Capital Flow Monitor · Placement agents

Ameriprise Financial Services, Llc

Firm · None · CRD 5979

Real-estate raises

6

Lodging raises

0

All raises seen

9

Total offered

$1.96B

Licensed / soliciting in: AL AZ CA CO CT DE FL GA HI ID IL IN KS MA MD ME MN MO MT NC NJ NV NY OR PA SC SD TX VA WI

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-05-12 LOCORR FUTURES PORTFOLIO FUND L.P. MN Pooled Investment Fund / Other Investment Fund 506(b)
2026-04-22 HREX 8, DST TX Other Real Estate 506(b) $145.3M 100.0%
2026-03-02 ADREX Diversified 9 DST CO Other Real Estate 506(b) $436.7M 100.0%
2026-02-27 ADREX Diversified 10 DST CO Other Real Estate 506(b) $539.6M 70.6%
2025-11-06 HREX 7, DST TX Other Real Estate 506(b) $199.8M 100.0%
2025-10-20 ADREX Diversified 8 DST CO Other Real Estate 506(b) $395.2M 100.0%
2025-09-03 Exchange Place: All Cap II LP NY Pooled Investment Fund / Other Investment Fund 506(b)
2025-08-19 HREX 6, DST TX Residential 506(b) $246.5M 100.0%
2025-07-31 CV QOZ Partners Series G, LP NY Pooled Investment Fund / Other Investment Fund 506(b)