Capital Flow Monitor · Placement agents
D.a. Davidson & Co.
Firm · None · CRD 199
Real-estate raises
20
Lodging raises
0
All raises seen
28
Total offered
$1.99B
Licensed / soliciting in: AL CA CO CT FL GA IA ID IL KS MN MO MS NC ND NE NJ NY OH OK OR TX WA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-06-23 | Board Management Software, Inc. IN | Other Technology | 506(b) | $5.4M | 100.0% |
| 2026-05-19 | BR Diversified Industrial Portfolio 6, DST NY | Other Real Estate | 506(c) | $71.0M | 100.0% |
| 2026-05-19 | Fortress Net Lease REIT NY | REITS and Finance | 506(b) | — | — |
| 2026-04-14 | COMMUNITY NATIONAL CORP /TN TN | Commercial Banking | 506(b) | $11.0M | 100.0% |
| 2026-04-02 | Spend Life Wisely Company, Inc. OK | Commercial Banking | 506(b) | $65.0M | 100.0% |
| 2026-03-09 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 92.5% |
| 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% |
| 2026-01-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 80.7% |
| 2025-12-31 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 70.8% |
| 2025-12-22 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 66.5% |
| 2025-12-17 | FIRST OTTAWA BANCSHARES, INC. IL | Commercial Banking | 506(b) | $33.5M | 100.0% |
| 2025-12-10 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 50.5% |
| 2025-12-08 | Chilean Cobalt Corp. PA | Other Energy | 506(b) | $3.0M | 100.0% |
| 2025-11-25 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 28.6% |
| 2025-11-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 23.5% |
| 2025-10-31 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 17.6% |
| 2025-10-24 | Fortress Net Lease REIT NY | REITS and Finance | 506(b) | — | — |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-28 | K2 Overseas Investors I Ltd D8 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-08-15 | Fortress Net Lease REIT NY | REITS and Finance | 506(b) | — | — |
| 2025-08-13 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 62.4% |
| 2025-08-04 | Columbia SC Student Housing DST IL | Residential | 506(b) | $128.7M | 100.0% |
| 2025-07-16 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 53.4% |
| 2025-07-09 | Bridgewater Bancshares Inc MN | Commercial Banking | 506(b) | $80.0M | 100.0% |
| 2025-07-08 | Bridgewater Bancshares Inc MN | Commercial Banking | 506(b) | $80.0M | 100.0% |
| 2025-07-02 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 48.8% |