Updated daily from SEC filings

Real estate signals

Who is raising money for real estate right now, and what investors on the list just filed. Use it to spot active sponsors, size up markets and time your outreach.

raises filed, last 30 days

$3.2B

sought, last 30 days

most active state

Other real estate

most common type

CA TX NC AZ GA DE FL IL

20 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
Sep 23	Fortitude Family Office	Scottsdale, AZ	Form ADV (adviser update)	$1.3B	View
Sep 18	Family Office Advisory	Scottsdale, AZ	Form ADV (adviser update)	$220M	View
Sep 15	TFO Family Office Partners	Phoenix, AZ	Form ADV (adviser update)	$5.0B	View
Aug 28	Trajan Wealth	Scottsdale, AZ	Form ADV (adviser update)	$2.6B	View
Apr 22	Optima Capital Management	Tempe, AZ	Form ADV (adviser update)	$150M	View
Apr 22	Optima Capital Management	Tempe, AZ	Form ADV (adviser update)	$150M	View
Apr 1	Gordian Wealth Advisors	Tucson, AZ	Form ADV (adviser update)	$265M	View
Apr 1	Gordian Wealth Advisors	Tucson, AZ	Form ADV (adviser update)	$265M	View
Apr 1	Ascent Capital	Scottsdale, AZ	Form ADV (adviser update)	$172M	View
Apr 1	Ascent Capital	Scottsdale, AZ	Form ADV (adviser update)	$172M	View
Mar 27	TFO Family Office Partners	Phoenix, AZ	Form ADV (adviser update)	$5.0B	View
Mar 24	Fortitude Family Office	Scottsdale, AZ	Form ADV (adviser update)	$1.0B	View
Mar 20	Trajan Wealth	Scottsdale, AZ	Form ADV (adviser update)	$2.6B	View
Mar 19	Johnson Financial Group	Tempe, AZ	Form ADV (adviser update)	$301M	View
Mar 19	Johnson Financial Group	Tempe, AZ	Form ADV (adviser update)	$301M	View
Mar 19	Family Office Advisory	Scottsdale, AZ	Form ADV (adviser update)	$0	View
Mar 13	AWM Capital	Phoenix, AZ	Form ADV (adviser update)	$1.5B	View
Mar 13	AWM Capital	Phoenix, AZ	Form ADV (adviser update)	$1.5B	View
Mar 10	Heritage Family Offices	Scottsdale, AZ	Form ADV (adviser update)	$423M	View
Mar 10	Heritage Family Offices	Scottsdale, AZ	Form ADV (adviser update)	$423M	View

Questions

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

Questions

Find the LPs behind the deals.