Berkeley Capital Advisors

Berkeley Capital Advisors is a retail investment brokerage that deals exclusively in income-producing real estate, selling single-tenant net lease, street retail, multi-tenant, and shopping center assets for private and institutional owners across the United States.

The firm sells as a team rather than through a single broker, describing a 1:6 principal to investment team member ratio and unbiased advisory at every stage of the transaction. Areas of expertise listed include capital markets and debt and equity placement, sale-leaseback advisory, business-to-business M&A advisory, and tax-deferred exchanges; the principals cite over 150 years of combined experience structuring 1031 exchanges.

Berkeley Capital Advisors was established on April 1, 1997 in Charlotte, North Carolina, and is independent and partner-owned. The site states that since 1997 it has closed 3,010 separate transactions with $18.9 billion in total sales volume, and that it consistently ranks in the top 10 nationally for retail brokers according to Real Capital Analytics. Offices opened in Asheville in 2011 and Nashville in 2013, and a West Coast office followed in 2021; the locations page lists Charlotte, San Jose, Nashville, Asheville, Richmond, and Charleston. At its 25-year mark in 2022 the firm reported 38 people including eight partners.

The homepage counter shows different totals from the prose, listing $20.3 billion and 3,176 transactions against the 3,010 transactions and $18.9 billion stated elsewhere, so current figures are worth confirming.