Capital Flow Monitor · Placement agents

Patrick Whelchel

Registered representative · H & L Equities, LLC · CRD 5389090

Real-estate raises

182

Lodging raises

0

All raises seen

188

Total offered

$39.3M

Licensed / soliciting in: FL GA TX

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-07-21 Atlantic Chestnut III Holdings, Inc. NY REITS and Finance 506(b) $125K 100.0%
2026-07-20 PIR Industrial REIT LLC MA REITS and Finance 506(b) $125K 100.0%
2026-07-07 WG 2 Sub RT, LLC MA REITS and Finance 506(b) $115K 100.0%
2026-07-07 ATL 03 Sub RT, LLC MA REITS and Finance 506(b) $115K 100.0%
2026-07-07 CenterSquare Value-Added REIT VI, LLC PA REITS and Finance 506(b) $125K 100.0%
2026-07-07 Blueberry Lane RT LLC MA REITS and Finance 506(b) $125K 100.0%
2026-07-01 PCCP Safari Abode Geneva, LLC CA REITS and Finance 506(b) $250K 50.4%
2026-07-01 Digital Fort Gillem REIT, LLC TX REITS and Finance 506(b) $188K 50.4%
2026-06-05 Macquarie Infrastructure Income Opportunities Fund NY Pooled Investment Fund / Other Investment Fund 506(b) $1.5M 0.0%
2026-05-20 SI NVA05A AGGREGATOR REIT, LLC CO REITS and Finance 506(b) $500K 100.0%
2026-05-20 777 Summer SubREIT LLC MA REITS and Finance 506(b) $125K 100.0%
2026-05-20 Macquarie Infrastructure Income Opportunities Fund NY Pooled Investment Fund / Other Investment Fund 506(b) $1.5M 100.0%
2026-04-01 TCW Direct Lending VIII LLC CA Pooled Investment Fund / Other Investment Fund 506(b) $110K 100.0%
2026-03-31 ADAMS STREET CREDIT SOLUTIONS FUND IL Pooled Investment Fund / Other Investment Fund 506(b) $1.5M 0.0%
2026-02-02 REIT Mill at Auburn LLC CO REITS and Finance 506(b) $125K 100.0%
2026-02-02 Seniors Housing Fund I Master REIT B LLC OH REITS and Finance 506(b) $125K 100.0%
2026-01-30 LVPA OS II Holdings III REIT, LLC IL REITS and Finance 506(b) $125K 100.0%
2026-01-30 Greystar BFR II REIT, LLC SC REITS and Finance 506(b) $125K 100.0%
2026-01-30 Cypress Phase I REIT Subsidiary LP GA REITS and Finance 506(b) $125K 100.0%
2026-01-30 Bixby IF 2 REIT, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-30 QBC Tower 2 REIT LLC IL REITS and Finance 506(b) $125K 100.0%
2026-01-30 LaSalle Real Estate Credit Strategies REIT I, L.L.C. IL REITS and Finance 506(b) $125K 100.0%
2026-01-29 Highbrook Property Fund V Europe REIT, LLC FL REITS and Finance 506(b) $125K 100.0%
2026-01-29 Pompano Industrial Holdings 1 LLC TX REITS and Finance 506(b) $375K 100.0%
2026-01-28 DL RCF I REIT, LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-28 DL RCF I REIT (Evergreen), LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-28 Fig Six Realty Investment LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-28 BlueStone SH Investment REIT LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-28 EQT Exeter Industrial VI REIT III, LLC PA REITS and Finance 506(b) $125K 100.0%
2026-01-27 BGO US Lending II REIT LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-27 SRE V Holdings REIT NY REITS and Finance 506(b) $125K 100.0%
2026-01-27 SRE V Holdings II REIT NY REITS and Finance 506(b) $125K 100.0%
2026-01-27 ATL 05 Sub RT, LLC MA REITS and Finance 506(b) $115K 100.0%
2026-01-27 TA Realty Digital Real Estate Fund I RT, LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-26 Chase Commons Court RT LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-26 11North AA Master REIT 2, LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-26 MIP HPC DC REIT, LLC NY REITS and Finance 506(b) $250K 100.0%
2026-01-26 LS-A REIT, LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-26 LS-B REIT, LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-26 BlueStone SH Investment REIT LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-26 NDF III REIT LP NY REITS and Finance 506(b) $125K 100.0%
2026-01-26 NDF III REIT LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-26 NDF III Master REIT LP NY REITS and Finance 506(b) $125K 100.0%
2026-01-23 MIP REIT LLC DE REITS and Finance 506(b) $125K 100.0%
2026-01-23 East Germann Road REIT LLC DE REITS and Finance 506(b) $125K 100.0%
2026-01-23 Windshire REIT LLC DE REITS and Finance 506(b) $125K 100.0%
2026-01-23 Chestnut REIT LLC DE REITS and Finance 506(b) $125K 100.0%
2026-01-23 Northwood REIT LLC DE REITS and Finance 506(b) $125K 100.0%
2026-01-23 EGIDE REIT, LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-23 PICARD MN LLC DC REITS and Finance 506(b) $125K 100.0%
2026-01-23 Cloud Capital Empire LLC DC REITS and Finance 506(b) $125K 100.0%
2026-01-23 Cloud Capital Fund I Master REIT LLC DC REITS and Finance 506(b) $125K 100.0%
2026-01-23 OHA SFR Member II, LLC TX REITS and Finance 506(b) $125K 100.0%
2026-01-22 TAR Residential REIT, LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-22 TAR Residential REIT (DC), LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-22 TA Realty Value-Add Fund XIV RT, LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-22 WELL UK SubREIT LLC OH REITS and Finance 506(b) $125K 100.0%
2026-01-22 IAATP Holdings LLC CO REITS and Finance 506(b) $500K 100.0%
2026-01-22 Fleet PR DC REIT, LLC CO REITS and Finance 506(b) $63K 100.0%
2026-01-22 Radius DC REIT III-A, LLC CO REITS and Finance 506(b) $500K 100.0%
2026-01-22 CP Northwood REIT, LLC NY REITS and Finance 506(b) $250K 100.0%
2026-01-22 A&E SRE AEREP JV REIT, Inc. NY REITS and Finance 506(b) $125K 100.0%
2026-01-22 HB V US Co-Invest A REIT, LLC FL REITS and Finance 506(b) $125K 100.0%
2026-01-22 Prologis USAF Sub REIT 14 LLC CO REITS and Finance 506(b) $1.5M 100.0%
2026-01-22 J.P. Morgan REIT MA Holdings LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-22 Prologis Keystone BTS Sub REIT 1 LLC CO REITS and Finance 506(b) $500K 100.0%
2026-01-22 501 East 87th, Inc. NY REITS and Finance 506(b) $125K 100.0%
2026-01-22 12th & 14th Street Investor, Inc. NY REITS and Finance 506(b) $1.1M 100.0%
2026-01-22 122nd Street Investor, Inc. NY REITS and Finance 506(b) $1.3M 100.0%
2026-01-22 RLCF RT, LLC MD REITS and Finance 506(b) $125K 100.0%
2026-01-22 Prologis USAF Sub REIT 1 LLC CO REITS and Finance 506(b) $1.6M 100.0%
2026-01-21 MSVEF II RT LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-21 NYL 717 Texas Holdings REIT, LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-21 Core SVA T3 Sub REIT 1, LLC IL REITS and Finance 506(b) $375K 100.0%
2026-01-21 LCD-HHC VA Clemson Realty, LLC GA REITS and Finance 506(b) $125K 100.0%
2026-01-21 LCD-HHC VA Orlando, LLC GA REITS and Finance 506(b) $125K 100.0%
2026-01-21 LCD-HHC VA Knoxville, LLC GA REITS and Finance 506(b) $125K 100.0%
2026-01-21 LPD-JH Auburn REIT, LLC GA REITS and Finance 506(b) $125K 100.0%
2026-01-21 LPD-JH West Lafayette REIT, LLC GA REITS and Finance 506(b) $125K 100.0%
2026-01-21 USVF RT, LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-21 NCP Travis Georgetown DC REIT, LLC NY REITS and Finance 506(b) $250K 100.0%
2026-01-21 Aligned IAD Holdings, LLC TX REITS and Finance 506(b) $125K 100.0%
2026-01-21 SREDS U.S. REIT SQK, L.L.C. FL REITS and Finance 506(b) $125K 100.0%
2026-01-21 Aligned.AI REIT I, LLC TX REITS and Finance 506(b) $125K 100.0%
2026-01-21 OWS CF D, LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-21 Realty Income U.S. Core Plus Fund REIT, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-20 Berkadia LoanCore LLC CT REITS and Finance 506(b) $125K 100.0%
2026-01-20 SOCAL Acquisition Venture Program REIT IV, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-20 3900 Paramount Pkwy REIT, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-20 148 Lafayette REIT, L.L.C. NY REITS and Finance 506(b) $750K 100.0%
2026-01-20 One Bush REIT, Inc. NY REITS and Finance 506(b) $125K 100.0%
2026-01-20 OHA SFR Member II, LLC TX REITS and Finance 506(b) $125K 100.0%
2026-01-20 BVDSS REIT, LLC IL REITS and Finance 506(b) $125K 100.0%
2026-01-20 GKI II Industrial REIT 2, LLC NY REITS and Finance 506(b) $250K 100.0%
2026-01-16 DRA G&I Fund XI-C Real Estate Investment Trust NY REITS and Finance 506(b) $125K 100.0%
2026-01-16 RIIH-A Light Industrial Master REIT LLC TX REITS and Finance 506(b) $125K 100.0%
2026-01-16 GKI Industrial REIT 11, LLC NY REITS and Finance 506(b) $125K 98.4%
2026-01-15 BlackRock Global CRE Debt C8 REIT, LLC NY REITS and Finance 506(b) $125K 92.0%
2026-01-15 70HY REIT LLC NY REITS and Finance 506(b) $125K 92.0%
2026-01-15 BR US Core MA REIT, LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-15 Bighorn 2-A REIT LLC CO REITS and Finance 506(b) $125K 95.2%
2026-01-15 Bell Value-Add Fund VIII Lynnwood Holdings, LLC NC REITS and Finance 506(b) $125K 92.0%
2026-01-15 CanAm MegaSAV Building D Owner, LLC TX REITS and Finance 506(b) $125K 100.0%
2026-01-14 Laurel Clover REIT, LLC CA REITS and Finance 506(b) $125K 72.8%
2026-01-14 RXR HYCF Debt REIT LLC NY REITS and Finance 506(b) $125K 76.0%
2026-01-14 CEVF VI Capitol Holdings, LLC GA REITS and Finance 506(b) $125K 76.0%
2026-01-14 Raith Real Estate High Yield Credit Fund Holdings R, LLC NY REITS and Finance 506(b) $125K 76.0%
2026-01-14 Belnova Realty Corp II MA REITS and Finance 506(b) $125K 76.0%
2026-01-14 ProLogis NA3 REIT II LLC CO REITS and Finance 506(b) $125K 100.0%
2026-01-14 ProLogis NA2 Pennsylvania Trust CO REITS and Finance 506(b) $125K 100.0%
2026-01-14 Palmtree Acquisition Corp CO REITS and Finance 506(b) $125K 100.0%
2026-01-09 3030 Science Park REIT, L.L.C. CA REITS and Finance 506(b) $250K 100.0%
2026-01-09 LEO Impact REIT, L.L.C. MD REITS and Finance 506(b) $125K 100.0%
2026-01-09 PCCP Equity X (QF-2) RT, LLC CA REITS and Finance 506(b) $375K 100.0%
2026-01-09 PRISA III Feeder B REIT LLC NJ REITS and Finance 506(b) $250K 100.0%
2026-01-09 PEX SF Apartments RT, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-09 Stockbridge Niche Logistics MA REIT, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-09 PCCP Credit XI (PF) RT 2, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-09 EPP Fund II REIT LLC NJ REITS and Finance 506(b) $125K 100.0%
2026-01-06 BCT REIT I, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-06 E Street Owner LLC VA REITS and Finance 506(b) $125K 100.0%
2026-01-06 Bell Partners Growth & Income Institutional Subsidiary, LLC NC REITS and Finance 506(b) $125K 100.0%
2026-01-06 Bell Value-Add Fund VIII Rock Springs Holdings, LLC NC REITS and Finance 506(b) $125K 100.0%
2026-01-06 11 North AA Master REIT 1, LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-06 Atlantic IIP REIT I, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-06 BCE Fund V REIT Blocker, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-05 1 Lincoln REIT, LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-05 CRE Carlisle REIT, LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-05 ARIS Real Assets Holdco I LLC NY REITS and Finance 506(b) $125K 100.0%
2026-01-02 REIT Union Corvallis, LLC CO REITS and Finance 506(b) $125K 100.0%
2026-01-02 BVF VI IVY REIT, LLC MA REITS and Finance 506(b) $375K 100.0%
2026-01-02 BCRE FIE SPE I LLC CA REITS and Finance 506(b) $125K 100.0%
2026-01-02 BCSP 9 CC Holdings LLC MA REITS and Finance 506(b) $125K 100.0%
2026-01-02 1177 Holdings LLC MA REITS and Finance 506(b) $125K 100.0%
2025-12-30 G3 ER Migration LLC CA REITS and Finance 506(b) $125K 100.0%
2025-12-30 526 S. Church Phase I REIT, LLC NC REITS and Finance 506(b) $125K 100.0%
2025-12-30 CV NYC REIT LLC RI REITS and Finance 506(b) $125K 100.0%
2025-12-30 Asana Partners Fund III REIT 25, LLC NC REITS and Finance 506(b) $250K 100.0%
2025-12-30 Raith Real Estate Fund IV Holdings R, LLC NY REITS and Finance 506(b) $125K 100.0%
2025-12-23 Armando REIT, LLC TX REITS and Finance 506(b) $125K 100.0%
2025-12-23 GS GO II REIT CoInv, LLC SC REITS and Finance 506(b) $125K 100.0%
2025-12-23 GS GO II REIT-B, LLC SC REITS and Finance 506(b) $125K 100.0%
2025-12-22 Bell Value-Add Fund VIII Parker North Holdings, LLC NC REITS and Finance 506(b) $125K 100.0%
2025-12-22 Bell Value-Add Fund VIII Parker Holdings, LLC NC REITS and Finance 506(b) $125K 100.0%
2025-12-22 Bell Value-Add Fund VIII Murrieta Holdings, LLC NC REITS and Finance 506(b) $125K 100.0%
2025-12-22 Bell Value-Add Fund VIII Miramar Holdings, LLC NC REITS and Finance 506(b) $125K 100.0%
2025-12-22 Bell Value-Add Fund VIII Gateway Holdings, LLC NC REITS and Finance 506(b) $125K 100.0%
2025-12-22 Bell Value-Add Fund VIII Avalon Park Holdings, LLC NC REITS and Finance 506(b) $125K 100.0%
2025-12-22 Bell Value-Add Fund VIII Shrewsbury Holdings, LLC NC REITS and Finance 506(b) $125K 100.0%
2025-12-19 VDC WI DC REIT A, LLC CO REITS and Finance 506(b) $500K 100.0%
2025-12-19 VDC WI Non-DC REIT A, LLC CO REITS and Finance 506(b) $500K 100.0%
2025-12-18 Marathon Asset-Based Lending REIT IV, LLC NY Pooled Investment Fund / Other Investment Fund 506(b) $125K 100.0%
2025-12-17 Galvanize Real Estate Fund I REIT, LLC CA REITS and Finance 506(b) $125K 99.2%
2025-12-17 KC 75 Broadway REIT LLC MA REITS and Finance 506(b) $125K 96.0%
2025-12-17 CMLE REIT, LLC NY REITS and Finance 506(b) $125K 97.6%
2025-12-16 H.I.G. Realty V REIT, LLC FL REITS and Finance 506(b) $125K 54.4%
2025-12-16 Overland Advantage NY Pooled Investment Fund / Other Investment Fund 506(b) $1.5M 100.0%
2025-12-15 CAB 290 Coles SubREIT LLC MA REITS and Finance 506(b) $125K 59.2%
2025-12-15 FIVF IV (REIT), LLC NJ REITS and Finance 506(b) $125K 59.2%
2025-12-12 Artemis Healthcare Fund III REIT, LLC MD REITS and Finance 506(b) $125K 55.2%
2025-12-12 5300 Airways Blvd TN REIT, LLC MD REITS and Finance 506(b) $125K 43.2%
2025-12-11 SDF REIT LLC NY REITS and Finance 506(b) $125K 39.2%
2025-12-03 TruAmerica Workforce Housing Fund II REIT, L.P. CA REITS and Finance 506(b) $125K 100.0%
2025-12-03 BCSS Archwest (L) REIT, LLC MA REITS and Finance 506(b) $125K 100.0%
2025-12-01 CP IX Latitude REIT, LLC CA REITS and Finance 506(b)
2025-12-01 CP Investment IX REIT 3, LLC CA REITS and Finance 506(b)
2025-12-01 CP Investment IX REIT 2, LLC CA REITS and Finance 506(b)
2025-12-01 CP IX Desmond REIT, LLC CA REITS and Finance 506(b)
2025-11-26 Bell Value-Add Fund VIII Almaden, LLC NC REITS and Finance 506(b) $125K 100.0%
2025-11-25 Goodman US Value Parent REIT LLC CA REITS and Finance 506(b) $125K 100.0%
2025-11-25 Penzance Real Estate Fund III REIT LLC DC REITS and Finance 506(b) $125K 100.0%
2025-11-20 ACI VI 80 Dekalb Coinvest REIT LLC NY REITS and Finance 506(b) $125K 93.6%
2025-11-20 Atlantic REIT GMP, LLC MA REITS and Finance 506(b) $125K 93.6%
2025-11-20 Atlantic Urbana III REIT I LLC TX REITS and Finance 506(b) $125K 93.6%
2025-11-20 Atlantic Alliance HP REIT I, LLC PA REITS and Finance 506(b) $125K 93.6%
2025-11-20 PSI JV IX REIT LLC TN REITS and Finance 506(b) $125K 93.6%
2025-11-20 TPMFT REIT 1, LLC NY REITS and Finance 506(b) $125K 93.6%
2025-11-19 Meritex Industrial Fund V REIT, LLC MN REITS and Finance 506(b) $125K 72.8%
2025-11-19 1 Java Holdings LLC NY REITS and Finance 506(b) $125K 72.8%
2025-10-10 Digital Collins 908 REIT, LLC TX REITS and Finance 506(b) $500K 100.0%
2025-10-07 West Central Street RT LLC MA REITS and Finance 506(b) $125K 100.0%
2025-10-07 Wareham Road RT LLC MA REITS and Finance 506(b) $125K 100.0%
2025-10-03 EQT Exeter Industrial VI REIT II, LLC PA REITS and Finance 506(b) $125K 99.2%
2025-10-03 HI-MUSREF JAX REIT LP MA REITS and Finance 506(b) $125K 99.2%
2025-10-01 CRM REIT 2, LLC NY REITS and Finance 506(b) $125K 63.2%
2025-09-29 LFF VI REIT LLC NH REITS and Finance 506(b) $125K 35.2%
2025-08-08 MTP II REIT Holding, LLC MA REITS and Finance 506(b) $125K 100.0%
2025-07-31 ELP REIT B1, LLC CA REITS and Finance 506(b) $500K 100.0%