Capital Flow Monitor · Placement agents
Concorde Investment Services, Llc
Firm · None · CRD 151604
Real-estate raises
149
Lodging raises
0
All raises seen
157
Total offered
$12.55B
Licensed / soliciting in: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL KY LA MA MD ME MI MN MO ND NH NJ NV NY OH OR PA RI SC SD TX UT WA WI WY
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% |
| 2026-07-29 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 30.6% |
| 2026-07-24 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 90.0% |
| 2026-07-21 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 81.0% |
| 2026-07-17 | MDS 2026-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 40.4% |
| 2026-07-10 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 74.2% |
| 2026-07-09 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 82.9% |
| 2026-07-09 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 84.8% |
| 2026-07-08 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 26.0% |
| 2026-07-01 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 57.2% |
| 2026-06-26 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 52.2% |
| 2026-06-26 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 70.5% |
| 2026-06-24 | MDS 2026-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 19.6% |
| 2026-06-17 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 20.6% |
| 2026-06-16 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 43.8% |
| 2026-06-12 | HPI Farmhouse DST CT | Other Real Estate | 506(c) | $28.8M | 92.5% |
| 2026-06-11 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 39.6% |
| 2026-06-11 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 75.7% |
| 2026-06-04 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 17.3% |
| 2026-06-03 | HPI Farmhouse DST CT | Other Real Estate | 506(c) | $28.8M | 81.7% |
| 2026-05-29 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 63.0% |
| 2026-05-21 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 16.7% |
| 2026-05-21 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 61.3% |
| 2026-05-21 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 73.5% |
| 2026-05-19 | HPI Farmhouse DST CT | Other Real Estate | 506(c) | $28.8M | 79.1% |
| 2026-05-19 | BR Diversified Industrial Portfolio 6, DST NY | Other Real Estate | 506(c) | $71.0M | 100.0% |
| 2026-05-14 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 59.0% |
| 2026-05-12 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 15.4% |
| 2026-04-30 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 62.8% |
| 2026-04-27 | HPI Farmhouse DST CT | Other Real Estate | 506(c) | $28.8M | 68.7% |
| 2026-04-15 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 12.4% |
| 2026-04-14 | HPI Farmhouse DST CT | Other Real Estate | 506(c) | $28.8M | 55.3% |
| 2026-04-13 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 53.0% |
| 2026-04-07 | HPI Farmhouse DST CT | Other Real Estate | 506(c) | $28.8M | 49.5% |
| 2026-04-01 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 9.9% |
| 2026-03-30 | PG Manchester Industrial DST GA | Other Real Estate | 506(c) | $28.1M | 100.0% |
| 2026-03-30 | PG Omaha Landmark DST GA | Other Real Estate | 506(c) | $27.6M | 100.0% |
| 2026-03-27 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 100.0% |
| 2026-03-25 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 48.9% |
| 2026-03-20 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 1.5% |
| 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% |
| 2026-03-13 | Inland ALT Senior Living DST IL | Other Real Estate | 506(b) | $77.3M | 100.0% |
| 2026-03-12 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 99.1% |
| 2026-03-11 | CF Landings Multifamily DST NY | Residential | 506(b) | $36.0M | 0.0% |
| 2026-03-10 | IREX IV Industrial Portfolio DST TX | Commercial | 506(b) | $94.0M | 85.3% |
| 2026-03-09 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 92.5% |
| 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% |
| 2026-03-04 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 43.0% |
| 2026-02-17 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 30.5% |
| 2026-02-13 | IREX IV Industrial Portfolio DST TX | Commercial | 506(b) | $94.0M | 44.1% |
| 2026-02-13 | CF Chestnut Street Multifamily DST NY | Residential | 506(b) | $82.3M | 100.0% |
| 2026-02-13 | Moody National Financial Fund III, LLC TX | Residential | 506(c) | $40.0M | 41.5% |
| 2026-02-06 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 98.5% |
| 2026-02-05 | ALT Student Housing DST IL | Other Real Estate | 506(b) | $77.2M | 100.0% |
| 2026-02-03 | HPI Tremont DST CT | Other Real Estate | 506(c) | $21.6M | 100.0% |
| 2026-01-28 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 80.4% |
| 2026-01-27 | IREX IV Industrial Portfolio DST TX | Commercial | 506(b) | $94.0M | 35.7% |
| 2026-01-23 | Cottonwood Communities, Inc. UT | REITS and Finance | 506(b) | $150.0M | 21.8% |
| 2026-01-22 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2026-01-21 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 22.2% |
| 2026-01-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 80.7% |
| 2026-01-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 99.9% |
| 2026-01-12 | Moody Village Towers DST TX | Commercial | 506(c) | $136.3M | 42.5% |
| 2025-12-31 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 70.8% |
| 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% |
| 2025-12-30 | Capital Square Apartment Operating Partnership, L.P. VA | REITS and Finance | 506(b) | $34.9M | 55.3% |
| 2025-12-29 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 88.4% |
| 2025-12-22 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 66.5% |
| 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 Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 50.5% |
| 2025-12-10 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 77.2% |
| 2025-12-10 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 95.2% |
| 2025-12-09 | HPI Tremont DST CT | Other Real Estate | 506(c) | $21.6M | 92.0% |
| 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% |
| 2025-11-26 | HPI Tremont DST CT | Other Real Estate | 506(c) | $21.6M | 80.4% |
| 2025-11-25 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 28.6% |
| 2025-11-25 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 49.4% |
| 2025-11-24 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 29.9% |
| 2025-11-20 | NexPoint Life Sciences II DST TX | Other Real Estate | 506(c) | $40.5M | 100.0% |
| 2025-11-19 | HPI Tremont DST CT | Other Real Estate | 506(c) | $21.6M | 71.4% |
| 2025-11-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 23.5% |
| 2025-11-14 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 33.1% |
| 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% |
| 2025-11-07 | HPI Tremont DST CT | Other Real Estate | 506(c) | $21.6M | 54.3% |
| 2025-11-07 | NexPoint Life Sciences II DST TX | Other Real Estate | 506(c) | $40.5M | 97.7% |
| 2025-11-06 | PG Dallas Industrial DST GA | Other Real Estate | 506(c) | $27.9M | 100.0% |
| 2025-11-06 | HREX 7, DST TX | Other Real Estate | 506(b) | $199.8M | 100.0% |
| 2025-10-31 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 21.2% |
| 2025-10-31 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 88.0% |
| 2025-10-29 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 19.9% |
| 2025-10-27 | BREX Parker MF DST NY | Other Real Estate | 506(b) | $66.2M | 100.0% |
| 2025-10-23 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 89.4% |
| 2025-10-20 | PG Phoenix West DST GA | Other Real Estate | 506(c) | $35.5M | 100.0% |
| 2025-10-15 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 86.6% |
| 2025-10-14 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 86.4% |
| 2025-10-09 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 14.6% |
| 2025-10-08 | Moody Med Center 1 DST TX | Commercial | 506(c) | $33.5M | 100.0% |
| 2025-10-03 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 79.4% |
| 2025-10-03 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 60.3% |
| 2025-10-03 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 71.9% |
| 2025-10-02 | National Senior Living Portfolio DST IL | Residential | 506(b) | $149.0M | 100.0% |
| 2025-10-01 | BT Columbia Student Housing DST WI | Residential | 506(c) | $26.1M | 100.0% |
| 2025-09-22 | PG Ocean DST GA | Other Real Estate | 506(c) | $39.8M | 100.0% |
| 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% |
| 2025-09-17 | Cottonwood Communities, Inc. UT | Residential | 506(b) | $150.0M | 66.6% |
| 2025-09-15 | CSRA Opportunity Zone Fund IX, LLC VA | Commercial | 506(c) | $77.4M | 20.6% |
| 2025-09-09 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 55.2% |
| 2025-09-09 | NexPoint Life Sciences II DST TX | Other Real Estate | 506(c) | $40.5M | 91.4% |
| 2025-09-04 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 34.5% |
| 2025-08-29 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 60.3% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-28 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 20.9% |
| 2025-08-19 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 49.8% |
| 2025-08-19 | HREX 6, DST TX | Residential | 506(b) | $246.5M | 100.0% |
| 2025-08-13 | AEI Healthcare Portfolio VI DST MN | Commercial | 506(b) | $22.0M | 11.9% |
| 2025-08-13 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 62.4% |
| 2025-08-11 | CF One William Parent DST NY | Residential | 506(b) | $44.8M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased All-Cash 9 DST CA | Commercial | 506(b) | $24.8M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased All-Cash 7 DST CA | Commercial | 506(b) | $24.8M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 67 DST CA | Commercial | 506(b) | $48.1M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 66 DST CA | Commercial | 506(b) | $63.8M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 65 DST CA | Commercial | 506(b) | $49.2M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 64 DST CA | Commercial | 506(b) | $53.3M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 6 DST CA | Commercial | 506(b) | $23.3M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 5 DST CA | Commercial | 506(b) | $18.3M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 4 DST CA | Commercial | 506(b) | $22.9M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 3 DST CA | Commercial | 506(b) | $16.4M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 3 DST CA | Commercial | 506(b) | $16.4M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 2 DST CA | Commercial | 506(b) | $24.8M | 100.0% |
| 2025-08-04 | Columbia SC Student Housing DST IL | Residential | 506(b) | $128.7M | 100.0% |
| 2025-07-31 | CF Bromley Multifamily DST NY | Residential | 506(b) | $49.4M | 100.0% |
| 2025-07-30 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 34.5% |
| 2025-07-29 | HPI Bandera DST CT | Other Real Estate | 506(c) | $20.7M | 100.0% |
| 2025-07-29 | BREX Parker MF DST NY | Other Real Estate | 506(b) | $66.2M | 94.3% |
| 2025-07-29 | HPI Real Estate Fund XIV LLC CT | Commercial | 506(c) | $200.0M | 90.6% |
| 2025-07-28 | JLLX Diversified 9, DST IL | Other Real Estate | 506(b) | $168.5M | 92.9% |
| 2025-07-21 | HPI Bandera DST CT | Other Real Estate | 506(c) | $20.7M | 98.1% |
| 2025-07-16 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 29.1% |
| 2025-07-16 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 27.3% |
| 2025-07-16 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 53.4% |
| 2025-07-16 | BREX Parker MF DST NY | Other Real Estate | 506(b) | $66.2M | 84.7% |
| 2025-07-16 | Minneapolis MSA Senior Living Portfolio II DST IL | Residential | 506(b) | $56.0M | 100.0% |
| 2025-07-15 | IREX II Storage Portfolio DST TX | Commercial | 506(b) | $85.7M | 94.1% |
| 2025-07-08 | BREX Parker MF DST NY | Other Real Estate | 506(b) | $66.2M | 80.8% |
| 2025-07-07 | HPI Bandera DST CT | Other Real Estate | 506(c) | $20.7M | 96.5% |
| 2025-07-02 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 22.8% |
| 2025-07-02 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 48.8% |