Capital Flow Monitor · Placement agents

John Harvey

Registered representative · WealthForge Securities, LLC · CRD 4227692

Real-estate raises

11

Lodging raises

0

All raises seen

11

Total offered

$639.1M

Licensed / soliciting in: MD MO WV

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-07-30 Griffin Capital (Union - Kansas City, MO) DST CA Other Real Estate 506(c) $59.9M 85.8%
2026-07-21 Griffin Capital (Union - Kansas City, MO) DST CA Other Real Estate 506(c) $59.9M 81.0%
2026-07-10 Griffin Capital (Union - Kansas City, MO) DST CA Other Real Estate 506(c) $59.9M 74.2%
2026-06-16 JWCM Vivian, DST NY Other Real Estate 506(c) $46.2M 34.1%
2026-04-27 JWCM Vivian, DST NY Other Real Estate 506(c) $46.2M 24.7%
2026-04-17 JWCM Vivian, DST NY Other Real Estate 506(c) $46.2M 23.8%
2026-03-27 JWCM Vivian, DST NY Other Real Estate 506(c) $46.2M 18.7%
2026-02-18 JWCM Vivian, DST NY Other Real Estate 506(c) $46.2M 11.6%
2026-02-05 JWCM Vivian, DST NY Other Real Estate 506(c) $46.2M 8.6%
2026-01-21 JWCM Vivian, DST NY Other Real Estate 506(c) $46.2M 6.6%
2026-01-12 Moody Village Towers DST TX Commercial 506(c) $136.3M 42.5%