Capital Flow Monitor · Placement agents
Nationwide Planning Associates Inc.
Firm · None · CRD 31029
Real-estate raises
29
Lodging raises
0
All raises seen
29
Total offered
$3.15B
Licensed / soliciting in: AL AR AZ CA CO CT DC DE FL GA HI ID NJ NY
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-09 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 72.6% |
| 2026-07-09 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 84.8% |
| 2026-06-18 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 58.1% |
| 2026-06-11 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 75.7% |
| 2026-05-22 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 44.5% |
| 2026-05-21 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 73.5% |
| 2026-05-13 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 37.3% |
| 2026-05-06 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 32.2% |
| 2026-05-01 | AEI Healthcare Portfolio VII DST MN | Commercial | 506(b) | $50.5M | 26.9% |
| 2026-04-30 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 62.8% |
| 2026-04-13 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 53.0% |
| 2026-03-25 | AX Essential Retail Portfolio, DST NY | Other Real Estate | 506(b) | $91.5M | 48.9% |
| 2026-03-13 | Inland ALT Senior Living DST IL | Other Real Estate | 506(b) | $77.3M | 100.0% |
| 2026-03-11 | CF Landings Multifamily DST NY | Residential | 506(b) | $36.0M | 0.0% |
| 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% |
| 2026-02-05 | ALT Student Housing DST IL | Other Real Estate | 506(b) | $77.2M | 100.0% |
| 2026-01-23 | Cottonwood Communities, Inc. UT | REITS and Finance | 506(b) | $150.0M | 21.8% |
| 2025-10-20 | ADREX Diversified 8 DST CO | Other Real Estate | 506(b) | $395.2M | 100.0% |
| 2025-10-02 | National Senior Living Portfolio DST IL | Residential | 506(b) | $149.0M | 100.0% |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-09-17 | Cottonwood Communities, Inc. UT | Residential | 506(b) | $150.0M | 66.6% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-19 | HREX 6, DST TX | Residential | 506(b) | $246.5M | 100.0% |
| 2025-08-13 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 62.4% |
| 2025-08-11 | CF One William Parent DST NY | Residential | 506(b) | $44.8M | 100.0% |
| 2025-08-04 | Columbia SC Student Housing DST IL | Residential | 506(b) | $128.7M | 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% |