LLC · Baum Revision · Owen Gabbert | $12.3M | Gantry places $12.3M floating-rate bridge on Portland's Workshop St. Johns campus |
| Oct 1, 2026 | Announced | Pacific Proving LLC · Vestar | undisclosed | Vestar wins unanimous Mesa approval for $3 billion Legacy Park and Gateway Crossing |
| Oct 1, 2026 | Closed | Bayer Properties · Federal Realty Investment Trust · The Summit | $508M | Federal Realty buys Birmingham's The Summit from Bayer for $508 million |
| Oct 1, 2026 | Closed | Bank of America · Nexus Development · JLL Real Estate Capital | $276M | Bank of America and JLL fund a $276 million Newport Beach senior housing refinancing |