Capital Flow Monitor · Placement agents
John Lee
Registered representative · Independent Financial Group, LLC · CRD 2948622
Real-estate raises
4
Lodging raises
0
All raises seen
4
Total offered
$184.7M
Licensed / soliciting in: CA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-09-29 | JWCM Vivian, DST NY | Other Real Estate | 506(c) | $46.2M | 50.5% |
| 2026-09-09 | JWCM Vivian, DST NY | Other Real Estate | 506(c) | $46.2M | 47.0% |
| 2026-08-11 | JWCM Vivian, DST NY | Other Real Estate | 506(c) | $46.2M | 45.7% |
| 2026-06-16 | JWCM Vivian, DST NY | Other Real Estate | 506(c) | $46.2M | 34.1% |