Capital Flow Monitor · Placement agents
Peter Marzo
Registered representative · Metric Financial, LLC · CRD 4716444
Real-estate raises
13
Lodging raises
0
All raises seen
14
Total offered
$573.2M
Licensed / soliciting in: IL MA NY OH PA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-10-01 | FREX DB Series I DST NY | Other Real Estate | 506(c) | $40.2M | 28.5% |
| 2026-09-09 | FREX DB Series I DST NY | Other Real Estate | 506(c) | $40.2M | 21.7% |
| 2026-08-25 | FREX DB Series I DST NY | Other Real Estate | 506(c) | $40.2M | 15.9% |
| 2026-07-13 | DX SB Industrial I DST NJ | Other Real Estate | 506(c) | $18.5M | 56.4% |
| 2026-06-01 | U.S. Energy Private Capital III LP TX | Oil and Gas | 506(c) | $100.0M | 0.1% |
| 2026-03-12 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 99.1% |
| 2026-02-06 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 98.5% |
| 2025-12-29 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 88.4% |
| 2025-12-05 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 70.4% |
| 2025-11-14 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 64.1% |
| 2025-10-14 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 40.5% |
| 2025-09-26 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 38.4% |
| 2025-09-11 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 33.7% |
| 2025-08-28 | Griffin Capital (Heritage - Gonzales, LA) DST CA | Other Real Estate | 506(b) | $37.1M | 28.5% |