Capital Flow Monitor · Placement agents
Concorde Investment Services
Registered representative · None · CRD 151604
Real-estate raises
10
Lodging raises
0
All raises seen
10
Total offered
$398.4M
Licensed / soliciting in: AK AL AR AZ CA CO CT DC DE FL GA HI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-09-21 | Project Edison 55 at Dripping Springs LLC TX | Residential | 506(c) | $20.5M | 51.6% |
| 2026-08-06 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 96.5% |
| 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% |
| 2026-05-06 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 32.2% |
| 2026-05-01 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 26.9% |
| 2026-04-13 | Project Edison 55 at Woodforest LLC TX | Residential | 506(c) | $12.2M | 85.4% |
| 2025-09-16 | Project Edison 55 at Woodforest LLC TX | Residential | 506(c) | $12.2M | 85.4% |