Capital Flow Monitor · Placement agents
Purshe, Kaplan, Sterling Investments
Registered representative · Lawrence M. Bell · CRD 35747
Real-estate raises
19
Lodging raises
1
All raises seen
29
Total offered
$3.4B
Licensed / soliciting in: AK AL AR AZ CA CO CT DC DE FL GA HI IA ID KS MA MD ME MI MN MO NJ NY OR RI TN TX UT
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-07-08 | Axcelus Financial Life Insurance Co Separate Account VL 503 PA | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-06-18 | Mewbourne Energy Partners 26-A, L.P. TX | Oil and Gas | 506(b) | $150.0M | 25.8% |
| 2026-05-15 | CAMPBELL FUND TRUST MD | Pooled Investment Fund / Other Investment Fund | 506(b) | — | — |
| 2026-04-07 | NB PINE ROCK FUND LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-04-07 | NB ALL CAP ALPHA FUND LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-17 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 82.1% |
| 2026-03-11 | CF Landings Multifamily DST NY | Residential | 506(b) | $36.0M | 0.0% |
| 2026-03-09 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 92.5% |
| 2026-03-02 | NexPoint Lodging I DST TX | Commercial | 506(c) | $27.9M | 100.0% |
| 2026-02-13 | CF Chestnut Street Multifamily DST NY | Residential | 506(b) | $82.3M | 100.0% |
| 2026-02-05 | ALT Student Housing DST IL | Other Real Estate | 506(b) | $77.2M | 100.0% |
| 2026-01-22 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2026-01-14 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 80.7% |
| 2026-01-13 | Griffin Capital Qualified Opportunity Zone Fund IV, L.P. CA | Other Real Estate | 506(b) | $500.0M | 68.4% |
| 2025-12-31 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 70.8% |
| 2025-12-30 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $300.0M | 77.4% |
| 2025-12-22 | Inland Oklahoma Student Housing DST IL | Other Real Estate | 506(b) | $83.9M | 66.5% |
| 2025-12-17 | Hines Diehl Road Multifamily LLC TX | Residential | 506(b) | $38.4M | 100.0% |
| 2025-12-03 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 71.8% |
| 2025-11-06 | PG Dallas Industrial DST GA | Other Real Estate | 506(c) | $27.9M | 100.0% |
| 2025-11-06 | HREX 7, DST TX | Other Real Estate | 506(b) | $199.8M | 100.0% |
| 2025-10-02 | National Senior Living Portfolio DST IL | Residential | 506(b) | $149.0M | 100.0% |
| 2025-09-09 | MDS 2025-Shale Development, LP PA | Oil and Gas | 506(c) | $200.0M | 55.2% |
| 2025-08-19 | HREX 6, DST TX | Residential | 506(b) | $246.5M | 100.0% |
| 2025-08-11 | CF One William Parent DST NY | Residential | 506(b) | $44.8M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 67 DST CA | Commercial | 506(b) | $48.1M | 100.0% |
| 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% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 6 DST CA | Commercial | 506(b) | $23.3M | 100.0% |