Capital Flow Monitor · Placement agents
Peter Roberts
Registered representative · WealthForge Securities, LLC · CRD 6982848
Real-estate raises
10
Lodging raises
0
All raises seen
10
Total offered
$470.4M
Licensed / soliciting in: CO FL HI IN KS KY LA MS NE NY TX VA
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 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% |
| 2026-01-12 | Moody Village Towers DST TX | Commercial | 506(c) | $136.3M | 42.5% |
| 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% |