Capital Flow Monitor · Placement agents
Morgan Stanley
Registered representative · None · CRD 149777
Real-estate raises
30
Lodging raises
0
All raises seen
74
Total offered
$29.8B
Licensed / soliciting in: AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS NC NE NH NJ NM NV NY OH OR RI SC SD TN TX UT VA VT WA WI WY
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-31 | IREX V Diversified Portfolio DST TX | Commercial | 506(b) | $97.6M | 49.5% |
| 2026-07-24 | TPG Rise Climate II-X, L.P. TX | Pooled Investment Fund / Private Equity Fund | 506(c) | — | — |
| 2026-07-24 | TPG Rise Climate II-X Cayman, L.P. TX | Pooled Investment Fund / Private Equity Fund | 506(c) | — | — |
| 2026-07-23 | IREX V Diversified Portfolio DST TX | Commercial | 506(b) | $97.6M | 38.0% |
| 2026-07-20 | Brookfield Private Equity TE Feeder Fund LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-07-20 | Brookfield Private Equity Fund LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-07-15 | SUVRETTA OFFSHORE FUND, LTD. E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-07-15 | SUVRETTA PARTNERS, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-07-10 | IREX V Diversified Portfolio DST TX | Commercial | 506(b) | $97.6M | 16.3% |
| 2026-07-08 | Blue Owl Real Estate Exchange V DST IL | Other Real Estate | 506(b) | $269.5M | 87.5% |
| 2026-07-01 | Blue Owl Real Estate Fund VII (A) LP IL | Pooled Investment Fund / Other Investment Fund | 506(b) | $8.0B | 96.6% |
| 2026-07-01 | Blue Owl Real Estate Fund VII (Q) LP IL | Pooled Investment Fund / Other Investment Fund | 506(b) | $8.0B | 96.6% |
| 2026-07-01 | Blue Owl Real Estate Fund VII LP IL | Pooled Investment Fund / Other Investment Fund | 506(b) | $8.0B | 96.6% |
| 2026-06-30 | Belmere Capital Fund LLC MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-06-23 | IRONWOOD INSTITUTIONAL LTD E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-06-23 | IRONWOOD INTERNATIONAL LTD E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-06-12 | SUVRETTA OFFSHORE FUND, LTD. E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-29 | Atreides Foundation Fund, LP MA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-29 | Atreides Foundation Fund, Ltd. MA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-29 | OWS Credit Opportunity Offshore Fund, Ltd. E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-28 | Medalist Partners Harvest Fund, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-22 | Blue Owl Real Estate Exchange V DST IL | Other Real Estate | 506(b) | $269.5M | 66.8% |
| 2026-05-12 | Weatherlow Offshore Fund I Ltd. P8 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-12 | WEATHERLOW OFFSHORE FUND II LTD P7 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-12 | Weatherlow Fund I L.P. IL | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-08 | Blue Owl Real Estate Exchange V DST IL | Other Real Estate | 506(b) | $269.5M | 63.2% |
| 2026-05-01 | COATUE OFFSHORE FUND LTD E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-05-01 | Coatue Qualified Partners, L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-04-24 | Blue Owl Real Estate Exchange V DST IL | Other Real Estate | 506(b) | $269.5M | 52.6% |
| 2026-04-24 | Belhurst Capital Fund LLC MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-04-22 | HREX 8, DST TX | Other Real Estate | 506(b) | $145.3M | 100.0% |
| 2026-04-14 | JLLX Diversified 10, DST IL | Other Real Estate | 506(b) | $268.3M | 95.2% |
| 2026-04-10 | Blue Owl Real Estate Exchange V DST IL | Other Real Estate | 506(b) | $269.5M | 39.2% |
| 2026-03-17 | IRONWOOD PARTNERS LP CA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-11 | Blue Owl Real Estate Exchange IV DST IL | Other Real Estate | 506(b) | $247.2M | 94.0% |
| 2026-03-10 | IREX IV Industrial Portfolio DST TX | Commercial | 506(b) | $94.0M | 85.3% |
| 2026-03-10 | Belnova Capital Fund LLC MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-05 | Clearmont Capital Fund LLC MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 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% |
| 2026-02-19 | Blue Owl Real Estate Exchange IV DST IL | Other Real Estate | 506(b) | $247.2M | 88.3% |
| 2026-02-13 | IREX IV Industrial Portfolio DST TX | Commercial | 506(b) | $94.0M | 44.1% |
| 2026-02-06 | TPG Rise Climate II, L.P. TX | Pooled Investment Fund / Private Equity Fund | 506(c) | — | — |
| 2026-02-05 | Blue Owl Real Estate Exchange IV DST IL | Other Real Estate | 506(b) | $247.2M | 75.0% |
| 2026-02-03 | iCapital Millennium Fund, Ltd. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-01-30 | OWS Credit Opportunity Fund II, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-01-20 | Blue Owl Real Estate Exchange IV DST IL | Other Real Estate | 506(b) | $247.2M | 61.7% |
| 2026-01-06 | DBH1 LP CT | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-01-06 | Energy Infrastructure Income Fund, L.P. CT | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-12-19 | Blue Owl Real Estate Exchange IV DST IL | Other Real Estate | 506(b) | $247.2M | 44.0% |
| 2025-12-18 | ADREX Signature Series DST CO | Other Real Estate | 506(b) | $90.5M | 100.0% |
| 2025-12-16 | Lightspeed Opportunity Fund III, L.P. CA | Pooled Investment Fund / Venture Capital Fund | 506(b) | — | — |
| 2025-12-16 | Apollo Asset Backed Credit Co LLC NY | Other | 506(b) | — | — |
| 2025-12-10 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 95.2% |
| 2025-12-01 | ZALICONY HNW PPVA Series Account - 1 NY | Insurance | 506(c) | — | — |
| 2025-12-01 | HNW PPVA Series Account - 1 IL | Insurance | 506(c) | — | — |
| 2025-12-01 | HNW PPVUL Series Account - 1 IL | Insurance | 506(c) | — | — |
| 2025-11-28 | Brookfield Private Equity TE Feeder Fund LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-11-28 | Brookfield Private Equity Fund LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-10-20 | ADREX Diversified 8 DST CO | Other Real Estate | 506(b) | $395.2M | 100.0% |
| 2025-10-14 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 86.4% |
| 2025-10-10 | Starboard X Fund LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-10 | Starboard X Offshore Fund Ltd E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-03 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 60.3% |
| 2025-09-19 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 45.6% |
| 2025-09-08 | ACL ALTERNATIVE FUND SAC Ltd D0 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-09-04 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 33.7% |
| 2025-08-29 | Axonic Credit Opportunities Fund, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-08-14 | SUVRETTA PARTNERS, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-08-11 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 24.0% |
| 2025-07-31 | IREX III Industrial Portfolio DST TX | Commercial | 506(b) | $87.0M | 10.6% |
| 2025-07-28 | JLLX Diversified 9, DST IL | Other Real Estate | 506(b) | $168.5M | 92.9% |
| 2025-07-15 | IREX II Storage Portfolio DST TX | Commercial | 506(b) | $85.7M | 94.1% |
| 2025-07-02 | HedgePremier/Alkeon Growth Partners Fund LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |