Capital Flow Monitor · Placement agents
Berthel, Fisher & Company Financial Services, Inc.
Firm · None · CRD 13609
Real-estate raises
25
Lodging raises
0
All raises seen
33
Total offered
$4.01B
Licensed / soliciting in: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL MA MD ME MI MN MO MT NJ OR SC TX UT
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-26 | Fidelity Exchange Fund, LP MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-05-19 | BR Diversified Industrial Portfolio 6, DST NY | Other Real Estate | 506(c) | $71.0M | 100.0% |
| 2026-05-15 | CAMPBELL FUND TRUST MD | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-17 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 82.1% |
| 2026-03-09 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 92.5% |
| 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% |
| 2026-02-05 | ALT Student Housing DST IL | Other Real Estate | 506(b) | $77.2M | 100.0% |
| 2026-01-22 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2026-01-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 80.7% |
| 2026-01-14 | Fidelity Private Equity Multi-Strategy Fund III LP MA | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-01-14 | Fidelity Private Equity Multi-Strategy Fund III LP - Offshore MA | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-12-31 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 70.8% |
| 2025-12-30 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2025-12-22 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 66.5% |
| 2025-12-10 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 50.5% |
| 2025-12-03 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 71.8% |
| 2025-11-25 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 28.6% |
| 2025-11-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 23.5% |
| 2025-10-31 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 17.6% |
| 2025-10-23 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 89.4% |
| 2025-10-20 | PG Phoenix West DST GA | Other Real Estate | 506(c) | $35.5M | 100.0% |
| 2025-10-17 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 5.2% |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-09-17 | Cottonwood Communities, Inc. UT | Residential | 506(b) | $150.0M | 66.6% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-13 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 62.4% |
| 2025-08-04 | Columbia SC Student Housing DST IL | Residential | 506(b) | $128.7M | 100.0% |
| 2025-07-29 | HPI Real Estate Fund XIV LLC CT | Commercial | 506(c) | $200.0M | 90.6% |
| 2025-07-18 | NLCA DG Investment Grade Portfolio 1 DST NH | Other Real Estate | 506(c) | $36.0M | 77.7% |
| 2025-07-16 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 53.4% |
| 2025-07-03 | BOSTON LOGISTICS PROPERTY DST NH | Other Real Estate | 506(b) | $591.8M | 98.8% |
| 2025-07-02 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 48.8% |