Vol. I Registry · Broker Edition Shipped 2026
The brokers who actually close. Mapped by who fits your deal.
698 firms – 149 researched profiles with named producers, 2024 brokered volume, and notable-deal trace; 549 directory firms confirmed by corporate email domain. 626 firms ship with a direct named contact (email + phone); ~1,749 named contacts in total.
Sample
Specimen records
Six researched-profile records pulled live from the dataset that ships with v2.0. Sorted by 2024 brokered volume where independently reported. The full Edition includes 698 firms – 149 researched profiles and 549 directory firms – across capital-markets, investment-sales, debt placement, and net-lease shops.
Six Verified records pulled live from the dataset that ships with v1.0. Sorted by the most-citable single scale metric for each Edition – reported 2024 brokered volume for brokers, current gross AUM for sponsors. Firms whose disclosure mixes investment sales, capital markets, and leasing (the global full-service platforms) are honestly absent from the volume sort rather than shown with a fabricated combined number; they appear in the full Edition with their separately-reported figures intact.
Scope
What's in scope
698
149 researched profiles (named producer, deal volume, notable-deal trace) and 549 directory firms confirmed by corporate email domain. Capital-markets debt + equity, investment sales, net-lease, hospitality, multifamily-dedicated, and asset-class boutiques.
626
626 of 698 firms ship with a named direct contact – email and phone. ~1,749 named contacts in total. Researched-profile contacts are email-domain verified; directory contacts are sourced from the relationship database – verify before outreach.
Quarterly
Records re-verified on a rolling quarterly basis. 12 months of refreshes included with purchase. Producer departures, mergers, and rebrands tracked in changelog.
Audience
Who this is for
Sponsors hiring a broker
Filter to shops that have actually closed at your deal size, in your asset class, in your market – not just the brand your lender recognizes.
Capital-markets brokers
A standing map of competitor and complementary shops by specialty and geography – the reference that saves quarterly rebuilds.
Lender BD teams
Map the broker landscape that brings deal flow. Who covers what, who focuses where, and which firms carry agency or life-co relationships into your asset class.
Investment-sales analysts
Building reference grids on the capital-markets ecosystem for IC memos and counterparty review. Same record schema as the Lender Edition – the two are designed to sit side by side.
Schema
What's in each record
- Firm name, HQ city/state, and firm website
- Named principal or lead producer – the individual, not just the brand
- Specialty (Investment Sales / Debt & Equity / Leasing / Mixed) and primary asset classes
- 2024 deal volume and deal count where reported; 2023 comparison for YoY momentum
- Team size (capital-markets producers) and office count
- 2–4 recent notable deals per Verified record (year, asset type, city, size, role)
- Markets served at MSA-level granularity
- Awards and honors (SIOR Top 50, NAIOP, CCIM) where applicable
- Named direct contact (name, title, direct email, direct phone) for 626 of 698 firms – approximately 1,749 named contacts in total. Researched-profile contacts have email domains confirmed against the firm’s own website; directory contacts are sourced from the practitioner relationship database (verify before outreach). The remaining firms carry named leadership and the firm website.
- Two-tier model: 149 researched profiles (primary-source dossier) and 549 directory firms (identity confirmed, corporate email domain verified across named contacts).
Delivery
What ships in the ZIP
HTML
Browse and filter
Use for: sourcing on a specific deal – works offline in any browser.
XLSX
Analyst workbook
Use for: pivot tables, lender grids, OM financing sections.
CSV
CRM-ready flat file
Use for: Salesforce / HubSpot import without column-mapping work.
Print reference
Use for: desk reference, deal file, offline reading.
MD
AI-agent ingestion
Use for: vault workflows, grep, LLM context – paste directly into Claude, Cursor, or any agent pipeline.
Reference
FAQ
What exactly ships in v2.0?
698 firms across capital-markets debt + equity, investment sales, net-lease specialists, hospitality desks, multifamily-dedicated shops, and asset-class boutiques. The file uses a two-tier model: 149 researched profiles built from primary-source research (named producer, 2024 brokered volume where independently reported, 2–4 notable deals); and 549 directory firms confirmed by a corporate email domain shared across multiple named contacts from the practitioner relationship database. 626 firms ship with a named direct contact (email and phone) – approximately 1,749 named contacts in total. Directory contacts are current at time of capture; verify before outreach.
Do broker records include phone numbers and email addresses?
Yes, for 626 of 698 firms – approximately 1,749 named contacts in total. Researched-profile contacts have email domains confirmed against the firm’s own website. Directory contacts are drawn from the practitioner relationship database and current at time of capture – verify before outreach. The remaining 72 firms carry named leadership and the firm website; direct phone and email were not available at press time.
What is the difference between a "researched profile" and a "directory firm"?
A researched profile is a primary-source firm dossier: named producer, confirmed 2024 deal activity at the stated asset class and size, and at least one additional citable data point (league-table rank, press-release volume, or award). A directory firm has its identity confirmed by a corporate email domain shared across multiple named contacts from the practitioner relationship database – the firm is real and active, but a full primary-source dossier has not been compiled. Directory contacts should be verified independently before outreach. The Lender Edition uses the same three-tier schema (Verified / Contact-only / Coverage-only) for cross-file consistency.
How does this differ from the Lender Edition?
Lender Edition maps capital providers. Broker Edition maps the intermediaries who place deals to them. Most CRE finance work touches both sides – the two Editions share record schemas and verification tiers so a firm’s Verified status carries the same meaning across files. Broker-specific fields (specialty, deal counts, notable deals, awards) replace lender-only fields (LTV, rate type, agency programs).
Are updates included?
Yes – 12 months of quarterly refreshes at no extra cost. Producer departures, firm rebrands, M&A, and wind-downs are tracked in the changelog so a record’s history stays attributable. The download link replaces in place; no re-purchase needed.
What formats do I receive?
Five formats ship in the same ZIP: interactive HTML (start here – works offline), XLSX workbook with Master plus 10 category sub-tabs, CSV flat export for CRM import (Salesforce, HubSpot, etc.), printable PDF reference, and MD flat export for AI-agent ingestion, vault workflows, and grep. Plus README with the methodology and changelog.
Refund policy?
Digital downloads are non-refundable once accessed. If the wrong file is delivered, a download is corrupted, or the product materially differs from its description, contact us within 14 days at support@valoreregistry.com and we will replace it or refund it.
Pricing
Pricing & license
Founders' price (first 14 days from Dispatch launch) $67
Retail $97
Single ZIP delivery: HTML · XLSX · CSV · PDF · MD. 12 months of quarterly refreshes included. Informational only – verify all counterparty information independently before transacting.
Any Verified record with a dead direct line within 90 days — we replace it free, within 5 business days.
Quarterly refresh. Free re-download for 12 months from purchase.
14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly.
Or get this in All-Access Bundle for $997 — save ~44% vs à la carte.See all bundles →