Capital Flow Monitor · Placement agents
John Paul Harvey Jr.
Registered representative · WEALTHFORGE SECURITIES, LLC · CRD 4227692
Real-estate raises
2
Lodging raises
0
All raises seen
2
Total offered
$64.5M
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-09-11 | Moody Med Center 2 DST TX | Commercial | 506(c) | $41.9M | 100.0% |
| 2025-09-09 | Moody 77024 Multi-Family DST TX | Residential | 506(c) | $22.5M | 100.0% |