Capital Flow Monitor · Placement agents
Clay Schmidt
Registered representative · Realized Financial, Inc. · CRD 6920482
Real-estate raises
4
Lodging raises
0
All raises seen
4
Total offered
$367.6M
Licensed / soliciting in: CO FL WA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-03-10 | IREX IV Industrial Portfolio DST TX | Commercial | 506(b) | $94.0M | 85.3% |
| 2026-02-13 | IREX IV Industrial Portfolio DST TX | Commercial | 506(b) | $94.0M | 44.1% |
| 2026-01-27 | IREX IV Industrial Portfolio DST TX | Commercial | 506(b) | $94.0M | 35.7% |
| 2025-07-15 | IREX II Storage Portfolio DST TX | Commercial | 506(b) | $85.7M | 94.1% |