Coverage
What’s in the database
35,000+ capital partner firms and 60,000+named contacts across the U.S. commercial real estate capital stack — equity and debt, real-estate-only. Figures verified 2026-08-19 and rounded down.
Coverage by investor type
| Investor type | Firms |
|---|---|
| Family offices and private wealthSingle family offices, multi-family offices, and private wealth teams | 13,000+ |
| Pensions, endowments, foundations, sovereignPublic and corporate pensions, endowments, foundations, sovereign wealth funds, government agencies | 8,200+ |
| Advisors and allocatorsRIAs and OCIO / investment consultants | 6,000+ |
| Funds and asset managersAsset managers, private equity real estate funds, funds of funds, hedge funds | 2,800+ |
| Insurance and corporate investorsInsurance company balance sheets and corporate investors | 2,300+ |
| Lenders and banksBanks, debt funds, mortgage banks and mortgage REITs, credit unions | 1,300+ |
| Real estate companies and REITsOperating companies and REITs investing their own balance sheet | 800+ |
| Intermediaries and capital raisersInvestment banks, broker-dealers, and capital raisers | 250+ |
| Total | 35,000+ |
Depth is heaviest on the equity and allocator side — family offices, RIAs, pensions, and foundations — which is where nearly 15 years of placement-agent work concentrated. Lender coverage is real but younger: debt was added to the product in 2026 and is expanding.
What every profile carries
- Investor type and AUM tier
- Headquarters, metro area, and other offices
- Investment structures - LP, JV / co-GP, preferred equity, fund LP
- Check size range
- Property types and geographies
- Risk profile - core through development
- Debt products, loan size, LTV / LTC, term, and rate type where applicable
- A written investor summary
- Named contacts with title, email, phone, and LinkedIn
- Recent news and filing signals
Not every field is filled on every firm — no database of this size can honestly claim that. What we do is tell you which is which, rather than letting you assume a blank means “no.”
Confirmed, or we say so
Most databases give you a firm and let you assume the record is complete. For every criterion — property type, geography, structure, risk profile — a firm here is in one of two states, and we never let the second pass for the first:
- Confirmed match
- We have established that the firm does this. It appears in your search, full stop.
- May also match
- We have not established it either way. These are held back by default, so what a search hands you is only what someone verified. Switch them on when you would rather see every possibility than only the certain ones - they stay labelled, so you always know which is which.
How it stays current
This is not a one-time scrape. The catalog is maintained through direct relationships with LPs, family offices, institutional investors, and allocators, ongoing industry connections, and public sources — news, fund announcements, filings, and allocation reports.
It is also in daily use. The same database runs an institutional CRE debt fund, so mandates, new funds, and personnel moves get corrected because being wrong costs a deal. See About for the longer story.
Common questions about the data
Where does the data come from?
The database started as a working tool used internally to raise equity and debt for sponsors over nearly 15 years, and it is still in daily use running a fund. It combines:
- Direct relationships with LPs, family offices, institutional investors, and allocators
- Ongoing industry connections and conference intelligence
- Public data — news, fund announcements, filings, and allocation reports
It is curated, not scraped. See About for the longer story.
How often is the data updated?
Continually. Firms shift mandates, close new funds, hire new principals, and step away from segments — the database tracks those changes as they happen. It is not a one-time scrape that goes stale.
Do you cover both equity and debt?
Yes. On the equity side: LP and JV / co-GP capital, preferred equity, and fund LPs. On the debt side: bridge, construction, permanent, agency / CMBS, life-company, mezzanine, and fix-and-flip. Real-estate-only, and curated by people who have raised both. As the table above shows, equity and allocator coverage is deeper than lender coverage today.
What if I find an error in a firm's data?
Email support@investorroster.com with the firm name and the correction. We review every report and update the source database, so the fix is visible to all subscribers, not just you.
How is this different from other CRE investor databases?
Two main differences.
- Real CRM workflow. Most others are closer to a directory — you find a firm, copy what you need into your own spreadsheet, and track outreach somewhere else. Here the workflow is built in: saved lists, notes, deal pipelines, outreach tracking, follow-up reminders. You work the database in place.
- Operator-built. Curated over nearly 15 years by a working placement agent who used it to actually raise capital for sponsors, and running an institutional CRE debt fund today. The schema reflects how raising actually happens, not how an outside team imagines it should.
How is this different from the big research platforms?
The generalist platforms are excellent at what they do: private equity, venture capital, real estate, and credit across every asset class. They cost $30,000+ per year and are sold to institutional teams.
Investor Roster is CRE-specific, equity and debt, and priced for individual active sponsors and small capital markets teams. We go deep on the capital stack instead of wide across asset classes, and we wrap a real workflow around the data.
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