Capital Flow Monitor · Placement agents
Peter James Roberts
Registered representative · WEALTHFORGE SECURITIES, LLC · CRD 6982848
Real-estate raises
2
Lodging raises
0
All raises seen
2
Total offered
$56.1M
Licensed / soliciting in: AZ CA CO FL GA HI IN KS KY LA MI MS
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2025-10-08 | Moody Med Center 1 DST TX | Commercial | 506(c) | $33.5M | 100.0% |
| 2025-09-09 | Moody 77024 Multi-Family DST TX | Residential | 506(c) | $22.5M | 100.0% |