Capital Flow Monitor · Placement agents

Patrick Capital Markets, Llc

Firm · None · CRD 16518

Real-estate raises

22

Lodging raises

0

All raises seen

34

Total offered

$3.4B

Licensed / soliciting in: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID MA MD ME MI MN MO SC TX UT WI

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-07-22 NexPoint Marina DST TX Other Real Estate 506(c) $42.7M 100.0%
2026-07-20 Blue Bridge Financial, Inc. VA Other Banking and Financial Services 506(b) $25.0M 0.0%
2026-07-17 MDS 2026-Shale Development, LP PA Oil and Gas 506(c) $200.0M 40.4%
2026-07-13 NexPoint Oasis DST TX Other Real Estate 506(c) $46.3M 70.5%
2026-07-08 NexPoint Marina DST TX Other Real Estate 506(c) $42.7M 98.2%
2026-06-24 MDS 2026-Shale Development, LP PA Oil and Gas 506(c) $200.0M 19.6%
2026-06-16 NexPoint Marina DST TX Other Real Estate 506(c) $42.7M 89.9%
2026-06-16 NexPoint Oasis DST TX Other Real Estate 506(c) $46.3M 58.1%
2026-06-04 Lighthouse Life Capital, LLC PA Insurance 506(c) $50.0M 11.0%
2026-06-02 NexPoint Marina DST TX Other Real Estate 506(c) $42.7M 68.1%
2026-06-02 NexPoint Oasis DST TX Other Real Estate 506(c) $46.3M 56.3%
2026-05-19 NexPoint Oasis DST TX Other Real Estate 506(c) $46.3M 52.6%
2026-05-12 NexPoint Marina DST TX Other Real Estate 506(c) $42.7M 54.0%
2026-05-04 NexPoint Marina DST TX Other Real Estate 506(c) $42.7M 46.3%
2026-04-28 NexPoint Oasis DST TX Other Real Estate 506(c) $46.3M 49.1%
2026-04-21 Starwood Multifamily Portfolio Exchange I, D.S.T. FL Other Real Estate 506(b) $124.1M 53.4%
2026-04-13 Starwood Multifamily Portfolio Exchange I, D.S.T. FL Other Real Estate 506(b) $124.1M 50.2%
2026-03-17 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $300.0M 82.1%
2026-02-05 ALT Student Housing DST IL Other Real Estate 506(b) $77.2M 100.0%
2026-01-22 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $300.0M 77.4%
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%
2025-11-20 NexPoint Life Sciences II DST TX Other Real Estate 506(c) $40.5M 100.0%
2025-11-07 NexPoint Life Sciences II DST TX Other Real Estate 506(c) $40.5M 97.7%
2025-10-10 Battle Financial, Inc. CO Other Banking and Financial Services 506(c) $40.0M 91.3%
2025-10-07 NexPoint Semiconductor Manufacturing DST TX Other Real Estate 506(c) $136.9M 100.0%
2025-09-09 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $200.0M 55.2%
2025-09-09 NexPoint Life Sciences II DST TX Other Real Estate 506(c) $40.5M 91.4%
2025-08-14 Battle Financial, Inc. CO Other Banking and Financial Services 506(c) $27.0M 61.9%
2025-08-06 ExchangeRight Net-Leased Portfolio 64 DST CA Commercial 506(b) $53.3M 100.0%
2025-08-05 ExchangeRight Net-Leased All-Cash 3 DST CA Commercial 506(b) $16.4M 100.0%
2025-08-05 ExchangeRight Net-Leased All-Cash 3 DST CA Commercial 506(b) $16.4M 100.0%
2025-07-29 HPI Real Estate Fund XIV LLC CT Commercial 506(c) $200.0M 90.6%
2025-07-16 MDS 2025-Shale Development, LP PA Oil and Gas 506(c) $200.0M 29.1%