Capital Flow Monitor · Placement agents

Peak Brokerage Services, Llc

Firm · None · CRD 157045

Real-estate raises

12

Lodging raises

0

All raises seen

24

Total offered

$2.49B

Licensed / soliciting in: AK AL AR AZ CA CO CT DC DE FL GA HI ID NY SC

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-07-08 RGP Income Fund II, LP TX Oil and Gas 506(c) $175.0M 76.5%
2026-06-04 RGP Income Fund II, LP TX Oil and Gas 506(c) $125.0M 89.8%
2026-05-29 Steele Creek Capital Corp NC Pooled Investment Fund / Other Investment Fund 506(b)
2026-05-06 RGP Income Fund II, LP TX Oil and Gas 506(c) $125.0M 84.9%
2026-04-22 S2K/Miller Fund LP CO Pooled Investment Fund / Other Investment Fund 506(c) $100.0M 28.0%
2026-04-08 RGP Income Fund II, LP TX Oil and Gas 506(c) $125.0M 79.2%
2026-03-30 PG Omaha Landmark DST GA Other Real Estate 506(c) $27.6M 100.0%
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%
2026-03-03 RGP Income Fund II, LP TX Oil and Gas 506(c) $125.0M 74.0%
2026-02-05 RGP Income Fund II, LP TX Oil and Gas 506(c) $125.0M 72.4%
2026-01-09 RGP Income Fund II, LP TX Oil and Gas 506(c) $125.0M 71.6%
2025-12-03 RGP Income Fund II, LP TX Oil and Gas 506(c) $125.0M 48.8%
2025-11-10 RGP Income Fund II, LP TX Oil and Gas 506(c) $125.0M 41.9%
2025-10-21 S2K/Miller CLT Fund, LP CO Pooled Investment Fund / Other Investment Fund 506(c) $21.0M 21.7%
2025-09-19 Wheaton Multifamily DST IL Other Real Estate 506(b) $120.5M 91.3%
2025-09-15 CSRA Opportunity Zone Fund IX, LLC VA Commercial 506(c) $77.4M 20.6%
2025-08-29 Wheaton Multifamily DST IL Other Real Estate 506(b) $120.5M 82.5%
2025-08-13 Wheaton Multifamily DST IL Other Real Estate 506(b) $120.5M 62.4%
2025-08-06 ExchangeRight Net-Leased Portfolio 66 DST CA Commercial 506(b) $63.8M 100.0%
2025-08-06 ExchangeRight Net-Leased Portfolio 64 DST CA Commercial 506(b) $53.3M 100.0%
2025-08-04 Columbia SC Student Housing DST IL Residential 506(b) $128.7M 100.0%
2025-07-16 Wheaton Multifamily DST IL Other Real Estate 506(b) $120.5M 53.4%
2025-07-02 Wheaton Multifamily DST IL Other Real Estate 506(b) $120.5M 48.8%