Capital Flow Monitor · Placement agents
Patrick J. Whelchel
Registered representative · H & L Equities, LLC · CRD 5389090
Real-estate raises
74
Lodging raises
0
All raises seen
102
Total offered
$14.0M
Licensed / soliciting in: FL GA TX
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-31 | Blackstone Multi-Strategy Hedge Fund L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-07-28 | PIMCO Asset-Based Lending Co LLC CA | Other | 506(b) | — | — |
| 2026-07-24 | Blackstone Infrastructure Strategies L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-07-24 | Blackstone Private Equity Strategies Fund L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-07-20 | 10FSSAC5 REIT, LLC NC | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-07-16 | Affinius RRE Credit REIT LLC NY | REITS and Finance | 506(b) | — | — |
| 2026-07-15 | AC PE Partners III REIT LLC NY | REITS and Finance | 506(b) | — | — |
| 2026-07-15 | AC Harborside REIT LLC NY | REITS and Finance | 506(b) | — | — |
| 2026-07-15 | AC Society Atlanta REIT LLC NY | REITS and Finance | 506(b) | — | — |
| 2026-07-15 | SM HLP REIT LLC NY | REITS and Finance | 506(b) | — | — |
| 2026-07-15 | Affinius Tactical Partners IV-C REIT LLC NY | REITS and Finance | 506(b) | — | — |
| 2026-07-10 | WFP Income Fund REIT LLC CA | Pooled Investment Fund / Other Investment Fund | 506(b) | $63K | 100.0% |
| 2026-07-08 | Equity Lending REIT II LLC AZ | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-07-08 | CSV REIT, L.L.C. DC | REITS and Finance | 506(b) | — | — |
| 2026-05-29 | Marquee Capital Fund 1 REIT, LLC CA | REITS and Finance | 506(c) | $125K | 0.0% |
| 2026-05-20 | CHAUNCEY SH ASSOCIATES REIT LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-05-14 | Dwight Mortgage Trust LLC NY | REITS and Finance | 506(b) | — | — |
| 2026-05-14 | Silver Point Specialty Lending Fund CT | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-04-15 | PIMCO Asset-Based Lending Co LLC CA | Other | 506(b) | — | — |
| 2026-04-01 | VistaOne, L.P. CA | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-03-31 | Artes Capital REIT I, LLC CA | REITS and Finance | 506(b) | — | — |
| 2026-03-03 | AI NPL REIT LLC CA | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-13 | LSREF7 Larimer REIT, Inc. TX | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-13 | Full Circle REIT Holdings I, LLC CT | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-11 | MD SP REIT, LP VA | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-11 | HGI Multifamily Credit II Sub-REIT, LLC VA | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-11 | HGI Multifamily Credit II REIT, LLC VA | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-11 | Digital Economy Real Estate Partners REIT I LLC TX | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-09 | CR Red Sub REIT LLC CA | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-09 | Caro Real Estate Credit Fund REIT, LLC MD | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-06 | K-INFRA Cavalry REIT Aggregator GP LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | HWREP I REIT I, LLC IL | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | Lake River MRP REIT, LLC IL | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BREP Nucleus REITco III LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BREP Nucleus REITco III LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BREP Nucleus REITco IV LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BREP Nucleus REITco V LLC NY | REITS and Finance | 506(b) | $625K | 100.0% |
| 2026-02-05 | BTO Nucleus REITco V LLC NY | REITS and Finance | 506(b) | $213K | 100.0% |
| 2026-02-05 | BXPE Nucleus REITco IV LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BXINFRA Volt REIT L.L.C. NY | REITS and Finance | 506(b) | $475K | 100.0% |
| 2026-02-05 | BXINFRA Poseidon REIT L.L.C. NY | REITS and Finance | 506(b) | $625K | 100.0% |
| 2026-02-05 | BXPE Nucleus REITco III LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BIP Volt REIT LLC NY | REITS and Finance | 506(b) | $375K | 100.0% |
| 2026-02-05 | BIP Nucleus REITco III LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BIP Nucleus REITco IV LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BIP Nucleus REITco V LLC NY | REITS and Finance | 506(b) | $625K | 100.0% |
| 2026-02-05 | BTO Nucleus REITco III LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BTO Nucleus REITco IV LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-05 | BXPE Nucleus REITco V LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-03 | LSREF7 401 REIT, INC. TX | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-02 | FPA Apartment Opportunity Trust IX CA | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-02-02 | BCORE Preferred Holdco LLC NY | REITS and Finance | 506(b) | $625K | 100.0% |
| 2026-02-02 | Silver Point Private Credit Fund CT | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-01-28 | Merit Hill SS VI REIT A, LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-27 | RLIF Co-Investment II REIT, LLC MD | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-26 | RICP V Feeder II Holdings, LLC NY | REITS and Finance | 506(b) | $125K | 0.0% |
| 2026-01-23 | Markham REIT, LLC CA | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-23 | Condor Springs LLC CT | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-23 | Condor Falls LLC CT | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-22 | Madison WI Properties REIT II KP7, LLC CA | REITS and Finance | 506(b) | $115K | 100.0% |
| 2026-01-22 | KAREP VII MOB Co-Investment REIT, LLC CA | REITS and Finance | 506(b) | $115K | 100.0% |
| 2026-01-22 | KAROD II M-REIT, LLC CA | REITS and Finance | 506(b) | $115K | 100.0% |
| 2026-01-22 | KAROD II Origination REIT, L.P. CA | REITS and Finance | 506(b) | $115K | 100.0% |
| 2026-01-21 | INFN 2025-1 Depositor LLC GA | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-16 | GSF 2025-5 REIT LLC TX | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-16 | Blackstone Infrastructure Strategies L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-01-16 | Blackstone Private Equity Strategies Fund L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2026-01-15 | BCOF II REIT LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-15 | HRE Fund IV REIT LLC VA | Pooled Investment Fund / Other Investment Fund | 506(b) | $125K | 100.0% |
| 2026-01-14 | Arlington Business Center REIT, LLC NY | REITS and Finance | 506(b) | $125K | 76.0% |
| 2026-01-14 | Nebula REIT L.L.C. NY | REITS and Finance | 506(b) | $625K | 100.0% |
| 2026-01-09 | Nuveen Real Estate U.S. Strategic Retail Partners I REIT LLC NY | REITS and Finance | 506(b) | $125K | 0.0% |
| 2026-01-08 | WRPV XIII Rosemont Randolph REIT, L.L.C. IL | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-08 | WRPV XV Stevens Pond Holdings, L.L.C. IL | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-07 | WRPV XIV Amelia MA REIT, L.L.C. IL | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-05 | MRESS RT II LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2026-01-05 | IGCF VI Annex Fund REIT 1, L.P. AZ | Pooled Investment Fund / Other Investment Fund | 506(b) | $125K | 100.0% |
| 2025-12-31 | PRETIUM LAND CAPITAL Co REIT, LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2025-12-31 | RED REIT, LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2025-12-31 | RCF III REIT LOAN, LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2025-12-31 | Golub Capital Private Income Fund I NY | Pooled Investment Fund / Other Investment Fund | 506(b) | $800K | 100.0% |
| 2025-12-31 | Golub Capital Private Income Fund S NY | Pooled Investment Fund / Other Investment Fund | 506(b) | $800K | 100.0% |
| 2025-12-30 | ECREP INTERMEDIATE REIT II LLC CT | REITS and Finance | 506(b) | $125K | 100.0% |
| 2025-12-23 | Strategic Storage Trust X CA | REITS and Finance | 506(b) | $125K | 100.0% |
| 2025-12-22 | Platt Canyon Partners LLC NY | REITS and Finance | 506(b) | — | — |
| 2025-12-09 | Panco Select Portfolio I REIT, LLC NY | Pooled Investment Fund / Private Equity Fund | 506(b) | $125K | 100.0% |
| 2025-12-09 | PGIM Private Credit Fund NJ | Other | 506(b) | $220K | 100.0% |
| 2025-12-03 | SDC Capital Income Fund REIT LLC CA | REITS and Finance | 506(b) | — | — |
| 2025-12-03 | Macquarie Infrastructure Fund, L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | $110K | 100.0% |
| 2025-11-26 | Triangle Strategic Opportunities Fund REIT, LLC NY | Other Real Estate | 506(b) | $125K | 100.0% |
| 2025-11-12 | Apollo Asset Backed Credit Co LLC NY | Other | 506(b) | $440K | 100.0% |
| 2025-10-17 | GSF 2025-AXMF1 REIT LLC NY | REITS and Finance | 506(b) | $125K | 100.0% |
| 2025-10-10 | Blackstone Private Equity Strategies Fund L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-10-10 | BlackRock Private Credit Fund NY | Pooled Investment Fund / Other Investment Fund | 506(b) | $110K | 100.0% |
| 2025-09-30 | Apollo IG Core Replacement, L.P. NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-09-26 | PIMCO Asset-Based Lending Co LLC CA | Other | 506(b) | — | — |
| 2025-09-18 | ISQ Open Infrastructure Co LLC FL | Other | 506(b) | — | — |
| 2025-08-28 | ISQ Open Infrastructure Co LLC FL | Other | 506(b) | — | — |
| 2025-08-06 | Lord Abbett Private Credit Fund S NJ | Pooled Investment Fund / Other Investment Fund | 506(b) | $110K | 100.0% |
| 2025-08-04 | CRF Fund VII LLC NH | REITS and Finance | 506(b) | $110K | 100.0% |
| 2025-07-11 | Blackstone Infrastructure Strategies L.P. NY | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2025-07-11 | Blackstone Private Equity Strategies Fund L.P. NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |