Capital Flow Monitor · Placement agents
Cetera Financial Specialists Llc
Firm · None · CRD 10358
Real-estate raises
7
Lodging raises
0
All raises seen
13
Total offered
$2.12B
Licensed / soliciting in: FL OR RI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-02 | iCapital Multi-Strategy Fund, L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-20 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 100.0% |
| 2026-03-17 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 82.1% |
| 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% |
| 2026-01-22 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2025-12-30 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2025-12-22 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 91.5% |
| 2025-12-10 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 77.2% |
| 2025-12-03 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 71.8% |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-09-09 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 55.2% |
| 2025-08-19 | HREX 6, DST TX | Residential | 506(b) | $246.5M | 100.0% |