Capital Flow Monitor · Placement agents
Cetera Financial Specialist
Registered representative · None · CRD 10358
Real-estate raises
4
Lodging raises
0
All raises seen
4
Total offered
$202.0M
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-09 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 72.6% |
| 2026-06-18 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 58.1% |
| 2026-05-22 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 44.5% |
| 2026-05-13 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 37.3% |