Capital Flow Monitor · Placement agents
Investment Planners, Inc.
Firm · None · CRD 18557
Real-estate raises
14
Lodging raises
0
All raises seen
14
Total offered
$1.19B
Licensed / soliciting in: TX
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-10-06 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 50.5% |
| 2026-09-02 | Inland Long Island Residential DST IL | Other Real Estate | 506(b) | $107.6M | 43.3% |
| 2026-07-27 | Victrix-Gordon Carew Tower QOF LLC NY | Commercial | 506(c) | $50.0M | 34.3% |
| 2026-03-20 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 100.0% |
| 2026-01-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 99.9% |
| 2025-11-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 91.9% |
| 2025-10-31 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 88.0% |
| 2025-10-03 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 71.9% |
| 2025-09-19 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 67.5% |
| 2025-08-29 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 60.3% |
| 2025-08-19 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 49.8% |
| 2025-07-30 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 34.5% |
| 2025-07-16 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 27.3% |
| 2025-07-02 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 22.8% |