Capital Flow Monitor · Placement agents
Jacob Driver
Registered representative · Concorde Investment Services, LLC · CRD 7738978
Real-estate raises
14
Lodging raises
0
All raises seen
14
Total offered
$1.05B
Licensed / soliciting in: CA NV SC
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-10-09 | AX Diversified Retail Portfolio, DST NY | Other Real Estate | 506(b) | $89.5M | 28.6% |
| 2026-09-18 | BREX Net Lease Data Center I DST NY | Other Real Estate | 506(b) | $59.0M | 19.8% |
| 2026-09-04 | BREX Net Lease Data Center I DST NY | Other Real Estate | 506(b) | $59.0M | 13.2% |
| 2026-08-27 | BREX Net Lease Data Center I DST NY | Other Real Estate | 506(b) | $59.0M | 7.6% |
| 2026-08-17 | BREX Net Lease Data Center I DST NY | Other Real Estate | 506(b) | $59.0M | 3.9% |
| 2026-06-02 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 14.2% |
| 2026-05-22 | BREX Net Lease Industrial I DST NY | Other Real Estate | 506(b) | $80.1M | 10.2% |
| 2025-12-22 | IREX IV Industrial Portfolio DST TX | Commercial | 506(b) | $94.0M | 26.7% |
| 2025-09-19 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 45.6% |
| 2025-09-04 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 33.7% |
| 2025-08-11 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 24.0% |
| 2025-07-31 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 10.6% |
| 2025-07-15 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 0.6% |
| 2025-07-02 | AX DG San Antonio, DST NY | Other Real Estate | 506(b) | $38.7M | 100.0% |