Capital Flow Monitor · Placement agents
Adam Young
Registered representative · Nationwide Planning Associates Inc. · CRD 6640146
Real-estate raises
6
Lodging raises
0
All raises seen
6
Total offered
$378.5M
Licensed / soliciting in: AZ CA NC NY PA RI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-10-02 | Cottonwood Riverfront DST UT | Other Real Estate | 506(b) | $74.9M | 53.7% |
| 2026-10-01 | FREX DB Series I DST NY | Other Real Estate | 506(c) | $40.2M | 28.5% |
| 2026-09-28 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 100.0% |
| 2026-09-09 | FREX DB Series I DST NY | Other Real Estate | 506(c) | $40.2M | 21.7% |
| 2026-08-25 | FREX DB Series I DST NY | Other Real Estate | 506(c) | $40.2M | 15.9% |
| 2026-08-14 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 97.7% |