Capital Flow Monitor · Placement agents
Metric Financial Llc
Firm · None · CRD 33324
Real-estate raises
64
Lodging raises
1
All raises seen
73
Total offered
$4.61B
Licensed / soliciting in: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL MA MD ME MI MN NC NJ NY OH PR SC TX UT
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-22 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 100.0% |
| 2026-07-17 | MDS 2026-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 40.4% |
| 2026-07-15 | Four Corners Jefferson DST TX | Commercial | 506(c) | $1.8M | 0.0% |
| 2026-07-13 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 70.5% |
| 2026-07-09 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 72.6% |
| 2026-07-08 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 98.2% |
| 2026-07-07 | Four Corners Kyle DST TX | Other | 506(c) | $2.2M | 0.0% |
| 2026-06-30 | Bonaventure Multifamily Income Trust, Inc. VA | REITS and Finance | 506(c) | — | — |
| 2026-06-25 | Driftwood Hotel Income I, DST FL | Other Real Estate | 506(c) | $24.0M | 20.3% |
| 2026-06-24 | MDS 2026-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 19.6% |
| 2026-06-18 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 58.1% |
| 2026-06-16 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 89.9% |
| 2026-06-16 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 58.1% |
| 2026-06-10 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 44.5% |
| 2026-06-02 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 68.1% |
| 2026-06-02 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 56.3% |
| 2026-05-22 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 44.5% |
| 2026-05-19 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 52.6% |
| 2026-05-19 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 43.1% |
| 2026-05-13 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 37.3% |
| 2026-05-12 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 54.0% |
| 2026-05-12 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 41.4% |
| 2026-05-06 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 32.2% |
| 2026-05-04 | NexPoint Marina DST TX | Other Real Estate | 506(c) | $42.7M | 46.3% |
| 2026-05-01 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 26.9% |
| 2026-04-28 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 49.1% |
| 2026-04-28 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 39.7% |
| 2026-04-22 | BV Ernest Health Neuro Rehab DST TX | Other Real Estate | 506(c) | $77.7M | 45.9% |
| 2026-04-09 | Adams Idaho Shareholder LLC IL | Residential | 506(b) | $20.7M | 0.7% |
| 2026-04-09 | Adams Idaho RC, LLC IL | Residential | 506(b) | $20.7M | 1.3% |
| 2026-04-08 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 20.7% |
| 2026-04-07 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 45.9% |
| 2026-03-31 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 16.4% |
| 2026-03-30 | PG Manchester Industrial DST GA | Other Real Estate | 506(c) | $28.1M | 100.0% |
| 2026-03-18 | Envest Corp. A6 | Other | 506(b) | $20.0M | 14.6% |
| 2026-03-17 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 82.1% |
| 2026-03-16 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 6.5% |
| 2026-03-09 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 100.0% |
| 2026-03-09 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 100.0% |
| 2026-03-04 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 34.4% |
| 2026-03-02 | Cunat Exchange VIII DST IL | Residential | 506(b) | $19.0M | 100.0% |
| 2026-03-02 | Cunat Exchange IX DST IL | Residential | 506(b) | $14.6M | 100.0% |
| 2026-02-18 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 34.4% |
| 2026-02-18 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 33.2% |
| 2026-02-10 | Old Hickory Solar Investments LLC FL | Pooled Investment Fund / Other Investment Fund | 506(b) | $14.0M | 21.3% |
| 2026-02-03 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 27.2% |
| 2026-02-03 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 30.4% |
| 2026-01-27 | NexPoint Oasis DST TX | Other Real Estate | 506(c) | $46.3M | 21.4% |
| 2026-01-27 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 26.0% |
| 2026-01-22 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2026-01-21 | Promenade Pointe DST VA | Residential | 506(c) | $20.1M | 51.3% |
| 2026-01-13 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 22.1% |
| 2026-01-12 | Cedar Springs Investments LLC OK | Other Real Estate | 506(b) | $14.0M | 24.2% |
| 2026-01-12 | Wheeler Branch Investments LLC OK | Other Real Estate | 506(b) | $12.0M | 92.3% |
| 2026-01-06 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 15.1% |
| 2025-12-30 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2025-12-23 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 13.9% |
| 2025-12-22 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 11.1% |
| 2025-12-16 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 9.7% |
| 2025-12-03 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 71.8% |
| 2025-12-02 | NexPoint Small Bay III DST TX | Other Real Estate | 506(c) | $50.4M | 8.7% |
| 2025-11-10 | FG Communities, Inc. NC | Residential | 506(b) | — | — |
| 2025-11-06 | PG Dallas Industrial DST GA | Other Real Estate | 506(c) | $27.9M | 100.0% |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-09-03 | Whitefish Park DST MN | Commercial | 506(b) | $2.6M | 51.0% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-28 | Four Corners Bridge Fund, LLC TX | Commercial | 506(c) | $10.0M | 10.0% |
| 2025-08-25 | LRT Coventry RI DST NC | Other Real Estate | 506(c) | $20.6M | 4.2% |
| 2025-08-13 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 62.4% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 66 DST CA | Commercial | 506(b) | $63.8M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 4 DST CA | Commercial | 506(b) | $22.9M | 100.0% |
| 2025-07-16 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 53.4% |
| 2025-07-02 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 48.8% |