Capital Flow Monitor · Placement agents
Joseph Michaletz
Registered representative · DAI Securities LLC · CRD 1327534
Real-estate raises
14
Lodging raises
0
All raises seen
14
Total offered
$716.4M
Licensed / soliciting in: AZ CA IA KS MI MN NM TX
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-03-12 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 38.9% |
| 2026-03-12 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 99.1% |
| 2026-02-27 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 27.0% |
| 2026-02-13 | Griffin Capital (Union - Kansas City, MO) DST CA | Other Real Estate | 506(c) | $59.9M | 18.0% |
| 2026-02-06 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 98.5% |
| 2025-12-30 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 60.4% |
| 2025-12-29 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 88.4% |
| 2025-12-18 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 47.9% |
| 2025-12-05 | BREX Briggs MF DST NY | Other Real Estate | 506(b) | $79.9M | 34.3% |
| 2025-12-05 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 70.4% |
| 2025-11-14 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 64.1% |
| 2025-10-14 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 40.5% |
| 2025-09-26 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 38.4% |
| 2025-09-11 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 33.7% |