Capital Flow Monitor · Placement agents

Peter Jon Marzo

Registered representative · METRIC FINANCIAL, LLC · CRD 4716444

Real-estate raises

3

Lodging raises

0

All raises seen

3

Total offered

$211.7M

Licensed / soliciting in: AL AZ CA CO FL GA HI IA IL MA MD ME MN NV NY OR PA SC TX VA WA WY

Raises placed

FiledIssuerIndustryRuleOffering% sold
2026-09-11 Moody Med Center 2 DST TX Commercial 506(c) $41.9M 100.0%
2026-01-12 Moody Village Towers DST TX Commercial 506(c) $136.3M 42.5%
2025-10-08 Moody Med Center 1 DST TX Commercial 506(c) $33.5M 100.0%