Capital Flow Monitor · Placement agents
Cetera Wealth Services, Llc
Firm · None · CRD 6496696
Real-estate raises
35
Lodging raises
0
All raises seen
41
Total offered
$3.94B
Licensed / soliciting in: AR AZ CA CO FL IA IL MA MN MS NC NJ NY OH OR PA TX WA WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-30 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 85.8% |
| 2026-07-21 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 81.0% |
| 2026-07-10 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 74.2% |
| 2026-06-26 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 70.5% |
| 2026-05-29 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 63.0% |
| 2026-05-21 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 61.3% |
| 2026-05-15 | CAMPBELL FUND TRUST MD | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-05-14 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 59.0% |
| 2026-04-22 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 54.3% |
| 2026-04-22 | HREX 8, DST TX | Other Real Estate | 506(b) | $145.3M | 100.0% |
| 2026-03-27 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 100.0% |
| 2026-03-20 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 100.0% |
| 2026-03-20 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 100.0% |
| 2026-03-17 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 82.1% |
| 2026-03-12 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 99.1% |
| 2026-03-09 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 97.1% |
| 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% |
| 2026-02-13 | CF Chestnut Street Multifamily DST NY | Residential | 506(b) | $82.3M | 100.0% |
| 2026-02-06 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 98.5% |
| 2026-01-28 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 80.4% |
| 2026-01-22 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2026-01-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 99.9% |
| 2025-12-30 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 60.4% |
| 2025-12-30 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2025-12-29 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 88.4% |
| 2025-12-22 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 91.5% |
| 2025-12-18 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 47.9% |
| 2025-12-10 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 77.2% |
| 2025-12-05 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 34.3% |
| 2025-12-05 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 70.4% |
| 2025-12-03 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 71.8% |
| 2025-11-25 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 49.4% |
| 2025-11-14 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 64.1% |
| 2025-11-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 91.9% |
| 2025-10-31 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 88.0% |
| 2025-10-03 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 71.9% |
| 2025-09-19 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 67.5% |
| 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% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |