Capital Flow Monitor · Placement agents
Cetera Investment Services Llc
Firm · None · CRD 15340
Real-estate raises
3
Lodging raises
0
All raises seen
8
Total offered
$1.72B
Licensed / soliciting in: CO TN TX
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-04-22 | HREX 8, DST TX | Other Real Estate | 506(b) | $145.3M | 100.0% |
| 2026-03-17 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 82.1% |
| 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% |
| 2025-12-03 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 71.8% |
| 2025-10-02 | National Senior Living Portfolio DST IL | Residential | 506(b) | $149.0M | 100.0% |
| 2025-09-09 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 55.2% |
| 2025-08-04 | Columbia SC Student Housing DST IL | Residential | 506(b) | $128.7M | 100.0% |