Capital Flow Monitor · Placement agents
Osaic Wealth, Inc
Firm · OSAIC Wealth, Inc. · CRD 23131
Real-estate raises
42
Lodging raises
0
All raises seen
49
Total offered
$5.12B
Licensed / soliciting in: AL AR CA CO CT DE FL GA HI IA ID IL IN KS MA MD ME MI MN MO MS NC NE NJ NM NV NY OH OR PA PR SC TN TX UT VA WA WI
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-05-29 | Steele Creek Capital Corp NC | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-05-15 | CAMPBELL FUND TRUST MD | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-05-12 | LOCORR FUTURES PORTFOLIO FUND L.P. MN | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-04-22 | HREX 8, DST TX | Other Real Estate | 506(b) | $145.3M | 100.0% |
| 2026-03-20 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 100.0% |
| 2026-03-20 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 100.0% |
| 2026-03-13 | Inland ALT Senior Living DST IL | Other Real Estate | 506(b) | $77.3M | 100.0% |
| 2026-03-11 | NEW YORK LIFE INSURANCE & ANNUITY CORP NY | Insurance | — | — | |
| 2026-03-10 | Belnova Capital Fund LLC MA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-03-09 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 92.5% |
| 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% |
| 2026-03-02 | 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% |
| 2026-02-24 | VALUEWORKS LTD PARTNERS, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-02-13 | CF Chestnut Street Multifamily DST NY | Residential | 506(b) | $82.3M | 100.0% |
| 2026-02-06 | Asana Global Select Fund, LP NC | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-02-05 | ALT Student Housing DST IL | Other Real Estate | 506(b) | $77.2M | 100.0% |
| 2026-01-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 80.7% |
| 2026-01-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 99.9% |
| 2025-12-31 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 70.8% |
| 2025-12-22 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 66.5% |
| 2025-12-22 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 91.5% |
| 2025-12-10 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 50.5% |
| 2025-12-10 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 77.2% |
| 2025-11-25 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 28.6% |
| 2025-11-25 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 49.4% |
| 2025-11-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 23.5% |
| 2025-11-14 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 33.1% |
| 2025-11-14 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 91.9% |
| 2025-10-31 | Inland Jersey City Multifamily DST IL | Other Real Estate | 506(b) | $71.7M | 21.2% |
| 2025-10-31 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 88.0% |
| 2025-10-20 | ADREX Diversified 8 DST CO | Other Real Estate | 506(b) | $395.2M | 100.0% |
| 2025-10-03 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 71.9% |
| 2025-10-02 | National Senior Living Portfolio DST IL | Residential | 506(b) | $149.0M | 100.0% |
| 2025-09-19 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 67.5% |
| 2025-09-19 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 91.3% |
| 2025-08-29 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 60.3% |
| 2025-08-29 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 82.5% |
| 2025-08-19 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 49.8% |
| 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% |
| 2025-08-04 | Columbia SC Student Housing DST IL | Residential | 506(b) | $128.7M | 100.0% |
| 2025-07-30 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 34.5% |
| 2025-07-16 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 27.3% |
| 2025-07-16 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 53.4% |
| 2025-07-16 | Minneapolis MSA Senior Living Portfolio II DST IL | Residential | 506(b) | $56.0M | 100.0% |
| 2025-07-02 | Union Multifamily DST IL | Other Real Estate | 506(b) | $83.7M | 22.8% |
| 2025-07-02 | Wheaton Multifamily DST IL | Other Real Estate | 506(b) | $120.5M | 48.8% |