Capital Flow Monitor · Placement agents

Mml Investors Services Llc

Firm · None · CRD 10409

Real-estate raises

13

Lodging raises

0

All raises seen

23

Total offered

$6.82B

Licensed / soliciting in: AK AL CA CO CT FL GA IL LA MA ME MI MN NH NY OH TN TX VA

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-07-17 MDS 2026-Shale Development, LP PA Oil and Gas 506(c) $200.0M 40.4%
2026-07-08 Blue Owl Real Estate Exchange V DST IL Other Real Estate 506(b) $269.5M 87.5%
2026-06-26 Fidelity Exchange Fund, LP MA Pooled Investment Fund / Other Investment Fund 506(b)
2026-06-24 MDS 2026-Shale Development, LP PA Oil and Gas 506(c) $200.0M 19.6%
2026-05-28 MDS 2026-Shale Development, LP PA Oil and Gas 506(c) $200.0M 3.1%
2026-05-22 Blue Owl Real Estate Exchange V DST IL Other Real Estate 506(b) $269.5M 66.8%
2026-05-08 Blue Owl Real Estate Exchange V DST IL Other Real Estate 506(b) $269.5M 63.2%
2026-04-24 Blue Owl Real Estate Exchange V DST IL Other Real Estate 506(b) $269.5M 52.6%
2026-04-10 Blue Owl Real Estate Exchange V DST IL Other Real Estate 506(b) $269.5M 39.2%
2026-03-17 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $300.0M 82.1%
2026-03-02 ADREX Diversified 9 DST CO Other Real Estate 506(b) $436.7M 100.0%
2026-02-27 ADREX Diversified 10 DST CO Other Real Estate 506(b) $539.6M 70.6%
2026-01-22 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $300.0M 77.4%
2026-01-13 Griffin Capital Qualified Opportunity Zone Fund IV, L.P. CA Other Real Estate 506(b) $500.0M 68.4%
2025-12-30 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $300.0M 77.4%
2025-12-03 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $200.0M 71.8%
2025-10-20 ADREX Diversified 8 DST CO Other Real Estate 506(b) $395.2M 100.0%
2025-09-11 Griffin Capital Qualified Opportunity Zone Fund IV, L.P. CA Other Real Estate 506(b) $500.0M 62.5%
2025-09-09 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $200.0M 55.2%
2025-08-27 Blue Owl Real Estate Net Lease Trust IL REITS and Finance 506(b)
2025-08-15 Griffin Capital Qualified Opportunity Zone Fund IV, L.P. CA Other Real Estate 506(b) $500.0M 61.0%
2025-08-01 Griffin Capital Qualified Opportunity Zone Fund IV, L.P. CA Other Real Estate 506(b) $500.0M 58.5%
2025-07-16 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $200.0M 29.1%