Capital Flow Monitor · Placement agents
Independent Financial Group, Llc
Firm · None · CRD 7717
Real-estate raises
45
Lodging raises
0
All raises seen
55
Total offered
$5.37B
Licensed / soliciting in: AL AZ CA CO FL GA HI ID IL IN KS LA MD MI MN MO MT NC NM NV OH OR PA SC TX WA WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-22 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 100.0% |
| 2026-07-13 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 70.5% |
| 2026-07-08 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 98.2% |
| 2026-07-01 | Waveland Resource Partners VIII, LP CA | Oil and Gas | 506(c) | $100.0M | 44.2% |
| 2026-06-30 | CAZ Professional Sports Ownership Fund III - Touchdown, L.P. TX | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-06-25 | CAZ Professional Sports Ownership Fund III - Touchdown (TE), L.P. TX | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-06-25 | CAZ Professional Sports Ownership Fund III (TE), L.P. TX | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-06-25 | CAZ Professional Sports Ownership Fund III, L.P. TX | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-06-24 | CAZ Professional Sports Ownership Fund III - Touchdown (TE), L.P. TX | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-06-18 | Mewbourne Energy Partners 26-A, L.P. TX | Oil and Gas | 506(b) | $150.0M | 25.8% |
| 2026-06-16 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 89.9% |
| 2026-06-16 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 58.1% |
| 2026-06-12 | IDEAL Columbus DST CA | Residential | 506(c) | $52.8M | 100.0% |
| 2026-06-02 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 68.1% |
| 2026-06-02 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 56.3% |
| 2026-05-19 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 52.6% |
| 2026-04-28 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 49.1% |
| 2026-04-22 | HREX 8, DST TX | Other Real Estate | 506(b) | $145.3M | 100.0% |
| 2026-04-07 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 45.9% |
| 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% |
| 2026-03-12 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 99.1% |
| 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% |
| 2026-02-24 | Waveland Resource Partners VIII, LP CA | Oil and Gas | 506(c) | $100.0M | 16.8% |
| 2026-02-13 | CF Chestnut Street Multifamily DST NY | Residential | 506(b) | $82.3M | 100.0% |
| 2026-02-06 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 98.5% |
| 2026-01-23 | Cottonwood Communities, Inc. UT | REITS and Finance | 506(b) | $150.0M | 21.8% |
| 2026-01-13 | IDEAL Province DST CA | Residential | 506(c) | $41.1M | 100.0% |
| 2026-01-13 | NexPoint Life Sciences III DST TX | Other Real Estate | 506(c) | $30.7M | 82.1% |
| 2026-01-13 | Griffin Capital Qualified Opportunity Zone Fund IV, L.P. CA | Other Real Estate | 506(b) | $500.0M | 68.4% |
| 2025-12-29 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 88.4% |
| 2025-12-22 | Waveland Resource Partners VIII, LP CA | Oil and Gas | 506(c) | $100.0M | 9.9% |
| 2025-12-05 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 70.4% |
| 2025-11-14 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 64.1% |
| 2025-11-06 | PG Dallas Industrial DST GA | Other Real Estate | 506(c) | $27.9M | 100.0% |
| 2025-11-06 | NexPoint Storage VI DST TX | Other Real Estate | 506(c) | $45.3M | 100.0% |
| 2025-10-20 | PG Phoenix West DST GA | Other Real Estate | 506(c) | $35.5M | 100.0% |
| 2025-10-14 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 40.5% |
| 2025-10-07 | NexPoint Semiconductor Manufacturing DST TX | Other Real Estate | 506(c) | $136.9M | 100.0% |
| 2025-10-02 | National Senior Living Portfolio DST IL | Residential | 506(b) | $149.0M | 100.0% |
| 2025-09-26 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 38.4% |
| 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% |
| 2025-09-11 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 33.7% |
| 2025-09-11 | Griffin Capital Qualified Opportunity Zone Fund IV, L.P. CA | Other Real Estate | 506(b) | $500.0M | 62.5% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-15 | Griffin Capital Qualified Opportunity Zone Fund IV, L.P. CA | Other Real Estate | 506(b) | $500.0M | 61.0% |
| 2025-08-13 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 62.4% |
| 2025-08-06 | NexPoint Life Sciences III DST TX | Other Real Estate | 506(c) | $30.7M | 46.2% |
| 2025-08-01 | Griffin Capital Qualified Opportunity Zone Fund IV, L.P. CA | Other Real Estate | 506(b) | $500.0M | 58.5% |
| 2025-07-29 | HPI Real Estate Fund XIV LLC CT | Commercial | 506(c) | $200.0M | 90.6% |
| 2025-07-16 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 53.4% |
| 2025-07-16 | Waveland Resource Partners VII, LP CA | Oil and Gas | 506(b) | — | — |
| 2025-07-02 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 48.8% |