Berkeley Capital Advisors
Berkeley Capital Advisors is a private, partner-owned retail investment brokerage firm founded in 1997 that represents buyers and sellers of income-producing retail real estate across the United States through six offices, with $20.3 billion in cumulative retail sales volume.
- Company typePrivate
- Founded1997
- HeadquartersCharlotte, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Berkeley Capital Advisors does
Berkeley Capital Advisors is a private, partner-owned retail investment brokerage firm founded on April 1, 1997 by Rob Carter and Steve Horvath and headquartered in Charlotte, North Carolina. The firm represents buyers and sellers of income-producing retail real estate across the United States, with a focus on shopping centers, single-tenant net lease properties, multi-tenant centers, and street retail assets. Since founding, Berkeley Capital Advisors has closed 3,010+ transactions totaling $20.3 billion in retail sales volume, including 1,615 1031 tax-deferred exchanges and $9.10 billion closed since 2020. The firm consistently ranks in the top 10 U.S. retail brokers per Real Capital Analytics and has expanded from a single Charlotte office to six locations spanning the Carolinas, Tennessee, Virginia, and California.
The firm operates through six offices and approximately 38-50 staff including eight partners, maintaining a 1:6 principal to investment team member ratio intended to ensure senior-level involvement on every transaction. Service offerings include investment sales brokerage, single-tenant and multi-tenant retail brokerage, dedicated Street Retail services, 1031 tax-deferred exchange advisory, capital markets and debt & equity placement, sale-leaseback advisory, and B2B M&A advisory. The firm maintains deep institutional relationships with REITs such as Simon Property Group, Kimco Realty, Acadia Realty Trust, and Sterling Organization, alongside private equity sponsors and high-net-worth investors.
Revenue is generated exclusively through transaction-based commissions negotiated per deal, with no disclosed proprietary technology platform, recurring contracts, or SaaS components. The firm's value proposition rests on senior partner expertise (177 years combined real estate experience), a national six-office distribution footprint, deliberate cross-market collaboration, and an institutional buyer/seller network accumulated over 28 years. No external institutional, private equity, or venture capital ownership is indicated, and the firm has remained independent and partner-owned since founding.
Berkeley Capital Advisors firmographics
Firmographics- Name
- Berkeley Capital Advisors
- Legal name
- Berkeley Capital Advisors
- Website
- https://berkeleycap.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Berkeley Capital Advisors is a private, partner-owned retail investment brokerage firm founded in 1997 that represents buyers and sellers of income-producing retail real estate across the United States through six offices, with $20.3 billion in cumulative retail sales volume.
- Ownership category
- akta.pro rank
Berkeley Capital Advisors industry classification
Industry- Product category
- Retail Real Estate Investment Brokerage
- NAICS
- Miscellaneous Intermediation (52391), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Real Estate Agents & Managers (For Others) (6531), Investment Advice (6282)
- akta.pro primary industry
- Investment Sales Brokerage (BPAJABAI)
- akta.pro secondary industries
- Capital Markets Advisory (Equity Placement, JV & Recapitalization) (BPAJABAL), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)
Keywords
Where Berkeley Capital Advisors is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
Berkeley Capital Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Investment Sales Brokerage: The firm earns commission-based fees on the sale of investment real estate properties. Berkeley Capital Advisors closes transactions representing both private, public, and institutional clients in their property acquisitions and dispositions. The firm specializes in representing income-producing real estate with a focus on retail investment properties including shopping centers, single-tenant net lease properties, and street retail assets.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Berkeley Capital Advisors product offering
Product offeringCore offering
Berkeley Capital Advisors is a retail investment brokerage firm that represents buyers and sellers of income-producing real estate across the United States. Core services include investment sales brokerage for shopping centers, single-tenant net lease properties, multi-tenant and street retail assets, plus specialized advisory around 1031 tax-deferred exchanges, capital markets/debt & equity placement, sale leaseback, and B2B M&A. The firm earns commissions on transactions totaling $20.3B+ in retail sales volume across 3,176+ income property transactions.
Product overview
Berkeley Capital Advisors is a retail investment brokerage firm offering a comprehensive suite of services centered on the sale of income-producing real estate across the United States. The firm's offerings include investment sales brokerage, single-tenant property brokerage, multi-tenant retail brokerage, street retail services, 1031 tax deferred exchanges, capital markets and debt & equity placement, sale leaseback advisory, and business-to-business M&A advisory. These services are delivered through a collaborative team approach across six office locations, with specialization in retail properties including shopping centers, power centers, strip retail, and single-tenant net lease assets.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Sales Brokerage Tailored investment real estate advisory services and transaction execution for income-producing retail properties across the United States, representing private, public, and institutional buyers and sellers.
- Single-Tenant Property Brokerage Specialized brokerage services for the sale of single-tenant net lease properties with emphasis on capturing the 1031 tax exchange market.
- Multi-Tenant Retail Brokerage Sale of multi-tenant retail assets including shopping centers, power centers, and strip retail properties throughout the Southeast.
- Street Retail Services Specialized clearing house for multi-tenant street retail assets combining underwriting expertise with relationships with active buyers.
- 1031 Tax Deferred Exchanges Advisory services for structuring tax-deferred exchanges, with principals having over 150+ years of combined specialized expertise.
- Capital Markets and Debt & Equity Placement Capital markets advisory services connecting clients with debt and equity financing solutions for their investment real estate transactions.
- Sale Leaseback Advisory Advisory services for sale leaseback transactions, helping business owners monetize their real estate while retaining operational space.
- Business-to-Business M&A Advisory Advisory services for business mergers and acquisitions in the commercial real estate sector.
Quantifiable outcome
- $20.3 Billion in total retail sales volume
- +3 more outcomes
Companies that use Berkeley Capital Advisors
Customer profileNamed customers7 records
Segments1 record
Ideal customer profiles1 record
Berkeley Capital Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Berkeley Capital Advisors partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Simon Property GroupcoreSimon Property Group acquired Phillips Place, a 134,000 SF premier shopping and dining destination in Charlotte, NC, from Berkeley Capital Advisors. The transaction represents a successful exit for BCA's client, with Simon acquiring the asset featuring national tenants including Restoration Hardware, Ralph Lauren, and others.
- Hackney Real Estate PartnersminorHackney Real Estate Partners acquired Windsor Square (660,000 SF center in Charlotte, NC) from Sterling Organization. BCA represented the seller and navigated the closing with loan assumption.
- InvenTrust PropertiesminorInvenTrust Properties acquired Eastfield Village for $22.5 million from MAB American. BCA represented the seller and procured the buyer.
- Kimco RealtycoreKimco Realty sold Shoppes at Easton (113,330 SF shopping center in Easton, MD) through Berkeley Capital Advisors. Alex Quarrier and Alex McDonald represented the seller in the sale to L2 Partners.
- L2 PartnersminorL2 Partners acquired Shoppes at Easton from Kimco Realty. BCA facilitated the transaction as the seller's representative.
- Acadia Realty TrustcoreAcadia Realty Trust sold Wake Forest Crossing in Wake Forest, North Carolina through Berkeley Capital Advisors. BCA facilitated the sale on behalf of Acadia Realty Trust.
- ABB CREminorABB CRE acquired Wake Forest Crossing from Acadia Realty Trust. BCA represented the seller and introduced the buyer through the firm's national buyer network.
Scale indicators13 records
Recent moves11 records
Expansion highlights5 records
Berkeley Capital Advisors competitors and assessment
Company assessmentDirect peers
- Stan Johnson Company: Largest U.S. single-tenant net-lease investment sales brokerage. Directly competes with BCA's 1031 exchange-focused single-tenant team on national net-lease mandates.
- Marcus & Millichap: Largest U.S. investment real estate brokerage specializing in the sale of commercial properties including retail, multifamily, and net-lease assets. Directly comparable in product focus, transaction-based model, and national footprint.
- SRS Real Estate Partners: National commercial real estate brokerage exclusively focused on retail properties, including shopping centers, single-tenant net lease, and street retail. Closest direct competitor to BCA's specialty.
- Matthews Real Estate Investment Services: Commercial real estate investment sales platform with a strong net-lease and retail practice. Comparable in transaction volume, partner-led model, and national expansion strategy.
- Mid-America Real Estate: Retail-specialized commercial real estate investment sales firm with strong Midwest presence. Directly comparable in retail brokerage focus and transaction-based revenue model.
Broad incumbents
- Colliers: Global commercial real estate services and investment management firm with active retail investment sales team. Competes with BCA on mid- and large-cap retail investment transactions.
- JLL Capital Markets: Global institutional commercial real estate services firm with a retail investment sales and capital markets practice. Competes with BCA on larger institutional retail mandates and capital markets advisory.
- Newmark Group: Global commercial real estate advisory firm with a growing retail investment sales practice and capital markets platform. Overlaps with BCA on institutional retail transactions.
- CBRE Investment Properties: World's largest commercial real estate services firm with significant retail investment sales and capital markets capabilities. Competes for institutional retail recapitalizations where BCA is sub-scale.
- Cushman & Wakefield: Global commercial real estate services firm with retail capital markets capabilities. Competes with BCA on national retail investment sales mandates and broader portfolio advisory.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Berkeley Capital Advisors social profiles
Digital presenceBerkeley Capital Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Berkeley Capital Advisors leadership team
Management profileNumber of profiles
Profiles16 records
Berkeley Capital Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Berkeley Capital Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Berkeley Capital Advisors
What does Berkeley Capital Advisors do?
Berkeley Capital Advisors is a retail investment brokerage firm that represents buyers and sellers of income-producing real estate across the United States. Core services include investment sales brokerage for shopping centers, single-tenant net lease properties, multi-tenant and street retail assets, plus specialized advisory around 1031 tax-deferred exchanges, capital markets/debt & equity placement, sale leaseback, and B2B M&A. The firm earns commissions on transactions totaling $20.3B+ in retail sales volume across 3,176+ income property transactions.
Is Berkeley Capital Advisors a public or private company?
Berkeley Capital Advisors is a private company. It is classified as management employee owned and is currently operating.
When was Berkeley Capital Advisors founded?
Berkeley Capital Advisors was founded in 1997. It employs 11 to 50 people.
Where is Berkeley Capital Advisors based?
Berkeley Capital Advisors is headquartered in Charlotte, United States, in the North America region.
How does Berkeley Capital Advisors make money?
One revenue line is on record: investment Sales Brokerage.
Who are Berkeley Capital Advisors's main competitors?
Direct peers on record are Stan Johnson Company, Marcus & Millichap, SRS Real Estate Partners, Matthews Real Estate Investment Services and Mid-America Real Estate. Broad incumbents are Colliers, JLL Capital Markets, Newmark Group, CBRE Investment Properties and Cushman & Wakefield.
Does Berkeley Capital Advisors have an API?
No public API is recorded for Berkeley Capital Advisors.
What industry is Berkeley Capital Advisors in?
Berkeley Capital Advisors's product category is Retail Real Estate Investment Brokerage. Its primary akta.pro industry code is BPAJABAI, Investment Sales Brokerage, with a secondary code of BPAJABAL, Capital Markets Advisory (Equity Placement, JV & Recapitalization). Its NAICS code is 52391 and its SIC code is 6531.