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Berkeley Capital Advisors

Berkeley Capital Advisors

Agency

Member since April 2023

Alex Quarrier
Morgan Hall
Alex McDonald
Website
Website

$666M

Volume

$593M

Sold

$73M

Financed

16

Closed

4M sf

Area
AI SummaryBeta

Berkeley Capital Advisors is a retail-focused agency with a volume of $666M and 16 closed deals. Recent transactions include the acquisition of a commercial asset in Matthews for $87M and a retail center in Raleigh for $28.4M.

AI-generated from Traded deal data. May contain errors.

About

Berkeley Capital Advisors is a retail investment brokerage firm that deals exclusively in the representation of income-producing real estate. Since 1997, Berkeley Capital Advisors has closed 2,637 separate transactions with $17.6 billion in total sales volume. We consistently rank in the top 10 nationally for retail brokers.

Top Deals

SOLD
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George R. Kornegay IV And Trey Morgan Acquire South Union Shopping Center In Concord For Unspecified Amount
North Carolina | Retail
Trey Morgan
George R. Kornegay IV
08/24/2026
FINANCED
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Virginia | Retail | PPSF: $179
Rob Carter
01/20/2026

Focus

Retail

Sale


Markets


Headquarters

1228 East Morehead Street, Suite 200 Charlotte, North Carolina 28204


On the web

Website

Instagram

LinkedIn

Facebook


FAQs

Berkeley Capital Advisors has closed 16 deals (14 sales, 1 loan).

Berkeley Capital Advisors's most recent deal was on October 27, 2026.

Berkeley Capital Advisors's largest deals include a sale of $102,000,000.00 for 3312 Princess Anne Road, and a loan of $73,400,000.00 for 3332 Princess Anne Road.

Member since: April 2023

Deals

SOLD

Robert Heidenberg Of Heidenberg Properties Group Acquires Retail Center In Raleigh For $28.4M

$185/SF

3630 Sumner Boulevard, Raleigh, NC

NCCRE
Michael Klump
Thompson Brown
RH
Oct 27, 2026
SOLD

Waterstone Properties Group Acquires Commercial Asset In Matthews For $87 Million

$132/SF

1814 Windsor Square Drive, Matthews, NC

NCCRE
NS
Morgan Hall
Sep 25, 2026
SOLD

Neal Shalom And Richard Greer Of Waterstone Properties Group Acquire Commercial Asset In Matthews For $87M

$132/SF

1814 Windsor Square Drive, Matthews, NC

NCCRE
NS
Morgan Hall
RG
Sep 25, 2026
SOLD

George R. Kornegay IV And Trey Morgan Acquire South Union Shopping Center In Concord For Unspecified Amount

834 Union Street South, South, NC

NCCRE
Matthew Sagehorn
Trey Morgan
George R. Kornegay IV
Aug 24, 2026