Capital Flow Monitor · Placement agents

Next Financial Group, Inc.

Firm · None · CRD 46214

Real-estate raises

4

Lodging raises

0

All raises seen

5

Total offered

$161.0M

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-01-12 AIS FUTURES FUND IV LP CT Pooled Investment Fund / Other Investment Fund 506(b)
2025-08-06 ExchangeRight Net-Leased Portfolio 66 DST CA Commercial 506(b) $63.8M 100.0%
2025-08-06 ExchangeRight Net-Leased Portfolio 65 DST CA Commercial 506(b) $49.2M 100.0%
2025-08-05 ExchangeRight Net-Leased All-Cash 6 DST CA Commercial 506(b) $23.3M 100.0%
2025-08-05 ExchangeRight Net-Leased All-Cash 2 DST CA Commercial 506(b) $24.8M 100.0%