Capital Flow Monitor · Placement agents
American Trust Investment Services Inc.
Firm · None · CRD 3001
Real-estate raises
19
Lodging raises
0
All raises seen
34
Total offered
$2.61B
Licensed / soliciting in: AZ CA CO CT FL GA HI IL MA ME MI NV NY PA TX WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-22 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 100.0% |
| 2026-07-08 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 98.2% |
| 2026-07-08 | RGP Income Fund II, LP TX | Oil and Gas | 506(c) | $175.0M | 76.5% |
| 2026-06-16 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 89.9% |
| 2026-06-05 | Wolf Fork Minerals, LLC TX | Oil and Gas | 506(c) | $20.9M | 38.6% |
| 2026-06-04 | RGP Income Fund II, LP TX | Oil and Gas | 506(c) | $125.0M | 89.8% |
| 2026-06-02 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 68.1% |
| 2026-05-06 | RGP Income Fund II, LP TX | Oil and Gas | 506(c) | $125.0M | 84.9% |
| 2026-04-22 | BV Ernest Health Neuro Rehab DST TX | Other Real Estate | 506(c) | $77.7M | 45.9% |
| 2026-04-08 | RGP Income Fund II, LP TX | Oil and Gas | 506(c) | $125.0M | 79.2% |
| 2026-04-07 | AmTru AI Inference Ventures, LLC CA | Investment Banking | 506(c) | $11.4M | 42.0% |
| 2026-03-09 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 100.0% |
| 2026-03-09 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 100.0% |
| 2026-03-03 | RGP Income Fund II, LP TX | Oil and Gas | 506(c) | $125.0M | 74.0% |
| 2026-03-02 | AmTru Medical Device Ventures LLC CA | Investment Banking | 506(c) | $6.0M | 13.3% |
| 2026-02-05 | RGP Income Fund II, LP TX | Oil and Gas | 506(c) | $125.0M | 72.4% |
| 2026-01-13 | NexPoint Life Sciences III DST TX | Other Real Estate | 506(c) | $30.7M | 82.1% |
| 2026-01-09 | RGP Income Fund II, LP TX | Oil and Gas | 506(c) | $125.0M | 71.6% |
| 2025-12-31 | Velocis Maple Grove BTR DST TX | Other Real Estate | 506(c) | $11.3M | 50.1% |
| 2025-12-17 | AmTru AI Inference Ventures, LLC CA | Investment Banking | 506(c) | $11.4M | 29.5% |
| 2025-12-12 | Dynocardia, Inc. MA | Other Health Care | 506(b) | $2.0M | 62.0% |
| 2025-10-07 | NexPoint Semiconductor Manufacturing DST TX | Other Real Estate | 506(c) | $136.9M | 100.0% |
| 2025-09-22 | PG Ocean DST GA | Other Real Estate | 506(c) | $39.8M | 100.0% |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-09-05 | AmeriFunds Secured Income Fund II, LLC AZ | Other | 506(b) | $50.0M | 26.2% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-21 | AI Growth Fund, LP VA | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-08-20 | WH Strategic Opportunities Fund IV LP VA | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-08-13 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 62.4% |
| 2025-08-11 | CF One William Parent DST NY | Residential | 506(b) | $44.8M | 100.0% |
| 2025-08-06 | NexPoint Life Sciences III DST TX | Other Real Estate | 506(c) | $30.7M | 46.2% |
| 2025-07-29 | HPI Real Estate Fund XIV LLC CT | Commercial | 506(c) | $200.0M | 90.6% |
| 2025-07-16 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 53.4% |
| 2025-07-02 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 48.8% |