Capital Flow Monitor · Placement agents

Brian Ragen

Registered representative · Concorde Investment Services, LLC · CRD 1822796

Real-estate raises

3

Lodging raises

0

All raises seen

3

Total offered

$198.8M

Licensed / soliciting in: CA FL NV OR

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-06-02 BREX Net Lease Industrial I DST NY Other Real Estate 506(b) $80.1M 14.2%
2026-05-22 BREX Net Lease Industrial I DST NY Other Real Estate 506(b) $80.1M 10.2%
2025-07-02 AX DG San Antonio, DST NY Other Real Estate 506(b) $38.7M 100.0%