Capital Flow Monitor · Placement agents
Richard Gann
Registered representative · Concorde Investment Services, LLC · CRD 4623806
Real-estate raises
5
Lodging raises
0
All raises seen
5
Total offered
$386.5M
Licensed / soliciting in: OR
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-10-09 | AX Diversified Retail Portfolio, DST NY | Other Real Estate | 506(b) | $89.5M | 28.6% |
| 2026-09-18 | BREX Net Lease Data Center I DST NY | Other Real Estate | 506(b) | $59.0M | 19.8% |
| 2026-09-10 | AX Diversified Retail Portfolio, DST NY | Other Real Estate | 506(b) | $89.5M | 16.5% |
| 2026-09-04 | BREX Net Lease Data Center I DST NY | Other Real Estate | 506(b) | $59.0M | 13.2% |
| 2026-08-27 | AX Diversified Retail Portfolio, DST NY | Other Real Estate | 506(b) | $89.5M | 6.7% |