Capital Flow Monitor · Placement agents
David Bernard Levinson
Registered representative · American Trust Investment Services, Inc. · CRD 000705929
Real-estate raises
3
Lodging raises
0
All raises seen
3
Total offered
$324.5M
Licensed / soliciting in: AK AL AZ CA CO CT DC FL GA HI ID IL
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-03-06 | NLC Health Investors DST NH | Other Real Estate | 506(b) | $145.5M | 99.8% |
| 2026-03-05 | NLC Health Investors DST NH | Other Real Estate | 506(b) | $145.5M | 99.8% |
| 2025-10-08 | Moody Med Center 1 DST TX | Commercial | 506(c) | $33.5M | 100.0% |