Where does this data come from?

Raises come from Form D notices that companies and funds file with the SEC when they sell securities privately. Investor activity comes from SEC adviser filings (Form ADV) and pension plan annual filings (Form 5500) for investors listed on PropertyLPs.

How should sponsors use it?

See who else is raising in your market and at what size, track which investors just updated their filings, and reach out while an investor is active. Open any investor to see their mandate and contacts.

Why does a raise say 'Not stated'?

Some issuers file an indefinite offering amount. The amount sold is what the filer reported as sold at the time of filing.

Real estate signals: who's raising and what investors filed

CA TX NC AZ GA DE FL IL

1,416 recent filings by investors on PropertyLPs: SEC adviser filings (Form ADV) and pension plan annual filings (Form 5500).

Filed	Investor	Location	Filing	AUM / assets	Source
Mar 27	Foster Dykema Cabot & Partners	Waltham, MA	Form ADV (adviser update)	$2.2B	View
Mar 27	Foster Dykema Cabot & Partners	Waltham, MA	Form ADV (adviser update)	$2.2B	View
Mar 27	CoastEdge Partners	San Diego, CA	Form ADV (adviser update)	$2.1B	View
Mar 27	SoFi Wealth	San Francisco, CA	Form ADV (adviser update)	$2.0B	View
Mar 27	Timberland Investment Resources	Atlanta, GA	Form ADV (adviser update)	$2.0B	View
Mar 27	Timberland Investment Resources	Atlanta, GA	Form ADV (adviser update)	$2.0B	View
Mar 27	Eton Advisors Group	Chapel Hill, NC	Form ADV (adviser update)	$1.9B	View
Mar 27	Steel Grove Capital Advisors	Memphis, TN	Form ADV (adviser update)	$1.6B	View
Mar 27	Capital Creek Partners	Austin, TX	Form ADV (adviser update)	$1.5B	View
Mar 27	Reliant Investment Management	Memphis, TN	Form ADV (adviser update)	$1.5B	View
Mar 27	Reliant Investment Management	Memphis, TN	Form ADV (adviser update)	$1.5B	View
Mar 27	Evermay Wealth Management	Arlington, VA	Form ADV (adviser update)	$1.3B	View
Mar 27	Snowwater Investment Partners		Form ADV (adviser update)	$1.3B	View
Mar 27	Snowwater Investment Partners		Form ADV (adviser update)	$1.3B	View
Mar 27	First Eagle Capital Management	New York, NY	Form ADV (adviser update)	$908M	View
Mar 27	Folger Nolan Fleming Douglas	Washington, DC	Form ADV (adviser update)	$797M	View
Mar 27	Folger Nolan Fleming Douglas	Washington, DC	Form ADV (adviser update)	$797M	View
Mar 27	Great Point Wealth Advisors	Boston, MA	Form ADV (adviser update)	$726M	View
Mar 27	Great Point Wealth Advisors	Boston, MA	Form ADV (adviser update)	$726M	View
Mar 27	Ariadne Wealth Management	Santa Barbara, CA	Form ADV (adviser update)	$627M	View
Mar 27	Ariadne Wealth Management	Santa Barbara, CA	Form ADV (adviser update)	$627M	View
Mar 27	Atlas Brown	Louisville, KY	Form ADV (adviser update)	$605M	View
Mar 27	Atlas Brown	Louisville, KY	Form ADV (adviser update)	$605M	View
Mar 27	Diversified Financial Management	Town And Country, MO	Form ADV (adviser update)	$586M	View
Mar 27	Beta Wealth Group	San Diego, CA	Form ADV (adviser update)	$460M	View
Mar 27	Northland Wealth Management	Minneapolis, MN	Form ADV (adviser update)	$405M	View
Mar 27	Ascend Interplay	New York, NY	Form ADV (adviser update)	$390M	View
Mar 27	Alternative Investment Management	Maitland, FL	Form ADV (adviser update)	$386M	View
Mar 27	Alternative Investment Management	Maitland, FL	Form ADV (adviser update)	$386M	View
Mar 27	Dean Financial Services	Beavercreek, OH	Form ADV (adviser update)	$382M	View
Mar 27	Dean Financial Services	Beavercreek, OH	Form ADV (adviser update)	$382M	View
Mar 27	Domani Advisors	New York, NY	Form ADV (adviser update)	$363M	View
Mar 27	Domani Advisors	New York, NY	Form ADV (adviser update)	$363M	View
Mar 27	Morgan Creek Capital Management	New York, NY	Form ADV (adviser update)	$339M	View
Mar 27	Morgan Creek Capital Management	New York, NY	Form ADV (adviser update)	$339M	View
Mar 27	1 North Wealth Services	Annapolis, MD	Form ADV (adviser update)	$320M	View
Mar 27	Nuclo Wealth	Houston, TX	Form ADV (adviser update)	$294M	View
Mar 27	Nuclo Wealth	Houston, TX	Form ADV (adviser update)	$294M	View
Mar 27	Matthias Private Wealth	Winter Park, FL	Form ADV (adviser update)	$243M	View
Mar 27	Matthias Private Wealth	Winter Park, FL	Form ADV (adviser update)	$243M	View
Mar 27	Snowcap Capital Management	Dallas, TX	Form ADV (adviser update)	$239M	View
Mar 27	Snowcap Capital Management	Dallas, TX	Form ADV (adviser update)	$239M	View
Mar 27	Equity Group Investments	Chicago, IL	Form ADV (adviser update)	$184M	View
Mar 27	JMS Capital Group Wealth Services	Sewickley, PA	Form ADV (adviser update)	$174M	View
Mar 27	JMS Capital Group Wealth Services	Sewickley, PA	Form ADV (adviser update)	$174M	View
Mar 27	Exigent Capital	Jerusalem, IS	Form ADV (adviser update)	$109M	View
Mar 27	Sumnicht & Associates	Appleton, WI	Form ADV (adviser update)	$108M	View
Mar 27	Sumnicht & Associates	Appleton, WI	Form ADV (adviser update)	$108M	View
Mar 27	Second Century Ventures	Chicago, IL	Form ADV (adviser update)	$93.0M	View
Mar 27	Private Equity Investors	New York, NY	Form ADV (adviser update)	$85.4M	View

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